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Scratchpad

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The AI workspace for sales that removes admin work and boosts productivity.

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TL;DR - Scratchpad

  • AI-powered workspace for sales teams.
  • Automates CRM updates and reduces admin work.
  • Improves Salesforce data quality and sales productivity.
Pricing: Free plan available
Best for: Growing teams
4.4/5 across review platforms

Top Pros

  • Helps capture and organize notes

Top Cons

  • It's integration ecosystem could be improved

What is Scratchpad?

Editorial review
Scratchpad is an AI-powered workspace designed for sales professionals to streamline their workflow, reduce administrative tasks, and improve CRM data quality. It acts as a modern interface between sales teams and Salesforce, offering a fast and flexible environment for managing deals, taking notes, and updating records. The platform integrates various tools like sales sheets, a notetaker with call recording and AI transcription, and AI agents that automatically update Salesforce fields. By automating mundane tasks and providing real-time data synchronization with Salesforce, Scratchpad helps sellers focus more on selling, leading to higher adoption of CRM, better data accuracy, and improved team alignment. It's ideal for sales teams and RevOps leaders looking to enhance sales execution and scale revenue.

Available on: Web, macOS

how we evaluateSourcescratchpad.com ↗

Pros & Cons

Pros

  • Significantly reduces sales admin time (e.g., 455 hours/month saved for one team).
  • Improves CRM data accuracy and completeness, leading to better forecasting.
  • Increases seller adoption of Salesforce due to a more user-friendly interface.
  • Provides real-time connection to Salesforce, ensuring data is always up-to-date.
  • Offers AI agents that listen to calls and map updates directly to Salesforce fields.

Cons

  • Specific credit usage for AI features might require monitoring for higher usage teams.
  • Enterprise features like unlimited AI credits and white-glove services are only available on custom plans.

Ratings Across the Web

4.4(1,652 reviews)
G21,489 reviews
4.2/5
Capterra96 reviews
4.9/5
SourceForge67 reviews
4.3/5

Ratings aggregated from independent review platforms. Learn more

Key Features

Modern Salesforce UI with sheets and notesAI-Powered Call Recorder & Notetaker with transcriptionAI Field Updates for automatic CRM record populationDeal & Account Agent for contextual deal managementCustom Prompts for tailored AI interactionsHygiene Monitor for daily CRM data quality trackingSlack integrationZoom, Google Meet, and Outlook integrations

Pricing Plans

Pricing checked Jul 29, 2026

Free

Free

  • Interface & Workspace (Limit of 3 views)
  • Call Recorder and Notetaker 10 hours / month
  • AI Field Updates
  • Custom Prompts
  • Deal & Account Agent
  • 100 AI credits per user / month
  • Integrations (Zoom, Gong, Meet, Teams, Gmail, Outlook)

Solo

$19 user/mo. (billed yearly)

  • Interface & Workspace
  • Call Recorder & Notetaker
  • AI Field Updates
  • Deal & Account Agent
  • Custom Prompts
  • Prompt Insights
  • Hygiene Monitor
  • Integrations Zoom, Meet, Slack, Gmail, and Outlook.
  • AI Credits 4,800 credits / user / year (400 credits / user / month)

Team

$49 user/mo. (billed yearly)

  • Interface & Workspace
  • Call Recorder & Notetaker
  • AI Field Updates
  • Deal & Account Agent
  • Custom Prompts
  • Prompt Insights
  • Hygiene Monitor
  • Advanced Controls Workspace user permissions for building and deploying AI and agents.
  • Integrations Zoom, Meet, Slack, Gmail, and Outlook. Works with Gong on Team and Enterprise.
  • AI Credits 9,600 credits / user / year (800 credits / user / month)
  • Services White-glove services for Agent design, setup, and performance tuning.

Enterprise

Custom

  • Interface & Workspace
  • Call Recorder & Notetaker
  • AI Field Updates
  • Deal & Account Agent
  • Custom Prompts
  • Prompt Insights
  • Hygiene Monitor
  • Advanced Controls Workspace user permissions for building and deploying AI and agents.
  • Integrations Zoom, Meet, Slack, Gmail, and Outlook. Works with Gong on Team and Enterprise.
  • AI Credits Unlimited credits
  • Services White-glove services for Agent design, setup, and performance tuning.
Calculate your costView full pricing

Reviews (1)

Taurai Jonathan Chivunga's profile picture

Taurai Jonathan Chivunga

Scratchpad review

Pros: Helps capture and organize notes. It also does accurate summaries that are handy while on the go.
Cons: It's integration ecosystem could be improved. I would love to feed it's output to LLMs of choice. An MCP Server type of integration with an API that can be called on to access transcripts wherever needed may solve this.
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Scratchpad FAQ

How does Scratchpad help sales professionals manage their deals more efficiently?

Scratchpad provides an AI-powered workspace that streamlines sales workflows by integrating tools like sales sheets and a notetaker. It acts as a modern interface for Salesforce, allowing sales teams to manage deals and update records quickly and flexibly.

Which teams benefit most from implementing Scratchpad?

Scratchpad is ideal for sales teams and RevOps leaders who aim to enhance sales execution and scale revenue. It helps improve CRM data quality, increase Salesforce adoption, and reduce administrative burdens for sellers.

How does Scratchpad compare to Chorus by ZoomInfo regarding call transcription?

Scratchpad includes a notetaker with call recording and AI transcription capabilities, similar to Chorus by ZoomInfo. Additionally, Scratchpad's AI agents can automatically update Salesforce fields based on call insights, which helps improve CRM data accuracy.

What kind of limitations should users be aware of when using Scratchpad's AI features?

Users should monitor specific credit usage for AI features, especially for higher usage teams. Enterprise features, such as unlimited AI credits and white-glove services, are exclusively available on custom pricing plans.

How is Scratchpad priced?

Scratchpad is available on a free tier, offering basic functionalities. For users requiring more extensive usage and advanced features, paid plans are available.

Can Scratchpad automate Salesforce updates directly from sales calls?

Yes, Scratchpad features AI agents that listen to sales calls and map updates directly to Salesforce fields. This automation significantly reduces administrative tasks and ensures real-time data synchronization with Salesforce.

How does Scratchpad improve CRM data quality for sales teams?

Scratchpad improves CRM data quality by providing a user-friendly interface that encourages higher seller adoption of Salesforce. Its AI agents also automatically update fields, ensuring data accuracy and completeness for better forecasting.

Source: scratchpad.com

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