Automate CRM updates.
Let your team focus on revenue.

Scratchpad Agents automate sales rep updates with quality data, coach in the moment, and improve CRM hygiene.

5 stars

1470+ reviews on

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Stay engaged on calls, while Agents handle notes and summaries

Call Agent listens to sales calls, captures next steps, MEDDIC, MEDDPICC, SPICED or any custom methodology framework.

  • Works with Scratchpad notetaker, Zoom, Gong and more
  • Shareable call summaries, clips, and playlists
  • Editable AI suggestions for fast, high quality CRM updates

AI-driven CRM
updates keep your reps focused on deals

CRM update Agents work with your reps to improve data quality and process adherence without interrupting their workflows.


  • Quality AI suggestions in calls, sales sheets, workflows, and accessible anywhere on the web
  • Instant visibility into sales rep or agent updates
  • Trainable for standard or custom objects and fields

Real-time coaching and recommendations where your reps work—inline

Input Grading Agent ensures CRM field updates are the highest quality and tailored to your playbooks.


  • Create AI prompts for hygiene and process rules you define
  • Coach in the moment and ensure next steps have dates, roles, and objectives
  • Works with any fields including MEDDIC, MEDDPICC, SPICED, or custom methodology frameworks

The sales toolkit for great execution, hygiene, coaching, and inspection.

Drive the right behaviors with your sales team

  • Monitor hygiene compliance for individuals, teams, or regions
  • Improve operational rigor and adoption for your processes
  • Maintain deal control with real-time Salesforce data

Free your sales reps from admin tasks and achieve process compliance

  • Never chase sales reps for updates again
  • Drive process and rule adherence at every level
  • Improve pipeline and methodology hygiene by 80% in two weeks

The fastest, most loved Salesforce interface for your sales team

  • Automate notes, tasks, methodology updates, and next steps
  • Fast AI call summaries, follow-ups, and action items
  • Real-time coaching and hygiene guidance where reps work

Case study

Agents assist your sales reps with hygiene and playbook adoption

CRM hygiene metrics in most companies ranks below 50%.

It’s hard to have accurate forecasts when hygiene is substandard. Scratchpad helps customers change behaviors and improve MEDDPICC hygiene by 500% in one week without yelling or shaming sales reps.

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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

The fastest path to great CRM hygiene and sales execution