Scratchpad

Scratchpad positions itself as the AI workspace for sales teams that live in Salesforce. Rather than replacing the CRM, it layers a modern, fast interface on top, giving reps a spreadsheet-like experience for managing pipeline, capturing notes, and updating records. The core promise is simple: reduce the administrative burden of CRM work so sellers can spend more time on revenue-generating activities. With a 4.8 G2 rating and strong adoption among mid-market and enterprise teams, Scratchpad has become a serious contender in the revenue execution space.

What sets Scratchpad apart is its focus on the seller's daily workflow. The platform offers inline editing, Kanban boards, and guided notes that sync directly to Salesforce in real time. Its AI capabilities go beyond basic transcription: the AI notetaker records and summarizes calls, suggests field updates from conversations and emails, and powers a Deal & Account Agent that provides contextual insights for every opportunity. The Hygiene Monitor proactively flags missing fields, stale data, and process gaps, making it easy for reps and managers to keep CRM data clean without manual audits.

Pricing starts with a free plan for small teams, then scales from $19 per user per month (Solo, annual) to $49 per user per month (Team, annual). Enterprise plans are custom. All paid tiers include AI credits, with higher tiers offering larger allowances and additional governance controls. While the per-user cost can add up for large teams, the time savings and data quality improvements often justify the investment. A 14-day free trial is available, and the free plan provides a solid entry point for individual reps or small teams to test the workspace.

Scratchpad is best suited for B2B sales teams that already use Salesforce and want to improve CRM adoption and data hygiene without switching systems. It works well for SMB and mid-market organizations with multiple sellers, defined sales stages, and a need for accurate forecasting. Companies that rely on sales methodologies like MEDDIC or BANT will find the guided notes and process enforcement particularly valuable. However, very small teams with simple sales processes or those not using Salesforce may not see as much benefit.

Overall, Scratchpad delivers on its promise of making Salesforce faster and more intuitive for sellers. Its AI features are practical and directly reduce admin work, while the real-time sync ensures data stays accurate in the system of record. The main trade-offs are the additional cost on top of Salesforce and some limitations in advanced reporting and mobile access. For any Salesforce-dependent sales organization looking to boost productivity and data quality, Scratchpad is a strong, well-reviewed option worth evaluating.