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Referral Maker CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Referral Maker CRM medium Failure Risk for Scratchpad medium
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Comparison Summary

This comparison report of Referral Maker CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1419 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Scratchpad

Referral Maker CRM, 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.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

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

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

"Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person. " - Christian Barfuss

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 Referral Maker CRM

Focus area

Referral Maker CRM is better than Scratchpad for

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Referral Maker CRM for

Software Failure Risk

  • medium

About

Real estate CRM with lead generation tool offering realtor training and support

Fastest experience to update Salesforces

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

35

46

Total Goals
(we found evidences for)

3

6

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (34)

Read Reviews (1)

engagement management

Read Reviews (8)

Read Reviews (25)

engaging and following up

Read Reviews (8)

Read Reviews (22)

contact list management

Read Reviews (7)

Read Reviews (6)

coaching

Read Reviews (7)

Read Reviews (4)

communication management

Read Reviews (5)

Read Reviews (2)

sending & publishing communications

Read Reviews (4)

Read Reviews (2)

lead tracking

Read Reviews (3)

Read Reviews (1)

helpdesk management

Read Reviews (3)

Read Reviews (9)

sales document management

Read Reviews (3)

Read Reviews (5)

contract management

Read Reviews (2)

Read Reviews (3)

training & onboarding

Read Reviews (2)

Read Reviews (23)

conversion management

Read Reviews (1)

Read Reviews (3)

workflow management

Read Reviews (0)

Read Reviews (46)

pipeline management

Read Reviews (0)

Read Reviews (41)

opportunity management

Read Reviews (0)

Read Reviews (9)

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)

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

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • 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

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting