Salesforce requires too many clicks, is inconvenient to access and notoriously slow.
So you end up keeping mental notes. Or painstakingly maintain a to-do list, spreadsheet, or calendar events to stay organized. And you constantly switch tabs.
Until now — Meet Scratchpad.
When you have tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
Scratchpad helps you update important fields for each opportunity and syncs all your open tasks and logs completed activities to Salesforce. You get a faster way to work and more contextual data in your CRM - all with less effort.
Scratchpad is fast and easy to access. Clear your head adding new tasks as they come to mind, quickly write notes during or after a call, see what tasks you have left to tackle, and get a quick glance of your calendar events for the day.
You spend hours every day working on notes, todos and updating opportunity fields. When you use something for that long, it should be fast and delightful.