Save 5+ hours per week by taking sales notes in a beautiful and flexible note taking app connected to Salesforce. No more scattered sales notes, duplicative work, and blocking your calendar to update Salesforce at the end of your day.
Easily create bullet points, numbered lists, and format your text with Scratchpad's free form sales notes. No more copy and pasting or blocking hours at the end of your day to manually update Salesforce - notes will auto-sync from Scratchpad!
Instead of starting from scratch each time, create templates for discovery calls, call outlines, deal plans, and insert them into your notes in one click. Set up templates that match your company processes, so you never forget to fill in the data they need.
With so much critical information in your notes, keeping them organized is top of mind — color coding and image embedding make a huge difference. And, seamlessly create new tasks from the notes using Scratchpad Command.