AI-driven CRM Hygiene

Scratchpad simplifies Salesforce, monitors CRM hygiene, and automates data entry and coaching.

5 stars

1470+ reviews on

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Unlock more sales capacity with agents

Scratchpad automates manual data capture and coaching, keeping your sales team focused on revenue.

  • Quality AI updates for all Salesforce objects
  • AI grading for next steps, MEDDPICC, Spiced, and more
  • Real-time AI coaching built into sales rep workflows

The fastest, most adopted interface for Salesforce

Scratchpad integrates AI powered sales sheets, notes, tasks, and calls, into simple and fast sales workflows reps love.

  • AI sales sheets replace spreadsheet work outside CRM
  • Access and update Salesforce from any web app
  • Fully integrated notes, tasks, call summaries, and transcripts
AI Sales Sheets

Hygiene and operational rigor without brute force and shaming

Scratchpad drives great hygiene and process adoption while giving you visibility into hygiene trends and compliance for individuals, teams, or regions.

  • Hygiene monitoring system
  • Process and rule adherence at all levels
  • Real-time connection to Salesforce for better deal control

Case study

Great forecasting begins
with great hygiene and sales execution

Most companies hygiene ranks below 50% leading to missed updates, incomplete data, and inaccurate forecasts. Scratchpad helped a Utah company improve hygiene by 80% in two weeks. Setup and adoption in less than 1 hour, and no sales reps were yelled at!

Finally, products sales teams
love to use

“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

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

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

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

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

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

THE #1 CHOICE FOR HYGIENE EXCELLENCE

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Trusted by
top sales teams

Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.

G2 Badge High Performer Summer 2024G2 Badge Momentum Leader Summer 2024G2 Badge Users Love UsG2 Badge Top 50 Sales Products Best Software Awards 2023

The fastest path to CRM
hygiene and sales execution