Scratchpad

The AI workspace built for sales

RevOps & Sales Analytics
★★★★★ 4.8
2019 Founded
51-200 Employees
1,000+ companies Customers
Covina, California, USA Headquarters
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Quick Facts

✓ Free Trial
Website
scratchpad.com →
Starting Price
19
Pricing Model
per-user
Free Trial
14 days
Company Type
private
Social
LinkedIn Twitter/X

About Scratchpad

Scratchpad is a revenue workspace and AI sales execution platform built specifically for teams that run on Salesforce. It combines a modern, spreadsheet-like interface, guided sales notes, call recording, and AI automation in a single workspace so sellers can update pipeline, capture call insights, and follow their methodology without living inside Salesforce’s native UI. The product’s goal is to remove low-value admin work, improve CRM hygiene, and give leaders real-time visibility into every deal.

The platform connects directly to Salesforce via API and layers on tools that sellers actually enjoy using: AI-native sheets and Kanban boards for pipeline, an AI notetaker and recorder for calls, automated field updates, executive summaries, and hygiene monitoring. Scratchpad Agents listen to calls, read emails and notes, and propose or directly apply structured updates to Salesforce fields such as next steps, qualification criteria, close dates, and amounts. This creates a continuously updated view of the business while freeing reps from manual data entry.

Founded in 2019 by Pouyan Salehi and Cyrus Karbassiyoon, Scratchpad has raised venture funding from firms such as Accel and Craft Ventures and grown to dozens of employees. The company reports tens of thousands of users and thousands of customer organizations using its workspace to manage pipeline, run deal reviews, and keep Salesforce data clean. Well-known customers include Autodesk, Brex, Cisco, Segment, Twilio, Snowflake, Talkdesk, Udemy, Upwork, Vercel, and many high-growth SaaS companies.

In the RevOps and sales analytics ecosystem, Scratchpad positions itself as the AI workspace layer that sits between sellers and Salesforce, rather than replacing CRM or forecasting tools. Compared to broader revenue platforms and BI tools, it emphasizes day-to-day sales execution, fast adoption by reps, and AI-driven automation of CRM hygiene. Its consistently high ratings on G2 and Capterra reflect strong user satisfaction with ease of use, Salesforce integration, and time savings.

Key Features

AI workspace for Salesforce - modern, fast UI with spreadsheet-like views, tiles, and Kanban boards for managing opportunities, accounts, and tasks directly on top of Salesforce.

AI-native sales sheets - configurable grid views that let reps update large volumes of Salesforce fields inline, replacing offline spreadsheets and manual report editing.

Call recorder and AI notetaker - desktop app and bot that capture calls across Zoom, Google Meet, and Microsoft Teams, transcribe them, and generate summaries and action items.

AI field updates - Scratchpad Agents analyze calls, emails, and notes and propose or auto-apply updates to Salesforce fields such as next steps, qualification fields, dates, and amounts.

Deal & Account Agents - AI assistants that understand the full history of a deal or account and can answer questions, surface risks, and draft executive summaries or briefs.

Hygiene monitoring - AI-driven monitoring of CRM hygiene and process adherence, with daily alerts for missing fields, stale opportunities, and out-of-process deals.

Zero Boards & pipeline views - pipeline boards that surface deals needing attention (e.g., missing next steps, outdated close dates) so reps and managers can focus coaching time.

Guided sales notes - structured note templates for discovery calls, opportunity summaries, and 1:1s, automatically linked to Salesforce records and tuned to methodologies like MEDDIC or SPICED.

Executive summary generation - one-click or prompt-based generation of concise deal and account summaries for forecast calls, QBRs, and leadership updates.

Post-call follow-up drafting - AI that drafts personalized follow-up emails after calls based on transcripts, notes, and Salesforce context, ready for reps to review and send.

Pre-call briefs - AI-generated pre-call prep documents that pull in recent activity, stakeholders, open opportunities, and key risks so reps show up prepared.

Scratchpad Command - keyboard shortcut (CMD/CTRL+J) to search, create, and update Salesforce records from any web page without switching tabs.

Slack and email workflows - send AI summaries and key updates into Slack or email so managers and collaborators see important deal context without logging into Salesforce.

Custom AI prompts and governance - prompt library and permissions that let RevOps define and control the prompts used for summaries, coaching, and field updates.

Enterprise-grade security - SOC 2 Type II-compliant infrastructure with Salesforce-permission inheritance and alignment with GDPR and CCPA guidelines.

Pros & Cons

👍 Pros

  • Very easy to use and significantly faster than working directly in Salesforce, especially for updating many fields or records at once.
  • Deep Salesforce integration with inline editing, tiles, and views that keep pipeline and notes in sync without complex report building.
  • AI features such as call summaries, suggested field updates, and automated follow-ups save reps considerable time and improve CRM hygiene.
  • Clean, intuitive interface that helps reps stay organized on accounts, notes, and tasks, leading to better forecast discipline.
  • Responsive, high-touch support team that listens to feedback and frequently ships requested product improvements.
  • Consistently strong user satisfaction scores on multiple review platforms, with many reviewers calling it a "game changer" for daily workflow.

👎 Cons

  • Price can feel high for some teams, especially when positioned as an additional layer on top of an existing Salesforce investment.
  • Some users would like more advanced functionality in views and reports (for example, richer grouping, sorting, or access to more Salesforce objects).
  • Occasional limitations or delays in integrations (e.g., sync timing with Salesforce or call processing), and no dedicated native mobile app experience.

User Reviews

G2
4.8
★★★★★
Capterra
4.9
★★★★★
TrustRadius
9.6
★★★★★

Integrations

Salesforce Salesforce Sales Cloud Gmail Google Calendar Google Workspace Google Meet Microsoft Outlook Microsoft Teams Zoom Zoom Workplace Slack Gong Chorus Google Chrome Call recording platforms via Scratchpad Desktop Notetaker

Best For

Company Size

smb mid-market enterprise

Industries

SaaS Technology Information Technology & Services Financial Services Marketing & Advertising Telecommunications

Use Cases

Sales pipeline management and forecasting Improving Salesforce CRM hygiene and data quality AI-assisted call recording, transcription, and note-taking Running structured deal reviews and coaching sessions Enforcing sales methodologies such as MEDDIC, SPICED, or BANT Drafting pre-call briefs, executive summaries, and post-call follow-ups

FAQ

What is Scratchpad?

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Scratchpad is an AI-powered workspace built for sales teams that use Salesforce. It layers a modern, spreadsheet-like interface, guided sales notes, call recording, and AI automation on top of Salesforce so reps can manage pipeline, update fields, and capture notes dramatically faster. Scratchpad Agents analyze calls, emails, and notes to suggest or apply structured updates to Salesforce, while hygiene monitoring and executive summaries give leaders accurate, real-time visibility into every deal.

How much does Scratchpad cost?

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Scratchpad offers a free plan for small teams, along with paid tiers priced per user. As of late 2025, the Solo plan starts around $19 per user per month when billed annually (approximately $24 on monthly billing), and the Team plan starts around $49 per user per month when billed annually (about $62 on monthly billing). Enterprise plans are custom, and all paid tiers include AI credits, with higher tiers offering larger or pooled credit allowances and additional governance controls. A free 14-day trial is available for organizations that want to test advanced capabilities.

What are the main features of Scratchpad?

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Key features of Scratchpad include AI-native sheets and Kanban boards for pipeline management, a modern workspace for updating Salesforce, structured sales notes tied to CRM records, and Scratchpad Command for updating records from any web page. The platform also offers an AI notetaker and call recorder, AI field updates for Salesforce, deal and account AI agents, CRM hygiene monitoring and Zero Boards, automated pre- and post-call workflows, and integrations with tools such as Salesforce, Gmail, Google Calendar, Google Meet, Microsoft Outlook, Microsoft Teams, Zoom, Gong, Slack, and Chorus.

Who are Scratchpad's main competitors?

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Scratchpad's closest competitors are other sales workspaces and revenue execution tools that sit on top of Salesforce, including Dooly and Momentum.io. In broader revenue and pipeline management, many teams also evaluate Scratchpad alongside Clari and Groove (by Clari). Some organizations compare it with using native Salesforce list views, reports, and dashboards combined with traditional note-taking and call-recording tools, but Scratchpad aims to consolidate those workflows into one AI-powered workspace.

Is Scratchpad good for small businesses?

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Yes, Scratchpad can be a strong fit for small businesses that use Salesforce and want to improve data hygiene and sales productivity without heavy admin overhead. The free plan and lower-cost Solo tier allow individual reps and small teams to adopt the workspace quickly. However, very small organizations with a simple sales process or those not using Salesforce may find the value more limited. The greatest impact typically comes for SMB and mid-market teams with multiple sellers, defined sales stages, and a need to keep Salesforce data accurate for forecasting and reporting.

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