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.

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1470+ reviews on

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THE #1 CHOICE FOR HYGIENE EXCELLENCE

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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.

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


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  • 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
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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.


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

Sales Leaders

Operations

Sales Reps

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
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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
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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
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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.

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The fastest path to great CRM hygiene and sales execution

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