How it works
Fast and easy Salesforce updates
Every field and every object, live from Salesforce. Sort, group, and filter across related objects, then edit inline. Views are shared with your team, and changes write back the moment you leave the cell.
Highlight deals out of compliance
Change highlights show what moved: stage, close date, next step, amount. For your deals, your team's, or the whole pipeline.
Next Step is Empty
Changes
Cell changes are highlighted for a configured time period. Set the rules once, and every sheet shows what moved.
History
Every field change on the record, who made it, and when. The full story of a deal without digging through Salesforce.
Ultimate flexibility for running pipeline reviews and forecasting
Drag a deal to a new stage and the record updates. Every column shows its count and total.
Simple sales notes
Collaborative and free-form sales notes for discovery calls, 1:1s, hand-offs, opportunity summaries, and more. Every note is linked to the right Salesforce record, so the context stays with the deal.
Salesforce data wherever you work
The HUD is a Chrome extension. One keyboard shortcut brings Salesforce data to any website or web app. Create opportunities, tasks, contacts, notes, or make updates to CRM.
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Enterprise-grade security & compliance
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.
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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.
Summer 2026
Summer 2026
Summer 2026
Summer 2026