Sales Agents

Win back more selling capacity and improve data in CRM

Scratchpad Agents remove the admin workload on your sellers, creating more sales capacity while capturing accurate data automatically in your CRM.

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AI that actually improves sales execution

If you’re still chasing reps for updates, struggling with bad CRM data, and lacking visibility — Scratchpad AI fixes it in minutes

AI that actually improves sales execution

Hygiene Agents

Deploy Hygiene Agents for every seller to reduce admin work and maximize selling capacity and revenue per rep.


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  • Automatically update CRM after every customer interaction with AI-suggestions.
  • Generate and share call summaries with key takeaways without rewatching calls.
  • Ensure quality data for Close Lost reasons, next steps, or methodology fields (MEDDIC, CoM, SPICED, custom).
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Deal Agents

Deploy Agents for every deal to increase its chance of closing.

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  • Get instant answers from Agents that analyze deal history, account data, and calls.
  • AI refines CRM fields using insights from multiple customer interactions.
  • Ask AI anything about a deal without searching Salesforce, spreadsheets, Gong, Teams, or Slack.
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Agents that build sales assets

Scratchpad Agents create assets to help sellers work faster.

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  • Generate ROI docs, handoff notes, and manager summaries in seconds.
  • Draft follow-up emails to respond to customers with speed after every call.
  • Grade calls to keep sales reps aligned with your sales process.
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A free 14 day trial awaits you.
Quick setup. Even faster results.

1-hour setup

Configure AI prompts, Hygiene Monitoring, and Workspace

Mid trial check-in

Answer questions and ensure smooth adoption.

Review your
results

30 minute session to review results

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Deploy Scratchpad AI to your team in minutes.

Accurate and detailed information in your CRM. Less admin work. More selling.

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