Scratchpad

Scratchpad Software

8 Review(s)

Overview

Scratchpad software streamlines sales processes with AI-driven CRM updates, enhancing data accuracy and reducing administrative tasks. Although its premium features could be costly for small businesses, its overall capabilities are robust for sales teams aiming to optimize efficiency. Users laud Scratchpad software for its automation and robust selling outputs.

Overall Rating

Based on 8 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

Scratchpad Software Specifications

Lead Management

Sales Pipeline Management

Contact Management

Sales Automation

View All Specifications

What Is Scratchpad Software?

Scratchpad software is a cloud-based sales enablement platform for sales professionals and revenue operations teams. It addresses common challenges such as manual CRM data entry, poor data quality, and limited visibility into sales processes. Scratchpad software enables sales representatives to focus more on revenue-generating activities by automating administrative tasks and enhancing data accuracy. The solution integrates seamlessly with CRMs, ensuring teams have up-to-date information without switching between multiple tools. It improves efficiency, reduces friction in the sales process, and helps teams close deals faster.

Scratchpad Pricing

The Scratchpad cost ranges in the following three packages:

  • Free: $0
  • Standard: $24/per user/month
  • Business: $49/per user/month
The software also offers custom quotes depending on an organization’s business needs. So, request a tailored Scratchpad price estimate for a plan most suited to your requirements.

Disclaimer: Prices are subject to change.

Scratchpad Integrations

Scratchpad software seamlessly integrates with apps, such as:

Watch a free Scratchpad demo to learn more about its integrations in detail.

Who Is Scratchpad Software For?

The software is for sales professionals and revenue teams across various industries, such as:

  • Technology and SaaS
  • Financial services
  • Healthcare
  • Manufacturing
  • Telecommunications
  • Transportation
  • Retail and e-commerce

Is Scratchpad Software Right For You?

Scratchpad software helps businesses save time, improve CRM data accuracy, and boost sales efficiency. It reduces administrative tasks, enhances team collaboration, and provides better visibility into sales pipelines. By minimizing friction in the sales process, it allows teams to focus on closing deals. The software is also trustworthy for its enterprise-grade security level, such as SOC 2 Type 2, GDPR, and CCPA compliance. Known for its streamlined sales operations, Scratchpad software is a go-to choice for hundreds of companies, including Crunchbase, Dialpad, and Brex.

Still not sure about Scratchpad software? Contact our support team at (661) 384-7070, and they will help you with any further queries.

Scratchpad Software Features

Scratchpad AI automates CRM updates by analyzing sales calls and generating actionable suggestions for next steps, close dates, and amounts. This feature reduces administrative tasks, enhances data accuracy, and allows sales teams to focus more on selling activities.

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Hygiene Agents monitor CRM data quality, ensuring compliance with sales processes and methodologies like MEDDIC. Scratchpad software provides instant visibility into hygiene performance, promotes accountability, and facilitates more accurate forecasting.

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This feature offers real-time insights into deal movements, highlighting gaps and potential issues in the sales pipeline. It enables proactive management, helping teams to address problems before they impact revenue and improving pipeline health.

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The software helps sales teams identify and address overdue next steps for deals. This feature ensures timely follow-ups, maintains deal momentum and enhances overall sales efficiency by providing a clear view of pending actions.

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It lets users access, view, and update CRM fields and objects directly from any web application. This seamless integration streamlines workflows reduces context-switching and enhances productivity for sales professionals.

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Pros And Cons of Scratchpad Software

Pros

  • Enhances workflow efficiency

  • Responsive customer support

  • Facilitates pipeline management

  • Regularly updated with new features

  • Streamlines administrative tasks

Cons

  • Occasional syncing issues

  • Advanced functionalities may be complex

  • Limited integration with non-Salesforce CRMs

  • Premium features can be costly

Scratchpad Software Reviews

Total 8 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

VU

Verified User

Information Technology and Services, 500+ employees

5.0
February 2025

Incredible piece of software!

Pros

Scratchpad offers an incredible integration with Salesforce, making opportunity and pipeline management easy, clean, and actionable. I feel more organized and able to increase the revenue I generate because nothing gets lost and I can stay on top of my opportunities. The conditional formatting is a game-changer, I can color-code opportunities and take action on things that need my attention much more easily. I use the tool daily as part of my process and the learning curve is minimal, so you can start seeing value right away.

Cons

Honestly there's nothing I dislike about Scratchpad!

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AA

Alain A.

Accounts, 51-100 employees

5.0
December 2024

Top way to manage SFDC

Pros

As a self-sourcing AE, I juggle countless tasks. Scratchpad helps me keep my pipeline updated and create new records quickly, using only the online items I want to see and that are relevant. I also love the connected note-taking feature. I only need 5-10 minutes to prep before a call instead of 20-25 minutes. What I love most is how easily it can be implemented without the need for sales ops involvement.

Cons

I'm not sure if it's possible but when I create new records from the command bar, it would be great if they were automatically assigned to me instead of having to input my name every time. The same goes for creating tasks or contacts. If I create a new task from the account view, it would be helpful if the 'related' field were auto-filled.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AB

Allie B.

Accounts, 51-100 employees

5.0
November 2024

I can't survive without it!

Pros

Scratchpad makes taking notes during calls so easy. I can add notes directly to Salesforce during a call, which saves so much time on admin tasks and allows for more selling time. I can create reports and edit all opportunity rows in Scratchpad instead of opening multiple Salesforce tabs.

Cons

I absolutely love Scratchpad and will always use it and recommend it for any sales role!

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Frequently Asked Questions

Sales professionals and revenue teams typically use Scratchpad software across various industries, such as manufacturing, telecommunications, retail, technology, etc.

No, Scratchpad software does not have a mobile app.

Scratchpad software offers support through email, FAQS, and a knowledge base.

Scratchpad software supports English.

No, Scratchpad software doesn't provide an API.

Besides a free plan, the Scratchpad price starts at $24/user/month for the Standard plan and $49/user/month for the Business plan. You can also get a custom quote as per your business needs.

Scratchpad software integrates with GSuite, Salesforce, Zoom, Teams, Slack, and Guru.