cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Practifi vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Practifi low Failure Risk for Scratchpad medium
Know More

Comparison Summary

This comparison report of Practifi vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1592 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Practifi and Scratchpad

Practifi, and Scratchpad 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.

Practifi covers Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.

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

"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley

"I've been searching for something like Scratchpad for a long time. Awesome tool that makes life easier if you work in sales. I highly recommend it! If you need help with anything the Scratchpad team is always there to offer their service. " - Alex Herrera

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 Practifi

Focus area

Software Failure Risk

  • low

logo Scratchpad

Focus area

Scratchpad is better than Practifi for

Software Failure Risk

  • medium

About

Business management platform powering growing financial advice firms

Fastest experience to update Salesforces

Financials

SERIES B

SERIES B

Business Need

Total Processes
(we found evidences for)

33

46

Total Goals
(we found evidences for)

9

6

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (27)

Read Reviews (46)

engagement management

Read Reviews (16)

Read Reviews (25)

engaging and following up

Read Reviews (12)

Read Reviews (22)

communication management

Read Reviews (10)

Read Reviews (2)

tracking & monitoring communications

Read Reviews (8)

Read Reviews (0)

collaboration

Read Reviews (9)

Read Reviews (5)

helpdesk management

Read Reviews (6)

Read Reviews (9)

contact list management

Read Reviews (5)

Read Reviews (6)

creating contact list

Read Reviews (2)

Read Reviews (2)

rating and review management

Read Reviews (4)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (41)

international marketing

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (23)

social media management

Read Reviews (2)

Read Reviews (1)

social media analytics

Read Reviews (2)

Read Reviews (0)

products & pricelist management

Read Reviews (2)

Read Reviews (1)

lead qualification

Read Reviews (2)

Read Reviews (1)

opportunity management

Read Reviews (0)

Read Reviews (9)

contract management

Read Reviews (0)

Read Reviews (3)

sales document management

Read Reviews (0)

Read Reviews (5)

contract management

Read Reviews (0)

Read Reviews (3)

account management

Read Reviews (0)

Read Reviews (4)

segmentation and targeting

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (3)

conversion management

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

customer case 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

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Enter new markets internationally or locally

  • Launch new products

  • Improve visibility

  • Build brand awareness

  • Manage risk

  • See 6 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

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting