Scratchpad is an AI-driven sales productivity platform that seamlessly integrates with Salesforce to automate CRM updates, streamline pipeline management, and enhance team collaboration. By leveraging AI capabilities for call transcription, note-taking, real-time coaching, and automated field suggestions, Scratchpad empowers sales teams to reduce administrative work and focus on selling, resulting in increased quota attainment and forecast accuracy.
Designed for sales reps, sales operations, and leadership, Scratchpad offers a range of tools—from AI Sales Agents to mobile-enabled CRM updates—to ensure a cleaner pipeline, adherence to sales methodologies, and efficient sales execution. Its intuitive interface and robust integrations make it a valuable asset for sales teams looking to modernize their workflow with AI-driven solutions.
Website: https://www.scratchpad.com
Key Features
Use Cases
Benefits
Metrics
Pricing Plans
Free - $0
- 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
Standard - $19/user/month (yearly) or $24/user/month
- 5 Scratchpad views
- 7 days change history
- Unlimited notes synced with Salesforce
- Unlimited updates to Salesforce
- AI-inline coaching
- Zero boards
Business - $39/user/month (yearly) or $49/user/month
- Unlimited Scratchpad views
- Unlimited change history
- Hygiene monitoring
- Leaderboards and streaks
- Advanced controls and visibility
- Team-based templates, views, and configuration
Testimonials
“Scratchpad is a tool that salespeople love using and leadership can drive consistent process and adherence to process. It solves the problems that Salesforce can’t.”
“Our data hygiene has seen a total 180 since we implemented Scratchpad. If I want people to have confidence in their forecast, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce.”
“My most buttoned up AE loves this, and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and Salesforce accuracy while coaching and policing data hygiene along the way.”
“There's no easier way to improve Salesforce hygiene, than this tool right here. You can thank me later.”
Diverse Programmers Recommendation
Scratchpad is a valuable tool for modern sales teams seeking to streamline their processes and drive efficiency. Its AI-driven capabilities reduce administrative burden, improve data hygiene, and boost sales performance. Diverse Programmers can help with advisory, integration, and custom solutions to further enhance your sales tech stack.
Ease of Use
Setup Time: Less than 1 hour
Onboarding: Guided demos, step-by-step tutorials, and enablement resources available
User Experience: Intuitive, fast, and integrated with familiar tools such as Salesforce and Slack
Security & Compliance
Data Encryption: Best-in-class encryption with rigorous access controls
Support Options
Live Chat: No
Email Support: Yes
Community Forum: No
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855-217-87086 Different Reasons We Should Partner
- 1Expert in Automation and Streamlining Operations
- 2Proven Track Record of Success
- 3Customized Solutions for Your Needs
- 4Dedicated to Enhancing Efficiency Across Departments
- 5Trusted by Leading Organizations
- 6Personable and Client-Focused Approach
From venture-backed startups to Fortune 500 companies, we partner with organizations of all shapes and sizes.