SP CRM vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: SP CRM and Scratchpad as CRM Category solutions.

SP CRM: SP CRM is a Microsoft 365 SharePoint CRM by SP Marketplace. It enhances the Digital Workplace with advanced sales portal features.

Scratchpad: Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.

This comparison of SP CRM vs. Scratchpad draws on 1317 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

SP CRM supports Facilities management automation, Customer support and campaign management, Facilities and asset management automation, Employee self-service portal, etc.

Scratchpad supports Automating Salesforce CRM updates, Salesforce CRM automation for sales teams, Sales process automation and standardization, Sales admin automation and reduction, etc.

SP CRM covers Facilities management, Asset management, IT service management, Workforce management, etc.

Scratchpad covers Sales automation, Sales process management, Sales process automation, CRM data management, etc.

Top use cases: SP CRM vs Scratchpad

Use cases tied to SP CRM and Scratchpad from verified data sources. Click any use case for supporting evidences.

SP CRM Scratchpad

Top Capabilities: SP CRM vs Scratchpad

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

SP CRM
Shared
Scratchpad
SP CRM only
Scratchpad only

Deployed Market Segments: SP CRM vs Scratchpad

Share of peer evidence by company size for SP CRM and Scratchpad. Each product segments add up to 100%. Click any segment for supporting evidence.

SP CRM 100%
Scratchpad 100%

SP CRM and Scratchpad: Best activities based on customer satisfaction

SP CRM in Action: Unique Activities

What solutions does SP CRM provide for Campaign Management?
The platform helps businesses track and manage their marketing campaigns. It offers features to track leads, analyze campaigns, and manage accounts. The platform provides tools for collaboration, communication, and visibility into the sales pipeline.
"...Sales rep workspace to focus on contacts today, appointments, leads and tasks Full visibility into the pipeline through dashboards and drill-down features for management Sales team collaboration, access to resources, announcements and meeting calendar Receive email alerts for important events and activities Track marketing campaigns, events and the related projects to deliver them..." Peer review
What solutions does SP CRM provide for Collaboration?
Collaboration tools are available to support sales teams. nThese tools allow sales teams to work together and share resources and information. nThey also enable communication and collaboration within the organization.
"...The ability to have enterprise-class email, collaboration and social platforms that integrate seamlessly with the Office platform has transformed the way these companies can collaborate using the cloud...." News
How does SP CRM facilitate Lead Tracking?
The application helps businesses manage sales leads and opportunities. nIt tracks the progress of sales opportunities and enables team collaboration.nThe application provides tools for campaign analysis and account management.
"...Track opportunities through stages, and share communication across the team..." Peer review
What makes SP CRM ideal for Capturing Leads?
The system captures leads from websites, emails, and lists. nIt then automatically places these leads into the sales process.nThe system supports the entire sales cycle, including campaign tracking, opportunity tracking, and account management.
"...It supports the entire life cycle from campaign tracking, lead capture, opportunity tracking and account management...." Office 365 SharePoint CRM | SP Sales and CRM Portal by SP Marketplace for Office 365 and SharePoint - Part of a Digital Workplace

Scratchpad in Action: Unique Activities

What solutions does Scratchpad provide for Forecasting?
Scratchpad streamlines sales forecasting by simplifying pipeline management and opportunity updates. This tool allows for efficient adjustments to forecasts, saving time and improving accuracy. As a result, sales teams experience increased productivity and a cleaner CRM system.
"...Scratchpad saves me tremendous time and effort and has nearly eliminated my frustration around forecast updates and SFDC hygiene...." Peer review by Tony F., Enterprise Account Executive, Cloudera
What benefits does Scratchpad offer for Workflow Management?
Scratchpad helps users manage their workflows by providing a central location for notes, tasks, spreadsheets, and processes. Users can customize the platform to fit their specific needs and easily integrate it with existing systems like Salesforce. While Scratchpad offers a comprehensive workflow management solution, it currently lacks the ability to send emails directly through Salesloft.
"...I love the ability to handle all of my tasks and call notes in one simple to use workflow...." Peer review from Computer Software
What Are the key features of Scratchpad for Pipeline Management?
Scratchpad helps sales professionals manage their pipelines efficiently. nIt streamlines tasks and notes, centralizing information and improving forecasting accuracy. nThis leads to better pipeline visibility for management and saves time for sales teams.
"...It greatly reduces the time it takes to manage my pipeline...." Peer review by Ben S., Enterprise Account Executive
What solutions does Scratchpad provide for Engagement Management?
Scratchpad enhances the Salesforce experience by simplifying opportunity creation, pipeline management, and task scheduling. It provides real-time updates across accounts and opportunities, increasing efficiency and enabling timely follow-ups. nWhile Scratchpad streamlines the Salesforce experience, it might require some effort to fully transition from Salesforce.
"...Simplicity and the speed of engagement to the platform...." Peer review by Consultant
How does Scratchpad address your Training & Onboarding Challenges?
Scratchpad offers a comprehensive onboarding experience that is tailored to the user's needs. The onboarding process is designed to help new users quickly learn how to use the platform effectively. Scratchpad's customer success team is dedicated to assisting users throughout the onboarding process.
"...Also, I want to shout out the AE & onboarding specialist I worked with, Sam Brewer!..." Peer review from Computer Software