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FreeAgent CRM vs Scratchpad: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1693 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and Scratchpad

FreeAgent CRM, Scratchpad, Claritysoft CRM, Solve CRM, 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.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

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

"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty

"Updating Salesforce has never been easier. At the beginning of every month I do a pipeline review to make sure I am on top of all of my opportunities. Using Scratchpad has saved me tons of clicks and hours waiting for information to load within Sale...sforce by providing a quicker and easier way to update fields as well as tiles that act as a template allowing me to quickly have all the fields I need to update in one location. " - Gareth Ritcey

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 FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than FreeAgent CRM for

Software Failure Risk

  • medium

About

CRM and Work Management

Fastest experience to update Salesforces

Financials

SEED

SERIES B

Business Need

Total Processes
(we found evidences for)

35

46

Total Goals
(we found evidences for)

11

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management

creating contact list


sales document management

proposal & quote management

contract management



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management



conversion management


pipeline management


opportunity management


account management


customer case management







segmentation and targeting


business development


promotion management


discount management


meeting management


sales call management

meeting management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 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

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting