Overview: PlanPlus Online and Scratchpad as CRM Category solutions.
PlanPlus Online streamlines relationship and contact management for enterprises, emphasizing security and data integration. Mostly used by large enterprises, it's well-suited for management consulting and financial services. Scratchpad excels in sales workflow and pipeline management, favored by computer software and IT industries. It supports onboarding and compliance, proving useful for enterprises seeking to enhance forecasting and analytics. Choose PlanPlus Online for contact-centric processes or Scratchpad for detailed forecasting and sales workflows.
PlanPlus Online: PlanPlus Online is a productivity software system for leaders to plan, execute, and achieve goals. It helps users discover their mission, get organized, and use an online calendar and planner.
Scratchpad: Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.
PlanPlus Online and Scratchpad: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
PlanPlus Online focuses on collaboration, contact list management, and engagement, proving useful for teams emphasizing relationship building and follow-ups. read more →
Scratchpad supports forecasting, pipeline, and workflow management, ideal for sales teams focused on efficient opportunity and lead handling. read more →
Business Goals
PlanPlus Online aims to enhance customer relationships, which aligns with businesses seeking to boost sales and improve communication. read more →
Scratchpad facilitates scaling best practices and increasing ROI, attractive to firms looking to refine processes and optimize revenue streams. read more →
Core Features
PlanPlus Online offers custom reports, analytics, and data import/export, catering to users requiring high-level data integration and security. read more →
Scratchpad is equipped with advanced training and compliance options, alongside robust data import/export and custom reporting. read more →
Vendor Support
PlanPlus Online provides 24/7 support via chat, email, and phone, suited to enterprises needing constant assistance across various channels. read more →
Scratchpad includes training and onboarding support, with comprehensive 24/7 service to aid users targeting extensive help and guidance. read more →
Segments and Industries
PlanPlus Online is predominantly used by large enterprises and industries such as management consulting and financial services, highlighting its business-centric approach. read more →
Scratchpad primarily serves the computer software and IT sectors, with a significant presence in large enterprises. read more →
Operational Alignment
PlanPlus Online integrates smoothly into workflows of companies focused on enhancing customer interactions and data management. read more →
Scratchpad aligns well with organizations that emphasize agile sales operations and require detailed forecasting capabilities. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
PlanPlus Online in Action: Unique Use Cases
How does PlanPlus Online address your Collaboration Challenges?
What makes PlanPlus Online ideal for Contact List Management?
What benefits does PlanPlus Online offer for Relationship Management?
What makes PlanPlus Online ideal for Coaching?
Scratchpad in Action: Unique Use Cases
What Are the key features of Scratchpad for Forecasting?
How can Scratchpad enhance your Workflow Management process?
What makes Scratchpad ideal for Pipeline Management?
What benefits does Scratchpad offer for Engagement Management?
How efficiently Does Scratchpad manage your Training & Onboarding?
Alternatives
News
Latest PlanPlus Online News
Product Enhancements Release Notes January 2025
PlanPlus Online released updates in January 2025, including call report export capabilities and improved task dot hover-over text.
