1470+ reviews on
Improved CRM hygiene and MEDDPICC adoption by over 90%
“With Scratchpad, AI is already in the flow of selling. And honestly, the outputs are better than ChatGPT because we have more control over the prompts.”
Michelle Fondren
Sr. Manager RevOps, MaintainX
6,000 hours reclaimed from admin to selling
"Scratchpad has changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders."
Jay Chung
Senior Director of RevOps, Settle
The teammate that removes admin work
and helps you sell better
Imagine having a teammate who knows your process, methodology, playbook, and can review every customer call, read every email, and inspect every deal. That's Scratchpad and the possibilities of what you can do are incredible.
Focus on the customer. AI updates Salesforce.
No more toggling tabs or chasing reps. Scratchpad captures notes, fills fields, and updates CRM from customer calls and emails.
Coach on more moments
You can’t review every call. Scratchpad does. It provides actionable feedback and a detailed assessment on all calls and deals, tuned to your sales process.
Spot risky deals early
The truth surfaced for every deal aligned to your playbook. See what's off-track, what's missing, and where sellers need to focus before the deal slips.
Get the truth behind Closed Lost deals
Scratchpad captures Closed Lost reasons behind every deal—competitors, pricing, objections--based on the actual customer interactions. No more black boxes in your win/loss analysis.
Qualification done right on every deal
Get deeper insights into deal health and qualification. BANT, MEDDIC, SPICED, custom, it doesn't matter. Scratchpad applies your methodology and flags weak opportunities automatically.
Executive summaries created instantly
Draft and share executive summaries, deal briefs, and updates instantly. Perfect for deal reviews, and pipeline forecasting calls.
Flawless handoffs
Transition deals smoothly with full context on every opportunity, account, and contact. Scratchpad captures the history, builds the handoff docs, and makes them instantly shareable with your team. Nothing gets lost. Ever.
Nail follow-ups
Post-call follow-ups written for you after every call. Completely personalized, context-aware, on-message, and ready to send.
Let sellers sell
Most sellers spend only about 35% of their time on revenue generating work - the remaining 65% goes to internal admin, process and forecasting work. Scratchpad changes this.
Old world
35%
Revenue generating
Poor data quality
Limited visibility
Admin, process, forecasting
65%
With Scratchpad
85%
Revenue generating
Clean data, more selling, unparalleled visibility
Admin, process, forecasting
15%
Source: (Salesforce, Sixth Edition State of Sales, 2024)
Scratchpad links to your existing systems.
Then gets to work.
Enterprise-grade security & compliance
Scratchpad connects to Salesforce instantly via API, inherits permissions, rules, and guardrails for a secure deployment. It’s SOC 2 Type 2 compliant with continuous monitoring and aligned with GDPR and CCPA guidelines.
Sellers love to use Scratchpad
“Scratchpad is now built into how we run deals. We see adoption without chasing people or running audits. It helped us reinforce process and clean up CRM without adding more work.”
Feras Abdel
Sr. Director of RevOps, MaintainX
“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
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
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
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
AE, Lula
"Scratchpad has changed how our entire GTM team operates. From the first discovery call to post-sale handoff, every team now moves faster with less friction. We’re making decisions with confidence because the data is always there. I’d highly recommend Scratchpad to other RevOps leaders."
Jay Chung
Sr. Director of RevOps, Settle
“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
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.
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