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.

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 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
Scratchpad testimonial

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
Scratchpad testimonial

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
Scratchpad testimonial

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
CUSTOMERS TESTIMONIALS
Scratchpad testimonial

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
Scratchpad testimonial

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
Scratchpad testimonial

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

Video Thumbnail

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?

PlanPlus Online, Pipeliner CRM, Oracle CRM On Demand and ClearSlide Platform 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

Financials

SERIES B