CRM hygiene made simple
Scratchpad is a hygiene system for leaders seeking accurate forecasts,
quality updates, and better deal control—without chasing sales reps.
1470+ reviews on
CRM hygiene made simple
THE CHOICE FOR HYGIENE EXCELLENCE
Scratchpad is a hygiene system for leaders seeking accurate forecasts,
quality updates, and better deal control—without chasing sales reps.
1470+ reviews on
THE CHOICE FOR HYGIENE EXCELLENCE
Status quo
Scratchpad
Try to make Salesforce usable
Chase sales reps for updates
Brute force tool adoption
BI dashboards without action
Use assumptions to fill gaps
Endure forecasting surprises
Clean-your-room reports and naughty lists
Hold more internal meetings
With all of this, the best is 60%
Deploy Scratchpad for your team in minutes.
Adoption in hours. 90% in 2 weeks
Automate quality updates and strengthen sales fundamentals with AI in-line coaching. Say goodbye to mediocre or missing updates for good.
Fast, simple sales sheets with real-time Salesforce sync, combining AI and sales rep collaboration.
Track hygiene health trends with real-time insights and measure process compliance at all levels
Motivate your sellers and measure individual or team hygiene performance with leaderboards, trends, and streaks
Highlight opportunities missing next steps, next step dates, past closed dates, or any field that needs updates.
Case study
Most companies’ hygiene falls between 45-55%, leading to missed and poor quality updates, incomplete data, and inaccurate forecasts. Scratchpad improved a Utah SaaS company's hygiene by 80% in just two weeks. Setup and adoption was under 1 hour without yelling at sales reps. Where do you rank?
“Scratchpad is a tool that salespeople love using and leadership can drive consistent process and adherence to process. It solves the problems that Salesforce can’t.”
Ryan Meeker
VP of RevOps, Bill.com
“Our data hygiene has seen a total 180 since we implemented Scratchpad. If I want people to have confidence in their forecast, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce.”
Natalie Blardony
Sales Ops Manager, Crunchbase
“My most buttoned up AE loves this, and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way.”
Nate Henry
VP of Channel Resellers, Birdeye
“There's no easier way to improve Salesforce hygiene, than this tool right here. You can thank me later.”
Mitch Miller
Account Executive, Talkdesk
“From pipeline updates to next steps and general Salesforce hygiene, Scratchpad gives us the clarity we need to identify priority deals and track changes effortlessly. It's like having a roadmap to success.”
Omid Izadjou
Head of Sales, Arc
“Scratchpad is the best tool ever for workflow and pipeline hygiene. It's what Salesforce should be. It’s helped me maintain a clean pipeline and forecast accurately, not to mention, have all next steps, close dates accurate as can be.”
Diego Cabrera
AE, Lula
“Scratchpad is allowing me to save time when updating opportunities and ensure my Salesforce hygiene is perfect.”
Mallory Ksenofontov
AE, Meddidata
“Everyone knows how much salespeople hate admin work! If the data is bad, so is your forecast. Scratchpad makes sure this isn’t the case.”
Jonathon Llett
VP Global Sales, Cognism
“Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue.”
Ben Butler
GTM Productivity Manager, Brex
Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.
Scratchpad is the fastest path to top-tier CRM hygiene, better deal control, and forecasting confidence without yelling at sales reps.
