--- 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 ![Chris F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris F.") CF Chris F. Founder Enterprise (\> 1000 emp.) 9/30/2021 "Sales reps - Avoid SFDC and updating things manually!" 5/5 What do you like best about Scratchpad? Scratchpad is so freaking simple to use. It saves me time and energy, saves me clicks and the duldrums of having to log into SFDC, wait for it to load, log calls, send emails, take notes, etc. Scratchpad does it all for me now. It kind of seems too good to be true. Everytime I open a new tab, Scratchpad is there waiting for me. I log call notes there and auto add them to that SFDC opportunity. Making a bunch of calls, stop wasting your time in SFDC (and pulling out your hair) Scratchpad can log the calls for you with 10% of the effort. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Nothing. I guess it could depend on your instance of SFDC how well it works for you. The team is amazing so they can pretty much do anything inside of SFDC. Wait, can I change my answer? I dislike SalesForce. 100% dislike SalesForce. So Scratchpad prevents me from having to live in SFDC which is amazing. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? All of the CRM stuff that reps dislike: logging calls, taking notes, tracking opps. Benefits = More time selling, less headaches from SFDC. Review collected by and hosted on G2.com. Show More 11/20/2023 Current UserValidated ReviewerSource: Organic ![Carly C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carly C.") CC Carly C. Mid-Market (51-1000 emp.) 11/20/2023 "Scratchpad is THE dashboard for managing my pipeline and renewals" 5/5 What do you like best about Scratchpad? I love that you can edit within the screen and customize views. I have a page for all my accounts - which allows me to grab information quickly, but also get to the salesforce page when more granular details are needed. I start my day every morning on Scratchpad to ensure I'm on top of everything going on this quarter. I also like that I can switch between quarters easily to see different reports without the clunkiness of having to build out a custom report each time. Every time I've had a scratchpad question, the team is super quick to respond and assist. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I can't think of anything that I particularly dislike about scratchpad. I do wish I could customize it a bit more and do some color coding, but this isn't a deal breaker by any means. I've found that adding highlights can achieve this somewhat. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Keeping on top of my sales pipeline and renewals so that nothing goes overdue and deadlines are met. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Heidi P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heidi P.") HP Heidi P. Channel Account Manager Mid-Market (51-1000 emp.) 7/26/2023 "Scratchpad is the BEST timesaver" 5/5 What do you like best about Scratchpad? The ability to update all of my SFDC opps in the matter of about 90 seconds - this is a HUGE timesaving application that I want to do even more with. I have never seen a product that is this easy to work with and implement into my daily workflow. I have added filters to help give me insightful data without having to use Salesforce a lot - unless I'm creating a new opportunity (which I'm sure has more to do with company provisions). The fact that once you get past the initial learning curve it is BEYOND easy makes it the clear winner for all apps. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? The inability to be able to override systematic setup - this is obviously not a fault of the Scratchpad product, but rather internal company setup. It does have a little bit of a learning curve initially to figure out all of the little nuances, BUT the Scratchpad team is awesome in setting up time to help you out, complete with screensharing. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? It's giving me back much-needed time in my day. The one thing none of us can get back, is gifted to us in this product. I know if we could make additional edits internally, this would be my go-to place I would work out of. I would recommend any business that is looking to use this product - seriously - go ALL-IN! Your teams will love you for this and you will love that it gives your team more efficiency. Review collected by and hosted on G2.com. Show More 11/20/2023 Current UserValidated ReviewerSource: Organic Review from User Profile ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Enterprise (\> 1000 emp.) 7/23/2024 "scratchpad saved my quota" 5/5 What do you like best about Scratchpad? Scratchpad is the savior I've been looking for my ENTIRE career. I've integrated it into my calendar to quickly create notes, automatically include my specific template, insert prospect information into salesforce, and monitor my pipeline. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? There's not a word count in the boxes so I don't know if I exceeded the word count in Salesforce Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Creating Salesforce opportunities, updating lead information, connecting sales notes 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 Mid-Market (51-1000 emp.) 1/29/2024 "Country Manager, Canada" 5/5 What do you like best about Scratchpad? - Automation: Ability to automatically update multiple SalesForce records in a single pane saves me (team) hundreds of hours per month - Flexibility: Everything is available at your fingertips to simplify the process of creating dashboards for pipeline, forecasts, action(s) & summaries. - Visibilty: I can see more relevant account / contact / opportunity information that is important to me, without have to depend on an "administrator" to find time to create or modify reports & dashboards. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? If there is a downside to Scratchpad, I have yet to find it. If you are a salesperson and do not have Scratchpad in your arsenal, you are just wasting valuable selling hours making updates, when you could be spending that time moving your sales process forward! Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Scratchpad helps me focus on specific steps needs to move my sales opportunities forward. With a few easy clicks, I can focus on geographic or industry specific markets for prospecting, easily view & update next steps and take relative actions. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/23/2024 "Scratchpad makes finding information so easy!" 4.5/5 What do you like best about Scratchpad? I like how easy it is to navigate and filter through the information to get exactly what you need. I also met with Joey from the Product team and she was a joy to chat with and walk me through the platform. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? There is not anything to dislike about Scratchpad. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Easy way to view my accounts and see the information I need day-to-day. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tim A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tim A.") TA Tim A. Mid-Market (51-1000 emp.) 1/17/2024 "Go-To for all pipeline management entry and review" 4.5/5 What do you like best about Scratchpad? With Salesforce data entry continuing to be cumbersome, I've made Scratchpad my go-to for nearly all of my CRM pipeline management. They've created a very intuitive interface for creating and managing opportunities, as well as simple to-generate reports that I can walk my organization through. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? This is a limitation of Salesforce as well, but as a services organization, we accrue revenue as the work is completed (not when the deal is closed). This means I still need to use spreadsheets to forecast out our pipeline revenue. A simple tool to spread the revenue out across weeks/ months of service would be a huge boost to Scratchpad and get my organization out of spreadsheets! Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Data pipeline management and entry Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Erynn B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erynn B.") EB Erynn B. Strategic Account Executive Mid-Market (51-1000 emp.) 2/15/2022 "A salesperson's superpower" 5/5 What do you like best about Scratchpad? It helps me to manage my pipe efficiently, it ensures that my SFDC accounts are continuously updated, and my opportunities have clean notes that I can refer back to, which helps me to stay connected, aligned and to move my deals forward to the finish line. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I can't think of a single thing that I dislike, the team is so responsive to feedback and suggestions via the Wish feature that is embedded into the platform! Review collected by and hosted on G2.com. Recommendations to others considering Scratchpad: Get it as fast as you can! Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? The problem I am solving with Scratchpad is having account and opportunity notes in siloed places, relieving the burden of admin work so that I can focus on selling whilst simultaneously keeping SFDC updated and clean. Review collected by and hosted on G2.com. Show More Response from Nicole Tan of Scratchpad [Editedit](https://www.g2.com/survey_responses/scratchpad-review-5346683/official_response/edit) Erynn, I'm so glad you've taken advantage of our Wish feature! The entire team watches that feed like a hawk. We're always looking for the latest and greatest ways to make your life easier 🥳 Keep spamming that button and let us know if you ever need anything! -Nicole // Community @ Scratchpad 1/17/2024 Current UserValidated ReviewerSource: Organic CB Chad B. Enterprise (\> 1000 emp.) 4/19/2023 "Every Salesperson using Salesforce Needs this" 5/5 What do you like best about Scratchpad? Scratchpad has helped evolve my Salesforce 'clean up.' The first 8 months on the job, I was frustrated by the amount of time I had to dedicate to keeping my SF clean and up-to-date. When I installed the Chrome Extension, my world changed. It made things simple, quick, efficient and most importantly organized. The best part is getting the 1-on-1 personal training and set up for Scratchpad the way I need to use it. Luis helped me add the necessary fields and showed me how to complete so I would be able to do it myself moving forward. I have a 1-stop shop for all my leads, opportunities, accounts. I don't have like 20-30 open tabs on Chrome for each. I am able to give a quick synopsis to my manager without looking at each opportunity or lead. Everything is right there on one page. If my manager asks me about something, I can click the SF link, or open the tab box. Everything is so easy. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? It takes a little bit of time to set up Scratchpad the way I wanted and for it to be as useful and efficient for me as possible. HOWEVER! They give you free training and consulting with a Scratchpad pad rep that works with you 1-on-1 and follows up with you weekly until you are set. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Time Efficiency. I have a 1-stop shop for all my leads, opportunities, accounts. I don't have like 20-30 open tabs on Chrome for each. I am able to give a quick synopsis to my manager without looking at each opportunity or lead. Everything is right there on one page. If my manager asks me about something, I can click the SF link, or open the tab box. Everything is so easy. Review collected by and hosted on G2.com. Show More 11/9/2023 Current UserValidated ReviewerSource: Organic ![Courtney B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney B.") CB Courtney B. Mid-Market Account Executive Mid-Market (51-1000 emp.) 11/7/2023 "How Scratchpad changed my SFDC hygene entirely" 5/5 What do you like best about Scratchpad? The most helpful thing I found with Scratchpad is the unique ability to built out custom reporting QUICKLY with little frustration. Having one place to view all the ops I have in play and easily being able to toggle between months / quarter end was effortless and would have been slow and not seemless of an experience with SFDC. The updates are automatic, you can update in bulk (amazing feature esp at the end of the quarter when you push 15,000 close dates out!). More importantly it helped me keep better tabs on my opps and increased my ability to accurately forecast which was a big change in momentum for me. I would recommend it to any and everyone in sales, sales ops, rev leadership. Implementation was awesome, customer support was great (and we weren't even a customer!). They helped me learn about the tool and also build out reports for me. Very very helpful folks. This tool is something I use exclusively unless I am in CPQ. It is the first thing I open in the morning most of the time to pull open my report for all ops with a next step date of today. Integrating this was so much easier then trying to build things out or submit report requests to sales ops. If you're on the fence, just go for it. It's easy, cool looking and I guarantee you if you want one place for notes, forecasting, next steps it will not let you down. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I wish you had a program for Scratchpad evangalists to have double the amount of edits to continue to use and grow in the tech. Our company ended up selecting another vendor. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Scratchpad ultimately helped me view all my ops in play from a different lense and took away my frustration from SFDC reporting, forecasting and keeping next steps updated. Which they almost always were behind. It not only benefited me but also my prospects, my boss and my commission check. Review collected by and hosted on G2.com. 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