Scratchpad

RATING:

4.9

(96)

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.

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Scratchpad Pricing

Start with Scratchpad for free. No credit card required. Setup takes under 1 minute. All packages available here: https://scratchpad.com/pricing

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Available

Faster pipeline management. Powered with AI.
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Scratchpad Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Scratchpad

1 - 5 of 96 Reviews

User Profile

Tony

Verified reviewer

Information Technology and Services, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Game-changer, Time-saver, Productivity Hack!!!

in one word...AMAZING!!!

PROS

Scratchpad is designed with revenue teams in mind; it's a gift for sellers. They've thought of everything. Scratchpad saves me tremendous time and effort and has nearly eliminated my frustration around forecast updates and SFDC hygiene. What used to take me 30 minutes and nearly 30 tabs now takes me all of maybe 3 minutes and a single tab(maybe two). I love how Scratchpad adapts to the way "you work," meaning you can (easily) customize the tool to fit your exact needs. I no longer dread forecast updates and pipeline review calls. Scratchpad has me more closely connected to my deals than ever before; I feel like I control my CRM vs. the other way around. I'd even go so far as to say I now enjoy updating my pipeline. If you're in sales and value your time, this is a MUST-TRY, hands down, no questions!!!

CONS

I haven't come across a single thing that I don't like yet...that's the honest truth!

Vendor Response

Thank you, Tony! Great review and feedback. We cannot thank you enough.

Replied June 2021

User Profile

Derek

Verified reviewer

Computer Software, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2021

Lifesaver for sales organizations

Despite the slowness issues, I LOOOOOVE Scratchpad. I remember when my coworker found it and showed it to me, I was blown away. The major thing to me is eliminating the whole data updates with Scratchpad. That was such a pain in the neck and now that Scratchpad does away with that, I am pleased as punch. Plus, I'm a big stickler for note taking and note organization so Scratchpad is very useful in that regard.

PROS

Scratchpad is a godsend when it comes to typing up notes. It's a centralized location for all my call notes and everything. No more putting them in Google Sheets or on a notepad. Best part too is it syncs seamlessly with Salesforce so I just plug in the notes in the Scratchpad sidebar, hit sync and BOOM! they're all uploaded and entered in there. Saves me so much time manually updating Salesforce and praying that the record doesn't get "updated" and I have to refresh and re-do everything. Scratchpad helps me avoid that whole process and makes my day-to-day life so much easier.

CONS

Scratchpad has a tendency to slooooow down. It tends to take it's time loading sometimes so I need to get a lot of things prepared ahead of time. Not easy to take a call right off the cuff and have scratchpad good to go. Sometimes the notepad is slow to load or there's a delay in notes being typed in.

Vendor Response

Thanks a million for this review, Derek. We are very grateful!

Replied May 2021

User Profile

Chatch R.

Verified reviewer

Computer Software, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

3

Reviewed May 2021

Less Time Updating Salesforce

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

User Profile

Ben

Verified reviewer

Computer Software, 501-1,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2021

I'd recommend Scratchpad

Scratchpad are a great company, making an awesome product. They are really customer focused and the tool will continue to get better and offer additional value for sales people.

PROS

I like using Scratchpad as it is a great way to take notes on the fly, whilst on a customer call. Their integration with Salesforce is very useful when it comes to pushing qualification notes directly into CRM - this is a big time saver. I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings. The visuals are also great.

CONS

One pain point that I would like Scratchpad to address, is to create an 'undo' button. I've accidentally highlighted then deleted notes before, and there is no option to recover these due to the auto-save. As a result, they should implement an undo feature.

Vendor Response

Hey Ben! Thanks for the feedback and great review. Let's see if we can flip that 4 stars into 5 stars. I am sharing your feedback with regards to the undo button with the team.

Replied May 2021

User Profile

Paweł

Verified reviewer

Financial Services, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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