Scratchpad - Features, Pricing & What Users Say
Scratchpad is a sales workflow tool designed for Salesforce users who want to manage deal updates and pipeline information more efficiently without switching between multiple applications.
What Makes Scratchpad Different
- Built specifically for Salesforce - integrates directly into the CRM without requiring data entry in separate systems
- Two-way sync with Salesforce - updates flow between Scratchpad and Salesforce automatically
- Customizable views - sales teams can arrange their workspace to match their workflow
- Focus on reducing admin time - minimizes manual data entry and note-taking across multiple tools
- Quick note capture - designed for fast updates during calls and customer interactions
Key Features
- Dual-sided sync with Salesforce that keeps deal information current in both directions
- Customizable dashboard views tailored to individual sales rep preferences
- Quick-capture note functionality for recording updates during customer interactions
- Deal and opportunity tracking integrated with Salesforce pipeline data
- Streamlined interface designed to reduce context-switching between applications
- Administrative efficiency tools that decrease time spent on CRM maintenance
- Pipeline visibility features that help sales teams monitor deal progress
Pricing
Contact Scratchpad for current pricing. The tool operates on a paid subscription model, but specific pricing tiers and plans are not publicly listed.
What Users Say
What users like:
- Easy note-taking and daily updates that automatically sync to Salesforce without manual copying
- Significant reduction in admin work and time spent managing pipeline data
- Cleaner, more organized pipeline with better tracking of deal status
- Intuitive interface that requires minimal training or onboarding time
Common complaints:
- Limited negative feedback available in user reviews
The Company
Scratchpad was founded in 2020 and is headquartered in Covina, United States. The company has between 11-50 employees. The tool is not currently rated on G2, though it has received ratings on other review platforms.
Alternatives
- Salesforce Einstein - native AI-powered CRM assistant built directly into Salesforce for sales teams
- Clari - sales intelligence platform that tracks deal momentum and forecasting within Salesforce
- Gong - conversation intelligence tool that analyzes customer calls and updates deal information automatically
- Outreach - sales execution platform that manages activities and deal progression for Salesforce users
Frequently Asked Questions
What is Scratchpad?
Scratchpad is a workflow tool built for salespeople and teams using Salesforce as their CRM. It sits on top of Salesforce and makes it faster and easier to take notes, update deals, and manage pipeline information without jumping between different applications or doing manual data entry. The tool focuses on reducing the time sales reps spend on administrative tasks so they can spend more time selling.
How much does Scratchpad cost?
Scratchpad uses a paid subscription pricing model, but the specific cost per seat, pricing tiers, or contract details are not publicly available. Teams interested in using Scratchpad should contact the company directly for a pricing quote based on team size and needs.
Is Scratchpad worth it?
Users report that Scratchpad delivers measurable value for Salesforce-dependent sales teams, particularly those spending significant time on note-taking and pipeline updates. The main benefit centers on time savings - reducing the hours spent managing administrative CRM tasks. For teams that struggle with updating Salesforce consistently or maintaining clean pipeline data, the tool addresses these specific pain points. However, value depends on how much time your team currently spends on these administrative tasks. Teams already efficient with Salesforce updates may see less dramatic improvements.
What are the best Scratchpad alternatives?
- Clari - provides AI-driven deal intelligence and pipeline forecasting for Salesforce users
- Gong - analyzes customer conversations and automatically suggests deal updates based on call content
- Outreach - manages full sales workflow including activities, deal progression, and team collaboration within Salesforce
- Salesforce Einstein - uses artificial intelligence to provide recommendations and insights directly within Salesforce