Scratchpad Overview
Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.
Use Cases
Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.
Business Priorities
Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.
Scratchpad Use-Cases and Business Priorities: Customer Satisfaction Data
Scratchpad's features include Recording, Dashboard, Personalization, etc. and Scratchpad support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Scratchpad analytics capabilities include Analytics, and Custom Reports.
Reviews
"Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest ...stressor, and now I can see them in an easy to use view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users." - Saura Johnston
Scratchpad, Veloxy, ExpensePoint, Less Annoying CRM, Teamgate CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Scratchpad
Top Industries
- Computer Software
- Information Technology and Services
- Financial Services
Popular in
- Mid Market
- Small Business
- Enterprise
Scratchpad is popular in Computer Software, Information Technology And Services, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.
Comprehensive Insights on Scratchpad Use Cases
How efficiently Does Scratchpad manage your Forecasting?
How does Scratchpad address your Workflow Management Challenges?
What solutions does Scratchpad provide for Pipeline Management?
How can Scratchpad enhance your Engagement Management process?
How can Scratchpad optimize your Onboarding Workflow?
31+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Scratchpad solved their CRM needs. Cuspera uses 1140 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
![]() |
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use... view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users. |
![]() |
If you're a salesperson and you're company uses Salesforce CRM... you need to use Scratchpad. It will save you time/money and help you get better control over your deals. Use it everyday and I tell every salesperson I know about it. Highly recommended! Testimonial By David Chavez |
![]() |
Amazing, amazing, amazing. It will get rid of the millions of salesforce tabs, actually allow you to navigate your tasks from a single screen, customize views to how you want them to look, and save your literally hours on manually clicking through SFDC. No questions asked, you need it. Testimonial By Kirk Robison |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Saura Johnston Enterprise Account Executive |
Totally game changing. Life-altering productivity. Can't be understated. 4-7 hours a week have been given back to me with this tool. I wish I had this for all my years in sales. Staying on top of all of these Salesforce fields used to be my biggest stressor, and now I can see them in an easy to use... view. Absolutely love this product! Their team is also super helpful and supportive. This is a must-have for Salesforce users. |
![]() David Chavez Account Executive Nitro |
If you're a salesperson and you're company uses Salesforce CRM... you need to use Scratchpad. It will save you time/money and help you get better control over your deals. Use it everyday and I tell every salesperson I know about it. Highly recommended! Testimonial By David Chavez |
![]() Kirk Robison Senior Account Executive Awardco |
Amazing, amazing, amazing. It will get rid of the millions of salesforce tabs, actually allow you to navigate your tasks from a single screen, customize views to how you want them to look, and save your literally hours on manually clicking through SFDC. No questions asked, you need it. Testimonial By Kirk Robison |
Video
Scratchpad AI Sales Assistant

Frequently Asked Questions(FAQ)
for Scratchpad
What is Scratchpad?
Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.
It offers to combine notes, tasks, and customer context including emails, calendar events, and activity history into one view, thus helping clients with improved productivity in sales performance. It quickly writes notes during or after a call, sees what tasks left to tackle, and gets a quick glance of calendar events for the day.
What is Scratchpad used for?
What are the top features of Scratchpad?
Who uses Scratchpad?
What are Scratchpad alternatives?
Where is Scratchpad located?
Scratchpad Competitors
Scratchpad Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (7) |
Custom Reports | Read Reviews (141) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (7) |
Custom Reports | Read Reviews (141) |
Software Failure Risk Guidance
?for Scratchpad
Overall Risk Meter
Top Failure Risks for Scratchpad
Scratchpad, Inc. Profile
Company Name
Scratchpad, Inc.
Company Website
https://scratchpad.com/HQ Location
San Francisco, CA 94107, US
Employees
NA
Social
Financials
SERIES B