Scratchpad Overview

Scratchpad revolutionizes sales operations through AI-driven tools, elevating CRM efficiency by automating updates and freeing sales reps from administrative burdens. This platform enhances selling capacity, allowing sales professionals to focus more on customer interactions rather than data entry. By integrating AI-native sheets and sales notes, Scratchpad ensures CRM hygiene without manual effort, providing sales leaders with reliable data for strategic decision-making. The tool's enterprise-grade security and compliance standards make it a trusted choice among top sales teams. In a real-world scenario, sales teams using Scratchpad have seen significant reductions in time spent on admin tasks, increasing their selling time from 35% to a more productive level. With its quick deployment capability, Scratchpad empowers sales teams to harness AI benefits swiftly, aligning with industry trends towards automation and data-driven sales strategies.

Use Cases

Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.

Other use cases:

  • Engagement Management
  • Onboarding
  • Opportunity Management
  • Lead Management
  • Helpdesk Management
  • Contact List Management
  • Deal Management
See all use cases See less use cases

Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.

Other priorities:

  • Improve ROI
  • Launch New Products
  • Acquire Customers
  • Enhance Customer Relationships
See all business priorities See less business priorities

Scratchpad Use-Cases and Business Priorities: Customer Satisfaction Data

Scratchpad's features include Recording, Dashboard, Personalization, etc. and Scratchpad support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Scratchpad analytics capabilities include Analytics, and Custom Reports.

Reviews

"Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad." - Christian Elton

Scratchpad, Veloxy, ExpensePoint, Less Annoying CRM, Teamgate CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.

Popular Business Setting

for Scratchpad

Top Industries

  • Computer Software
  • Information Technology and Services
  • Financial Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Scratchpad is popular in Computer Software, Information Technology And Services, and Financial Services and is widely used by Mid Market, Small Business, and Enterprise.

Scratchpad Customer wins, Customer success stories, Case studies

What solutions does Scratchpad provide for Forecasting?

How does Scratchpad address your Workflow Management Challenges?

Why is Scratchpad the best choice for Pipeline Management?

How can Scratchpad optimize your Engagement Management Workflow?

How can Scratchpad enhance your Onboarding process?

11 buyers and buying teams have used Cuspera to assess how well Scratchpad solved their CRM needs. Cuspera uses 1140 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Scratchpad testimonial

Christian Elton

Account Executive

Acquire
Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton
Scratchpad testimonial

Mitch Miller

Account Executive

Talkdesk
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. Testimonial By Mitch Miller
Scratchpad testimonial

Pete Wilkinson

Senior Account Executive

Lucid
You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

Christian Elton

Account Executive

Acquire
Scratchpad is a game changer and saves me hours every week. It is extremely sleek and simple, and the team is very supportive. It’s hard to imagine life without Scratchpad. Testimonial By Christian Elton
Scratchpad testimonial

Mitch Miller

Account Executive

Talkdesk
PSA: If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. Testimonial By Mitch Miller
Scratchpad testimonial

Pete Wilkinson

Senior Account Executive

Lucid
You can avoid the clunkiness of Salesforce notes by using the clean UI of Scratchpad. It is easy to use and critical for sales note organization and updates your Salesforce fields for you. Testimonial By Pete Wilkinson

Settle - Financial Services

Scratchpad AI helped Settle automate sales admin work. Settle's sales team lost up to 25 minutes per call on CRM updates, hurting selling time and data quality. With Scratchpad, they automated Salesf...orce updates and used AI to capture and transcribe sales calls. Sellers reclaimed up to 25 hours a month, totaling 6,000 hours a year. Over 80% of opportunity fields now have accurate data. Leadership trusts the data, and customer handoffs improved.

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MaintainX - Manufacturing

Scratchpad helped MaintainX improve CRM hygiene and MEDDPICC adoption from 70% to over 90%. MaintainX faced problems with messy CRM data and too much manual work for sellers. Scratchpad's AI automate...d Salesforce updates and filled in key sales fields. Sellers reviewed and approved updates, leading to cleaner data and faster sales execution. The company gained real-time visibility, trusted forecasting, and more selling capacity for reps.

Read more →

G2i - Information Technology And Services

Scratchpad helps G2i fill missing or outdated Salesforce fields using AI. G2i used Scratchpad to review sales calls and update fields like objections and methodology. This saved over 6,000 selling ho...urs a year and improved Salesforce field completion to over 80%. G2i also saw 90%+ MEDDPICC adoption and a 70%+ AI suggestion acceptance rate. The sales team trusts the updates and saves hours of admin work.

Read more →

MaintainX

Scratchpad helped MaintainX improve MEDDPICC adoption from 70% to over 90%. The team also cleaned up CRM hygiene. Scratchpad made it easy to assess deals using sales frameworks like MEDDPICC, SPICED,... and BANT. This led to better coaching and more accurate deal reviews. MaintainX saw clear improvements in sales process adherence.

Read more →

Settle - Financial Services

Scratchpad helps Settle make sales-to-customer success handoffs fast and easy. The tool pulls notes from sales calls, CRM, and emails to create complete handoff docs in one click. Settle's teams now ...move faster and with less friction. Data is always available, so decisions are confident. The process builds trust and supports long-term impact.

Read more →

Scratchpad AI Sales Assistant

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Frequently Asked Questions(FAQ)

for Scratchpad

What is Scratchpad?

Scratchpad is a sales software designed to take detailed notes, keeping track of deals, and creating sales plans. It updates and manages pipelines in Salesforce.

It offers to combine notes, tasks, and customer context including emails, calendar events, and activity history into one view, thus helping clients with improved productivity in sales performance. It quickly writes notes during or after a call, sees what tasks left to tackle, and gets a quick glance of calendar events for the day.

What is Scratchpad used for?

Scratchpad is a CRM Software mainly used by its customers to Scale Best Practices and Increase Sales & Revenue by Forecasting, Workflow Management and Pipeline Management .

What are the top features of Scratchpad?

Recording, Dashboard and Personalization are some of the top features of Scratchpad.

Who uses Scratchpad?

Scratchpad is used by Computer Software, Information Technology And Services and Financial Services among other industries.

What are Scratchpad alternatives?

Veloxy, ExpensePoint, Less Annoying CRM and Teamgate CRM are popular alternatives for Scratchpad.

Where is Scratchpad located?

Scratchpad is headquartered at San Francisco, CA 94107, US.
lightning

Peers used Scratchpad for forecasting and workflow management

Scratchpad Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.57/5 ★

Read Reviews (7)
Custom Reports

4.27/5 ★

Read Reviews (141)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.57/5 ★

Read Reviews (7)
Custom Reports

4.27/5 ★

Read Reviews (141)

Software Failure Risk Guidance

?

for Scratchpad

Overall Risk Meter

Low Medium High

Top Failure Risks for Scratchpad

Scratchpad, Inc. Profile

Company Name

Scratchpad, Inc.

Company Website

https://scratchpad.com/

HQ Location

San Francisco, CA 94107, US

Employees

NA

Social

Linkedin

Financials

SERIES B