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CRM · head to head

EspoCRM vs Scratchpad

EspoCRM logo

EspoCRM

CRM

AGPL open source CRM in PHP that you can self-host free or buy as cloud with seat minimums

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: EspoCRM the AGPLv3 licence obliges you to publish source modifications if you make the modified software available over a network, which blocks resellers who want to offer a customised hosted version without opening their code.; 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: EspoCRM covers Entity manager, Scratchpad covers Spreadsheet pipeline views.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which EspoCRM and Scratchpad actually diverge.

Attributes where EspoCRM and Scratchpad differ
AttributeEspoCRMScratchpad
PlatformsWeb, Linux, Docker, iOS, AndroidWeb, Chrome extension

Identical on both: starting price (Free), pricing model (Per user per month), 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 EspoCRM

  • Entity manager
  • Dynamic logic
  • Email integration
  • Sales pipeline
  • Case management
  • Reports and dashboards
  • Workflow automation
  • REST API

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.

EspoCRM

  • A small business that wants a CRM on its own hosting with no per-seat fee and no vendor holding its customer datanot Scratchpad
  • A public sector or healthcare team with data residency rules that rule out US-hosted commercial CRMnot Scratchpad
  • A developer or agency needing a CRM whose data model can be extended into a bespoke entity structure through configurationnot Scratchpad
  • An organisation with many light users, where self-hosting avoids paying seat prices for people who open the CRM twice a monthnot 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 EspoCRM
  • A rep who wants to update twenty opportunities in a grid rather than opening twenty Salesforce recordsnot EspoCRM
  • A sales manager wanting stale and incomplete pipeline records flagged automatically instead of chased by emailnot EspoCRM
  • A revenue operations lead trialling AI notetaking that writes back to CRM fields before committing budget, using the free tiernot EspoCRM

Where each one falls short

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

EspoCRM

  • The AGPLv3 licence obliges you to publish source modifications if you make the modified software available over a network, which blocks resellers who want to offer a customised hosted version without opening their code.
  • Cloud plans carry seat minimums of three, five and ten users, so a two-person consultancy pays for three seats and a small team wanting the Ultimate features pays for ten.
  • Record ceilings are real on the cheaper cloud tiers, with Basic capped at 100,000 records, and hitting the cap means a tier upgrade rather than a small overage charge.
  • Marketing automation, sequences and native telephony are thin compared with HubSpot or Zoho, so most deployments end up wiring in a separate mailing tool and a separate dialler.
  • Self-hosting shifts the entire cost to your own team: PHP version upgrades, database backups and security patching are yours, and a neglected instance becomes an internet-facing liability holding your customer list.

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

EspoCRM

Free
  • Self-hostedFree
    • AGPLv3 licence, no fee
    • Runs on PHP with MySQL or MariaDB
    • Advanced Pack, Sales Pack and other extensions sold separately as one-off purchases
  • Cloud Basic$15/month
    • Three-user minimum
    • 3GB storage per user
    • Up to 100,000 records
  • Cloud Enterprise$25/month
    • Five-user minimum
    • 10GB storage per user
    • Up to 10 million records, extendable for a fee
  • Cloud Ultimate$69/month
    • Ten-user minimum
    • 400GB total storage
    • Unlimited records

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 EspoCRM if

  • You need entity manager.
  • You want to start without paying.
  • You work on Web, Linux, Docker, iOS, Android.
  • You also want dynamic logic.
EspoCRM 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 EspoCRM or Scratchpad better?
Neither clearly leads. EspoCRM 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, EspoCRM or Scratchpad?
EspoCRM starts at Free and Scratchpad at Free.
Does EspoCRM or Scratchpad run on more platforms?
EspoCRM runs on Web, Linux, Docker, iOS, Android. Scratchpad runs on Web, Chrome extension.
Can I use EspoCRM for free?
Both have a free tier, so you can try either at no cost before committing.
What is EspoCRM best used for?
EspoCRM is most often used for a small business that wants a crm on its own hosting with no per-seat fee and no vendor holding its customer data, a public sector or healthcare team with data residency rules that rule out us-hosted commercial crm, a developer or agency needing a crm whose data model can be extended into a bespoke entity structure through configuration, an organisation with many light users, where self-hosting avoids paying seat prices for people who open the crm twice a month. Of those, a small business that wants a crm on its own hosting with no per-seat fee and no vendor holding its customer data and a public sector or healthcare team with data residency rules that rule out us-hosted commercial crm are not what Scratchpad is typically brought in for.
What can EspoCRM do that Scratchpad cannot?
EspoCRM covers Entity manager, Dynamic logic, Email integration, Sales pipeline. Scratchpad covers Spreadsheet pipeline views, Call recorder and notetaker, AI field updates, Deal and account agent.

Answered from the vendors’ own pages

EspoCRM: Is the self-hosted version really full featured?

The core CRM is, but several paid extension packs including Advanced Pack for reports and BPM are sold separately as one-off purchases and are not in the free download.

Scratchpad: Does Scratchpad work with HubSpot?

No. It is Salesforce-only.

EspoCRM: What are the cloud seat minimums?

Three users on Basic, five on Enterprise and ten on Ultimate, so the advertised per-user rate is not the smallest bill you can pay.

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.

EspoCRM: What does it need to run?

PHP, MySQL or MariaDB and a web server. It installs on ordinary shared hosting or a small VPS, which is unusual for a modern CRM.

Scratchpad: Does it replace Salesforce licences?

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

EspoCRM: Can I move from cloud to self-hosted later?

Yes. EspoCRM states customers own their database and data files, so an export and reinstall is possible, though you take on all maintenance when you do.

Scratchpad: What are AI credits spent on?

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

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