Scratchpad 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Scratchpad

4.9

(96)

Pricing

Starting at $39.00 per month

About Scratchpad

Scratchpad is a new experience for sales reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful. Supporting sales teams who depend on Salesforce, require speed, and a better way to work together. Try and experience Scratchpad first. Pay and add your team later.

Scratchpad Screenshots

Scratchpad Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Free

$0.00

flat rate, per month

Plan includes:

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

Team

$39.00

per user, per month

Plan includes:

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

Business

$79.00

per user, per month

Plan includes:

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

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Scratchpad Features

Popular features found in Productivity
Collaboration Tools
Content Creation
Productivity Tools
Progress Tracking
Task Management
More features of Scratchpad
AI Writing Assistant
Call Tracking
Content Management
Conversation Intelligence
CRM
Data Entry
Forecasting
For Sales Teams/Organizations
Generative AI
Meeting Management
Notes Management
Onboarding
Opportunity Management
Personalization
Pipeline Management
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Speech Recognition
Templates
Workflow Management

Scratchpad User Reviews

Overall Rating

4.9

Ratings Breakdown

89%

11%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

4.9

Functionality

4.8

Ben S.

Verified reviewer

Internet

11-50 employees

Used daily for less than 12 months

Reviewed May 2021

Rock your forecast calls and save time

-Excellent customer support. -It's a really intuitive product to use -

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

-I love having all my opportunities + all the key fields in one single panel. No more hoping around 25 different Opportunity records in salesforce, and scrolling all over the place to update the necessary fields! -The chrome extension is also really slick. You don't have to log into a whole new app, just hit ctrl + T and boom, you're ready! This reduces change management and greatly improves the setup experience.

Cons:

-There was some duplicative Notes fields in salesforce. There's the native sfdc Notes and then a separate section for Scratchpad notes.

Reasons for switching to Scratchpad

Ease of use

Vendor Response

Thank you, Ben! We will reach out to you to help with some of the duplicative notes issues.

Replied May 2021

Paweł H.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Reviewed June 2021

I wish I knew it earlier!

I love it! When you're having demos all day long, you don't have time to do all your admin work. With Scratchpad you can do it between your demos because you need no more than 2-3 minutes. I don't have to spend additional 30 minutes a day only to update my SFDC. On top of that, I have easy access to all my notes in one place, and I can push them all to SFDC directly from the notepad, I love it! Even if someone is reviewing my work, all my notes are always available even without having Scratchpad license, so your manager can always check what you've been doing with certain leads.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Scratchpad is the best way to access your SFDC, period. You don't have to open your clunky reports or add tasks from inside the opps or accounts. 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. True gamechanger. Even after each email or call, you can immediately fill a box with additional information like "do not contact" or "no show" which allows you to mark a few accounts with certain filters within a minute.

Cons:

If it would be possible to convert a lead to an opportunity, I wouldn't have to open SFDC at all, but I guess that's not the idea of this tool. Other than that, it's awesome!

Vendor Response

Thanks for the feedback and great review, Paul!

Replied June 2021

Chatch R. S.

Verified reviewer

Computer Software

10000+ employees

Used daily for less than 2 years

Reviewed May 2021

Less Time Updating Salesforce

Ratings Breakdown

Ease of use

Functionality

Pros:

I love how I can update things in Salesforce without having to go into Salesforce. Our CRM is pretty complex and slow, updating takes forever. I can move a lot quicker and be more agile in my day.

Cons:

I wish I could see more fields from my CRM in Scratchpad and more objects so I can make views for things like Cases.

Vendor Response

Hey Chatch! Your input is very helpful. We will be in touch for sure. Thank you very much for your review and kind words.

Replied May 2021

Drew S.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 2 years

Reviewed May 2021

Incredible if you want clean CRM Hygiene and want to save loads of time

Great. Saving tons of time. Getting clean updates and notes in Salesforce. I'm very satisifed. I have recommended it to several friends and colleagues.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Scratchpad makes it so easy to jot down daily updates in your CRM. We use Salesforce. I used to take notes in like 10 places and try and put them in Salesforce like once a week. Now I just straight do it with Scratchpad. So much time savings and effiencies. And I get complimented on my salesforce hygiene.

Cons:

I think something I would add would maybe be like color filters. Kind of like red/yellow/green depending on how I set up the ranges. Kind of like google docs.

Vendor Response

Hey Drew! Thank you so much for your review and great feedback of Scratchpad. We all appreciate you!

Replied June 2021

🍦 Kirk R.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 2 years

Reviewed May 2021

So easy, yet so effective it will blow your mind

Amazing. The team will go above and beyond the call of duty. [SENSITIVE CONTENT HIDDEN] has been an absolute rockstar and so stoked to get to work with her.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I am able to very easily update all things Salesforce. From one single tab, I can update tasks, SFDC fields, forecasting, and take notes, without ever having to login to Salesforce. It's truly life-changing.

Cons:

I can't force my team to use it - that's it. I wish they all started when first joining the company. The only bad thing is we didn't have it sooner.

Vendor Response

Thank you, Kirk!

Replied May 2021

Cornell B.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 6 months

Reviewed June 2021

Growth

Sales org demand rigorous Salesforce updates and organization. Odds are you have a team of talented sellers but maybe not all of them are the best at updates within your Salesforce instance. Scratchpad changes all of that. You can access everything through Chrome and simply open at a tab and edit anything in Salesforce. This cuts the time that your sales org spends logging in and out and waiting for Salesforce to load.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that Scratchpad is a Chrome extension and doesn't require any setup. It's a UI layer that sits on your Salesforce instance and executes any updates, new records, etc without actually having to log into Salesforce. This is huge as it saves people time and feeds all record changes into Salesforce instantly. It also populates reports from Salesforce and makes any data in Salesforce easy to find.

Cons:

Honestly, nothing so far. Even custom fields from your SFDC layer populate into Scratchpad. There are some bugs here and there but they're addressed quickly and the feedback team takes these things into account quickly.

Vendor Response

Thank you, Cornell!

Replied June 2021

David E.

Verified reviewer

Internet

1001-5000 employees

Used daily for less than 2 years

Reviewed May 2021

Scratchpad Make The Worst Part of Sales Better

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Updating my entire quarterly pipeline in 5 minutes. Not having to wait for 30 seconds between saving fields in like I do in SFDC

Cons:

When I want to add notes I usually have to select the note field and then expand it because I add a lot of notes... That's the worst thing I could think of, that's how awesome this product is.

Reasons for switching to Scratchpad

Easy of use. Time savings. To reduce frustration with using SFDC.

Vendor Response

Thank you David! This is incredible and we appreciate your feedback.

Replied May 2021

Joseph A.

Verified reviewer

Internet

11-50 employees

Used daily for less than 12 months

Reviewed May 2021

must have sales tool

it's been pure bliss. i've brought my exec team and fellow sales savages on to scratchpad. it's the best, no other way to put it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Imagine sfdc if they actually built features for modern sales people. easy to use, integrates with your note pad, and quick to add new features.

Cons:

it's a small, growing company so you're going to run into challenges working with startups. the value of the app vastly outweighs any challenges ive had thus far.

Vendor Response

Hey Joseph! Thanks so much for the great review. Please let us know if there is anything we can do to help and if you have any issues that we can help resolve. Thanks a million!

Replied May 2021

Sam S.

Verified reviewer

Construction

10000+ employees

Used daily for less than 12 months

Reviewed May 2021

Account Executive

Easy to adopt, only take 10-15mins to learn its capabilities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its ease of use and its simplicity. The UI is not cluttered, and customizable to only show what's important to me. It really helps me to organize my thoughts and bring multiple tabs, and reports into one view, making everything more streamlined. For Anyone using Salesforce on a day to day, Scratchpad is essential

Cons:

Looking forward to integration with outlook

Vendor Response

Thank you for the great review, Sam! We appreciate you and team Autodesk!

Replied May 2021

Elizabeth K.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Reviewed May 2021

Save Time, Keep Data Updated, Amazing Customer Service

Saving time and getting complete data into Salesforce has been the greatest benefit to our organization. Scratchpad has solved an inefficiency that we did not even realize we had.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The pipeline grids are the most helpful feature in updating multiple accounts, contacts, and opportunities quickly. The layout is similar to using an Excel spreadsheet and autosaves the data automatically. The templates are very helpful for my team as they provide a focused view to complete only the fields that are needed for the specific task at hand. This has increased compliance in getting data into Salesforce.

Cons:

Updates and new functionality are being developed constantly - if you have any suggestions on what you would like to see in Scratchpad, their amazing team is open to your suggestions!

Vendor Response

Wow, Elizabeth. Thank you so much for your review. We appreciate you!

Replied May 2021

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