Scratchpad Reviews
Keep Salesforce pipeline data accurate and complete through automated call transcription, instant sheet views, and AI-mapped CRM field updates.
Account executives and revenue operations teams use Scratchpad to update Salesforce pipeline records, manage meeting notes, and enforce deal qualification frameworks without navigating native CRM pages. Before adopting a dedicated sales workspace, reps routinely split their work across desktop scratchpads, docs, and browser tabs. Salesforce updates get delayed or ignored because clicking through slow object layouts creates friction during back-to-back calls. RevOps managers waste time policing missing fields, while pipeline forecasting suffers from stale stages and incomplete MEDDIC criteria.
Connecting directly via API, the platform provides a spreadsheet-style interface, integrated call recording, and an AI assistant that extracts details from conversations. AI-driven CRM updates automatically map call notes, email exchanges, and next steps into the corresponding Salesforce fields. Reps maintain hygiene across accounts from a single command menu, while enablement teams get consistent deal qualification data without manual data entry. Sales reviews shift from data auditing to deal strategy, keeping the core database accurate while removing the friction of manual CRM admin.
Scratchpad Key Features
- Modern Interface & WorkspaceA fast Salesforce UI featuring intuitive sales sheets, notes automatically synced to CRM records, and a Command HUD.
- Call Recorder & NotetakerCaptures and transcribes customer conversations automatically via direct Zoom integration, meeting bots, or background desktop recording.
- AI Field UpdatesAutomatically extracts data from calls, emails, and notes to update Salesforce fields directly.
- Deal & Account AgentAn AI assistant providing deal insights, recommendations, and context across calls, emails, notes, and custom documents.
- Hygiene MonitorDetects missing fields, stale data, and process gaps, allowing fast issue resolution and visibility into team compliance.
Scratchpad Pricing
- Interface & Workspace (Limit of 3 views)
- Call Recorder and Notetaker 10 hours / month
- AI Field Updates
- Custom Prompts
- Deal & Account Agent
- 100 AI credits per user / month
- Integrations (Zoom, Gong, Meet, Teams, Gmail, Outlook)
- Modern Salesforce UI with sheets, notes, and flexibility
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
- Custom Prompts
- Prompt Insights
- Hygiene Monitor
- Advanced Controls
- Integrations (Zoom, Meet, Slack, Gmail, and Outlook)
- 4,800 credits / user / year (400 credits / user / month)
- Modern Salesforce UI with sheets, notes, and flexibility
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
- Custom Prompts
- Prompt Insights
- Hygiene Monitor
- Advanced Controls
- Integrations (Zoom, Meet, Slack, Gmail, Outlook, and Gong)
- 9,600 credits / user / year (800 credits / user / month)
- Pooled credits across team
- Modern Salesforce UI with sheets, notes, and flexibility
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
- Custom Prompts
- Prompt Insights
- Hygiene Monitor
- Advanced Controls
- Integrations (Zoom, Meet, Slack, Gmail, Outlook, and Gong)
- Unlimited AI credits
- Available White-glove services for Agent design, setup, and tuning
Pricing is sourced from Scratchpad's website and may be out of date — check their site for current pricing.
