# Scratchpad Reviews **Vendor:** Scratchpad **Category:** [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 1,493 ## About Scratchpad 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 and gives leaders the visibility they need to run their business. Clearskies: The context layer for revenue AI Clearskies is Scratchpad's context layer for revenue teams using AI. It connects your CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph — so when your team asks Claude, ChatGPT, or any AI about a deal, an account, or the pipeline, the answer is built from every source, not just one. Sales leaders use Clearskies to: - Get pre-call briefs that pull from every system — not just the CRM - Detect pipeline risk across all channels, not just stalled CRM stages - Run win-loss analysis from actual calls and emails, not disposition codes - Surface coaching moments from every rep call with timestamps - Keep the CRM updated automatically after every interaction - Qualify deals against MEDDPICC or custom criteria using real signals Clearskies works with Salesforce, HubSpot, Gong, Slack, Google Workspace, and Microsoft 365. It connects to Claude via MCP and works with ChatGPT and any LLM. Usage-based pricing with no per-seat fees. Two products. One team. One belief: Revenue teams are sitting on enormous amounts of signal across their tools. Scratchpad removes the admin work so sellers can sell. Clearskies makes that signal available to AI so every answer, every brief, and every pipeline review reflects what's actually happening — not what someone remembered to log. Learn more at scratchpad.com and clearskies.cc. ## Scratchpad Pros & Cons **What users like:** - Users love the **ease of use** of Scratchpad, enabling smooth updates and efficient management of Salesforce tasks. (16 reviews) - Users rave about the **efficiency and seamless integration** of Scratchpad, transforming their account management experience. (12 reviews) - Users love the **Salesforce integration** of Scratchpad, making record-keeping incredibly easy and saving significant time. (10 reviews) - Users value the **time-saving features** of Scratchpad, enabling streamlined updates and efficient account management. (10 reviews) - Users love the **fast, efficient interface** of Scratchpad, transforming Salesforce tasks into quick and enjoyable workflows. (9 reviews) - Efficiency (8 reviews) - CRM Integration (7 reviews) - Integrations (6 reviews) - Pipeline Management (6 reviews) - Simple (6 reviews) **What users dislike:** - Users find Scratchpad to be **expensive** , especially when transitioning from the free plan to paid options. (3 reviews) - Users find the **complexity of integration** in Scratchpad challenging, requiring advanced knowledge and experience to navigate effectively. (2 reviews) - Users report **integration issues** with Scratchpad, such as sync delays and conflicts with other plugins. (2 reviews) - Users note a **lack of key features** in Scratchpad, particularly for complex workflows and mobile functionality. (2 reviews) - Users find **pricing issues** with Scratchpad, noting the limitations on the free plan and budget requirements. (2 reviews) - Subscription Cost (2 reviews) - Add-On Issues (1 reviews) - App Issues (1 reviews) - Dashboard Issues (1 reviews) - Delays (1 reviews) ## Scratchpad Reviews ### 1. Efficient Collaboration with Room for More Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** george c. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Scratchpad?** 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. **What do you dislike about Scratchpad?** 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. **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad solves interconnectivity and collaboration problems between SDRs and account executives, especially for sharing notes on target accounts for new business. It helps me cross-collaborate easily, saving me time by aggregating data and providing a clear view of my accounts. ### 2. Scratchpad: The Most Efficient, Easy-to-Access Tool for Tracking Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Alec Z. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Scratchpad?** Scratchpad is the best tool to keep track of your deals/opportunities that is out there. I have access to Clari, Gong, Salesforce, and numerous other tools and Scratchpad is continuously the most efficient & easy-to-access tool out there. **What do you dislike about Scratchpad?** Genuinely, there isn't anything. This tool is excellent and served me in every way I needed it to. **What problems is Scratchpad solving and how is that benefiting you?** Scratchpad allowed me to immediately access Salesforce Opportunities to update next steps, Forecast Stages, ACV, etc. ### 3. The modern, intuitive way Salesforce should feel **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **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. **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. **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. ### 4. Huge game changer for efficiency in deal management **Rating:** 5.0/5.0 stars **Reviewed by:** Eric S. | Head Of Sales and Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **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. **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. **What problems is Scratchpad solving and how is that benefiting you?** Efficiency in the day to day operations of deal management and proper Salesforce hygiene. ### 5. Scratchpad has helped efficiency, pipeline transparency and organization of accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Chad B. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 12, 2024 **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. **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. **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. ### 6. Incredible tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2025 **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. **What do you dislike about Scratchpad?** Truly, there is not anything I dislike about Scratchpad! **What problems is Scratchpad solving and how is that benefiting you?** Opp management - It is not as clean as SFDC or other tools. I heavily rely on it. ### 7. Where do I even begin... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2025 **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. **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. **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 ### 8. Scratchpad Review **Rating:** 5.0/5.0 stars **Reviewed by:** Howard A. | a, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2022 **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. **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. **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. **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 ### 9. ScratchPad makes Salesforce fast and easy on the eyes. **Rating:** 5.0/5.0 stars **Reviewed by:** Mathew J. | Dir. Sales Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **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. **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. **What problems is Scratchpad solving and how is that benefiting you?** Better more complete Sales Engineering notes. ### 10. Scratchpad makes me be extremely efficient in my sales **Rating:** 5.0/5.0 stars **Reviewed by:** Chad B. | Account Relationship Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2024 **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. **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. **What problems is Scratchpad solving and how is that benefiting you?** Reduces the amount of clicks I have to take and switching from tab to tab on windows. I can navagate from one page - Scratch pad. There I can access my accounts and make notes, pull up contacts, opportunities, set dates. It helps me be more efficient in my day. ## Scratchpad Discussions - [Can I share my scratch pad with the other users in org](https://www.g2.com/discussions/can-i-share-my-scratch-pad-with-the-other-users-in-org) - 2 comments, 1 upvote - [How can I connect Scratchpad into other services (Slack, Confluence, Jira, Zendesk, etc), easily.](https://www.g2.com/discussions/how-can-i-connect-scratchpad-into-other-services-slack-confluence-jira-zendesk-etc-easily) - 1 comment, 1 upvote - [How is your organization using Scratchpad?](https://www.g2.com/discussions/how-is-your-organization-using-scratchpad) - 1 comment, 1 upvote - [Is it possible to make a tile for logging calls and or zoom/meetings from the Salesforce field into Scrathchpad?](https://www.g2.com/discussions/51795-is-it-possible-to-make-a-tile-for-logging-calls-and-or-zoom-meetings-from-the-salesforce-field-into-scrathchpad) - 1 comment, 1 upvote - [What does Scratchpad do?](https://www.g2.com/discussions/what-does-scratchpad-do) - 2 comments - [View Scratchpad pricing details and edition comparison](https://www.g2.com/products/scratchpad/reviews/scratchpad-review-10510658?ucc=pbiC2DbCveO§ion=pricing&secure%5Bexpires_at%5D=2026-05-03+00%3A56%3A46+-0500&secure%5Bsession_id%5D=b881655c-b817-4c5f-9ff2-4a993b86764e&secure%5Btoken%5D=f47ec8c7aa75a7a78a722596c15f5769fa4566358c360d02dcc820c6e7cba052&format=llm_user) ## Scratchpad Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google](https://www.g2.com/products/google-google/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Scratchpad Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Productivity Bots** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Decision Making **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Incentives** - Triggers - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Personalization** - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Generative AI** - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Scratchpad Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,118 reviews) - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,493 reviews) - [Weflow](https://www.g2.com/products/weflow/reviews) - 4.7/5.0 (90 reviews)