Remove admin work. Execute flawlessly. Win more deals.
Modern Salesforce UI, sales agents, sheets, notetaker, and the speed and flexibility sellers love.
Or
1470+ reviews on
Transformed seller productivity and improved CRM data quality
"Managers now talk strategy instead of chasing data. Sellers move faster because they trust what’s in Salesforce. Scratchpad became our single workspace for execution. Sellers trust it, leadership relies on it, and it’s made our new process real."
Manny Foster
Director GTM Enablement, Fundraise Up
Scaled revenue and sales execution
“So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. As a team that depends on so many interdependent systems to run our revenue lifecycle, Scratchpad has unified that approach in ways no other company could.”
Patrick Severs
Senior Director of Sales, G2i
Improved CRM hygiene and MEDDPICC adoption by over 90%
“With Scratchpad, AI is already in the flow of selling. And honestly, the outputs are better than ChatGPT because we have more control over the prompts.”
Michelle Fondren
Sr. Manager RevOps, MaintainX
Boosted productivity and deal data accuracy
“The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.”
Oliver Levin
Revenue Operations, Memfault
6,000 hours reclaimed from admin to selling
"Scratchpad has changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders."
Jay Chung
Senior Director of RevOps, Settle
Before
Salesforce UI
Clunky & Slow
Salesforce DB
Your CRM Database
Low Adoption
Sellers avoid using it
Poor Data Quality
Incomplete & outdated records
Process Gaps
Teams use disconnected tools
After
Scratchpad UI
Fast, Flexible & Loved by Sellers
Salesforce DB
Your CRM Database
Higher Adoption
Sellers naturally adopt it
Better Data Quality
Real-time, accurate updates
Process Adherence
Teams stay aligned & compliant
Boosted productivity and deal data accuracy by removing CRM admin work for sellers
“The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.”
Oliver Levin
Revenue Operations, Memfault
Scratchpad sits between your sellers and CRM, providing the modern interface and workspace to help teams remove admin work and focus on selling.
Sellers & Teams
Your revenue team working deals, making calls, sending emails
Scratchpad (Modern UI Experience)
Fast, flexible workspace with sheets & notes - Notetaker and Call Recording & AI - Real-time connection to Salesforce
Salesforce (Database)
Your system of record - All data stays in Salesforce - Single source of truth
Analytics & Reporting
Use your own BI tools, forecasting, sales ops dashboards
10x faster updates
Update CRM in seconds, not hours
Zero data loss
Never miss important customer details again
Team alignment
Everyone stays on the same page automatically
Better forecasting
Accurate pipeline data for confident predictions
Interface & Workspace
The modern Salesforce UI with sheets, notes, and the speed and flexibility sellers love.
Intuitive sales sheets with real-time Salesforce connection
Notes automatically saved to Salesforce records
Command HUD brings workflows to sellers in one keystroke
Slack integration
Call Recorder & Notetaker
Capture and transcribe customer conversations automatically
Direct Zoom Integration
No bot joins the call
Meeting Bot
Joins calls like Gong/Chorus
Desktop App
Background recording (like Granola)
AI Field Updates
Scratchpad AI automatically updates Salesforce fields from customer interactions
Extracts data from calls & meetings
Parses emails for key information
Reads notes & documents
Writes directly to Salesforce
Deal & Account Agent
Like ChatGPT for every deal, account, and contact with full context
Access to all calls, emails & notes
Custom documents & attachments
Saved prompts across the team
Deal insights & recommendations
Hygiene Monitor
Daily tracking of CRM hygiene and process adherence with fast, easy resolution
Detects Issues
Missing fields, stale data, overdue tasks, process gaps
Fast Resolution
Fix issues in seconds without navigating SFDC
Team Dashboard
Visibility into compliance & data quality
Improved CRM hygiene and MEDDPICC adoption by over 90%
“CRM is no longer the system where sellers work. It’s where data is stored. Sales execution is happening elsewhere and that’s precisely where Scratchpad fits in as the layer where sellers actually work, and where AI brings our process, data, and sales workflows to life.”
Feras Abdel
Sr. Director of RevOps, MaintainX
Most sellers spend only 35% of their time on revenue generating work. The remaining 65% goes to internal admin, process, and forecasting work. Scratchpad changes the game.
Old world
Revenue generating
Poor data quality
Limited visibility
Admin, process, forecasting
With Scratchpad
Revenue generating
Clean data, more selling, accurate visibility
Admin, process, forecasting
Source: (Salesforce, Sixth Edition State of Sales, 2024)
Scratchpad connects to Salesforce instantly via API, inherits permissions, rules, and guardrails for a secure deployment. It’s SOC 2 Type 2 compliant with continuous monitoring and aligned with GDPR and CCPA guidelines.
Not having AI for data entry is a yellow flag. I’ve seen more accurate data from Scratchpad than I’ve ever seen from humans, and I used to be a salesperson. The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.
Reps told us Scratchpad was one of the few tools they refused to give up. Once we saw the new AI and Gong integration, the decision was easy. Scratchpad fit naturally into how our team already worked and aligned perfectly with our customer journey and MEDDICC rollout while automating CRM hygiene and improving data quality.
Managers now talk strategy instead of chasing data. Sellers move faster because they trust what’s in Salesforce. Scratchpad became our single workspace for execution. Sellers trust it, leadership relies on it, and it’s made our new process real.
So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. As a team that depends on so many interdependent systems to run our revenue lifecycle, Scratchpad has unified that approach in ways no other company could.
CRM is no longer the system where sellers work. It’s where data is stored. Sales execution is happening elsewhere and that’s precisely where Scratchpad fits in as the layer where sellers actually work, and where AI brings our process, data, and sales workflows to life.
It’s changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders.
Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.
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Imagine having a teammate who knows your process, methodology, playbook, and can review every customer call, read every email, and inspect every deal. That's Scratchpad and the possibilities of what you can do are incredible.
No more toggling tabs or chasing reps. Scratchpad captures notes, fills fields, and updates CRM from customer calls and emails.
You can’t review every call. Scratchpad does. It provides actionable feedback and a detailed assessment on all calls and deals, tuned to your sales process.
The truth surfaced for every deal aligned to your playbook. See what's off-track, what's missing, and where sellers need to focus before the deal slips.
Scratchpad captures Closed Lost reasons behind every deal—competitors, pricing, objections--based on the actual customer interactions. No more black boxes in your win/loss analysis.
Get deeper insights into deal health and qualification. BANT, MEDDIC, SPICED, custom, it doesn't matter. Scratchpad applies your methodology and flags weak opportunities automatically.
Draft and share executive summaries, deal briefs, and updates instantly. Perfect for deal reviews, and pipeline forecasting calls.
Transition deals smoothly with full context on every opportunity, account, and contact. Scratchpad captures the history, builds the handoff docs, and makes them instantly shareable with your team. Nothing gets lost. Ever.
Most sellers spend only about 35% of their time on revenue generating work - the remaining 65% goes to internal admin, process and forecasting work. Scratchpad changes this.
Old world
Revenue generating
Poor data quality
Limited visibility
Admin, process, forecasting
With Scratchpad
Revenue generating
Clean data, more selling, unparalleled visibility
Admin, process, forecasting
Source: (Salesforce, Sixth Edition State of Sales, 2024)
Scratchpad connects to Salesforce instantly via API, inherits permissions, rules, and guardrails for a secure deployment. It’s SOC 2 Type 2 compliant with continuous monitoring and aligned with GDPR and CCPA guidelines.
Not having AI for data entry is a yellow flag. I’ve seen more accurate data from Scratchpad than I’ve ever seen from humans, and I used to be a salesperson. The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.
Reps told us Scratchpad was one of the few tools they refused to give up. Once we saw the new AI and Gong integration, the decision was easy. Scratchpad fit naturally into how our team already worked and aligned perfectly with our customer journey and MEDDICC rollout while automating CRM hygiene and improving data quality.
Managers now talk strategy instead of chasing data. Sellers move faster because they trust what’s in Salesforce. Scratchpad became our single workspace for execution. Sellers trust it, leadership relies on it, and it’s made our new process real.
So much of the AI out there is vaporware, but Scratchpad actually works. It listens to our calls, maps updates directly to Salesforce fields, and saves our sales team hours in admin work. As a team that depends on so many interdependent systems to run our revenue lifecycle, Scratchpad has unified that approach in ways no other company could.
CRM is no longer the system where sellers work. It’s where data is stored. Sales execution is happening elsewhere and that’s precisely where Scratchpad fits in as the layer where sellers actually work, and where AI brings our process, data, and sales workflows to life.
It’s changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders.
Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.
