--- 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 ![Michael R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael R.") MR Michael R. Life Insurance Sales Mid-Market (51-1000 emp.) 10/3/2023 "Scratchpad helped me create a fast and efficient workflow!" 5/5 What do you like best about Scratchpad? The ability to create personalilzed views that work for me. Too often, companies set up the workflow for you, but it doesn't allow personal flexibility. Scratchpad allows me to set up my workflow just the way I want to. As a CSM, I love how streamlined it is to add new contacts, take notes and document next steps with my customers in one easy to use screen. I can bring in just the fields that I need without having to see all of the clutter that goes along with Salesforce. In addition, the customer support provided by Scratchpad has been nothing short of amazing. From the early stages, Alex worked with everyone on my team to ensure we were set up properly and taking advantage of all of the features. Scratchpad is super easy to use and and will save you a ton of time on documentation tasks. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I would like the ability to add attachments to my notes. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Workflow Documentation Organization Task Completion Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Ryan K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan K.") RK Ryan K. Revenue Systems Manager Mid-Market (51-1000 emp.) 10/3/2023 "A product that is growing with us" 4/5 What do you like best about Scratchpad? I love that our reps love using Scratchpad. The user experience is phenomenal and keeps our reps conditioned to make updates to their salesforce records. Also their support is top notch! They are quick to respond and pateint to enable new features. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? There are still some features that are missing from the product that may seem minute but would most certainly make the tool more sticky. One example is the absence of predefined values when creating new records from a specific object. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? In my eyes, Scratchpad is solving the pain of keeping Salesforce up to date for our reps. It is the type of tool that equips reps with the ability to quickly keep SFDC clean. If any rep comes forth and complains about their inability to keep their pipeline up to date, they no longer have an excuse. Scratchpad is the solution to that complaint. Which in turn makes my job so much easier! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Mark V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark V.") MV Mark V. Enterprise Account Executive Mid-Market (51-1000 emp.) 10/3/2023 "Highly recommend and I know i'm only using a piece of what they have to offer." 5/5 What do you like best about Scratchpad? I am in it daily to do my updates and review my existig pipeline. The fact that it is seamless no matter what website or application I'm in makes it crucial to my daily workflow. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I don't know if there is something specific I dislike other than creation of reports is somewhat confusing. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? The biggest problems being solved as an AE is time savings right now. I am in there daily updating and doing pipeline review either with my BDR, manager or on my own. Also, the note taking ability is keeping me organized and allows me to go back and find important topics quickly. Even better yet it is already updated in SF for me. My Solutions Engineers love this as we prep for important demos.....they know I have content there already they don't have to ask me for ahead of our prep calls. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RB Ray B. Small-Business (50 or fewer emp.) 3/1/2024 "Game Changing UX" 4.5/5 What do you like best about Scratchpad? Makes using Salesforce a pleasant experience! Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Adding new items goes to the bottom of the list. Can't simply hit a button and have them all alphabetically ordered. And you can't sort after that. You have to redo the entire list manually. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Allows me to enter information into Salesforce from any browser window I may be in. I rarely ever have to go into Salesforce as an app now. SO MUCH FASTER! 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.) 7/23/2024 "Great time saving app" 5/5 What do you like best about Scratchpad? Instant direct access to SFDC data without any of the SFDC barriers Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Some of the advanced features seem complex Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? The best way to do mass clean ups of legacy data 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 Enterprise (\> 1000 emp.) 7/24/2024 "Scratchpad saves me time and enables me to do my job better!" 4.5/5 What do you like best about Scratchpad? I am able to make opportunuty field updates much better than in Salesforce or Clari. This saves me time and keeps me compliant. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? I am a one-off user, so my company is not in sync with me. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Keeping all the required Opportunity fields updated. Also - our Salesforce instance is very messy. I am able to use Scratchpad to help keep me out of Disaster Mode. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic DM Dennis M. Enterprise (\> 1000 emp.) 1/17/2024 "Unified Salesforce collaboration experience" 5/5 What do you like best about Scratchpad? The ability to link all your notes and Salesforce records together in one place. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? The notes I share through Salesforce from my Scratchpad environment cannot be opened by my colleagues that do not have a Scratchpad account, and it is difficult to convince people to adopt a new piece of technology even if it could be efficient. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Chaotic notetaking and cluttered task management. Scratchpad keeps everything as unified as possible and makes it more likely to have my relevant notes ready for a meeting. 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 Mid-Market (51-1000 emp.) 11/20/2023 "Makes managing pipeline a breeze" 5/5 What do you like best about Scratchpad? Super intuitive and easy to use. Makes the hardest part of my day (sifting through salesforce reports to update pipeline and opportunities) a breeze. The ability to quickly edit necessary fields, keep everything up to date, and know it's being mapped back into SFDC is a game changer. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? Overall been a positive early experience using the tool. I think having increased capabilities for collaboration would be awesome. As an IC it would be great to have ways to better collaborate with my manager directly within Scratchpad. That being said, it has leveled up our 1:1s and strategizing as is. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Scratchpad is solving the age-old problem of keeping salesforce up to date. Salesforce, however, is notoriously not user-friendly especially when it comes to managing pipeline / keeping opportunities up to date. It's helping me get better visibility into my pipeline, reduce the time spent on manual tasks, and it's helping me and my manager gameplan and strategize more effectively. 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 Enterprise (\> 1000 emp.) 11/20/2023 "CRM Optimization" 5/5 What do you like best about Scratchpad? Salesforce is widely recognized as the CRM industry standard and for good reason, though it's not without its faults (e.g. UI & flexibility). Scratchpad fills all of the inherent gaps in Salesforfe, making it an even invaluable tool. Furthermore, the customer service is unmatched. Their knowledgable team of trainers are some of the most helpful people I've worked with and they're willing to help on an individual basis at any time. You can tell they're genuinely passionate about what they do. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? The Filtering, Highlighting & Grouping capabilities for Tasks is one of my favorite tools, but I'd love to be able to sort the tasks based on different column values similiar to Sheets or Excel. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Helps me to better organize all of my Tasks and Opportunities rather than the standard Salesforce UI which can seem daunting and isn't very flexible. The ability to gain customer insights and take call notes with the single click of a button on a Contact is also a huge highlight. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MC Martin C. Enterprise (\> 1000 emp.) 11/20/2023 "A great tool for productivity" 4.5/5 What do you like best about Scratchpad? Scratchpad is an incredible asset for sales professionals because it simplifies the entire arduous process of updating your CRM and makes it user-friendly. It's a tool that I genuinely enjoy using, not only because of its clean and user-friendly interface, but also because it streamlines the process of obtaining the necessary information to succeed in my role. Also, their support is second to NONE. Scratchpad's employees truly love helping their clients get the most out of the tool. Amazing support. Review collected by and hosted on G2.com. What do you dislike about Scratchpad? What I struggle most about fully adopting Scratchpad in my mind is its apparent redundancy as well as lack of clarity on the unique value proposition other than "a better a salesforce." This is probably a "me" problem but I feel like its the greatest area of opportunity for myself. Review collected by and hosted on G2.com. What problems is Scratchpad solving and how is that benefiting you? Salespeople tend to hate updating their CRM. Scratchpad fixes this by removing a lot of the friction that is typically found in doing menial tasks like updating opportunities, making notes and managing information. Review collected by and hosted on G2.com. 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