Tarun M.

Account Executive

Mid-Market (51-1000 emp.)

5/11/2021

"The Secret to Quota"

5/5

What do you like best about Scratchpad?

The most significant benefit of Scratchpad, in my mind, is the simple, user-friendly interface and ability to build flows based on your role.

Beyond that, I think it comes down to the fact that the possibilities of how you use Scratchpad and for what purpose are simply endless. I use it myself as an Account Executive in SaaS but also see tremendous benefits for my BDRs and support teams (Sales Engineers etc.). It not only makes editing opportunities, contacts, accounts etc. in SalesForce simple and more accessible, but it allows me greater control and insight over my pipeline because of the ability to filter out non-relevant information to my particular role.

I also think it's incredibly important to note how incredible Scratchpad's team is, from sales to onboarding, product, development, marketing, implementation. This team right from the top down with it's CEO, Pouyan, make it incredibly clear that they're building the solution with the user's at the forefront of everything. Everytime I submit suggestions, they get back to me and low and behold, almost always deliver on my ask. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

I don't know that I dislike anything about Scratchpad right now, especially when taking into account how early-stage this company is. While there is plenty of ways I can see this solution improving to help sales organizations in greater capacities, I think the true beauty of this company is the emphasis that it places on customer feedback.

They make clear they are constantly developping this product with customer feedback and satisifcation at the core of what they do. Review collected by and hosted on G2.com.

Recommendations to others considering Scratchpad:

I think the most significant recommendation I can provide to Scratchpad users is, utilize the Scratchpad team to ensure you're maximizing your usage. They have an incredible group of individuals who are endlessly committed to delivering a solution which not only meets but exceeds client expectations. When you use Scratchpad, you just become part of the family. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

There are plenty of things that Scratchpad solves. Ultimately the true benefit is greater efficiency and utilization of Salesforce to help drive sales success.

As an Account Executive, Scratchpad allows me to create workflows for common scenarios to update SalesForce. It also enables me greater insight and ultimately accuracy into forecasting by providing more of an Xcel feel.

Scratchpad ensures that I can stay on top of relevant tasks and activities by delivering key integrations to software like G-Suite.

For BDRs, it allows greater efficiency, especially for Dialing Blitz, etc., by eliminating the need for countless tabs to be open.

Lastly, regardless of role, Scratchpad's life-saving "Common-J" function allows you to access SalesForce anywhere on the web and edit contacts, opportunities, leads etc. Review collected by and hosted on G2.com.

Scratchpad Reviews & Product Details

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, clean up CRM, and drive better execution across your revenue team. Free to start. Easy to deploy. See results in minutes, not months.

Product Website

Seller

Scratchpad

Discussions

Scratchpad Community

Languages Supported

English

Overview by

Nate Odell

Pricing

Pricing provided by Scratchpad.

Free

$0.00

Per Month

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Scratchpad Integrations

(7)

Verified by Scratchpad

Scratchpad Media

Scratchpad Demo - Update Salesforce opportunities fast

Easily manage all fields of your Salesforce opportunities and related fields.

Scratchpad Demo - Manage tasks and daily to-dos

One simple and elegant view into your daily tasks. All updated tasks and field instantly sync with your Salesforce account. Tiles & template ensure all required fields for your sales processes such as MEDDIC, MEDDPICC, BANT and more.

Scratchpad Demo - Eradicate notes sprawling across sheets, docs, and apps

Use Scratchpad to capture all of your critical sales notes and instantly link them to Salesforce opportunities, leads, contacts and accounts.

AI-driven CRM updates

AI-Driven CRM hygiene

Opportunity Zero Boards and Deal Inspection

Scratchpad Reviews (1,492)

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Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/6/2025

"The modern, intuitive way Salesforce should feel"

4.5/5

What do you like best about Scratchpad?

Scratchpad makes working in Salesforce not just tolerable — but enjoyable. Its interface is clean, fast, and thoughtfully designed. Updating opportunities, managing pipeline, and taking notes feels natural instead of clunky. I love how the layout and workflows just make sense — it’s modern, streamlined, and clearly built for salespeople, not admins. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

Honestly, not much. Occasionally there’s a sync delay between Scratchpad and Salesforce, but it’s minor compared to the productivity boost I get. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

Scratchpad helps me stay on top of my pipeline and notes without spending half my day clicking through Salesforce tabs. I can update multiple deals in seconds, prep for meetings, and capture insights immediately. It’s become my daily hub — a single, intuitive layer on top of Salesforce that saves me time and mental energy. Review collected by and hosted on G2.com.

Marledvuka L.

Field Operations Manager

Transportation/Trucking/Railroad

Mid-Market (51-1000 emp.)

9/8/2025

"Scratchpad; The Platform for Customer Engagement Analytics and Assessment, But Price is An Issue"

4/5

What do you like best about Scratchpad?

We get detailed assessments on all the calls that we get in our company

The program updates CRM after recording and collecting customer information

Scratchpad issues actionable and relevant feedback from what customers think or want

In case there are risky deals, Scratchpad has developed accurate detectors Review collected by and hosted on G2.com.

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

We require sufficient budget from the platform, which is problematic Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

We analyze customer feedback or communication and detect risky deals or businesses, and this avoids losses in our company

We collect our CRM from the information collected by our sales rep, and this makes the process more efficient

We analyze every deal made by customers, and this amplifies efficiency and generates more revenue Review collected by and hosted on G2.com.

David H.

Sales Development Representative

Mid-Market (51-1000 emp.)

11/14/2024

"CRM data useful to me!"

5/5

What do you like best 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 understanding of my book of buisness. This gives me the confidence to approach leadship with outreach ideas and help my colleagues understand their own pipeline. It saves time not only in data entry, but because my Opportunites are cosistantly up to date in SalesForce, I meet with my manager half as often as others in my role. His confidence in my pipeline is gives me a minimum of 45 minutes back a week! Review collected by and hosted on G2.com.

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 was wonderful and worked with me to trouble shoot. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

Scratchpad allows me to take the data and organize it in ways that are meaningful to me without needing to explain the need for a new report or dashboard to our internal SalesForce Administration. I can quickly analyze and adjust my book of buisness keeping me organized, saving me time, and keeping touch points on key accounts. Review collected by and hosted on G2.com.

Eric S.

Head Of Sales and Marketing

Mid-Market (51-1000 emp.)

11/13/2024

"Huge game changer for efficiency in deal management"

5/5

What do you like best about Scratchpad?

Scratchpad is a must have if your sales team uses Salesforce. It makes keeping records updated incredibly easy and fast. What would take us 2-3 minutes to do in Salesforce, takes us 10 seconds in Scratchpad. Across a sales team with 40ish opps per person, that adds up to a LOT of time saved. The company itself is also very aligned with their customers and actually considers suggestions to implement into the product. I've personally met with their product team several times to discuss ideas and I think all have been implemented within a couple months. I'm also a big fan of "zero boards", which essentially surface opps to reps if they need an update automatically. Their goal is no opps on their zero board every day, and most reps do that consistently. Could not do this without Scratchpad.

I'll add, there was someone in my org hell bent on eliminating the expense of Scratchpad. I pushed back hard and fought for it, and now we've actually expanded it's use to other teams in the organization. There are very very few tools I'd die on a hill for, but Scratchpad is worth it. Review collected by and hosted on G2.com.

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 "dislike" won't be around too much longer. Review collected by and hosted on G2.com.

Chad B.

Account Executive

Enterprise (> 1000 emp.)

11/12/2024

"Scratchpad has helped efficiency, pipeline transparency and organization of accounts"

5/5

What do you like best 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 CRM makes my ability to perform efficient and seamless. I used to have over 30 tabs open daily to keep track of accounts or quotes/proposals among other things. Now I barely have 5 tabs open. I access all that I need right on Scratchpad. I am able to modify and arrange what my needs or accessibility for my accounts are on Scratchpad adding to my efficiency. I am able to set this up very easily and if I have any speed bumps, the Scratchpad team is quick to assist with what I need to adapt. I use Scratchpad multiple times a day. It is set up when I pull up Chrome it has my dashboard up for my current pipeline and I am able to start my day off right from there. It intergrates easily with Salesforce. Review collected by and hosted on G2.com.

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 next plan for the monthly cost is well worth every penny in the amount of time, work, energy saved when using Scratchpad. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

Access to multiple accounts and using the features from the CRM within Scratchpad without having to go outside the website. I can stay on one tab and access not just my accounts, but my contacts and leads. Anywhere I have a connection with my account (even LinkedIn) I am able to stay within my one stop shop and have access all within the account to keep notes, make changes. I used to have to pull multiple tabs, even within the same account, so I wouldn't lose data input or find information. This concern is gone. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

2/5/2025

"Incredible tool!"

5/5

What do you like best about Scratchpad?

Scratchpad has an incredible integration with Salesforce that makes opps and pipeline management easy, clean, and actionable! I feel like I can be organized and increase the revenue I bring in because things do not get lost and I can make sure I stay on top of my opps. The conditional formatting is also a game changer - I can color code opps and action on things that need my attention much easier. I use the tool daily and it is a part of my process. There is not a big learning curve - you can hop right in and see value immediately. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

Truly, there is not anything I dislike about Scratchpad! Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/3/2025

"Where do I even begin..."

5/5

What do you like best 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 records. Scratchpad makes it ridiculously simple: you can build a view of the exact fields you want, edit hem directly, and work from whatever lens your prefer.

The AI functionality is a huge bonus, it honestly feels like having a personal assistant. For me, the call summarization feature is the real game-changer. It saves time, beefs up note-taking, and keeps everything clear and actionable.

I'd highly recommend Scratchpad to anyone looking to streamline and cut out the busywork. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

Honestly, there's not much to dislike. If I had to get nitpicky, and this might even be a setting I just haven't turned off, the suggest updates can feel a little overkill at times. That said, if you're not someone who enjoys crafting your own notes, it's actually a lifesaver. So, take this "con" with a grain of salt. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

Scratchpad is solving the time sink of navigating through endless CRM fields just to make simple updates. Instead of clicking around for hours, I can build a custom view of the exact fields I need, edit them all in one place, and keep moving. That efficiency has freed up a huge amount of time I can now spend actually selling instead of updating records.

On top of that, the AI functionality has been a big boost. The call summarization feature, in particular, beefs up my note-taking and gives me clear, actionable summaries I can trust. It keeps my follow-ups sharp and ensures nothing slips through the cracks.

Overall, Scratchpad is helping me streamline my workflow, reduce busywork, and stay focused on the parts of my job that actually drive revenue Review collected by and hosted on G2.com.

Howard A.

Enterprise (> 1000 emp.)

6/24/2022

"Scratchpad Review"

5/5

What do you like best about Scratchpad?

Scratchpad is the best time-saver for my day of all the software solutions I have at my disposal. The integration with Salesforce allows me to add and edit tasks as well as add notes to my Pipeline without having to deal with the slowness of Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

Honestly, I haven't come up with anything that I dislike about the product. Everything works as I expect it to work. For my needs, I just don't see anything that needs to be improved based on what I use the tool for. Review collected by and hosted on G2.com.

Recommendations to others considering Scratchpad:

Test it out for yourself and if you are using it with Salesforce, I can tell you that you will immediately see the time savings. Review collected by and hosted on G2.com.

What problems is Scratchpad solving and how is that benefiting you?

Scratchpad is solving the productivity issues that I have when using Salesforce. Every click is so slow and it takes forever to update fields in Salesforce. Scratchpad eliminates that issue as I can make those updates and changes with a couple of fast clicks when I do them in Scratchpad and they automatically update Salesforce for me Review collected by and hosted on G2.com.

Mathew J.

Dir. Sales Engineering

Mid-Market (51-1000 emp.)

11/12/2024

"ScratchPad makes Salesforce fast and easy on the eyes."

5/5

What do you like best about Scratchpad?

I adopted ScratchPad for the note taking but fell in love with the abiliy to just click and join notes to an existing salesforce account or prospect.

I can premake templates and load them seconds before a call.

Sharing a template with work mates is super easy and once I make changes to mine it can be shared with everyone. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

I'd love the ability to draw notes or flow diagrams directly.

Think about how apple notes lets me write content, import an image or draw a diagram all within one note.

I want that for Scratch Pad. Review collected by and hosted on G2.com.

Chad B.

Account Relationship Manager

Enterprise (> 1000 emp.)

8/8/2024

"Scratchpad makes me be extremely efficient in my sales"

5/5

What do you like best about Scratchpad?

Quick and easy use. All in one, one-stop-shop for all my opportunities and accounts. I am able to keep my opps clean and managable. My managers praise me for keeping things clean and notes up to date. I'm able to quick click everything relating to my accounts. It is extemely customizable for what I need and how I use. The help from the team at Scratchpad also helps me learn new tricks if I need assistance. I use it multiple times a day. Honestly, I'd be lost if I couldn't use Scratchpad in my daily use. Review collected by and hosted on G2.com.

What do you dislike about Scratchpad?

It takes a bit of time to get things set up the way I would like them and how/what I use from my accounts. However, the Scratchpad team helps train and show how to set up. If I can't figure it out, I contact them and they either show me or get back to me with answers. Review collected by and hosted on G2.com.