Scratchpad vs Tapdesk in April 2026

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Scratchpad

CRM Software

4.9 399 user ratings

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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Tapdesk

CRM Software

5 21 user ratings

View Details

Overview

Description

Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command. Read more

Tapdesk software is an all in one system used to manage sales process to the close of a deal. The software uses powerful machine learning and deep learning algorithms to find leads and engage customers with products. Collaborate with your team to measure the performance of workflows. It integrates with Slack, G Suite, and more. Marketers, Small and Medium companies make use of the software. Read more

Pricing Options

Free Trial Not Available
Starts at $19.00. Offers Free-forever and Custom plan.

Free Trial Available
Starts at $29.99. Offers Custom plan.

SW Score & Breakdown

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

75%
Momentum

60%
Popularity

71%

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

74%
Momentum

63%
Popularity

69%

Features

Total Features	8 Features	21 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 5 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud	SaaS/Web/Cloud
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online

Reviews & Ratings

User Rating	4.9/5 399 user ratings	5/5 21 user ratings
Rating Distribution	Excellent 92% Very Good 7.3% Average 0.8% Poor 0% Terrible 0%	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%
Review Summary	Scratchpad is widely lauded for its user-friendly interface and seamless integration with Salesforce, streamlining pipeline management and saving users significant time. Reviews consistently highlight its intuitive design, easy-to-use features, and ability to quickly update and view opportunities. While some users wished for more robust note-taking capabilities and offline access, the platform's ease of use and efficiency were consistently praised. Overall, Scratchpad is a popular choice for sales reps and managers seeking to optimize their Salesforce workflow and increase productivity.	Not Available
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Pricing

Pricing Options	Free Trial Not Available Starts at $19.00. Offers Free-forever and Custom plan.	Free Trial Available Starts at $29.99. Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Free Free Premium $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Business Custom	Basic Plan (Individual) $29.99 $29.99 per month Gold Plan (Individual) $59.99 $59.99 per month Automation Plan (Individual) $99.99 $99.99 per month Gold Plan (Team) $69.99 $69.99 per user / month Automation Plan (Team) $129.99 $129.99 per user / month Enterprise plans Custom
	View Detailed Pricing	View Detailed Pricing

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