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Merchant Relationship Management vs Scratchpad: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Merchant Relationship Management vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 2844 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Merchant Relationship Management and Scratchpad

Merchant Relationship Management, Scratchpad, Leadmaster CRM, Apptivo, 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.

Merchant Relationship Management covers Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.

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

"I started my business in 1998 and IRIS CRM is a must-have for a sales organization to grow their business in the current payment processing space. " - Lamont Mitchell

"My favorite part about Scratchpad is the simple and effective user interface. They set out to take the burden of admin on Salesforce off the plate of an active sales team and put everything in one easy to use (and easy to link) interface to make upd...ating the pipeline, taking notes, and completing tasks a breeze. It's helpful to have all of your notes, contacts, and accounts on one browser tab and be able to seamlessly move between screens with a click rather than (4+ clicks). Admin is always a nightmare and this allows us to take care of it in minutes versus hours. " - Cameron Vens

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 Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Scratchpad for

Software Failure Risk

  • low

logo Scratchpad

Focus area

Scratchpad is better than Merchant Relationship Management for

Software Failure Risk

  • medium

About

CRM & Underwriting Platform

Fastest experience to update Salesforces

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

53

46

Total Goals
(we found evidences for)

11

6

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management



helpdesk management


training & onboarding


competitive intelligence


generation of new leads


sales call management


workflow management


communication management

sending & publishing communications

tracking & monitoring communications


social media management

social media analytics

engaging on social media



lead qualification

lead qualification: demographic

lead qualification: technographic


engagement management

engaging and following up



products & pricelist management


contact list management


payment management




conversion management



relationship management



lifetime value management


performance management



calendar management


pipeline management






opportunity management


account management


segmentation and targeting


business development


promotion management


discount management


customer case management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • 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

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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low

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Migration Risk

low

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medium

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Business Setting