WebPresented CRM (WPCRM) vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: WebPresented CRM (WPCRM) and Scratchpad as CRM Category solutions.

WebPresented CRM (WPCRM): WPCRM is a Full Box CRM for wholesale distribution, fully integrated with the ERP. Real results are provided from existing data to match business processes.

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 WebPresented CRM (WPCRM) vs. Scratchpad draws on 1290 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

WebPresented CRM (WPCRM) supports Mobile quoting and order entry, Quoting and proposal management, Sales data centralization and visibility, Sales pipeline management, etc.

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

Evidence shows that both products are used for Sales automation.

WebPresented CRM (WPCRM) also covers Sales enablement, Customer relationship management, CRM for distribution, Quote management, etc.

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

Top use cases: WebPresented CRM (WPCRM) vs Scratchpad

Use cases tied to WebPresented CRM (WPCRM) and Scratchpad from verified data sources. Click any use case for supporting evidences.

WebPresented CRM (WPCRM) Scratchpad

Top Capabilities: WebPresented CRM (WPCRM) vs Scratchpad

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

WebPresented CRM (WPCRM)
Shared
Scratchpad
Shared by both · Topics
WebPresented CRM (WPCRM) only
Scratchpad only

Deployed Market Segments: WebPresented CRM (WPCRM) vs Scratchpad

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

WebPresented CRM (WPCRM) 100%
Scratchpad 100%

WebPresented CRM (WPCRM) and Scratchpad: Best activities based on customer satisfaction

Scratchpad in Action: Unique Activities

How can Scratchpad enhance your Forecasting process?
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.
"...We've seen a significant uptick in forecasting accuracy, CRM user adoption, and far fewer one-off calls for forecasting updates from senior leadership...." Peer review by Jeff G., Brand Advisor for Video Creation
Why is Scratchpad the best choice 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.
"...You can access your SFDC without ever having to switch screens, allowing you to maintain a consistent workflow...." Peer review by Derek W., Senior Account Executive
Why is Scratchpad the best choice 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.
"...-Capture all meeting notes, synced with the calendar and sfdc oppys & contacts -Manage pipeline and keep up to date inline in seconds vs opening up a million tabs -Persistent search across the browser allows me to use a hotkey to search and access sfdc, gmail, calendar, call notes, etc from ANYWHERE..." Peer review by Danny B., Senior Sales Director, Blue Lava
How does Scratchpad facilitate 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
What solutions does Scratchpad provide for Training & Onboarding?
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.
"...Their product teams are also great at onboarding/working to customize flows that work for you...." Peer review from Telecommunications

News

Latest WebPresented CRM (WPCRM) news

From Data to Deals: How Distributors Use CRM and Attribution to Drive Revenue Growth

WebPresented highlights the importance of CRM and attribution in the distribution industry. Using AI-powered CRM tools like WPCRM's Plaimaker, distributors can gain insights into customer interactions and improve quote conversion rates. This approach helps protect revenue, reduce onboarding costs, and lower sales rep turnover by providing actionable insights and streamlining sales processes.

06/08/2025 - source