Hygiene Monitoring

AI-driven CRM hygiene
without brute force

Scratchpad ensures impeccable hygiene and perfect process adoption, giving sales leaders clear visibility into seller performance and compliance trends without friction.

The starting benchmark for
CRM hygiene is only 50-60%.

Scratchpad boosts CRM hygiene to over 90% in 2 weeks.
No brute force, rigid validations rules, clean your room dashboards, or yelling at reps.

Monitor CRM hygiene and compliance by seller, team, or region

Scratchpad gives leaders real-time visibility into CRM hygiene trends and process adherence across your sales team.

Drive process compliance without validation rules

Validation rules slow reps down. Scratchpad AI ensures compliance with rule based monitoring for Salesforce fields and objects and sends daily alerts for non-compliant deals.

Reveal pipeline gaps and guide reps to fast resolution

Zero Boards enhanced with AI, give leaders visibility into non-compliant deals and sellers daily views for opportunities with missing next steps, empty next step dates, close dates in the past, or even leads and contacts with no activity.

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.