CRM hygiene made simple

Scratchpad is a hygiene system for leaders seeking accurate forecasts,
quality updates, and better deal control—without chasing sales reps.

5 stars

1470+ reviews on

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THE CHOICE FOR HYGIENE EXCELLENCE

Want to improve CRM hygiene?
You have two choices:

Status quo

Scratchpad

Try to make Salesforce usable

Chase sales reps for updates

Brute force tool adoption

BI dashboards without action

Use assumptions to fill gaps

Endure forecasting surprises

Clean-your-room reports and naughty lists

Hold more internal meetings

With all of this, the best is 60%

Deploy Scratchpad for your team in minutes.

Adoption in hours. 90% in 2 weeks

Free your sales reps from CRM admin work

Automate quality updates and strengthen sales fundamentals with AI in-line coaching. Say goodbye to mediocre or missing updates for good.

The new standard for sales sheets

Fast, simple sales sheets with real-time Salesforce sync, combining AI and sales rep collaboration.

Monitor and measure CRM rule compliance

Track hygiene health trends with real-time insights and measure process compliance at all levels

Gamify sales team accountability

Motivate your sellers and measure individual or team hygiene performance with leaderboards, trends, and streaks

Highlight deals out of compliance

Highlight opportunities missing next steps, next step dates, past closed dates, or any field that needs updates.

Case study

Great forecasting begins
with great sales fundamentals

Most companies’ hygiene falls between 45-55%, leading to missed and poor quality updates, incomplete data, and inaccurate forecasts. Scratchpad improved a Utah SaaS company's hygiene by 80% in just two weeks. Setup and adoption was under 1 hour without yelling at sales reps. Where do you rank?

Finally, something sales teams won’t complain about

“Scratchpad is a tool that salespeople love using and leadership can drive consistent process and adherence to process. It solves the problems that Salesforce can’t.”

Ryan Meeker

Ryan Meeker
VP of RevOps, Bill.com

“Our data hygiene has seen a total 180 since we implemented Scratchpad. If I want people to have confidence in their forecast, then they’re going to have to understand the information in Salesforce better and actually input that data into Salesforce.”

Natalie Blardony
Sales Ops Manager, Crunchbase

“My most buttoned up AE loves this, and so do I. Scratchpad allows me to fly through reports, inspecting pipeline and salesforce accuracy while coaching and policing data hygiene along the way.”

Nate Henry

Nate Henry
VP of Channel Resellers, Birdeye

“There's no easier way to improve Salesforce hygiene, than this tool right here. You can thank me later.”

Mitch Miller

Mitch Miller
Account Executive, Talkdesk

“From pipeline updates to next steps and general Salesforce hygiene, Scratchpad gives us the clarity we need to identify priority deals and track changes effortlessly. It's like having a roadmap to success.”

Omid Izadjou

Omid Izadjou
Head of Sales, Arc

“Scratchpad is the best tool ever for workflow and pipeline hygiene. It's what Salesforce should be. It’s helped me maintain a clean pipeline and forecast accurately, not to mention, have all next steps, close dates accurate as can be.”

Diego Cabrera

Diego Cabrera
AE, Lula

“Scratchpad is allowing me to save time when updating opportunities and ensure my Salesforce hygiene is perfect.”

Mallory Ksenofontov
AE, Meddidata

“Everyone knows how much salespeople hate admin work! If the data is bad, so is your forecast. Scratchpad makes sure this isn’t the case.”

Jonathon Llett
VP Global Sales, Cognism

“Scratchpad. It is a game-changer. Pipeline hygiene was a huge issue at my org. With Scratchpad it is now no longer an issue.”

Ben Butler
GTM Productivity Manager, Brex

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Trusted by
top sales teams

Scratchpad consistently ranks as the G2 industry leader and high performer based on thousands of reviews from sales leaders, operations leaders, and sales teams.

G2 Badge High Performer Summer 2024G2 Badge Momentum Leader Summer 2024G2 Badge Users Love UsG2 Badge Top 50 Sales Products Best Software Awards 2023

Don’t chase reps for updates

Scratchpad is the fastest path to top-tier CRM hygiene, better deal control, and forecasting confidence without yelling at sales reps.