Scratchpad Review
Scratchpad
Fast Salesforce updates and notes
Scratchpad is a sales workspace built on Salesforce that captures notes, automates CRM updates, and adds coaching, so reps keep records accurate with less admin.
Updated Jun 02, 2026
What is Scratchpad?
Scratchpad is a workspace for Salesforce-based sales teams. It strips out admin by capturing notes and updating Salesforce automatically, which frees reps to spend more of their time on revenue-generating work.
It is strongest at CRM accuracy, deal execution, follow-ups, and pipeline visibility, with coaching layered in. It connects instantly to Salesforce and starts streamlining work right away, so cleaner data and better process adherence show up quickly.
Scratchpad sits on top of Salesforce, inheriting its permissions and security. It is not a standalone CRM or a marketing tool; it enhances existing CRM data and makes forecasts more reliable.
See how teams use Scratchpad
- Update Salesforce without the busywork
- Take call notes that sync to the CRM
- Spot risky deals early
- Keep pipeline data clean
- Generate instant deal summaries
- Hand off deals with full context
Pros
- Remove admin work.
- Update Salesforce automatically.
- Coach on every call.
- Spot risky deals early.
- Instant executive summaries.
Cons
- Some advanced features are locked behind higher-tier plans.
- Initial setup and onboarding may take time for new users.
- Best long-term value typically requires annual billing.
What people say about Scratchpad
- G2 Read reviews
Verified B2B software reviews from real buyers.
- Capterra Read reviews
Buyer-focused reviews from software professionals.
- Trustpilot Read reviews
Independent consumer reviews and trust signals.
- Product Hunt Read reviews
Community votes, comments, and launch feedback.
Frequently asked questions
How to use Scratchpad?
Connect Scratchpad to Salesforce, capture notes, fill fields, and update CRM automatically from calls and emails to streamline sales processes.
How much is Scratchpad?
Plans include Solo at $19/user/month, Team at $49/user/month, and Enterprise with custom pricing, billed yearly with up to 20% savings.
Why choose Scratchpad?
Scratchpad boosts quota attainment by 42%, improves forecast accuracy to 100%, and saves over 10 hours per rep weekly.
How does Scratchpad work?
Scratchpad links to your CRM, captures sales interactions, applies your methodology, and provides actionable feedback to improve deal health.
Is Scratchpad free?
Scratchpad offers a free plan with basic AI workspace features and 100 AI credits per user per month.
Is Scratchpad a partner?
Scratchpad integrates with leading tools like Salesforce, Zoom, Gmail, Slack, and Microsoft Teams to enhance sales workflows.
How to learn Scratchpad?
Learn Scratchpad via customer testimonials, blog articles, podcasts, and sales workflow sessions provided on their website.
What are Scratchpad alternatives?
Alternatives include sales enablement and CRM tools, but Scratchpad stands out in pipeline hygiene and AI-powered sales assistance.
What are Scratchpad reviews?
Scratchpad is highly rated on G2, praised by sales leaders for improving data hygiene, forecast accuracy, and reducing admin work.
Does Scratchpad have an API?
Yes, Scratchpad connects instantly to Salesforce via secure API, inheriting permissions and compliance protocols for enterprise use.
Does Scratchpad have a trial or a demo?
Scratchpad offers a demo on request to showcase features and benefits before purchase.
About 1SecondLeads
Outbound systems for teams that need pipeline.
We help B2B teams build outbound workflows across targeting, data, messaging, inbox infrastructure, and campaign execution.
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