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Scratchpad is an AI-powered sales workspace that sits on top of Salesforce, automating CRM updates, call summaries, and pipeline hygiene so reps spend more time selling.
Pricing
$1 to $25 / mo
Best for
Best for Salesforce-based B2B sales teams that want an AI-powered workspace to automate CRM hygiene, streamline pipeline management, and drive consistent sales execution without replacing their existing CRM.
Platforms
Web, Desktop, Chrome Extension
Free trial
Yes
Free plan
Yes
Headquarters
Covina, California, USA
Company type
Private
The honest take
What reviewers love, and what to watch
A balanced view of Scratchpad, drawn from public reviews and product research.
Pros
- Very easy to use and significantly faster than working directly in Salesforce, especially for updating many fields or records at once.
- Deep Salesforce integration with inline editing, tiles, and views that keep pipeline and notes in sync without complex report building.
- AI features such as call summaries, suggested field updates, and automated follow-ups save reps considerable time and improve CRM hygiene.
- Clean, intuitive interface that helps reps stay organized on accounts, notes, and tasks, leading to better forecast discipline.
- Responsive, high-touch support team that listens to feedback and frequently ships requested product improvements.
- Consistently strong user satisfaction scores on multiple review platforms, with many reviewers calling it a u201cgame changeru201d for daily workflow.
Cons
- Price can feel high for some teams, especially when positioned as an additional layer on top of an existing Salesforce investment.
- Some users would like more advanced functionality in views and reports (for example, richer grouping, sorting, or access to more Salesforce objects).
- Occasional limitations or delays in integrations (e.g., sync timing with Salesforce or call processing), and no dedicated native mobile app experience.
Where it fits
What teams use Scratchpad for
- Sales pipeline management and forecasting
- Improving Salesforce CRM hygiene and data quality
- AI-assisted call recording, transcription, and note-taking
- Running structured deal reviews and coaching sessions
- Enforcing sales methodologies such as MEDDIC, SPICED, or BANT
- Drafting pre-call briefs, executive summaries, and post-call follow-ups
- Win/loss analysis using closed-lost reasons and competitor data
- Consolidating sales notes, tasks, and to-dos into one workspace
Key strengths
- Exceptionally high user satisfaction and adoption, reflected in top-tier G2 and Capterra ratings and strong qualitative feedback from frontline reps.
- Focus on day-to-day seller experience, with fast inline editing, flexible views, and guided notes that minimize clicks and tab-switching.
- Robust AI capabilities across call recording, summaries, coaching prompts, field updates, and document drafting that directly reduce admin work.
- Tight, real-time Salesforce connection with permission inheritance and enterprise-grade security, so data remains in the system of record.
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Questions, answered
Frequently asked about Scratchpad
The short version is on the surface. Open any question to go deeper.
Scratchpad is an AI-powered workspace built for sales teams that use Salesforce. It layers a modern, spreadsheet-like interface, guided sales notes, call recording, and AI automation on top of Salesforce so reps can manage pipeline, update fields, and capture notes dramatically faster. Scratchpad Agents analyze calls, emails, and notes to suggest or apply structured updates to Salesforce, while hygiene monitoring and executive summaries give leaders accurate, real-time visibility into every deal.
Scratchpad offers a free plan for small teams, along with paid tiers priced per user. As of late 2025, the Solo plan starts around $19 per user per month when billed annually (approximately $24 on monthly billing), and the Team plan starts around $49 per user per month when billed annually (about $62 on monthly billing). Enterprise plans are custom, and all paid tiers include AI credits, with higher tiers offering larger or pooled credit allowances and additional governance controls. A free 14-day trial is available for organizations that want to test advanced capabilities.
Key features of Scratchpad include AI-native sheets and Kanban boards for pipeline management, a modern workspace for updating Salesforce, structured sales notes tied to CRM records, and Scratchpad Command for updating records from any web page. The platform also offers an AI notetaker and call recorder, AI field updates for Salesforce, deal and account AI agents, CRM hygiene monitoring and Zero Boards, automated pre- and post-call workflows, and integrations with tools such as Salesforce, Gmail, Google Calendar, Google Meet, Microsoft Outlook, Microsoft Teams, Zoom, Gong, Slack, and Chorus.
Scratchpad's closest competitors are other sales workspaces and revenue execution tools that sit on top of Salesforce, including Dooly and Momentum.io. In broader revenue and pipeline management, many teams also evaluate Scratchpad alongside Clari and Groove (by Clari). Some organizations compare it with using native Salesforce list views, reports, and dashboards combined with traditional note-taking and call-recording tools, but Scratchpad aims to consolidate those workflows into one AI-powered workspace.
Yes, Scratchpad can be a strong fit for small businesses that use Salesforce and want to improve data hygiene and sales productivity without heavy admin overhead. The free plan and lower-cost Solo tier allow individual reps and small teams to adopt the workspace quickly. However, very small organizations with a simple sales process or those not using Salesforce may find the value more limited. The greatest impact typically comes for SMB and mid-market teams with multiple sellers, defined sales stages, and a need to keep Salesforce data accurate for forecasting and reporting.
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