Zero boards

"We're pumped about the new Zero Boards feature. Having a clean and simple view that highlights priority deals and keeps us focused on what matters most every single day. And we're not just managing deals, we're more efficient. By integrating it consistently across our team, we're gearing up for improved forecasting and pipeline hygiene, which are crucial for our fast-paced sales cycle."

Omid Izadjou

Head of Sales, Arc

Simplify opportunity compliance and oversight

Zero boards equip sales leaders and RevOps with clear visibility into compliance issues across reps and the entire sales pipeline.

Never miss a next step again

Reps can wake up each day with a zero board and fly through opportunities, next steps, and next step dates to keep deals on track.

Create zero boards for more strategic manager and rep one-on-one's

Managers can create zero boards to facilitate more effective one-on-one's and collaborate with reps to navigate deals at risk or move opportunities stuck in stages.

See how many leads and contacts are being worked

Zero boards show leaders how many leads each rep is working and which leads or contacts have the right amount of touches and activity.

Track renewals, account health, and deals at risk

Bring visibility to leadership, customer success, and sales teams for high priority accounts, upcoming renewals, deals in the red or at risk of churn.

“Scratchpad saves me a ton of time on double entry, extra clicks, sifting through Salesforce, and updating spreadsheets. It allows my manager to see what I'm doing in real time so they don't have to ask me about it over slack or in person.“

Christian Barfuss

Account Executive, Divvy

“Scratchpad has solved my #1 problem as a rep – PIPELINE HYGIENE. You can jump into any opp and change close dates, next steps and opp amounts from your entire pipeline list AT ONCE. No more opening 50 tabs to update pipeline 1 opp at a time.“