Applied AI for Sales

Scratchpad makes deploying AI to your sales team easy and effective.
Agents update CRM, increase selling capacity for reps, and give leaders predictability.

5 stars

1470+ reviews on

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Most sellers spend 65% of their capacity on admin work.
Leaving only 35% for selling.

Be the exception.

Legacy Stack

Salesforce, Gong, Clari, Outreach

Source: (Salesforce, Sixth Edition State of Sales, 2024)

With Scratchpad

Humans focus on selling + AI-powered admin

Automated CRM updates

Rep Agents analyze sales calls, generate suggestions, and update next steps, close dates, amounts, and more. Review, edit, and approve updates—or automate them entirely.

THE #1 CHOICE FOR SALES TEAMS

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AI-native sheets and notes

The fastest, most adopted interface for Salesforce. Hands down.

  • AI-enhanced sheets replace shadow spreadsheets disconnected from CRM.
  • Fast CRM access and updates from any web app.
  • Collaborative workspace fully integrated with AI suggestions, update input grading, notes, tasks, summaries, and more.

AI-Driven CRM hygiene
without brute force

Scratchpad drives great hygiene and process adoption while giving you visibility into trends, process adoption and compliance adherence.

  • Instant visibility into hygiene performance. No sync engine. No delays.
  • Hygiene monitoring system for individual reps, teams, or regions.
  • Methodology adherence at all levels for MEDDIC, MEDDPICC, SPICED, or custom frameworks.

Salesforce updates for sales reps on the go

The most intuitive AI-enhanced experience for updating Salesforce on your phone, fast!


  • Take notes and dictation with your voice
  • Update any field or object with AI suggestions
  • Stay on top of CRM hygiene from anywhere
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Enterprise-grade security
& compliance for all

Scratchpad connects to Salesforce instantly via API, inheriting permissions and settings for a seamless, secure deployment.

  • SOC 2 Type 2 compliance maintained with continuous automated monitoring.
  • Best-in-class encryption and rigorous access controls
  • Automatically inherits your Salesforce rules and guardrails.

Real results

Sales teams using Scratchpad have seen:

42%

Boost in quota attainment in one month

100%

Forecast accuracy in only one month

80%

Cleaner pipeline
in two weeks

700%

Increase in methodology
adherence in two days

10+

Hours saved per rep, per week

Sellers love to use Scratchpad

“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

AI-powered sales execution is the new standard.

Scratchpad gives reps more capacity, leaders better visibility,
and revenue teams an edge to win every deal.