Working deals in Salesforce, notes, and spreadsheets slows you down. Scratchpad is fast and designed for sales teams to manage their pipeline, use AI to update MEDDIC and Salesforce, and collaborate on deals.
Preparing your forecast shouldn’t take hours a week in spreadsheets and Salesforce reports. Scratchpad forecasting is simple, intuitive, and proactively answers questions about what changed and why.
Understand where your forecast is changing and where.
See how your forecast changes over time.
Using BI tools, spreadsheets, and a data team to uncover pipeline changes won't get you answers fast. Scratchpad gives leaders visibility into deal movement, what changed, why, and how your team works in just one click.
Instantly see why a close date pushed, which deals increased or decreased in value, and which opportunities changed stages.
View a complete audit trail of the activities, updates, and changes made to any opportunity in just one click.
Coaching isn’t interrogating reps about CRM hygiene. It’s being proactive. Scratchpad call intelligence and AI insights give managers and reps a new experience to inspect deals, track performance, and work better, together.
Scratchpad Call Intelligence combines modern call recording, AI generated transcripts and call summaries for unparalleled visibility into every customer conversation.
Create, store, and share clips of recorded customer calls with your team or your manager for faster deal visibility and collaboration.
Scratchpad no-code automations and deal rooms in Slack drive better rep behaviors. Proactively spots pipeline gaps, automate mundane workflows, and create better collaboration opportunities for every deal.
Create Deal Rooms for every new opportunity, set filters for large deals, accounts at risk, or for expansion & renewals.
Quickly create no-code Slack Automations to drive better rep behaviors and see gaps in your pipeline faster.
Scratchpad Command is the fastest experience to access, update, and interact with Salesforce data anywhere. Quickly make Salesforce updates, add notes, manage your pipeline, and inspect deals from any web app.