Scratchpad Overview

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.

Cuspera Reviews

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.

Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities peers achieved using Scratchpad.

Other priorities:

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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Forecasting

4.98/5

Read Reviews (63)

"...I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings...." Peer review by Ben B., Account Exexutive, Productboard
Workflow Management

4.58/5

Read Reviews (46)

"...I love that I'm able to handle all of my tasks and notes in a simple workflow...." Peer review from Information Technology and Services
Pipeline Management

4.96/5

Read Reviews (41)

"...Scratchpad has made my task and pipeline management much more efficient...." Peer review by Alan C.
PEER EXPERIENCES
Forecasting

4.98/5

Read Reviews (63)

"...I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings...." Peer review by Ben B., Account Exexutive, Productboard
Workflow Management

4.58/5

Read Reviews (46)

"...I love that I'm able to handle all of my tasks and notes in a simple workflow...." Peer review from Information Technology and Services
Pipeline Management

4.96/5

Read Reviews (41)

"...Scratchpad has made my task and pipeline management much more efficient...." Peer review by Alan C.

31+ more Business Use Cases

Our AI advisor, Wyz, harnessed 1140 insights from peers and experts to help you assess how these Scratchpad use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

Christian Barfuss

Account Executive

Divvy

Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person. Testimonial By Christian Barfuss

Vee Banh

Account Executive

Pilot

I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh
CUSTOMERS TESTIMONIALS

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

Christian Barfuss

Account Executive

Divvy

Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person. Testimonial By Christian Barfuss

Vee Banh

Account Executive

Pilot

I can't believe I've gone this far in my sales career without something like Scratchpad - I'm never going back. Thank you for all that you do, Scratchpad team!! Testimonial By Vee Banh

Popular Business Setting

for Scratchpad

Top Industries

  • Computer Software
  • Information Technology and Services
  • Financial Services

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used Scratchpad to Scale best practices and Increase sales & revenue

Peer and Expert Opinion on Features

for Scratchpad

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.72/5

Read Reviews (63)
Dashboard

2.64/5

Read Reviews (23)
Personalization

3.45/5

Read Reviews (15)
Templates

4.69/5

Read Reviews (14)
FEATURES RATINGS AND REVIEWS
Recording

4.72/5

Read Reviews (63)
Dashboard

2.64/5

Read Reviews (23)
Personalization

3.45/5

Read Reviews (15)
Templates

4.69/5

Read Reviews (14)

IT and Other Capabilities

for Scratchpad

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.46/5

Read Reviews (249)
Data Export

4.30/5

Read Reviews (116)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.46/5

Read Reviews (249)
Data Export

4.30/5

Read Reviews (116)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.67/5

Read Reviews (93)
Chat Support

3.15/5

Read Reviews (10)
Phone Support

3.08/5

Read Reviews (15)
Email Support

2.63/5

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.67/5

Read Reviews (93)
Chat Support

3.15/5

Read Reviews (10)
Phone Support

3.08/5

Read Reviews (15)
Email Support

2.63/5

Read Reviews (8)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.57/5

Read Reviews (7)
Custom Reports

4.27/5

Read Reviews (141)
CAPABILITIES (OTHER) 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

Vendor Profile Details

Company Name

Scratchpad

Company Website

https://scratchpad.com/

HQ Location

San Francisco, CA 94107, US

Employees

NA

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