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.

Other use cases:

  • Engagement Management
  • Onboarding
  • Opportunity Management
  • Lead Management
  • Helpdesk Management
  • Contact List Management
  • Deal Management
See all use cases See less use cases

Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.

Other priorities:

  • Improve ROI
  • Launch New Products
  • Acquire Customers
  • Enhance Customer Relationships
See all business priorities See less business priorities

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
Scratchpad testimonial

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.

Testimonial By Saura Johnston
Scratchpad testimonial

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
Scratchpad testimonial

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
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

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.

Testimonial By Saura Johnston
Scratchpad testimonial

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
Scratchpad testimonial

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

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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?

Scratchpad is a CRM Software mainly used by its customers to Scale Best Practices and Increase Sales & Revenue by Forecasting, Workflow Management and Pipeline Management .

What are the top features of Scratchpad?

Recording, Dashboard and Personalization are some of the top features of Scratchpad.

Who uses Scratchpad?

Scratchpad is used by Computer Software, Information Technology And Services and Financial Services among other industries.

What are Scratchpad alternatives?

Veloxy, ExpensePoint, Less Annoying CRM and Teamgate CRM are popular alternatives for Scratchpad.

Where is Scratchpad located?

Scratchpad is headquartered at San Francisco, CA 94107, US.
lightning

Peers used Scratchpad for forecasting and workflow management

Scratchpad Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.57/5 ★

Read Reviews (7)
Custom Reports

4.27/5 ★

Read Reviews (141)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.57/5 ★

Read Reviews (7)
Custom Reports

4.27/5 ★

Read Reviews (141)

Software Failure Risk Guidance

?

for Scratchpad

Overall Risk Meter

Low Medium High

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