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Pipeline CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeline CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 7988 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeline CRM and Scratchpad

Pipeline CRM, Scratchpad, Freshsales, Copper, 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.

Pipeline CRM covers Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.

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

"Our usage of Pipeline CRM has been curving up dramatically because we are growing. The larger we get, the more we need it. We call it 'living in Pipeline CRM. " - Jeff Vaughn

"Scratchpad Command enables me to work quickly, effectively, and accurately in my role by allowing me to check Salesforce data and update in real time without delays and multiple tabs. Data maintenance and consistency is a huge focus for us as we sca...le, and Scratchpad Command is helping me achieve that. " - Yael Smolar

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 Pipeline CRM

Focus area

Pipeline CRM is better than Scratchpad for

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Pipeline CRM for

Software Failure Risk

  • medium

About

Sales Pipeline Enablement Platform

Fastest experience to update Salesforces

Age

2006

Financials

SERIES A

SERIES B

Business Need

Total Processes
(we found evidences for)

98

46

Total Goals
(we found evidences for)

14

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



communication management

tracking & monitoring communications

sending & publishing communications


contact list management

creating contact list




sales document management

proposal & quote management

contract management



promotion management


discount management



pipeline management


generation of new leads


training & onboarding



workflow management


relationship management


helpdesk management


knowledge management


campaign management

campaign monitoring

campaign analytics


business development


customer feedback management

measuring customer satisfaction

measuring net promoter score


conversion management


lifetime value management


sales call management

meeting management


lead qualification

lead qualification: demographic


conference call management


sales review & feedback


follower management


account management





opportunity management


performance management


content management

searching for content


rating and review management


products & pricelist management


revenue cycle management



competitive intelligence





motivation management




subscription management


customer case management



social media management

social media analytics


personalized marketing





category management



segmentation and targeting


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve navigation

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • See 11 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

medium

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low

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Migration Risk

low

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medium

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Business Setting