--- title: Scratchpad Reviews meta\_title: 'Scratchpad Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1493 reviews by the users' company size, role or industry to find out how Scratchpad works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 1493 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- ### Scratchpad Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively. [(4 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1594258&qs=pros-and-cons#reviews) Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications. [(4 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1591120&qs=pros-and-cons#reviews) Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly. [(4 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1593611&qs=pros-and-cons#reviews) Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease. [(4 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1590325&qs=pros-and-cons#reviews) Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts. [(3 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1590739&qs=pros-and-cons#reviews) Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability. [(2 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1589926&qs=pros-and-cons#reviews) Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall. [(2 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1592358&qs=pros-and-cons#reviews) Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs. [(1 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1592749&qs=pros-and-cons#reviews) Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad. [(1 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1589894&qs=pros-and-cons#reviews) Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints. [(1 mentions)](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1593979&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Scratchpad ##### 1. CRM Integration Users appreciate the **seamless CRM integration** of Scratchpad, enhancing organization and streamlining opportunity management effectively. [ See 4 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1594258&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "The modern, intuitive way Salesforce should feel" What do you like about Scratchpad? Scratchpad makes working in Salesforce not just tolerable — but enjoyable. Its interface is clean, fast, and thoughtfully designed. Updating opportuni ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Where do I even begin..." What do you like about Scratchpad? Scratchpad is hands down one of the best inline editing tools I've ever used. Normally, hours get wasted navigating through CRM fields just to update ##### 2. Customizability Users love the **customizability** of Scratchpad, enhancing their efficiency with tailored setups and easy modifications. [ See 4 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1591120&qs=pros-and-cons#reviews) See Related User Reviews DH David H. Mid-Market (51-1000 emp.) 5.0/5 "CRM data useful to me!" What do you like about Scratchpad? Scratchpad makes my CRM data useful to ME and saves me tons of time! The ability to quickly adjust views from the CRM in real time gives me a firm und ![Chad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad B.") CB Chad B. Enterprise (\> 1000 emp.) 5.0/5 "Scratchpad has helped efficiency, pipeline transparency and organization of accounts" What do you like about Scratchpad? Scratchpad is a one stop shop for my accounts. I oversee 330+ accounts and to be able to have access to those accounts and everything connected to the ##### 3. Customization Users love the **customization options** in Scratchpad, enhancing efficiency and streamlining their workflow effortlessly. [ See 4 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1593611&qs=pros-and-cons#reviews) See Related User Reviews ![Sophia L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sophia L.") SL Sophia L. Mid-Market (51-1000 emp.) 5.0/5 "Great tool - use every day" What do you like about Scratchpad? Incredib ly easy to use and i know it's capable of so much more. Integrates with Salesforce seamlessly and allows me to prioritise my accounts based o ![Chad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad B.") CB Chad B. Enterprise (\> 1000 emp.) 5.0/5 "Scratchpad has helped efficiency, pipeline transparency and organization of accounts" What do you like about Scratchpad? Scratchpad is a one stop shop for my accounts. I oversee 330+ accounts and to be able to have access to those accounts and everything connected to the ##### 4. Helpful Users love the **clean and intuitive interface** of Scratchpad, enhancing their experience in Salesforce with efficiency and ease. [ See 4 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1590325&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "The modern, intuitive way Salesforce should feel" What do you like about Scratchpad? Scratchpad makes working in Salesforce not just tolerable — but enjoyable. Its interface is clean, fast, and thoughtfully designed. Updating opportuni ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Where do I even begin..." What do you like about Scratchpad? Scratchpad is hands down one of the best inline editing tools I've ever used. Normally, hours get wasted navigating through CRM fields just to update ##### 5. Business Management Users value Scratchpad for its **organizational efficiency** , streamlining workflow and enhancing productivity across numerous accounts. [ See 3 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1590739&qs=pros-and-cons#reviews) See Related User Reviews ![Chase S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chase S.") CS Chase S. Small-Business (50 or fewer emp.) 5.0/5 "Clean and simple" What do you like about Scratchpad? Scratchpad has helped me stay organized and keep track of leads, their stages, etc. ![Chad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad B.") CB Chad B. Enterprise (\> 1000 emp.) 5.0/5 "Scratchpad has helped efficiency, pipeline transparency and organization of accounts" What do you like about Scratchpad? Scratchpad is a one stop shop for my accounts. I oversee 330+ accounts and to be able to have access to those accounts and everything connected to the ### 5 Cons or Disadvantages of Scratchpad ##### 1. Missing Features Users find **missing features** in Scratchpad, particularly for complex workflows and mobile experience, affecting usability. [ See 2 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1589926&qs=pros-and-cons#reviews) See Related User Reviews DH David H. Mid-Market (51-1000 emp.) 5.0/5 "CRM data useful to me!" What do you dislike about Scratchpad? I have a complex SalesForce instance, and some of my workflows (such as opportunity creation) cannot be accomplished in Scratchpad. The support team w ![Eric S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric S.") ES Eric S. Mid-Market (51-1000 emp.) 5.0/5 "Huge game changer for efficiency in deal management" What do you dislike about Scratchpad? The mobile experience isn't there right now, but, I gave that feedback, and Friday I'm meeting with their product team to discuss it, so I know this " ##### 2. Subscription Cost Users note the **high subscription cost** after outgrowing the free plan, but find the investment valuable overall. [ See 2 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1592358&qs=pros-and-cons#reviews) See Related User Reviews ![Tyler B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler B.") TB Tyler B. Mid-Market (51-1000 emp.) 5.0/5 "Couldn't Imagine being an AE without it" What do you dislike about Scratchpad? It use to be free, but eventualy I outgrew their free plan. ![Chad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chad B.") CB Chad B. Enterprise (\> 1000 emp.) 5.0/5 "Scratchpad has helped efficiency, pipeline transparency and organization of accounts" What do you dislike about Scratchpad? There is a limited number of changes you can make on the dashboard on the 'free' plan. This does not limit the efficiency of the program. However, the ##### 3. Add-On Issues Users experience **add-on conflicts** with Scratchpad, leading to challenges when setting the home page for new tabs. [ See 1 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1592749&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Couldn't live without it!" What do you dislike about Scratchpad? The only issue I've had is internally since I had another plug in and that plug in was fighting with scratchpad to be my home page when I opened a new ##### 4. App Issues Users report **app issues** related to plugin conflicts that disrupt the functionality of Scratchpad. [ See 1 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1589894&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Couldn't live without it!" What do you dislike about Scratchpad? The only issue I've had is internally since I had another plug in and that plug in was fighting with scratchpad to be my home page when I opened a new ##### 5. Complexity Users find the **complexity** of Scratchpad challenging due to the need for extensive knowledge and budget constraints. [ See 1 mentions ](https://www.g2.com/products/scratchpad/reviews?filters%5Bsentiment_snippet%5D=1593979&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "Scratchpad; The Platform for Customer Engagement Analytics and Assessment, But Price is An Issue" What do you dislike about Scratchpad? Scratchad has high level of AI integration, which brings the aspect of business users to have absolute knowledge or experience to work with the app W TA Travis A. Mid-Market (51-1000 emp.) 1/17/2024 "Makes updating salesforce so much easier" 4/5 What do you like best about Scratchpad? Scratchpad makes bulk updating a specific salesforce opp so much easier, especially with some of the limitations of salesforce in-line editing. The integrate with salesforce makes things os much easier. Most useful for inputting a bunch of opportunity information at once for whatever forecasting methodology your management uses (MEDDPICC, Force, etc). Especially if you leave it to end of the week right before forecasting call. Also a solid tool for note-taking as it makes it easy to attach back to opportunities Great CS team as well Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Wish there was a better way to collaborate on note taking, example\> have account specific notes that both you and your SDR are able to edit at the same time without them needing to click a link every single time. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? As an end-user the challenge I was facing was too much time spent updating salesforce records for my management team to review, and being able to save 30 mins - hour a week was great as it freed up time to focus on actual sales generating work Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Small-Business (50 or fewer emp.) 7/23/2024 "Great pipeline management tool" 4/5 What do you like best about Scratchpad? I utilize Scratchpad as a frontend for SFDC & to manage renewal opportunities. It is a simple UI and easy for me to quickly make multiple views to organize my opps. I can set those views based on my SFDC fields , which makes it easy to focus attention on specific accounts I need to target & then execute next steps. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Nothing I can think of - It's useful and intuitive. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? It helps me manage a pipeline of renewal opportunities based on contract end date which aids in our CS motion. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Chase S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chase S.") CS Chase S. Chief of Staff Small-Business (50 or fewer emp.) 11/12/2024 "Clean and simple" 5/5 What do you like best about Scratchpad? Scratchpad has helped me stay organized and keep track of leads, their stages, etc. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Nothing that I can think of. I have been satisfied. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Keeping track of our funnel in an easily accessible location. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Regina W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Regina W.") RW Regina W. Mid-Market (51-1000 emp.) 1/17/2024 "Easy to use and Organize" 4.5/5 What do you like best about Scratchpad? I like how I can keep things in place and organized. I can create filters and color code things which make it easy to prioritize things. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? The description filter that is available doesnt update in salesforce. So when you put a note in there, you have to erase what was there previously and that isnt very efficient. It would be better if it kept track of everything by storing the data rather than erasing it. You have to erase it due to the limited space and its not convenient. I also don´t like that there is no place that shows you how many days you haven´t touched a client. There should be somewher that displayed this data so we can be more on top of things more easily. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? It is a helpful tool to keep things organized at one glance. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 7/23/2024 "The benchmark for every tool I've used since" 5/5 What do you like best about Scratchpad? Simplicity, which is second to the overall customer journey. Customer journey doesn't actually get enough recognition across the board but everyone I've interacted with from marketing emails to follow ups about my experience have been really genuine and actually leave the impression that they are about customer success. Product wise - integration is lightweight and very well thought out - be it with saleforce or Chrome. Stuff I never would have bothered tracking (and centralising contemporaneous notes and tasks) has been really useful. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Not a scratchpad criticism - if your salesforce admins restrict how and where you make changes inside Salesforce it will hamstring your ability to use the get the most out of the tools Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Tracking of data Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 7/29/2024 "Salesforce without the suck" 5/5 What do you like best about Scratchpad? It's ease of use and simplicity. Data entry that used to take me hours within SFDC directly, now only takes me a few minutes. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? My manager doesn't Slack me as often because he doesn't have to ask me to update SFDC :( Also, they finally figured out how to limit the free version enough to get me to upgrade to the paid version. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Time consuming CRM data entry... Scratchpad makes this easy. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Joe A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joe A.") JA Joe A. Director of Sales Mid-Market (51-1000 emp.) 11/21/2023 "Simplifying Salesforce efforts" 4.5/5 What do you like best about Scratchpad? As someone who has used a handful of CRMs and loves technology and processes, it had been a while since I had been over 5 years since I'd used Salesforce, and what I came back to was pretty similar to what was offered when I left, which wasn't overly innovative or user-friendly. What I didn't have before was an integration with Scratchpad, and it's really made things so much simpler for me. I rarely spend time in Salesforce anymore, and manage almost all of my Sales-related activities through Scratchpad. The interface is simple and intuitive, and my onboarding and support from Vanessa Faircloth made it very easy to get going. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? There's really nothing I dislike about Scratchpad. I wasn't looking forward to needing to learn another technology to go with a handful of other tools I didn't use in my other companies, but a 30-min call was basically all I needed to get up and running. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? It's helping me overcome the clunkiness of Salesforce Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jen H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jen H.") JH Jen H. Strategic Account Leader Mid-Market (51-1000 emp.) 11/20/2023 "Helps keep a tidy pipeline and organized notes" 5/5 What do you like best about Scratchpad? With Scratchpad I can quickly go through what opportunities I have open and edit the field that I reference daily (Next Step) as well as any other things that have changed. I make sure at the end of every week that everything is in order and not having to click into every opp and edit there is minutes and tedious effort I'm so happy to be able to skip with Scratchpad. I use Scratchpad notes for every single meeting I hold and recently started using the templates to make it even more organized. I love being able to see them all in one place, click in from my calendar and link them to opportunities. I'm sure it keeps my leadership happy that it's easy for them to reference what's going on in my deals and that they're accurately reflected in salesforce! I've reached out to the team with a coupe of random questions throughout my time using it and they're always SO quick and helpful getting back to me and making any changes. Huge fan. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I literally love it all, nothing I dislike about Scratchpad. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Tedious manual work, saving time so I don't dread and avoid updating my pipe and copying and pasting notes into salesforce (which I never did before, they just stayed on my own computer in the Notes app for only me to see) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AS Adam S. Mid-Market (51-1000 emp.) 11/20/2023 "Scratchpad makes pipeline cleanliness easy to achieve" 5/5 What do you like best about Scratchpad? I set Scratchpad as my homepage when I open Chrome so that my pipeline can always be front and center. Being able to update all of my deals in a single place is much more efficient than clicking into each opportunity in Salesforce one by one. Updating my pipe used to be cumbersome and something I would push off, but the ease of Scratchpad motivates me to make updates whenever I open up my browser or get off a call. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? One difficulty I have is changing stages of my opporuntities within Scratchpad given the required fields Salesforce requires to be filled out. I believe I can still work around this but an easier way to manage this would be great. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? The main pian Scratchpad solves for me is keeping my pipeline clean. Before using Scratchpad, I'd fail to consistently update my opportunities and scramble last minute before my forecast meetings. Given how easy it is to update the key attributes of my opportunities within Scratchpad, I consistently update my pipeline each day without having to spend loads of time digging and scrolling through each Salesforce page to check a box or fill out a field. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Fabian A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fabian A.") FA Fabian A. Mid-Market (51-1000 emp.) 4/19/2023 "Upper Mid-Market Account Manager" 5/5 What do you like best about Scratchpad? As an Account Manager, Scratchpad is a game-changer for me. It's incredibly user-friendly, allowing me to breeze through essential tasks and manage workflows with unprecedented ease. The platform's intuitive interface means I can find answers quickly, freeing up my time to concentrate on the strategic and tactical aspects of account renewals and expansions. Even though I've not used other products in a similar category, I can confidently say that Scratchpad's efficiency is so significant to my daily operations that I would invest in it personally if it wasn't already provided by my company. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? While Scratchpad excels in many areas, I feel that its notes section could be more robust. A dedicated space for unstructured thought capture, separate from the SFDC, would be a valuable addition. As someone who deals with a multitude of client interactions and strategic planning, having a private area to manage my thoughts without them being automatically funnelled into the single source of truth would enhance my workflow and the management of sensitive information. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Efficiency in Workflow Management: Scratchpad’s user-friendly interface allows me to navigate and complete tasks rapidly. This means I spend less time on administrative work and more on engaging with clients, which is crucial for renewals and expansions. Quick Information Retrieval: The platform enables me to access critical account information swiftly. This rapid access to data is invaluable when I need to make informed decisions quickly or respond to clients' queries without delay. Time Management: By streamlining the workflow and information retrieval, Scratchpad significantly reduces the time I'd otherwise spend on manual data entry and cross-referencing information across platforms. This efficiency gain allows me to allocate more time to strategize on account growth and address any client issues proactively. Review collected by and hosted on G2.com. 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