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Zoho CRM vs Scratchpad: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Zoho CRM vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 24203 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zoho CRM and Scratchpad

Zoho CRM, Scratchpad, HubSpot CRM, Hubspot Sales Hub, 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.

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

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

"We now have a global Sales team from North and South America, UK, Australia, Europe and Asia who are using the Zoho CRM system. Our Direct Sales have recorded double-digit growth over the last two years. " - Hanh Nguyen

"I love ScratchPad. Every time I use it I feel like I've just megged both Messi and Ronaldo in a single touch. If you use Salesforce and are feeling a lot of pain you need to check out Scratchpad. It'll help you streamline and centralize your notes, ...task management, and pipeline updates. Truly a salesperson's dream. " - Jack Matsen

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 Zoho CRM

Focus area

Zoho CRM is better than Scratchpad for

Software Failure Risk

  • medium

logo Scratchpad

Focus area

Scratchpad is better than Zoho CRM for

Software Failure Risk

  • medium

About

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Fastest experience to update Salesforces

Age

1996

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

130

46

Total Goals
(we found evidences for)

19

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list


communication management

sending & publishing communications

tracking & monitoring communications





sales document management

proposal & quote management

contract management


helpdesk management


social media management

social media analytics

managing social media account

scheduling post to social media

engaging on social media

monitoring social media



generation of new leads


campaign management

campaign analytics

campaign monitoring


relationship management


sales call management

meeting management

call transcription



conversion management




pipeline management


products & pricelist management


training & onboarding



opportunity management


account management



business development


lead qualification

lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic


customer feedback management

measuring customer satisfaction


subscription management


follower management



social media marketing


content management



competitive intelligence




rating and review management


billing and invoice management


promotion management




discount management


trade show marketing


loyalty management

identify target customers

customise loyalty program


performance management





customer case management


sales review & feedback



conference call management



channel management


touchpoint management


knowledge management


personalized marketing



segmentation and targeting


calendar management


revenue cycle management


sales commission management


relationship marketing





database marketing



lifetime value management



advocacy management


payment management




courses & assessment

create learning path





Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 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

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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Business Setting