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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

JobWatch offers a comprehensive CRM that consolidates all your customer information, allowing you to gain a thorough and cohesive understanding of each account, contact, site, and contract. This system streamlines processes for your back office team, enabling them to retrieve customer data and histories almost immediately. As a result, calls can be handled quickly and efficiently, along with the booking of new jobs and the monitoring of all calls, tasks, and activities associated with each customer account. With JobWatch, managing contracts becomes effortless; you can create an unlimited number of job types tailored to specific customers, including their agreed-upon rates for labor, parts, delivery, and travel time. This functionality ensures precise billing and invoicing, safeguarding your revenue while enhancing customer satisfaction. Additionally, JobWatch CRM maintains a comprehensive history for each customer account, granting quick access to calls, tasks, activities, jobs, invoices, and various documents like completed job cards, thus facilitating better decision-making and improved service delivery.

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ashby No 
GenRocket No 
Google Chrome No 
Salesforce No 
Slack No 

Integrations

Ashby Yes 
GenRocket Yes 
Google Chrome Yes 
Salesforce Yes 
Slack Yes 

Pricing Details

$35 per user per month
Free Trial No 
Free Version No 

Pricing Details

$19 per user per month
Billed annually
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Orbital Solutions

Country

Australia

Website

www.orbitalsolutions.com.au

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Product Features

Workforce Management

Budgeting & Forecasting No 
Contractor Management Yes 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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