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Scratchpad description
Scratchpad helps sales teams keep their customer information organized and up-to-date in their CRM system. It provides tools like AI-powered updates and sales sheets that make it easier for sales representatives to input and manage their data. For managers, Scratchpad offers insights into team performance, pipeline health, and forecast accuracy. It's designed to improve data quality, streamline processes, and provide a more user-friendly experience than traditional CRM systems.
Who is using Scratchpad?
Who is Scratchpad best for
We find that Scratchpad is an excellent solution for sales teams, especially those using Salesforce, who want to streamline CRM updates and improve data quality. Users appreciate its intuitive interface and the way it simplifies pipeline management. It’s a particularly good fit for mid-sized to large B2B SaaS companies looking to boost their sales productivity.
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Perfect for mid-sized to large companies (100+ employees) seeking to boost sales productivity and CRM data quality.
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Great for the Software, IT, and Telecommunications industries, enhancing sales workflows and CRM data management.
Scratchpad features
Supported Automated CRM updates: Rep Agents analyze sales calls, generate suggestions, and update next steps, close dates, amounts, and more. Review, edit, and approve updates—or automate them entirely. |
Supported AI-native sheets and sales notes: AI-enhanced sheets replace shadow spreadsheets disconnected from CRM. Fast CRM access and updates from any web app. Collaborative workspace fully integrated with AI suggestions, update input grading, notes, tasks, summaries, and more. |
Supported AI-driven CRM hygiene: Instant visibility into hygiene performance. Hygiene monitoring system for individual reps, teams, or regions. Methodology adherence at all levels for MEDDIC, CoM, SPICED, or custom frameworks. |
Supported AI generated sales notes: AI captures data from conversations and generates transcripts, summaries, and action items from calls. Help reps stay prepared with AI generated pre- and post-call sales notes. Drive more collaboration across your team with free-form note templates for discovery calls, 1:1s, opportunity summaries, and more. |
Supported Enterprise-grade security & compliance: Automatically inherits your Salesforce rules and guardrails. SOC 2 Type 2 compliance maintained with continuous automated monitoring. Aligned with GDPR and CCPA guidelines. |
Supported AI Conversation Intelligence: Capture data from conversations and generate transcripts, summaries, and action items from calls. Help reps stay prepared with AI generated pre- and post-call sales notes. Drive more collaboration across your team with free-form note templates for discovery calls, 1:1s, opportunity summaries, and more. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
Scratchpad reviews
We've summarised 1585 Scratchpad reviews (Scratchpad Capterra reviews and Scratchpad G2 reviews) and summarised the main points below.
- Easy and fast Salesforce updates.
- Intuitive UI and customizable views.
- Streamlined pipeline management.
- Excellent customer support and training.
- Difficult to set up lists.
- Limited filtering, especially on long text fields.
- Integration with other sales tools is limited.
- Free version limitations can be frustrating.
Scratchpad pricing
The commentary is based on 66 reviews from Scratchpad Capterra reviews and Scratchpad G2 reviews.
We find that Scratchpad's free version offers good value, but many users highlight the paid version's significant efficiency gains justifying the cost. While some find the pricing a bit high, most believe the time saved is well worth the investment.
Users sentiment
See the Scratchpad pricing page.
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Scratchpad has a free plan.
Sales execution fundamentals: 1 Scratchpad view 3 days change history 10 notes synced with Salesforce per month 100 Salesforce updates per month Unlimited Slack automations, deal rooms, and 300 notifications per month
Enjoy everything in Free + 5 Scratchpad views 7 days change history Unlimited notes synced with Salesforce Unlimited updates to Salesforce AI-inline coaching Zero boards
Get everything in Standard + Unlimited Scratchpad views Unlimited change history Hygiene monitoring Leaderboards and streaks Advanced controls and visibility Team based templates, views and configuration
Scratchpad alternatives
Salesforce Sales CloudStreamlines sales, manages contacts, boosts productivity, closes deals.Read more
Scratchpad FAQ
Scratchpad helps sales teams, especially those using Salesforce, improve CRM data quality and boost productivity. We find its AI features for updates and sales notes particularly useful. It's ideal for mid-to-large B2B SaaS companies in software, IT, or telecommunications.
What is Scratchpad and what does Scratchpad do?
Scratchpad helps sales teams, especially those using Salesforce, improve CRM data quality and boost productivity. We find its AI features for updates and sales notes particularly useful. It's ideal for mid-to-large B2B SaaS companies in software, IT, or telecommunications.
Scratchpad integrates primarily with Salesforce, enhancing its functionality. We find that integration with other sales tools is limited, which might be a drawback for some users. It automatically inherits Salesforce rules and guardrails for enhanced security.
How does Scratchpad integrate with other tools?
Scratchpad integrates primarily with Salesforce, enhancing its functionality. We find that integration with other sales tools is limited, which might be a drawback for some users. It automatically inherits Salesforce rules and guardrails for enhanced security.
Scratchpad competes with several strong alternatives in the sales productivity space. We find that Conga Grid, SAP Sales Cloud, Salesforce Sales Cloud, Aviso, and Clari are its main competitors, each offering similar features and benefits for sales teams.
What the main competitors of Scratchpad?
Scratchpad competes with several strong alternatives in the sales productivity space. We find that Conga Grid, SAP Sales Cloud, Salesforce Sales Cloud, Aviso, and Clari are its main competitors, each offering similar features and benefits for sales teams.
Scratchpad is a legitimate software solution. We find that many users praise its ease of use and fast Salesforce updates. It's particularly well-suited for mid-sized to large B2B SaaS companies using Salesforce.
Is Scratchpad legit?
Scratchpad is a legitimate software solution. We find that many users praise its ease of use and fast Salesforce updates. It's particularly well-suited for mid-sized to large B2B SaaS companies using Salesforce.
Scratchpad offers a Free plan, a Standard plan at $19/user/month, and a Business plan at $39/user/month. They also offer an AI CRM update add-on for $19/user/month or a pay-as-you-go option.
How much does Scratchpad cost?
Scratchpad offers a Free plan, a Standard plan at $19/user/month, and a Business plan at $39/user/month. They also offer an AI CRM update add-on for $19/user/month or a pay-as-you-go option.
We find that Scratchpad's customer service is highly regarded. Users frequently praise the helpfulness, responsiveness, and personalized support provided by the Scratchpad team, including readily available training and onboarding assistance.
Is Scratchpad customer service good?
We find that Scratchpad's customer service is highly regarded. Users frequently praise the helpfulness, responsiveness, and personalized support provided by the Scratchpad team, including readily available training and onboarding assistance.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.