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Follow Up Boss vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Follow Up Boss low Failure Risk for Scratchpad medium
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Comparison Summary

This comparison report of Follow Up Boss vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 2765 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Follow Up Boss and Scratchpad

Follow Up Boss, Scratchpad, Lasso CRM, Zurple, 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.

Follow Up Boss covers Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.

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

"We love Follow Up Boss because they play nice with virtually everybody out there...they'll integrate with everybody. Follow Up Boss is the hub of everything for us and then we add spokes from there. " - Kyle Whissel

"Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple t...o do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before. " - Erik Long

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 Follow Up Boss

Focus area

Follow Up Boss is better than Scratchpad for

Software Failure Risk

  • low

logo Scratchpad

Focus area

Scratchpad is better than Follow Up Boss for

Software Failure Risk

  • medium

About

Real Estate CRM and Lead Management Software to deliver an incredible customer experience

Fastest experience to update Salesforces

Financials

NA

SERIES B

Business Need

Total Processes
(we found evidences for)

54

46

Total Goals
(we found evidences for)

7

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (344)

Read Reviews (25)

engaging and following up

Read Reviews (344)

Read Reviews (22)

generation of new leads

Read Reviews (64)

Read Reviews (1)

lead engagement

Read Reviews (38)

Read Reviews (2)

communication management

Read Reviews (38)

Read Reviews (2)

tracking & monitoring communications

Read Reviews (19)

Read Reviews (0)

sending & publishing communications

Read Reviews (17)

Read Reviews (2)

collaboration

Read Reviews (36)

Read Reviews (5)

coaching

Read Reviews (31)

Read Reviews (4)

contact list management

Read Reviews (21)

Read Reviews (6)

sales call management

Read Reviews (19)

Read Reviews (2)

conversion management

Read Reviews (18)

Read Reviews (3)

workflow management

Read Reviews (13)

Read Reviews (46)

helpdesk management

Read Reviews (9)

Read Reviews (9)

lead qualification

Read Reviews (8)

Read Reviews (1)

lead qualification: technographic

Read Reviews (4)

Read Reviews (0)

lead qualification: behavioural

Read Reviews (3)

Read Reviews (0)

training & onboarding

Read Reviews (4)

Read Reviews (23)

relationship management

Read Reviews (3)

Read Reviews (0)

social media management

Read Reviews (3)

Read Reviews (1)

social media analytics

Read Reviews (2)

Read Reviews (0)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (3)

Read Reviews (0)

sales document management

Read Reviews (3)

Read Reviews (5)

contract management

Read Reviews (2)

Read Reviews (3)

motivation management

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (2)

promotion management

Read Reviews (2)

Read Reviews (2)

pipeline management

Read Reviews (0)

Read Reviews (41)

opportunity management

Read Reviews (0)

Read Reviews (9)

account management

Read Reviews (0)

Read Reviews (4)

segmentation and targeting

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (3)

customer case management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Improve ROI

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • Scale best practices

  • Improve brand engagement

  • See 4 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

No Data

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting