Scratchpad Review
Applied AI for Sales helps sales representatives, sales leaders, and sales operations leaders automate CRM updates and increase selling capacity.
It delivers AI-driven suggestions for CRM updates, automates note-taking and summaries, and provides real-time coaching, leading to cleaner pipelines, increased forecast accuracy, and better adherence to sales methodologies.
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Scratchpad
ScratchpadScratchpad Core Capabilities
Remove admin work
Update Salesforce automatically
Coach on every call
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From$19.00/yr
BillingPer seat
TrialAvailable
Who is Scratchpad for?
SMBs
Mid-market
Enterprise
Is Scratchpad easy to use?
Who uses Scratchpad?
Featured
Attention
AI for Sales in real-time
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What are Scratchpad alternatives?
What is Scratchpad
Scratchpad is an AI-powered workspace designed for sales teams to simplify their workflow and boost productivity. It removes admin burdens by capturing notes, updating Salesforce automatically, and providing actionable coaching. This tool helps sellers focus more on revenue-generating activities, increasing selling time from 35% to 85%.
Scratchpad excels in CRM accuracy, coaching sellers, deal execution, follow-ups, and improving deal visibility. Users see fast results, as it connects instantly to Salesforce and starts streamlining work immediately. It offers immediate impact with cleaner data and improved sales process adherence.
Integrated directly with Salesforce, Scratchpad fits seamlessly into your GTM tech stack, inheriting permissions and ensuring security compliance. However, it’s not standalone CRM software or a tool for managing marketing campaigns. Instead, it enhances existing CRM data and processes, making selling easier and forecasts more accurate.
Ideal Customer Profile
Scratchpad is recommended for sales teams who want to spend less time on admin work and focus more on selling. Companies like MaintainX, Crunchbase, and Brex use Scratchpad to keep CRM data clean and win more deals.
SMBs
Mid-market
Enterprise
Key Features
Remove admin work
Update Salesforce automatically
Coach on every call
Spot risky deals early
Instant executive summaries
Smooth handoffs with full context
Pricing
Starting price$19.00
TrialAvailable
How simple is Scratchpad setup?
Complexity
Complexity
Scratchpad connects instantly to Salesforce via API, inheriting your existing permissions and rules, so you just need to sign up and authorize the integration. Basic setup includes configuring your sales methodology and workflows, which can be done solo in minutes with light documentation.
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.
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