AI-native sheets and sales notes
Scratchpad isn’t just a Dooly replacement. It’s the fastest, most adopted Salesforce interface. Hands down.
- AI-enhanced sheets replace shadow spreadsheets disconnected from CRM.
- Fast CRM access and updates from any web app.
- Collaborative workspace fully integrated with AI suggestions, update input grading, notes, tasks, summaries, and more.
AI-driven CRM hygiene without brute force
Where Dooly stops, Scratchpad scales. Drive CRM hygiene, enforce process adoption, and stay ahead with clear visibility into team execution and compliance.
- Instant visibility into hygiene performance. No sync engine. No delays.
- Hygiene monitoring system for individual reps, teams, or regions.
- Methodology adherence at all levels for MEDDIC, CoM, SPICED, or custom frameworks.
Go beyond Dooly with AI-generated and free-form sales notes built for sellers.
- AI captures data from conversations and generates transcripts, summaries, and action items from calls.
- Help reps stay prepared with AI generated pre- and post-call sales notes
- Drive more collaboration across your team with free-form note templates for discovery calls, 1:1s, opportunity summaries, and more.
Automated CRM updates
Dooly stopped at note-taking. Scratchpad AI Agents go further — analyzing sales calls, generating suggestions, and updating next steps, close dates, amounts, and more. Review, edit, and approve updates or automate them entirely
Sales teams love to use Scratchpad
Not having AI for data entry is a yellow flag. I’ve seen more accurate data from Scratchpad than I’ve ever seen from humans, and I used to be a salesperson. The ROI of time spent on note-taking just isn’t worth it. Scratchpad drastically reduces the time sellers aren’t winning deals and gives them that time back to focus on customers.
Reps told us Scratchpad was one of the few tools they refused to give up. Once we saw the new AI and Gong integration, the decision was easy. Scratchpad fit naturally into how our team already worked and aligned perfectly with our customer journey and MEDDICC rollout while automating CRM hygiene and improving data quality.
Managers now talk strategy instead of chasing data. Sellers move faster because they trust what’s in Salesforce. Scratchpad became our single workspace for execution. Sellers trust it, leadership relies on it, and it’s made our new process real.
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.
CRM is no longer the system where sellers work. It’s where data is stored. Sales execution is happening elsewhere and that’s precisely where Scratchpad fits in as the layer where sellers actually work, and where AI brings our process, data, and sales workflows to life.
It’s 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.
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.
