Beautifully simple sales tools for Salesforce customers

Scratchpad is a suite of modern tools to help sales teams work faster, collaborate, and give leaders more visibility.

5 stars

4.8/5 based on 1,400+ G2 reviews

The fastest pipeline management experience enhanced with AI

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.

Sales forecasts you can confidently share with your board

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.

Waterfall analytics

Understand where your forecast is changing and where.

Sales trends

See how your forecast changes over time.

Unrivaled pipeline visibility and deal inspection

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.

Change highlights

Instantly see why a close date pushed, which deals increased or decreased in value, and which opportunities changed stages.

Change history

View a complete audit trail of the activities, updates, and changes made to any opportunity in just one click.

Sales coaching reps and managers love (and will thank you for)

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.

Call transcripts

Scratchpad Call Intelligence combines modern call recording, AI generated transcripts and call summaries for unparalleled visibility into every customer conversation.

Clips

Create, store, and share clips of recorded customer calls with your team or your manager for faster deal visibility and collaboration.

Slack Automations and Deal Rooms for proactive sales teams

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.

Deal rooms

Create Deal Rooms for every new opportunity, set filters for large deals, accounts at risk, or for expansion & renewals.

Slack notifications

Quickly create no-code Slack Automations to drive better rep behaviors and see gaps in your pipeline faster.

Bring Salesforce where your sales team works.

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.

Experience Scratchpad first. Add your team later.

In minutes, you’ll wonder where Scratchpad has been your entire sales life.

5 stars

4.8/5 based on 1,400+ G2 reviews