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FreeAgent CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for FreeAgent CRM medium Failure Risk for Scratchpad medium
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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

"Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a... simple update. I really like the notes section as well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on. " - Adam Chamberlain

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

Read Reviews (20)

Read Reviews (25)

engaging and following up

Read Reviews (13)

Read Reviews (22)

collaboration

Read Reviews (15)

Read Reviews (5)

workflow management

Read Reviews (11)

Read Reviews (46)

generation of new leads

Read Reviews (8)

Read Reviews (1)

helpdesk management

Read Reviews (7)

Read Reviews (9)

training & onboarding

Read Reviews (6)

Read Reviews (23)

contact list management

Read Reviews (4)

Read Reviews (6)

creating contact list

Read Reviews (0)

Read Reviews (2)

sales document management

Read Reviews (4)

Read Reviews (5)

proposal & quote management

Read Reviews (3)

Read Reviews (1)

contract management

Read Reviews (1)

Read Reviews (3)

communication management

Read Reviews (3)

Read Reviews (2)

tracking & monitoring communications

Read Reviews (3)

Read Reviews (0)

sending & publishing communications

Read Reviews (0)

Read Reviews (2)

sales review & feedback

Read Reviews (2)

Read Reviews (0)

lifetime value management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (0)

conversion management

Read Reviews (1)

Read Reviews (3)

pipeline management

Read Reviews (1)

Read Reviews (41)

opportunity management

Read Reviews (1)

Read Reviews (9)

account management

Read Reviews (1)

Read Reviews (4)

customer case management

Read Reviews (1)

Read Reviews (2)

segmentation and targeting

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting