Cogmento CRM vs Scratchpad Comparison

86% 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

Cogmento CRM

CRM Software

Get Free Advice

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

Get Free Advice

Overview

Description

Cogmento offers Customer Relationship Management (CRM) software solutions for various industries. Users can avail multiple CRMs including Dental CRM which ensures relevant medical compliances. It also includes patient marketing, patient reputation management, healthcare info tracking, dental documents and workflows, and accountability and patient sensitive information management tools. Another offering automotive CRM includes car dealer CRM management, dealership CRM system, automotive sales software, and auto finance software. Call center CRM automates the user's inbound and outbound calling needs in 90 countries worldwide. Users can get a virtual phone number and start creating their call center features after sign-up. Insurance CRM lets agents and other parties sell to consumers and businesses and keep track of the interactions on the Cloud. Users can also automate tracking of essential customers, policies, claims, and more. Other CRMs include Real Estate CRM, professional services CRM, and contract builder CRM. Read more

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

Pricing Options

Free Trial Not Available
Offers Free-forever plan.

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

SW Score & Breakdown

86% 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

60%
Momentum

63%
Popularity

73%

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

77%
Momentum

60%
Popularity

70%

Features

Total Features	23 Features	8 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 Referral Tracking Track and manage your referred customers. 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 + 16 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 Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking 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 Referral Tracking Track and manage your referred customers. 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
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis 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 Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	Not Available	4.9/5 399 user ratings
Rating Distribution	Not Available	Excellent 92% Very Good 7.3% Average 0.8% Poor 0% Terrible 0%
Review Summary	Not Available	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.
		Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Free-forever plan.	Free Trial Not Available Starts at $19.00. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Free Free Pro Others Enterprise and HIPAA Others	Free Free Premium $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Business Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	webCRM 4.6 36 ratings Cogmento CRM Vs webCRM CAS CRM 4.5 4 ratings Cogmento CRM Vs CAS CRM DigitalCRM.com Cogmento CRM Vs DigitalCRM.com Centra Hub CRM 4.6 46 ratings Cogmento CRM Vs Centra Hub CRM Second CRM 4 1 ratings Cogmento CRM Vs Second CRM	Dooly 4.8 825 ratings Scratchpad Vs Dooly Teamwork CRM Scratchpad Vs Teamwork CRM webCRM 4.6 36 ratings Scratchpad Vs webCRM SalesCRM Scratchpad Vs SalesCRM Workspace
	View All Cogmento CRM Alternatives	View All Scratchpad Alternatives