Instantly AI vs Scratchpad

Last Updated:

Our analysts compared Instantly AI vs Scratchpad based on data from our 400+ point analysis of Sales Acceleration Software, user reviews and our own crowdsourced data from our free software selection platform.

Scratchpad Software Tool

Product Basics

Instantly AI is a sophisticated software solution designed to streamline sales engagement processes. It automates tasks such as email outreach, follow-ups, and lead management, making it an invaluable tool for sales teams. This platform is particularly well-suited for industries like technology, finance, and marketing, where efficient and personalized communication with prospects is crucial. Users benefit from its advanced analytics, which provide insights into campaign performance and engagement metrics, enabling data-driven decision-making.

One of the standout features of Instantly AI is its ability to integrate seamlessly with existing CRM systems, ensuring a smooth workflow. Additionally, its AI-driven personalization capabilities enhance the relevance of communications, thereby increasing response rates. Compared to similar products, users often highlight its user-friendly interface and robust automation features as significant advantages. Pricing details are typically customized based on specific needs, so it's advisable to contact SelectHub for a tailored quote.

read more...

Scratchpad is a sophisticated software solution designed to enhance sales productivity by streamlining task management, note-taking, and data entry processes. It is particularly well-suited for sales professionals and teams within industries such as technology, finance, and healthcare, where efficient sales operations are crucial. The software integrates seamlessly with CRM systems, allowing users to update records, manage pipelines, and track activities without switching between multiple platforms.

One of the standout benefits of Scratchpad is its ability to significantly reduce the time spent on administrative tasks, thereby allowing sales teams to focus more on selling. Popular features include a user-friendly interface, real-time collaboration tools, and robust data synchronization capabilities. Users often praise its intuitive design and the ease with which it can be incorporated into daily workflows.

Compared to similar products, Scratchpad is frequently highlighted for its simplicity and effectiveness in boosting sales productivity. Pricing details are not readily available, so it is recommended to contact SelectHub for a tailored quote based on specific needs.

read more...
$30 Monthly, Freemium
Get a free price quote
Tailored to your specific needs
$19/User, Monthly, Freemium
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Efficiency: Automate repetitive tasks, freeing up time for your team to focus on high-value activities.
  • Enhanced Personalization: Tailor your outreach with data-driven insights, improving engagement and conversion rates.
  • Scalable Outreach: Manage large volumes of contacts effortlessly, ensuring consistent communication across your entire sales funnel.
  • Improved Follow-Up: Schedule and automate follow-up emails, ensuring no lead falls through the cracks.
  • Data-Driven Decisions: Leverage analytics to refine your strategies, optimizing performance based on real-time data.
  • Better Lead Management: Organize and prioritize leads effectively, ensuring timely and relevant interactions.
  • Cost Savings: Reduce the need for additional staffing by automating routine tasks, lowering operational costs.
  • Consistent Messaging: Maintain brand consistency across all communications, reinforcing your brand identity.
  • Enhanced Collaboration: Facilitate better teamwork with shared access to contact information and communication history.
  • Time Zone Management: Schedule emails to be sent at optimal times for recipients in different time zones, increasing open rates.
  • Compliance Assurance: Ensure all communications adhere to legal standards and best practices, reducing the risk of penalties.
  • Seamless Integration: Connect with existing CRM and marketing tools, creating a unified workflow and enhancing productivity.
  • Real-Time Notifications: Receive instant alerts on lead activities, enabling timely and informed responses.
  • Customizable Templates: Use and modify pre-built email templates to suit your specific needs, saving time on content creation.
  • Performance Tracking: Monitor the effectiveness of your campaigns with detailed reports, identifying areas for improvement.
  • Reduced Human Error: Minimize mistakes in communication and data entry through automation, ensuring accuracy and reliability.
  • Enhanced Customer Experience: Provide timely and relevant interactions, improving overall satisfaction and loyalty.
  • Resource Optimization: Allocate resources more effectively by automating low-priority tasks, focusing on strategic initiatives.
  • Scalable Growth: Support business expansion without the need for proportional increases in staffing, maintaining efficiency.
  • Competitive Advantage: Stay ahead of competitors by leveraging advanced automation and analytics to refine your sales strategies.
read more...
  • Increased Efficiency: Scratchpad streamlines the process of updating Salesforce, allowing sales reps to spend more time selling and less time on data entry.
  • Enhanced Collaboration: Teams can easily share notes and updates, ensuring everyone is on the same page and reducing miscommunication.
  • Real-Time Data Access: Sales reps can access and update their Salesforce data in real-time, leading to more accurate forecasting and decision-making.
  • Improved Data Accuracy: By reducing manual entry errors, Scratchpad helps maintain cleaner and more reliable data in Salesforce.
  • Customizable Workflows: Users can tailor Scratchpad to fit their specific sales processes, enhancing productivity and user satisfaction.
  • Seamless Integration: Scratchpad integrates smoothly with Salesforce, ensuring that all updates are synchronized without additional steps.
  • Time-Saving Templates: Pre-built templates for common tasks help sales reps quickly complete their updates, saving valuable time.
  • Enhanced Focus: By minimizing the need to switch between multiple tools, Scratchpad helps sales reps stay focused on their core activities.
  • Better Task Management: Scratchpad allows users to organize and prioritize their tasks effectively, ensuring that important activities are not overlooked.
  • Increased Sales Productivity: With more streamlined processes and less administrative burden, sales teams can achieve higher productivity and close more deals.
  • Intuitive User Interface: The user-friendly design of Scratchpad makes it easy for sales reps to adopt and use, reducing the learning curve and increasing adoption rates.
  • Enhanced Mobility: Sales reps can update their Salesforce data from anywhere, whether they are in the office or on the go, ensuring continuous productivity.
  • Actionable Insights: Scratchpad provides valuable insights into sales activities and performance, helping managers make informed decisions and optimize strategies.
  • Reduced Administrative Overhead: By automating routine tasks, Scratchpad frees up time for sales reps to focus on high-value activities, reducing overall administrative workload.
  • Scalable Solution: Scratchpad can grow with your business, accommodating the needs of both small teams and large enterprises without compromising performance.
read more...
  • Automated Email Sequences: Create and schedule personalized email campaigns to engage prospects at scale.
  • AI-Powered Lead Scoring: Utilize machine learning algorithms to prioritize leads based on their likelihood to convert.
  • Real-Time Analytics: Access detailed metrics and insights on email open rates, click-through rates, and response rates.
  • Customizable Templates: Design and save email templates that can be tailored to different segments of your audience.
  • CRM Integration: Seamlessly sync with popular CRM systems like Salesforce and HubSpot to streamline your sales process.
  • Multi-Channel Outreach: Engage prospects through various channels including email, social media, and phone calls.
  • Team Collaboration Tools: Share templates, sequences, and insights with your team to ensure consistent messaging.
  • Advanced A/B Testing: Experiment with different subject lines, email content, and send times to optimize engagement.
  • Personalization Tokens: Insert dynamic fields such as the recipient's name or company to make emails more relevant.
  • Compliance Management: Ensure your campaigns adhere to GDPR, CAN-SPAM, and other regulatory requirements.
  • Reply Detection: Automatically detect and categorize responses to streamline follow-up actions.
  • Drip Campaigns: Set up a series of automated emails that are triggered based on user behavior or time intervals.
  • Contact Management: Organize and segment your contact lists for more targeted outreach.
  • Custom Reporting: Generate detailed reports to analyze the performance of your campaigns and make data-driven decisions.
  • API Access: Integrate Instantly AI with other tools and platforms using its robust API.
read more...
  • Unified Workspace: Consolidates all sales tools and data into a single, intuitive interface, reducing the need to switch between multiple applications.
  • Real-Time Data Sync: Automatically synchronizes with Salesforce, ensuring that all updates and changes are reflected instantly across platforms.
  • Customizable Views: Allows users to create personalized views and layouts tailored to their specific workflow and preferences.
  • Inline Editing: Enables direct editing of Salesforce fields within Scratchpad, streamlining the data entry process and minimizing errors.
  • Task Management: Integrates task tracking and management features, helping sales professionals stay organized and prioritize their activities effectively.
  • Pipeline Management: Provides a clear and detailed overview of the sales pipeline, facilitating better forecasting and decision-making.
  • Collaboration Tools: Includes features for team collaboration, such as shared notes and comments, to enhance communication and coordination.
  • Activity Logging: Automatically logs sales activities, such as calls and emails, ensuring accurate tracking and reporting.
  • Custom Fields: Supports the creation of custom fields to capture unique data points relevant to the sales process.
  • Integration with Email and Calendar: Syncs with email and calendar applications, allowing users to manage their communications and schedules seamlessly within Scratchpad.
  • Advanced Search: Offers powerful search capabilities to quickly locate specific records, notes, or tasks.
  • Mobile Accessibility: Provides a mobile-friendly interface, enabling sales professionals to access and update their data on the go.
  • Security and Compliance: Ensures data security and compliance with industry standards, protecting sensitive sales information.
  • Analytics and Reporting: Includes robust analytics and reporting tools to generate insights and track performance metrics.
  • Onboarding and Support: Offers comprehensive onboarding resources and ongoing support to help users maximize the value of the software.
read more...

Product Ranking

#46

among all
Sales Acceleration Software

#48

among all
Sales Acceleration Software

Find out who the leaders are

Analyst Rating Summary

73
58
91
91
81
67
96
68
Show More Show More
Sales Analytics and Reporting
Lead Management
Opportunity Management
Sales Training and Onboarding
Customer Relationship Management
Sales Analytics and Reporting
Opportunity Management
Customer Relationship Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Instantly AI
Scratchpad
+ Add Product + Add Product
Customer Relationship Management Document Management Lead Management Opportunity Management Platform Capabilities Sales Analytics And Reporting Sales Automation Sales Collaboration Sales Compensation Sales Training And Onboarding 91 81 96 93 71 100 83 78 62 93 91 67 68 93 50 95 45 28 33 78 0 25 50 75 100
100%
0%
0%
100%
0%
0%
86%
0%
14%
71%
0%
29%
100%
0%
0%
50%
25%
25%
100%
0%
0%
100%
0%
0%
75%
0%
25%
50%
0%
50%
100%
0%
0%
100%
0%
0%
83%
0%
17%
33%
17%
50%
67%
0%
33%
33%
0%
67%
67%
0%
33%
33%
0%
67%
100%
0%
0%
50%
50%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

80%
0%
20%
80%
0%
20%
80%
0%
20%
80%
0%
20%

Awards

SelectHub research analysts have evaluated Instantly AI and concluded it earns best-in-class honors for Sales Analytics and Reporting.

Sales Analytics and Reporting Award

we're gathering data

Synopsis of User Ratings and Reviews

High Deliverability Rates: Instantly.ai is known for its high email deliverability rates, ensuring that emails reach the intended recipients' inboxes instead of being flagged as spam.
Unified Inbox Management: The platform's 'Unibox' feature provides a centralized location for managing multiple email accounts, streamlining communication and improving workflow efficiency.
A/B Testing for Optimization: Instantly.ai supports A/B testing, allowing users to experiment with different email copy variations and identify the most effective messaging for their target audience.
Built-in CRM Functionality: The platform includes built-in CRM capabilities, enabling users to manage contacts, track interactions, and nurture leads all within a single platform.
User-Friendly Interface: Users consistently praise Instantly.ai for its intuitive and easy-to-navigate interface, making it accessible to both tech-savvy professionals and those new to sales engagement platforms.
Show more
Improved Salesforce Usability: Salesforce users find Scratchpad makes Salesforce faster and easier to use for everyday tasks.
Better Pipeline Visibility: Sales teams can more easily track and manage their sales pipelines, leading to more informed decision-making.
Streamlined Sales Processes: Scratchpad helps eliminate manual data entry and automates key sales tasks, freeing up reps to focus on selling.
Enhanced CRM Hygiene: The platform makes it easier for sales reps to keep CRM data accurate and up-to-date, leading to better reporting and forecasting.
Show more
Lead Data Accuracy: Issues with low-accuracy lead data have been reported, sometimes resulting in more emails not reaching their intended recipients.
Pricing and Features: The lack of a free plan and limited features in the cheapest plan may be a barrier for some potential users.
Integrations: Limited integration options with external tools could be a drawback for businesses reliant on a diverse tech stack.
Show more
Limited Integrations: While Scratchpad excels at integrating with Salesforce, its compatibility with other CRMs or sales tools might be limited, potentially hindering workflows for teams reliant on diverse software.
Show more

Is Instantly AI instantly awesome, or does it instantly disappoint? User reviews from the last year reveal a mixed bag. While Instantly AI earns kudos for its intuitive interface and robust email deliverability, some users raise concerns about its lead data accuracy and limited third-party integrations. For instance, one user lauded the platform's user-friendliness, stating it was "a breath of fresh air" compared to other complex automation tools. Conversely, another user expressed frustration with the lead data, reporting it negatively impacted their email deliverability due to higher bounce rates. This disparity in experiences highlights a crucial consideration: Instantly AI's strengths lie in its core email marketing functionalities, making it a good fit for businesses prioritizing email-focused outreach. However, its limitations in lead data accuracy and integration capabilities might pose challenges for businesses reliant on diverse data sources or multi-channel marketing strategies.Instantly AI's differentiating factor lies in its commitment to email deliverability, a critical aspect often overlooked by other platforms. The platform achieves this through its unlimited email warm-up feature, even on its most basic plan, ensuring emails land in inboxes instead of spam folders. This focus on deliverability, coupled with its user-friendly interface, makes Instantly AI particularly well-suited for small to medium-sized businesses (SMBs) and startups heavily reliant on email marketing but lacking the resources for complex integrations or extensive lead generation. However, larger enterprises or businesses requiring advanced features like multi-channel outreach or intricate lead management might find Instantly AI's current offerings insufficient for their needs.

Show more

Ever feel like managing your sales pipeline is like scribbling on a never-ending notepad? Scratchpad might be the solution you've been searching for. User reviews from the past year paint a largely positive picture of this sales productivity software. Scratchpad consistently earns praise for its user-friendly interface and seamless integration with Salesforce, which are critical for busy sales professionals who need quick access to data and don't have time for clunky systems. Users highlight its ability to streamline pipeline management, making it a breeze to update deals, track progress, and collaborate with team members, all within a familiar spreadsheet-like format. For instance, one user raved about how Scratchpad eliminated the tedious task of manually updating Salesforce, freeing up valuable time for more strategic activities. While Scratchpad receives overwhelmingly positive feedback, some users point out that the cost might be prohibitive for smaller teams, especially considering the robust functionality of the free plan. However, for larger sales teams and enterprises, the enhanced productivity and time savings offered by Scratchpad make it a worthwhile investment. In a nutshell, Scratchpad is a game-changer for sales teams of all sizes looking to ditch their outdated notepads and embrace a more efficient way to manage their sales pipeline.

Show more

Screenshots

we're gathering data

Top Alternatives in Sales Acceleration Software


Aligned

Avoma

Bao AI

Cognism

Fathom AI

Gong

InsideSales

LeadSquared

LeanData

Outreach

RevenueHero

Saleshandy

Salesloft

Scratchpad

TeamFusion

Zoominfo Chorus

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings