Remove admin work. Execute flawlessly. Win more deals.
Scratchpad removes admin work, updates Salesforce, creates pre-call briefs, follow-ups,
and keeps sales teams focused on growth.
Or
1470+ reviews on
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
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
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.
Post-call follow-ups written for you after every call. Completely personalized, context-aware, on-message, and ready to send.
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.
“Scratchpad is now built into how we run deals. We see adoption without chasing people or running audits. It helped us reinforce process and clean up CRM without adding more work.”
Feras Abdel
Sr. Director of RevOps, MaintainX
“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 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
Sr. Director of RevOps, Settle
“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.
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1470+ reviews on
Improved Salesforce hygiene and MEDDPICC adoption by over 90%
Improved Salesforce and MEDDPICC adoption by over 90%
“Scratchpad is now built into how we run deals. We see adoption without chasing people or running audits. It helped us reinforce process and clean up Salesforce without adding more work.”
“We are seeing more adoption without chasing people or running audits. Scratchpad helped us reinforce our sales process and clean up Salesforce without adding more work for sellers.”
Feras Abdel
Sr. Director of RevOps, MaintainX
Scratchpad removes the work sellers shouldn’t have to do.AI built for your business automates Salesforce updates, runs deal reviews, coaches on MEDDIC, and creates pre-call briefs and executive summaries that move deals forward.
Scratchpad removes the work sellers shouldn’t have to do. AI built for your business automates Salesforce updates, runs deal reviews, coaches on MEDDIC, and creates pre-call briefs and executive summaries that move deals forward.
Explore use cases
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."
Jay Chung
Sr. Director of RevOps, Settle
Scratchpad Agents listen to every call, read every email, and then capture notes, fill in fields, and update Salesforce. Sellers can review, edit, and accept or RevOps can set fields to update automatically.
Sellers show up to every call prepared with a concise brief that highlights the most important details about your prospect or customer. From recent activity and open opportunities to key stakeholders and past conversations.
Turn every customer conversation into action with post-call follow-ups drafted for you. Personalized to the account, grounded in call context, and written in your voice. Respond faster, stay consistent, and keep your deals and pipeline moving.
The fastest experience for creating and sharing executive summaries, deal briefs, and updates. Perfect for 1:1's, deal reviews, and pipeline forecasting calls. Just ask AI.
“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
Managers 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 and methodology including MEDDIC, Command of the Message, BANT, SPICED, or custom frameworks.
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 is lost or slips through the cracks. Ever.
Scratchpad captures Closed Lost reasons for every deal. Competitors, pricing, objections, and all the details from past calls and future calls based on what was actually said. No more black boxes in your win/loss analysis. Just the truth.
Most sellers spend just 35% of their capacity on selling. The remaining 65% goes to operational work. Scratchpad changes the equation.
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.
“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.
