Scratchpad
UnclaimedThe AI workspace for sales that removes admin work and boosts productivity.
Visit WebsiteTL;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
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)
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
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.
What is Scratchpad?
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.
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Scratchpad FAQ
What is Scratchpad?
Scratchpad is an AI workspace for sales professionals that integrates with Salesforce. It provides a modern UI, AI-powered tools like call recording, notetaking, and automated CRM updates to reduce administrative work and improve sales productivity.
How much does Scratchpad cost?
Scratchpad offers a free plan with limited features. Paid plans are Solo at $19/user/month (billed yearly) or $24/user/month (billed monthly), and Team at $49/user/month (billed yearly) or $62/user/month (billed monthly). An Enterprise plan with custom pricing is also available.
Is Scratchpad free?
Yes, Scratchpad offers a free plan. This plan includes a limited Interface & Workspace (3 views), Call Recorder and Notetaker (10 hours/month), AI Field Updates, Custom Prompts, Deal & Account Agent, 100 AI credits per user/month, and integrations with Zoom, Gong, Meet, Teams, Gmail, and Outlook.
Who is Scratchpad for?
Scratchpad is designed for sales professionals, sales teams, and Revenue Operations (RevOps) leaders who use Salesforce. It aims to improve seller productivity, enhance CRM data quality, and streamline sales execution by removing administrative burdens.
Source: scratchpad.com