Scratchpad
Scratchpad is a Salesforce workspace for sales and RevOps teams that lets users manage pipeline in spreadsheet-style views, capture notes, and use AI to draft CRM updates, summaries, and handoff materials from call and deal context.
KORIKORI · MOUNTAIN BUTTERCUPRanunculus insignis
What it's used for
Who it suits (ICP)
- Sales teams using Salesforce.
- Revenue operations teams that need cleaner Salesforce data, pipeline visibility, and seller workflow support.
- Sales leaders and managers running deal inspection, forecasting, and pipeline reviews.
Buyers: Revenue Operations (RevOps users configuring workflows, prompts, process logic, and CRM hygiene controls.), Sales leaders and managers (Leaders using the product for forecasting, deal reviews, coaching, and visibility.), Sales reps / account executives (Sellers updating deals, taking notes, and reviewing AI-suggested Salesforce updates.)
How it works
Scratchpad sits on top of Salesforce as the interface teams work in: users update pipeline in sheet-style views, capture notes and context, and use AI to draft summaries, field updates, and handoff materials that write back to Salesforce after review or approval.
Key features
- Spreadsheet-style pipeline and field editing connected live to Salesforce.
- Deal inspection with visibility into what changed, what is missing, and what is stuck.
- Bulk updates across many Salesforce records.
- Notes that save to the right Salesforce record.
- Chrome extension / HUD access from anywhere on the web.
- AI-generated Salesforce updates from calls, notes, and deal context.
- Seller review and approval of AI-suggested updates before saving to CRM.
- Pre-call briefs, post-call summaries, and next-step generation.
- Custom prompts and logic tailored by RevOps without code.
- Slack digests or messages for hygiene and alignment workflows.
What it works with
What it says it delivers
- The best interface to Salesforce.
- Scratchpad is the fastest, easiest way to work with your Salesforce data.
- Simple pricing to get up and running fast, and less than building and maintaining your own.
In the vendor's own words, from its website.
Pricing
- One Simple Plan (monthly): $20 a user / month (billed monthly)
- One Simple Plan (annual): $16 a user / month when billed annually, save 20%
About the company
From the Scratchpad blog
Salesforce Tips & Tricks: Proven Ways to Get More Out of Salesforce ↗Who uses it
Named on scratchpad.com.
Use cases on its website
Customer stories on its website
- Fundraise Up: Fundraise Up Case Study: Seller Productivity ↗
- MaintainX: MaintainX Case Study: 90%+ MEDDPICC Adoption ↗
- Merge: Merge Case Study: MEDDIC Consistency ↗
- Memfault: Memfault Case Study: Removing CRM Admin Work ↗
- G2i: G2i Case Study: Automating Seller Admin With AI ↗
- Recharge: Recharge Case Study: 455 Hours of Admin Saved ↗
- Settle: Settle Case Study: AI for Sales Execution ↗
Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.
Security and compliance
No security details published
Work at Scratchpad, or spotted something wrong? SUGGEST AN EDIT →
