Convoso vs Scratchpad AI Sales Assistant
Side-by-side comparison — pricing, features, ratings, use cases. Find which Ai Sales fits you best.
💰 Pricing
🔧 Features
📋 Assessment
💪 Strengths
- Intelligent Dialing (Predictive, Power, Preview): Convoso's core strength is its dialing modes. Predictive dialing automatically places multiple calls and routes only answered calls to available agents, drastically reducing idle time and increasing talk time. Power dialing walks through a list sequentially, while preview allows agents to review lead info before calling. This flexibility lets you choose the right mode for your campaign and agent count, directly impacting productivity and connect rates.
- Robust Workflow Automation: The platform allows you to build complex outbound campaigns using a visual workflow builder. You can set triggers (e.g., call answered, voicemail detected) and actions (e.g., send an email, schedule a call back, assign a task). This reduces repetitive tasks and ensures consistent follow-up, which is crucial for lead conversion. For example, you can automate a 'call back in 24 hours' task when a lead disqualifies, keeping the pipeline moving without manual input.
- Real-Time Analytics Dashboard: Convoso provides a configurable dashboard that tracks call metrics (connect rate, talk time, abandonment rate) and rep performance (calls made, conversions, average handle time). Managers can view live activity and generate custom reports, which helps in identifying training needs and optimizing campaigns. This data-driven approach is essential for improving ROI and making informed decisions.
- Lead Management and DNC Compliance: The platform includes lead import, list segmentation, and built-in Do Not Call (DNC) compliance features. It automatically scrubs numbers against DNC lists and handles time zone restrictions. This is critical for avoiding legal fines and maintaining a good sender reputation, especially in telemarketing-heavy industries.
⚠ Watch out for
- No Mobile App: Convoso does not offer a dedicated mobile app. This means field sales reps or remote agents who need to make calls from their smartphones must use a web-based workaround, which is less convenient and may cut calls if the browser refreshes. Given the rise of remote work, this is a notable gap compared to competitors like RingCentral or Freshcaller that offer mobile apps.
- Strict Dial Limits on Lower Plans: The Starter plan allows only 5,000 dials per month, and Pro allows 20,000. For any moderately active sales team, this can be restrictive. You may quickly hit the cap, forcing you to upgrade to a higher plan or purchase additional dial credits, which increases the total cost. High-volume operations will need to factor this into their budget.
- No AI-Powered Features: Unlike newer competitors, Convoso lacks AI features such as sentiment analysis, real-time coaching, or conversational AI bot integration. It is a traditional predictive dialer with basic automation. If you are looking for AI-driven lead prioritization or speech analytics to improve call quality, you'll need to look elsewhere.
🎯 Best for
Sales teams focused on high-volume outbound calling who need reliable automation, lead management, and performance analytics without AI features.
🚫 Who should skip
Small businesses or individuals with very low call volume (under 5,000 dials/month) or those needing mobile access or AI-driven sales assistance.
📚 Learning curve
Moderate: The platform has a lot of customizable workflows and dialing modes, but new users can get started quickly with onboarding and templates.
🧑⚖️ Verdict
Convoso is a solid choice for high-volume outbound sales teams that need reliable predictive dialing and campaign automation without breaking the bank. It's not for teams requiring mobile access or AI-powered insights. The bottom line: if your focus is on maximum connect efficiency and you can live
💰 Pricing
🔧 Features
📋 Assessment
💪 Strengths
- Scratchpad offers a genuinely free tier with core AI features like personalized outreach generation and lead capture. This is a major advantage for solo sales reps or small teams that want to test the platform's value without committing budget. The free tier includes access to the browser extension and standard pipeline views, which are substantial for a no-cost plan.
- The pricing model is transparent and simple: Pro at $30/user/month and Business at $100/user/month, both with unlimited features and no hidden per-lead fees. This flat-rate approach contrasts favorably with competitors that charge per email or per contact, making budget forecasting straightforward for sales leaders.
- The browser extension is a standout integration tool. It works with Gmail and Outlook to automatically capture emails, log activities to Salesforce, and generate AI-driven follow-up suggestions. This reduces manual data entry and ensures that every interaction is tracked, giving reps a comprehensive view of their communications.
- AI-powered outreach personalization uses CRM data to craft individualized cold emails. The system pulls context like industry, past interactions, and product usage to tailor the message, which can improve response rates compared to generic templates. It integrates directly into the workflow, so reps can send with one click.
- Conversation analysis automatically reviews recorded sales calls and provides coaching tips, sentiment analysis, and actionable next steps. This feature is useful for sales managers who want to scale coaching without listening to every call manually. The AI identifies areas for improvement and highlights successful tactics.
⚠ Watch out for
- The lack of a mobile app is a significant drawback for sales reps who are frequently on the road or between meetings. While the browser extension covers desktop use, there is no way to access lead updates, AI suggestions, or pipeline changes from a smartphone. This forces reps to carry laptops or wait until they return to a desk, reducing responsiveness.
- No API access means teams cannot build custom integrations or automate workflows beyond Scratchpad's built-in features. For organizations that rely on a tech stack with specialized tools (e.g., custom analytics, data enrichment, or proprietary CRM connectors), this limitation forces manual workarounds or prevents adoption altogether.
- Lacking SOC2 certification is a serious concern for enterprise buyers in regulated industries (finance, healthcare, or government). Many procurement departments require this certification to ensure data security and compliance. Without it, Scratchpad may be automatically excluded from consideration, regardless of its features.
- The tool is heavily integrated with Salesforce; while this is a strength for existing Salesforce users, it becomes a weakness for teams using other CRMs like HubSpot or Pipedrive. Those users may find the AI features underpowered or misaligned, as the system expects Salesforce's data model.
🎯 Best for
Small to mid-sized sales teams that need a budget-friendly, AI-powered assistant for personalized outreach and basic pipeline management without requiring mobile access or deep integrations.
🚫 Who should skip
Enterprise sales teams needing SOC2 compliance, mobile functionality, extensive CRM integrations, or API access for custom workflows should look elsewhere.
📚 Learning curve
Moderate: Setting up custom templates and workflows may take some initial effort, but the interface is designed for sales professionals and the browser extension reduces friction.
🧑⚖️ Verdict
Scratchpad's AI Sales Assistant is a solid choice for small to mid-sized sales teams already using Salesforce and wanting AI-powered outreach and conversation insights with flat-rate pricing. It falls short for remote-first reps needing mobile access or enterprises with strict security compliance. I
📊 Use Case Suitability
Higher score = better fit. Scores from editorial review.
🧭 Which One Should You Pick?
Choose Convoso if...
- You are: Sales teams focused on high-volume outbound calling who need reliable automation, lead management, and performance analy
- 👍 Intelligent dialing (predictive, power, preview) boosts connect rates by automatically dialing and r
- 👍 Robust workflow automation allows you to set up complex outbound campaigns with custom triggers and
- 👍 Built-in analytics dashboard provides actionable insights on call metrics, conversion rates, and rep
- 💰 From $85/mo
- ⚠ Trade-off: No mobile app, limiting flexibility for field sales or remote teams who need to
Choose Scratchpad AI Sales Assistant if...
- You are: Small to mid-sized sales teams that need a budget-friendly, AI-powered assistant for personalized outreach and basic pip
- 👍 Offers a free tier with core AI and collaboration features, making it accessible for small teams or
- 👍 Simple, transparent pricing: Pro at $30/user and Business at $100/user with unlimited features and n
- 👍 Includes a browser extension for seamless integration with web-based tools and email platforms.
- 💰 From $30/mo
- ⚠ Trade-off: No mobile app, limiting usability for sales reps who work on-the-go or frequentl
❓ Frequently Asked Questions
What are the pricing tiers and what do they include?
Convoso offers three tiers: Starter at $85/month for 1 user and 5,000 dials, Pro at $145/month for 5 users and 20,000 dials, and Enterprise with custom pricing and no fixed limits. All tiers include API access, team collaboration, analytics dashboard, custom templates, and workflow automation.
Are there any overage charges for exceeding dial limits?
Yes, exceeding the dial limits in your plan likely incurs additional charges, but the exact overage rates are not publicly disclosed. It's best to contact Convoso sales for specific overage pricing.
Does Convoso integrate with popular CRM platforms?
Yes, Convoso supports integrations with many CRM systems, though the specific integrations are not listed in the available data. You can expect compatibility with major CRMs like Salesforce, HubSpot, and Zoho.
Is there a free trial available?
No, Convoso does not offer a free tier. However, they may provide a demo or trial upon request through their sales team.
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