Wingmate vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Wingmate and Scratchpad as CRM Category solutions.

Wingmate: Wingmate offers simple yet powerful solutions for service-driven businesses to dominate competition and retain customers. Sales become a team sport with its Lead Capture App & CRM.

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 Wingmate vs. Scratchpad draws on 1416 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Wingmate supports Sales pipeline management, Lead management and tracking, Sales pipeline management for field teams, Lead capture and submission automation, 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 pipeline management, Sales process automation.

Wingmate also covers Lead management, Sales enablement, Sales management, Customer relationship management, etc.

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

Top use cases: Wingmate vs Scratchpad

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

Wingmate Scratchpad

Top Capabilities: Wingmate vs Scratchpad

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

Wingmate
Shared
Scratchpad
Shared by both · Topics
Wingmate only
Scratchpad only

Deployed Market Segments: Wingmate vs Scratchpad

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

Wingmate 100%
Scratchpad 100%

Wingmate and Scratchpad: Best activities based on customer satisfaction

Wingmate in Action: Unique Activities

How does Wingmate facilitate Engagement Management?
The engagement management platform provides a user-friendly interface to categorize clients, track leads, and send notifications. nIt enhances communication between teams and increases engagement through mobile app access.nThe platform has a limitation where follow-up on leads may be delayed, potentially affecting lead conversion rates.
"...All leads are saved and followed up on and updated as needed with new info or when it sells ...." Peer review by Mike C., district manager
What makes Wingmate ideal for Lead Management?
The system provides a mobile application for field personnel and a web-based CRM dashboard for office users. nThe dashboard streamlines lead organization and management.nThe solution eliminates the need for paper documentation of leads.
"...Our solution is comprised of a mobile app for people in the field and a lead management dashboard (Web-based CRM) accessible to those back at the office...." Peer review from Wingmate
What makes Wingmate ideal for Capturing Leads?
Wingmate streamlines lead capture. It simplifies lead capture, tracking, and communication for field users. This includes capturing lead information, tracking sales progress, and managing commission payments.
"...- Ease of use for the team in the field - Ability for field users to track progress of sales leads they captured - An easy way to track commissions paid on closed sales leads. ...." Peer review by Verified Reviewer
What solutions does Wingmate provide for Generation Of New Leads?
Wingmate Generation is a platform that allows users to generate sales leads by capturing new business opportunities through a mobile application. The system motivates users to contribute leads, tracks their contributions, and provides a dashboard for viewing lead status. Although the system is widely available and accessible, it may not be suitable for all types of businesses.
"...The ability for everyone in the company to download the app to their phone and send in leads whenever they see new business opportunities. ...." Peer review by Mitchell S., Sales Cultivator
What solutions does Wingmate provide for Lead Tracking?
Wingmate provides a comprehensive lead tracking system with features such as task management, reminders, and reporting. Users can organize, measure, and track leads through an online dashboard, enabling efficient lead management and sales performance analysis. While Wingmate's lead tracking system offers a robust set of features, it may be more efficient to forward leads directly to sales personnel.
"...It's a simple system to help improve incoming sales leads and track their performance...." Peer review by Verified Reviewer

Scratchpad in Action: Unique Activities

What Are the key features of Scratchpad 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.
"...I went from managing a pipeline for hours at the beginning of the month to under 30 minutes to submit forecasts...." Peer review by Cody L., Channel Business Manager, Milestone Systems
How does Scratchpad facilitate 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.
"...As such, it houses millions of fields of information which may not be relevant to your day to day workflows and success...." Peer review by Tarun M., Account Executive, TouchBistro
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.
"...CRMs are generally tedious work and Scratchpad is a game-changer for pipeline & opportunity management...." Peer review by Corey A.
How efficiently Does Scratchpad manage your 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.
"...This has been a great experience working with their team to learn the product and share feedback that they are implementing right away...." Peer review by Shane J., Strategic Account Executive, Smartsheet