Scratchpad Overview
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.
Use Cases
Customers recommend Forecasting, Workflow Management, Pipeline Management, as the business use cases that they have been most satisfied with while using Scratchpad.
Business Priorities
Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Scratchpad.
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 has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!!" - Evan Lubin
Scratchpad, PlanPlus Online, Pipeliner CRM, Oracle CRM On Demand, ClearSlide Platform, 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.
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.
Comprehensive Insights on Scratchpad Use Cases
What benefits does Scratchpad offer for Forecasting?
What Are the key features of Scratchpad for Workflow Management?
How does Scratchpad address your Pipeline Management Challenges?
How can Scratchpad enhance your Engagement Management process?
How efficiently Does Scratchpad manage your Onboarding?
31+ more Business Use Cases
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.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
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Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!! Testimonial By Evan Lubin |
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I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow. Testimonial By Matt McSpiritt |
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Scratchpad is a huge time saver. Great product and your team should be rewriting Salesforce's UI/UX! Great tool. Testimonial By Tom Strachan |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Evan Lubin Director of Sales Sentieo |
Scratchpad has been a huge productivity gain for my team. We spend less time filling out information in Salesforce and more time closing!! Testimonial By Evan Lubin |
![]() Matt McSpiritt Account Executive Segment |
I hadn't actually loved using a product in such a long while. Until yesterday, when I received personalized onboarding from Scratchpad. I already know it's going to be a huge part of my workflow. Testimonial By Matt McSpiritt |
![]() Tom Strachan Regional VP of Sales Lytics |
Scratchpad is a huge time saver. Great product and your team should be rewriting Salesforce's UI/UX! Great tool. Testimonial By Tom Strachan |
Video
Scratchpad AI Sales Assistant

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?
What are the top features of Scratchpad?
Who uses Scratchpad?
What are Scratchpad alternatives?
Where is Scratchpad located?
Scratchpad Competitors
Scratchpad Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (7) |
Custom Reports | Read Reviews (141) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Analytics | Read Reviews (7) |
Custom Reports | Read Reviews (141) |
Software Failure Risk Guidance
?for Scratchpad
Overall Risk Meter
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
Financials
SERIES B