Scratchpad is the fastest experience to update your Salesforce pipeline, take sales notes, and work your daily todos.
Working in Salesforce requires too many clicks and is slow to load.
So you take notes in a separate app and painstakingly maintain a to-do list, spreadsheet, or calendar events to stay organized. And you constantly switch tabs since these apps aren't connected to Salesforce or each other.
Scratchpad is built from the ground up for sales, which means speed. We designed every feature and interaction with account executives in mind.
With 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.
Update important fields for each opportunity, link your notes and setup tasks faster than ever before. Get more contextual data in your CRM - all with less effort.
Scratchpad is fast and easy to access. Clear your head by 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.