Zurmo vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Zurmo and Scratchpad as CRM Category solutions.

Zurmo: Zurmo enhances CRM by integrating gamification to make user adoption easier and more engaging. Traditional CRM systems are often disliked for their complexity and cumbersome data entry.

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 Zurmo vs. Scratchpad draws on 1300 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Zurmo supports Audience and sponsor data management, Customer communication management, Integration of multiple data platforms, Order and process tracking, etc.

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

Zurmo covers Customer engagement, Customer relationship management, Workflow management, Data integration.

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

Top use cases: Zurmo vs Scratchpad

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

Zurmo Scratchpad

Top Capabilities: Zurmo vs Scratchpad

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

Zurmo
Shared
Scratchpad
Zurmo only
Scratchpad only

Deployed Market Segments: Zurmo vs Scratchpad

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

Zurmo 100%
Scratchpad 100%

Zurmo and Scratchpad: Best activities based on customer satisfaction

Zurmo in Action: Unique Activities

How can Zurmo optimize your Relationship Management Workflow?
Zurmo is a customizable customer relationship management system. nIt offers features for tracking customers and managing relationships.nZurmo is built for mobile use and includes social and gamified features.
"...Customer tracking and relationship management...." Peer review by Administrator

Scratchpad in Action: Unique Activities

How can Scratchpad optimize your Forecasting Workflow?
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.
"...The time saved each month managing a forecast and pipeline is cut by 75% or more by using Scratchpad...." Peer review by Cody L., Channel Business Manager
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.
"...It's enabled me to create my own workflows that work for me the unique processes of our organization...." Peer review by Ben B., Account Manager, Enterprise, PitchBook Data, Inc.
How does Scratchpad address your Pipeline Management Challenges?
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.
"...Pipeline management and being able to stay organized!..." Peer review by David J., Strategic Account Executive
What benefits does Scratchpad offer 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.
"...makes sure every aspect is there for us to analyse which allows me to better prepare for follow up calls...." Peer review by José A.
How can Scratchpad enhance your Training & Onboarding process?
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.
"...Until yesterday, when I received personalized onboarding from Scratchpad...." Testimonial by Matt McSpiritt, Account Executive, Segment

News

Latest Zurmo news

Building a custom customer portal in EspoCRM without writing a line of code

EspoCRM introduces a no-code solution for building custom customer portals. This feature allows businesses to configure portals for customer interactions, enabling users to access CRM data, manage records, and communicate efficiently. The setup involves defining portal roles, configuring settings, and adding users, enhancing customer service without coding expertise.

08/05/2026 - source