AI Workspace

AI and tools for great sales execution

Scratchpad is fully integrated with tools and AI, creating a delightful Workspace built for sellers to manage their deals and leaders to gain more predictability.

AI-native sheets and Kanban boards

  • AI-enhanced sales sheets eliminate shadow data outside of your CRM.
  • Intuitive Kanban boards for an interactive view of your pipeline and forecast, enhanced with AI.
  • Workflow Tiles provide instant shortcuts to any field or object creating a faster way to work with your CRM data.

Stay organized in back-to-back meetings with AI and free-form sales notes

  • AI captures data from conversations and generates transcripts, summaries, and action items from customer calls.
  • Agent assisted pre- and post-call notes help sellers stay prepared.
  • Drive more collaboration across your team with free-form note templates for discovery calls, 1:1s, opportunity summaries, and more.

The most adopted and loved interface for Salesforce

  • Access, view, and update fields and objects in CRM from any web app using the Scratchpad Chrome extension.
  • Ask AI about a call or deal from anywhere without switching tabs.
  • Get actionable AI summaries after customer calls directly in Slack or email.

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

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

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

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

Ben Butler
GTM Productivity Manager, Brex

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

Deploy Scratchpad AI to your team in minutes.

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