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CRM · head to head

Agile CRM vs Scratchpad

Agile CRM logo

Agile CRM

CRM

All-in-one CRM, Marketing, and Service Software

From
Free
Rated
-
Full reviewWebsite
Scratchpad logo

Scratchpad

CRM

Faster workspace over Salesforce for sales reps to update pipeline, take notes and manage deals

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Agile CRM limited to 10 free users with basic features only; Scratchpad scratchpad works with Salesforce and nothing else, with no HubSpot support, so it is off the shortlist entirely for any company on a different CRM regardless of how good the interface is.
  • They diverge on capability: Agile CRM covers Contact management, Scratchpad covers Spreadsheet pipeline views.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Agile CRM and Scratchpad actually diverge.

Attributes where Agile CRM and Scratchpad differ
AttributeAgile CRMScratchpad
Pricing modelsubscriptionPer user per month
PlatformsWebWeb, Chrome extension
Founded2009Unknown

Identical on both: starting price (Free), free tier (Yes), user rating (Not yet rated), category (CRM).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Agile CRM

  • Contact management
  • Lead scoring
  • Email automation
  • Marketing automation
  • Service desk
  • Web forms
  • Analytics
  • Zapier

Only in Scratchpad

  • Spreadsheet pipeline views
  • Call recorder and notetaker
  • AI field updates
  • Deal and account agent
  • Hygiene monitor
  • Notes linked to records
  • Custom prompts
  • Kanban and forecast views

What people use each for

The jobs each tool is most often brought in to do.

Agile CRM

  • Managing customer relationships and contactsnot Scratchpad
  • Automating sales workflows and pipeline trackingnot Scratchpad
  • Running email marketing campaigns and lead generationnot Scratchpad
  • Building helpdesk and customer support systemsnot Scratchpad

Scratchpad

  • A 60-rep Salesforce team whose forecast is unreliable because opportunity fields are updated once a week in a panic before the pipeline callnot Agile CRM
  • A rep who wants to update twenty opportunities in a grid rather than opening twenty Salesforce recordsnot Agile CRM
  • A sales manager wanting stale and incomplete pipeline records flagged automatically instead of chased by emailnot Agile CRM
  • A revenue operations lead trialling AI notetaking that writes back to CRM fields before committing budget, using the free tiernot Agile CRM

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Agile CRM

  • Limited to 10 free users with basic features only
  • Email and phone support included starting at $8.99 tier
  • CRM analytics features require additional per-usage pricing for email counts

Scratchpad

  • Scratchpad works with Salesforce and nothing else, with no HubSpot support, so it is off the shortlist entirely for any company on a different CRM regardless of how good the interface is.
  • AI credits are metered per user per month at 400 on Solo and 800 on Team, which means heavy notetaking use pushes teams towards Enterprise for capacity rather than for features.
  • There is no proper native mobile application, so representatives who wanted to update records from a car park between meetings are back in a mobile browser.
  • Sync with Salesforce and call processing can lag, and a pipeline view showing yesterday state during a forecast call undermines the exact meeting the tool was bought to improve.
  • It creates a second notes surface alongside native Salesforce notes, so organisations end up with deal history split across two places unless they explicitly ban one of them.

Pricing, plan by plan

Agile CRM

Free
  • FreeFree
    • Up to 10 users
    • 1
    • 000 Contacts & Companies
  • Starter$8.99/monthly
    • 10
    • 000 Contacts & Companies
    • 3 Plugins
  • Regular$29.99/monthly
    • 50
    • 000 Contacts & Companies
    • 50+ Plugins/Integrations
  • Enterprise$47.99/monthly
    • Unlimited Contacts & Companies
    • 50+ Plugins
    • Dedicated Account Rep

Scratchpad

Free
  • FreeFree
    • Workspace limited to 3 views
    • 10 hours a month of call recording and notetaking
    • AI field updates
  • Solo$19/month
    • Unlimited views with sheets and notes
    • Call recorder and notetaker
    • AI field updates
  • Team$49/month
    • Everything in Solo
    • 800 AI credits per user per month
    • Gong integration
  • Enterprise$undefined/month
    • Unlimited AI credits
    • White-glove agent services included
    • Enterprise security and administration

Which should you pick?

Choose Agile CRM if

  • You need contact management.
  • You want to start without paying.
  • You also want lead scoring.
Agile CRM review

Choose Scratchpad if

  • You need spreadsheet pipeline views.
  • You want to start without paying.
  • You work on Web, Chrome extension.
  • You also want call recorder and notetaker.
Scratchpad review

Questions people ask

Is Agile CRM or Scratchpad better?
Neither clearly leads. Agile CRM starts at Free and Scratchpad at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Scratchpad?
Agile CRM starts at Free and Scratchpad at Free.
Does Agile CRM or Scratchpad run on more platforms?
Agile CRM runs on Web. Scratchpad runs on Web, Chrome extension.
Can I use Agile CRM for free?
Both have a free tier, so you can try either at no cost before committing.
What is Agile CRM best used for?
Agile CRM is most often used for managing customer relationships and contacts, automating sales workflows and pipeline tracking, running email marketing campaigns and lead generation, building helpdesk and customer support systems. Of those, managing customer relationships and contacts and automating sales workflows and pipeline tracking are not what Scratchpad is typically brought in for.
What can Agile CRM do that Scratchpad cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Scratchpad covers Spreadsheet pipeline views, Call recorder and notetaker, AI field updates, Deal and account agent.

Answered from the vendors’ own pages

Agile CRM: How much does Agile CRM cost?

Agile CRM offers a free plan for up to 10 users with basic CRM, sales, and helpdesk features. Paid plans start at $8.99/user/month for the Starter tier and go up to $47.99/user/month for Enterprise with unlimited contacts and custom features. Source: https://web.archive.org/web/20241226213740/https://www.agilecrm.com/pricing

Source
Scratchpad: Does Scratchpad work with HubSpot?

No. It is Salesforce-only.

Agile CRM: Can I upgrade or downgrade my plan at any time?

Yes, you can upgrade, downgrade, or cancel your plan at any time directly from Agile CRM's online dashboard, with no penalties or long-term contracts required.

Source
Scratchpad: Is the free plan usable in production?

Yes for an individual: full workspace with three views, 10 hours of recording and 100 AI credits a month. Teams outgrow it on views and credits.

Agile CRM: What is the uptime guarantee for paid plans?

Agile CRM offers a 99.5% uptime guarantee on all paid plans, ensuring your system is available 99.5% of the time. The platform is hosted on Google and Amazon cloud infrastructure for reliability.

Source
Scratchpad: Does it replace Salesforce licences?

No. Every user still needs their own Salesforce licence; Scratchpad is an interface on top.

Scratchpad: What are AI credits spent on?

Notetaking, summarisation, field update suggestions and agent queries. Enterprise removes the cap.

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