AI Workspace

AI and tools for great sales execution

Scratchpad is fully integrated with tools and AI, creating a delightful Workspace built for sellers to manage their deals and leaders to gain more predictability.

AI Workspace preview
AI native sheets preview

AI-native sheets and Kanban boards

  • AI-enhanced sales sheets eliminate shadow data outside of your CRM.
  • Intuitive Kanban boards for an interactive view of your pipeline and forecast, enhanced with AI.
  • Workflow Tiles provide instant shortcuts to any field or object creating a faster way to work with your CRM data.

Stay organized in back-to-back meetings with AI and free-form sales notes

  • AI captures data from conversations and generates transcripts, summaries, and action items from customer calls.
  • Agent assisted pre- and post-call notes help sellers stay prepared.
  • Drive more collaboration across your team with free-form note templates for discovery calls, 1:1s, opportunity summaries, and more.
Stay organized in back-to-back meetings with AI and free-form sales notes
Scratchpad preview

The most adopted and loved interface for Salesforce

  • Access, view, and update fields and objects in CRM from any web app using the Scratchpad Chrome extension.
  • Ask AI about a call or deal from anywhere without switching tabs.
  • Get actionable AI summaries after customer calls directly in Slack or email.

Sales teams love to use Scratchpad

A free 14 day trial awaits you.
Quick setup. Even faster results.

1-hour setup

Configure AI prompts, Hygiene Monitoring, and Workspace

Mid trial check-in

Answer questions and ensure smooth adoption.

Review your results

30 minute session to review results

Request demo

Remove admin work. Execute flawlessly. Win more deals.