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.
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
"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.
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
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?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
