Scratchpad is an AI-powered sales productivity platform designed to streamline the sales process by integrating seamlessly with Salesforce. It offers a unified workspace where sales professionals can manage notes, tasks, and pipeline updates without toggling between multiple tools.
The platform leverages AI to automate routine tasks such as CRM data entry and pipeline hygiene, ensuring that sales data remains accurate and up to date. Scratchpad’s intuitive interface and real-time synchronization with Salesforce make it a valuable asset for sales teams aiming to enhance efficiency and focus on revenue-generating activities.
| Scratchpad Review Summary | |
| Performance Score | A |
| Content/Output Quality | Highly Relevant |
| Interface | Intuitive & User-Friendly |
| AI Technology |
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| Purpose of Tool | Streamline sales workflows and CRM management |
| Compatibility | Web-Based Application, Chrome Extension |
| Pricing | Freemium model; paid plans start at $39/month |
Who is Best for Using Scratchpad?
- Sales Representatives: Designed to minimize time on admin tasks so they can prioritize client engagement and closing opportunities.
- Sales Managers: Get real-time visibility into deals and reps’ activities, allowing them to coach effectively and manage the pipeline.
- Revenue Operations Teams: Maintains CRM hygiene and accurate reporting by automating updates and streamlining pipeline consistency.
- Small to Medium Businesses: Offers a lightweight, effective CRM add-on without the overhead of implementing complex solutions.
- Enterprise Sales Teams: Scales easily across teams, ensuring standardized processes and consistent data capture throughout the sales organization.
Scratchpad Key Features
| AI-Powered CRM Data Entry | Real-Time Salesforce Synchronization | Unified Workspace for Notes and Tasks |
| Pipeline Management Tools | Automated Sales Activity Logging | Chrome Extension for Quick Access |
| Customizable Templates and Views | Integration with Calendar and Email | Real-Time Collaboration Features |
| Data Hygiene Monitoring and Alerts |
Is Scratchpad Free?
Yes, Scratchpad offers a freemium model. The free plan provides access to essential features like note-taking, task management, and limited Salesforce integration. Paid plans offer deeper CRM synchronization, collaboration tools, and advanced reporting:
Scratchpad Pricing Plans
- Free Plan: Basic note-taking and task management, limited Salesforce integration, access to Chrome extension, and community support.
- Team Plan – $39/month: Full Salesforce integration, advanced pipeline management, customizable templates and views, priority email support.
- Business Plan – $79/month: All Team Plan features, enhanced collaboration tools, data hygiene monitoring, and a dedicated customer success manager.
Scratchpad Pros & Cons
Pros
- Streamlines sales workflows effectively
- Seamless Salesforce integration
- User-friendly and intuitive interface
- Enhances data accuracy and CRM hygiene
- Reduces administrative workload for sales teams
Cons
- Limited functionality in the free version
- Primarily designed for Salesforce users
- May require initial training for full adoption
FAQs
Is Scratchpad compatible with CRMs other than Salesforce?
Currently, Scratchpad is specifically built for Salesforce and does not support other CRMs.
Can Scratchpad be used offline?
No. Scratchpad requires an internet connection for syncing with Salesforce and real-time updates.
Does Scratchpad offer mobile applications?
As of now, Scratchpad is available through web browsers and a Chrome extension only.
How secure is the data within Scratchpad?
Scratchpad uses enterprise-grade security protocols and is SOC 2 Type II compliant to protect user data.
Is there a trial period for the paid plans?
Scratchpad provides a free version with limited features. Users can upgrade at any time to access paid features.
