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Scratchpad Logo

Cloud-based AI sales workspace for Salesforce teams

Table of Contents

Scratchpad - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: October 2026

Scratchpad overview

What is Scratchpad?

Scratchpad is a cloud-based AI workspace designed for sales organizations of all sizes, from high-growth startups to enterprise teams, built on top of Salesforce to reduce manual CRM work and improve pipeline visibility. The platform automates data entry, flags stale or incomplete deals, enforces sales methodologies such as MEDDIC and SPICED, and delivers AI-generated call summaries and next-step recommendations directly within existing workflows.

Scratchpad extends Salesforce with a lightweight interface that surfaces deal health signals, tracks forecast changes, and gives revenue leaders real-time inspection tools without requiring reps to leave their existing tools. Managers gain roll-up views, deal-level commentary, and historical audit trails, while individual contributors benefit from inline note-taking, one-click field updates, and automated activity capture. Configurable rules and alerts allow operations teams to enforce process compliance at scale, reducing forecast risk and improving data quality across the entire revenue organization.

Starting price

39per user /
per month

Alternatives

with better value for money


Pros & Cons

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Pipeline Management

Note Taking

Customization

Field Updates

Do you work for Scratchpad? Manage this product listing

Scratchpad’s user interface

Ease of use rating:

Scratchpad review summaries overview

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To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(11)
5(85)

What do users say about Scratchpad?

Users say Scratchpad dramatically streamlines pipeline management, making updates in Salesforce much faster and reducing the need for spreadsheets or repetitive clicks. They find it intuitive and efficient, reporting significant time savings on tasks like pipeline reviews, forecasting, and maintaining CRM hygiene, which helps them stay organized and focused on selling.

Reviewers appreciate the responsive and helpful customer support, noting that the team is proactive with onboarding, troubleshooting, and feature suggestions. They mention that the support team quickly resolves issues and values user feedback, making the overall experience positive and collaborative.

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Who uses Scratchpad?

Based on 96 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Computer Software
Information Technology and Services
Financial Services
Internet
Others

Use cases

Productivity
Sales Enablement

Scratchpad's key features

Most critical features, based on insights from Scratchpad users:

AI writing assistant
Call tracking
Collaboration tools
Content delivery
Content management
Conversation intelligence
CRM
Data entry
Forecasting
For sales teams/organizations

All Scratchpad features

Features rating:

AI writing assistant
Call tracking
Collaboration tools
Content delivery
Content management
Conversation intelligence
CRM
Data entry
Forecasting
For sales teams/organizations
Generative ai
Meeting management
Notes management
Onboarding
Opportunity management
Personalization
Pipeline management
Productivity tools
Sales activity management
Sales automation
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Speech recognition
Task management
Templates
Workflow management

Scratchpad alternatives

Scratchpad logo

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39

/user

Per month

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HubSpot Sales Hub logo
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Salesforce Sales Cloud logo
visit website

Starting from

25

/user

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Free trial
Free version
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Customer Support

Scratchpad pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Free

0.00

Features included:

  • Automations - 1
  • Bulk Updates
  • Calendar Integration
  • Create / Update Salesforce Records - 25 Per Week
  • Dependent Record Creation
  • Email Support
  • Folders
  • Global Search
  • Grid Views
  • Kanban Views
  • Link Notes to Salesforce - 100
  • Multi-Media Rich Notes
  • Notes
  • Personal Tiles - 1
  • Push Notes to Salesforce - 100
  • Sales Inbox
  • Scratchpad Command
  • Slack Integration
  • Tasks
  • Unlimited Notifications
  • Unlimited Workspace Commenting

Team

39

/user

Per month

Features included:

  • Automations - 4
  • Bulk Updates
  • Calendar Integration
  • Change History - 7 Days
  • Create / Update Salesforce Records - Unlimited
  • Dependent Record Creation
  • Email Support
  • Folders
  • Global Search
  • Grid Views
  • Kanban Views
  • Link Notes to Salesforce - Unlimited
  • Multi-Media Rich Notes
  • Notes
  • Note Templates - 3
  • Personal Tiles - 5
  • Pinned Tiles
  • Priority Email
  • Priority Video Call Support
  • Push Notes to Salesforce - Unlimited
  • Related Objects Lists - 1
  • Salesforce Custom Objects - 1
  • Sales Inbox
  • Scratchpad Command
  • Slack Integration
  • Tasks
  • Team Kanban Views - 5
  • Tean Grid Views - 5
  • Unlimited Notifications
  • Unlimited Workspace Commenting

Business

79

/user

Per month

Features included:

  • Automations - Unlimited
  • Bulk Updates
  • Calendar Integration
  • Change History - 365 Days
  • Create / Update Salesforce Records - Unlimited
  • Dependent Record Creation
  • Email Support
  • Folders
  • Global Search
  • Grid Views
  • Kanban Views
  • Link Notes to Salesforce - Unlimited
  • Multi-Media Rich Notes
  • Notes
  • Note Templates - Unlimited
  • Personalized 1:1 Workflow Session
  • Personal Tiles - Unlimited
  • Pinned Tiles
  • Priority Email
  • Priority Video Call Support
  • Push Notes to Salesforce - Unlimited
  • Related Objects Lists - Unlimited
  • Salesforce Custom Objects - Unlimited
  • Sales Inbox
  • Scratchpad Command
  • Slack Integration
  • Tasks
  • Team Kanban Views - Unlimited
  • Tean Grid Views - Unlimited
  • Unlimited Notifications
  • Unlimited Workspace Commenting

User opinions about Scratchpad price and value

Value for money rating:

To see what individual users think of Scratchpad's price and value, check out the review snippets below.

“Amazing overall experience. As I first started and being able to meet with a rep who showed me truly the possibilities on the platform and how it works with your workflow individually helped a ton.”
MM

Meghan M.

brand strategy

“Scratchpad gives you your notes or pipeline immediately when you open a new tab, or it allows you to search through contacts with an easy extension available anywhere on the web.”
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Paweł H.

Sales Development Representative

Scratchpad integrations (4)

Integrations rated by users

We looked at 96 user reviews to identify which products are mentioned as Scratchpad integrations and how users feel about them.

Integration rating: 5.0 (5)

“Connecting Salesforce to an infrastructure monitoring tool offers absolutely zero value to our engineering teams, as CRM customer pipelines are entirely disconnected from server health.”

RD

Rowan D.

Software Engineer

Scratchpad support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Chat

Training options

Live Online
Documentation
Videos

Scratchpad FAQs

Q. Who are the typical users of Scratchpad?

Scratchpad has the following typical customers:
Small Business, Mid-size Business, Large Enterprises, Freelancers

These products have better value for money


Q. What level of support does Scratchpad offer?

Scratchpad offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

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