I like the tiering abilities and the customizable columns. I also appreciate how it connects with Salesforce. What I love most is being able to add and share notes and have different dedicated sections between different team members, which helps me discover accounts. These features save me a lot of time, allowing me to aggregate a lot of data into one visible source, and I can then prioritize my accounts and get an almost bird's eye view of my book of business while cross-collaborating with team members. The initial setup of Scratchpad was extremely easy. Review collected by and hosted on G2.com.

It's not integratable with everything. Like I say, you have to go to Scratchpad to take notes in Scratchpad a lot of the time. They had some more obvious integrations, that would be great. Review collected by and hosted on G2.com.