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
- NLP
- Machine Learning
- Automation Algorithms
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.
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
Streamlines sales workflows effectively
Seamless Salesforce integration
User-friendly and intuitive interface
Enhances data accuracy and CRM hygiene
Reduces administrative workload for sales teams
Limited functionality in the free version
Primarily designed for Salesforce users
May require initial training for full adoption
