Scratchpad Notes
Beautifully simple sales notes auto synced to Salesforce
The fastest experience to create, update, share, and sync your sales notes with Salesforce.
from 1,470+ G2 reviews
The fastest experience to create, update, share, and sync your sales notes with Salesforce.
Put administrative work on autopilot. Scratchpad Sales Notes, fields, and activities can be instantly synced directly to Salesforce.
Start taking notes directly from your calendar. By connecting notes to your meetings, you can easily create, update, share, and find them when you need them. Leverage Scratchpad Command to create, update, or share notes from anywhere on the web.
“Scratchpad has made keeping my Salesforce clean super easy. I love that I can easily create notes against my accounts in a chrome tab, and push those notes to Salesforce super easy.”
Automatically create note templates for yourself or your entire team, including templates for discovery calls, opportunity summaries, account planning, and sales processes such as MEDDIC.
Playbooks, battle cards, competitive intelligence, and your knowledge base system for enablement provide helpful information pop-ups when relevant keywords appear.
“Now being able to have the images, notes, and all syncing in one spot that I can cut down on the wasted time and get back to selling.”
Improve communication and coordination during meetings, as well as handoffs between different roles, such as between SDRs and AEs, AEs and CSMs, and AEs and managers. Scratchpad Notes provides a central location for collaboration on accounts and deals and is always connected to Salesforce.
