Scratchpad Notes

Beautifully simple sales notes auto synced to Salesforce

The fastest experience to create, update, share, and sync your sales notes with Salesforce.

Not using Chrome? Use the web app instead.
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5-star rating
4.8
from 1,400+ G2 reviews

Create notes and update Salesforce in the same view

Put administrative work on autopilot. Scratchpad Sales Notes, fields, and activities can be instantly synced directly to Salesforce.

No more copying and pasting or having to remember to click "save.”
Easily create bullet points and numbered lists, and format your text.
Stay organized with colors, images, and easy task creation
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Create notes from your calendar or directly from your favorite web apps

Start taking notes directly from your calendar. By connecting notes to your meetings, you can easily create, update, share, and find them when you need them. Leverage Scratchpad Command to create, update, or share notes from anywhere on the web.

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Create note templates

Automatically create note templates for yourself or your entire team, including templates for discovery calls, opportunity summaries, account planning, and sales processes such as MEDDIC.

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Integrate playbooks and battle cards with your notes

Playbooks, battle cards, competitive intelligence, and your knowledge base system for enablement provide helpful information pop-ups when relevant keywords appear.

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Share notes for real-time collaboration

Improve communication and coordination during meetings, as well as handoffs between different roles, such as between SDRs and AEs, AEs and CSMs, and AEs and managers. Scratchpad Notes provides a central location for collaboration on accounts and deals and is always connected to Salesforce.

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“Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person.“
Christian Barfuss
Account Executive, Divvy
“Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE. You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time.“
Matt Lefrandt
New Business, Route

The category leader in pipeline management. Trusted by top performing sales teams worldwide.