---
title: "Scratchpad | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/scratchpad
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Scratchpad

Website: https://scratchpad.com/  
Stages covered: 1 of 8 (Sign-up)  
Founded: 2019 in San Mateo, United States  
Headquarters: San Mateo, United States  
G2 rating: 4.8 (1,490 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

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.

## What it's used for

- Manage pipeline in a spreadsheet-style Salesforce workspace.
- Inspect deals and see what changed.
- Update Salesforce records in bulk.
- Capture sales notes and save them to the right Salesforce record.
- Draft Salesforce updates from calls and deal context with AI.
- Generate pre-call briefs, post-call summaries, and next steps.
- Create post-sale handoff documents and summaries.

## Who it suits

- 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

Salesforce, Gmail, Slack, Gong, Zoom, Google Meet, Microsoft Teams

## What it says it delivers

The vendor's own words, from its website (quoted data):

> 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.

## Pricing

- One Simple Plan (monthly): $20 a user / month (billed monthly)
- One Simple Plan (annual): $16 a user / month when billed annually, save 20%

Free trial: 30-day free trial · Every feature is free for 30 days for everyone on the team.

## From the Scratchpad blog

- [Salesforce Tips \& Tricks: Proven Ways to Get More Out of Salesforce](https://www.scratchpad.com/)

## Who uses it

- Fundraise Up
- MaintainX
- Merge
- Recharge
- Memfault
- G2i
- Crunchbase
- Mixpanel
- Twilio
- Livly
- Vanta
- Synthego

Named on scratchpad.com.

## Use cases on its website

- [Pipeline management](https://www.scratchpad.com/)
- [AI CRM updates](https://www.scratchpad.com/customers/case-studies/maintainx)
- [Meeting and call summaries](https://www.scratchpad.com/customers/case-studies/fundraise-up)
- [Post-sale handoff](https://www.scratchpad.com/customers/case-studies/settle)

## Customer stories on its website

- [Fundraise Up: Fundraise Up Case Study: Seller Productivity](https://www.scratchpad.com/customers/case-studies/fundraise-up)
- [MaintainX: MaintainX Case Study: 90%+ MEDDPICC Adoption](https://www.scratchpad.com/customers/case-studies/maintainx)
- [Merge: Merge Case Study: MEDDIC Consistency](https://www.scratchpad.com/customers/case-studies/merge)
- [Memfault: Memfault Case Study: Removing CRM Admin Work](https://www.scratchpad.com/customers/case-studies/memfault)
- [G2i: G2i Case Study: Automating Seller Admin With AI](https://www.scratchpad.com/customers/case-studies/g2i)
- [Recharge: Recharge Case Study: 455 Hours of Admin Saved](https://www.scratchpad.com/customers/case-studies/recharge)
- [Settle: Settle Case Study: AI for Sales Execution](https://www.scratchpad.com/customers/case-studies/settle)

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

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/scratchpad