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Agile CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Agile CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 8410 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Agile CRM and Scratchpad

Agile CRM, Scratchpad, Freshsales, Hubspot Sales Hub, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"Agile is a pretty comprensive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I've found the customer se...rvice incredibly responsive. These guys really care about their reputation. " - Luke Vincent

"One of the most frustrating things you might hear from a sales manager: 'Is you forecast in Salesforce up to date?' As we all know, updating SFDC is tedious and requires far too many clicks/loads to provide simple updates. Scratchpad solves this in ...an elegant way, allowing you to instantly update records from one view. One of the best sales productivity tools I have seen! Props to the team here as they are always willing to help if you have any questions. " - Ryan Fogarty

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Agile CRM

Focus area

Agile CRM is better than Scratchpad for

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Agile CRM for

Software Failure Risk

  • medium

About

Agile CRM | Automate your sales, marketing, and service in one platform

Fastest experience to update Salesforces

Age

2012

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

103

46

Total Goals
(we found evidences for)

16

6

Top Processes

Evidences indicate better relative satisfaction


contact list management

enriching contact list

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management


engagement management

engaging and following up

engaging with scheduling & cadence


campaign management

campaign analytics

campaign monitoring


social media management

social media analytics

scheduling post to social media

managing social media account

engaging on social media

monitoring social media




sales call management

meeting management


generation of new leads


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic



training & onboarding





relationship management


sales document management

proposal & quote management

contract management


social media marketing




promotion management


discount management


knowledge management



conversion management




customer feedback management

measuring customer satisfaction


content management




pipeline management




subscription management


category management


conference call management


lifetime value management


products & pricelist management


database marketing


segmentation and targeting


loyalty management

identify target customers



revenue cycle management




account management



follower management


sales review & feedback




customer case management


opportunity management


business development



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve efficiency

  • Grow market share

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Improve ROI

  • Launch new products

  • Improve brand engagement

  • Improve digital and social presence

  • Improve internal communications

  • Improve stakeholder relations

  • Build brand awareness

  • Reduce bounce

  • See 13 more
  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more
  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

high

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting