Scratchpad
Scratchpad: The AI workspace for sales Remove admin work. Execute flawlessly. Win more deals. Scratchpad is the AI workspace built for sales. It removes admin work for sellers and drives strategy and execution on every deal — automated before and after every call. Sellers use Scratchpad to: - Update Salesforce fields from calls, emails, and notes - Take structured notes tied to opportunities and accounts - Draft follow-ups, business cases, and handoff docs - Review deals, surface risks, and prep for next steps - Qualify pipeline consistently with MEDDIC, SPICED, or custom criteria - The Scratchpad Notetaker — the best desktop note taker for sales — captures live calls and syncs insights straight to Salesforce. With robust integrations across Zoom, Gong, Meet, and more, Scratchpad fits into your workflows. Trusted by high-performance teams at Brex, Clio, Cognism, Crunchbase, Cursor, Dialpad, MaintainX, Settle, Vercel, and Verkada — Scratchpad helps reclaim selling capacity for sellers and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc.
Average Rating: 4.8/5.0
Total Reviews: 1,472
How Do G2 Users Rate Scratchpad?
- Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
- Data Segmentation: 9.2/10 (Category avg: 8.7/10)
- Opportunity Scoring: 8.5/10 (Category avg: 8.4/10)
- Interactive Dashboards: 9.1/10 (Category avg: 8.7/10)
Who Is the Company Behind Scratchpad?
- Seller: Scratchpad
- Company Website:
- Year Founded: 2020
- HQ Location: Covina, US
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Twitter: @Scratchpad
453 Twitter followers -
LinkedIn® Page: www.linkedin.com
45 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: Account Executive, Enterprise Account Executive
- Top Industries: Computer Software, Information Technology and Services
- Company Size: 58% Medium, 21% Small
What Do G2 Reviewers Say About Scratchpad?
AI-generated summary from verified user reviews
Pros
- Users appreciate the seamless CRM integration of Scratchpad, enhancing organization and streamlining opportunity management effectively.
- Users love the customizability of Scratchpad, enhancing their efficiency with tailored setups and easy modifications.
- Users love the customization options in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly.
- Users love the actionable feedback and seamless integration that Scratchpad offers, enhancing their workflow and efficiency.
- Users value Scratchpad for its organizational efficiency, streamlining workflow and enhancing productivity across numerous accounts.
Cons
- Users find missing features in Scratchpad, specifically for complex workflows and mobile functionality.
- Users note the high subscription cost after outgrowing the free plan, but find the investment valuable overall.
- Users experience add-on conflicts with Scratchpad, leading to challenges when setting the home page for new tabs.
- Users report app issues related to plugin conflicts that disrupt the functionality of Scratchpad.
- Users find the complexity of Scratchpad problematic due to integration issues with existing systems and workflows.
What Are Recent G2 Reviews of Scratchpad?
"Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals"
Rating: 5.0/5.0 stars
— Alec Z.
"Efficient Collaboration with Room for More Integrations"
Rating: 4.0/5.0 stars
— george c.

