Scratchpad
AI sales assistant software
Conversation intelligence software
Sales coaching software
Sales engagement software
Sales performance management software
Sales acceleration software
Sales analytics software
Productivity bots software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$19 per user per month
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What is Scratchpad
Scratchpad is a sales productivity and workflow tool designed to help account executives and sales teams keep CRM data current and manage deal execution from within their daily workspace. It focuses on guided deal notes, tasking, and structured updates that sync to CRM systems, reducing manual data entry and improving forecast hygiene. The product is commonly used by revenue teams that run a CRM-centric process and want lightweight, rep-friendly workflows rather than adding more fields and clicks inside the CRM UI.
CRM update workflow focus
Scratchpad centers on capturing notes, next steps, and deal changes in a structured way and pushing those updates back to the CRM. This directly targets a common operational gap: incomplete or late CRM updates that affect pipeline visibility and forecasting. For teams already standardized on a major CRM, this can reduce reliance on manual reminders and ad-hoc spreadsheets.
Rep-friendly daily workspace
The product is designed around how sellers work day-to-day, emphasizing quick entry and guided prompts rather than navigating multiple CRM screens. This can improve adoption for frontline reps who resist heavy CRM administration. It also supports consistent deal hygiene by making the “right way” to update opportunities easier to follow.
Standardized deal execution
Scratchpad supports repeatable sales process execution through structured fields, templates, and checklists tied to opportunities. This helps managers and operations teams drive consistency across stages and reduce variation in how reps document deals. Compared with relying solely on CRM customization, it can provide a lighter layer for enforcing process without extensive admin work.
Not a full engagement suite
Scratchpad is primarily a productivity and CRM workflow layer rather than an end-to-end sales engagement platform. Organizations that need native outbound sequencing, dialer, and email deliverability controls may still require separate systems. This can increase tool sprawl and integration overhead for teams expecting a single platform.
Value depends on CRM fit
The product’s benefits depend on tight alignment with the organization’s CRM configuration and required fields. If the CRM is heavily customized or frequently changing, maintaining clean mappings and workflows can require ongoing operations effort. Teams with low CRM discipline or unclear process definitions may see limited improvement until those fundamentals are addressed.
Limited coaching intelligence depth
While Scratchpad supports process guidance and structured updates, it is not primarily positioned as deep conversation intelligence for call recording, transcription, and advanced coaching analytics. Teams looking for robust call libraries, automated scorecards, and granular talk-track analysis may need additional tooling. This can make it less suitable as the central system for coaching programs.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 | Limit of 3 views; Call Recorder & Notetaker 10 hours/month; AI Field Updates; Custom Prompts; Deal & Account Agent; 100 AI credits per user/month; Integrations (Zoom, Gong, Meet, Teams, Gmail, Outlook). |
| Solo | $19 per user/month (annual) — $24 per user/month (monthly) | Modern Salesforce UI (sheets, notes); Call Recorder & Notetaker; AI Field Updates; Deal & Account Agent; Custom Prompts & Prompt Insights; Hygiene Monitor; 400 AI credits per user/month (4,800/year); Integrations (Zoom, Meet, Slack, Gmail, Outlook). |
| Team | $49 per user/month (annual) — $62 per user/month (monthly) | All Solo features plus Team-oriented controls; pooled credits available; 800 AI credits per user/month (9,600/year); works with Gong; white-glove Agent Services available; advanced controls & prompt evaluator. |
| Enterprise | Custom pricing | Custom/enterprise features including unlimited AI credits, advanced controls, white‑glove Agent Services (Agent design/setup/tuning), dedicated services and integrations; contact sales for pricing. |
Seller details
Scratchpad, Inc.
San Francisco, CA, USA
2019
Private
https://www.scratchpad.com/
https://x.com/scratchpad
https://www.linkedin.com/company/scratchpad/
