# Scratchpad Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Scratchpad the right Productivity solution for you? Explore 96 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/228937/ScratchPad/reviews

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Scratchpad

4.9 (96)

[View alternatives](https://www.capterra.com/p/228937/ScratchPad/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Scratchpad

Ease of use

4.9

Customer Service

4.9

## Pros and Cons in Reviews

MM

Meghan M

brand strategy Computer Software, 51 - 200 employeesUsed the software for: 6-12 months.

“Being able to share and collaborate on notes and documents in real time, makes it an excellent choice for teamwork and project management. Plus I know where the team is on all parts of the sales cycle.“

October 25, 2023

CB

Clayton B

Commercial Account ExecutiveComputer Software, 501 - 1,000 employeesUsed the software for: 6-12 months.

“The only thing that makes Scratchpad difficult is sometimes we have custom fields that need to be updated according to our specific org and they can be a little tricky to manage at times.“

May 17, 2021

MM

Meghan M

brand strategy Computer Software, 51 - 200 employeesUsed the software for: 6-12 months.

“I have never felt more organized on my accounts, my notes, and my followups.“

October 25, 2023

Ben B

Account ExexutiveComputer Software, 501 - 1,000 employeesUsed the software for: 6-12 months.

“I've accidentally highlighted then deleted notes before, and there is no option to recover these due to the auto-save.“

May 11, 2021

Derek W

Sr. Account ExecutiveComputer Software, 11 - 50 employeesUsed the software for: Less than 6 months.

“Scratchpad enables me to maintain a much sharper workflow, improve my admin efficiency, and keep a cleaner pipeline. If you're on Salesforce, I would buy this app, even if my company didn't pay for it.“

May 17, 2021

Rashad A

AEComputer Software, 501 - 1,000 employeesUsed the software for: 1-2 years.

“Lacking outlook connectivity.“

September 10, 2022

CK

Caroline K

Account ExecutiveComputer Software, 201 - 500 employeesUsed the software for: 1-2 years.

“It houses all of my first-call notes, helps me track the next steps on opportunities so I can be sure to follow up in a timely fashion, and lets me update opportunities in seconds.“

May 12, 2021

Luke B

Senior Account ExecutiveComputer Software, 51 - 200 employeesUsed the software for: Less than 6 months.

“It requires them to have a Scratchpad account in order to see it which has caused some issues for us.“

May 11, 2021

## Showing most helpful reviews

Showing 1-25 of 96 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Danny B.  
Senior Sales Director  
Information Technology and Services  
Used the software for: 1-2 years

### "Critical for sales exec productivity; couldn't work without it"

June 4, 2021

5.0

The first time I showed this to our exec leader, it was a one-call close, no negotiation, send us an order form. This was my second time bringing them into an organization. Since doing so, every business function/customer-facing team, is using Scratchpad in their workflows and building reporting around it. The use cases never end... add a contact role to an oppy w/ a new contact you just added from linkedin via zoominfo's extension? yeah, Scratchpad does that. Want a custom object report for your Pro Services team to manage their project pipeline? yep- team lead figured it out on his own... the list never ends....

Pros

Keep Salesforce as the single source of truth, without having to live in it. -Capture all meeting notes, synced with the calendar and sfdc oppys & contacts -Manage pipeline and keep up to date inline in seconds vs opening up a million tabs -Persistent search across the browser allows me to use a hotkey to search and access sfdc, gmail, calendar, call notes, etc from ANYWHERE I am on the web -EVERY customer is treated like a VIP and a design partner -Super super super responsive, thoughtful, and engaged support, product and sales teams

Cons

There are little tweaks here and there, but nothing jarring at a solution level

Reason for choosing Scratchpad

n/a

Switched from

[SalesLoft](https://www.capterra.com/p/157977/SalesLoft/)

First time I purchased, I was tired of Costello development and customer engagement slowing down after the SalesLoft acquisition. (No hate, just the way it happens. Went through this with Pattern ~4 years ago.)

Review Source

Response from Scratchpad

June 7, 2021

Thanks, Danny!

Derek W.  
Sr. Account Executive  
Computer Software  
Used the software for: Less than 6 months

### "No-brainer for anyone using Salesforce as a CRM"

May 17, 2021

5.0

I save hours a week on Salesforce admin time. Scratchpad enables me to maintain a much sharper workflow, improve my admin efficiency, and keep a cleaner pipeline. If you're on Salesforce, I would buy this app, even if my company didn't pay for it.

Pros

1\. The user-interface is simple and that's what makes it so incredible. You can navigate Salesforce so quickly from any screen on Google Chrome so you never have to break your concentration or "switch-task". If you're an individual contributor - this is EVERYTHING for being efficient to spend more time on your core tasks. If you're a manager or leader - for the love of god, pay for Scratchpad for all of your reps. The compounding benefits across your sales team will results in higher revenue numbers, a happier sales team, and a cleaner CRM with better forecasting. 2. The support team at Scratchpad is the best I've seen. They get to every bug, report, and feature request lightning fast. It's kind of crazy. 3. Most important feature is command + J. It makes this tool what it is. Access, update, or create any record within SFDC from any screen instantly.

Cons

There's nothing I dislike about Scratchpad. It does next to everything I could want it to do and new functionality seems to be added on frequently. There's always room for improvement with anything, and I might ask for more automations, reporting, dashboards, and hotkeys.

Alternatives considered

[Dooly](https://www.capterra.com/p/173903/Dooly/)

Reason for choosing Scratchpad

Command + J The key is to be able to NOT have to switch screens or tabs, ever.

Review Source

Response from Scratchpad

May 18, 2021

Thank you, Derek!

MH

Mary H.  
CNA  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Scratchpad is beneficial for sales"

July 6, 2021

4.0

Overall my experience with Scratchpad has been wonderful! You really cant go wrong using it.

Pros

What I love about scratchpad is that all my sales notes, and tasks are in one place. It makes updating salesforce a breeze, I dont even need to log into salesforce.

Cons

It would be cool to have additional formatting in the notes section, but other than that it's really good.

Review Source

Response from Scratchpad

July 7, 2021

Thank you for review, Mary! Did you know you can add color to your notes now in Scratchpad? Here is a short video on how to accomplish this as well as some other formatting options. https://youtu.be/8B0cilyk7a0

VR

Verified Reviewer  
Mid-Market Account Executive  
Telecommunications  
Used the software for: Less than 6 months

### "Improve efficiency 10x"

May 11, 2021

5.0

improving forecasting accuracy and bringing efficiency to interacting with salesforce

Pros

I save so much time updating my pipeline, it's extremely easy and intuitive to use (you don't have the learning curve of having to use a new tool).. you can easily update many fields on your opps quickly/ move them from one stage to another without waiting for salesforce to load. I rely on this tool everyday. I love that you can customize views to see only what you want to see instead of scrolling through all the fields on teh salesforce record. Their product teams are also great at onboarding/working to customize flows that work for you.

Cons

Would be great to do bulk/mass updating.

Switched from

[Troops](https://www.capterra.com/p/212697/Troops/)

quicker to update opps on scratchpad than in troops, still using troops for other things (notification based triggers, like logging a call after an opp, reminding me when I have cases open)

Review Source

Response from Scratchpad

May 13, 2021

Thank you for your positive review. The entire Scratchpad team appreciates you so much and we are grateful to have you with us!

Ben B.  
Account Manager, Enterprise  
Financial Services  
Used the software for: 6-12 months

### "Scratchpad saves my time and sanity"

May 11, 2021

5.0

I am saving time and my sanity while updating Salesforce. When I can save time by moving quickly from update to update, section by section, the quality, quantity and consistencies of these updates goes way up. Not having to click and wait for pages and objects that I don't need to see has honestly reduced the level of administrative stress that my role carries.

Pros

I love how quickly Scratchpad updates Salesforce. I'll never lose anything to a timeout or worry that some automated process will edit my record and I'll have to start over.   It is incredibly easy and empowering to customize the fields and tiles that I need to update. It's enabled me to create my own workflows that work for me the unique processes of our organization. I find the Notes/templates section to be extremely convenient. If a call comes in I can quickly open a new tab and note which I can easily attribute to a record in Salesforce. Fast and intuitive reporting capabilities. Scratchpad support (rarely needed).

Cons

Most issues result from an unknown, internal organizational change within our Salesforce -- we've created many required dependencies over the years that can throw errors at Scratchpad because Salesforce is preventing a record from being changed and saved because some changes require additional fields. I'm convinced that most of my dislikes are related to our org's setup. I've still been able to adjust Scratchpad to minimize these errors when they do come up.

Reason for choosing Scratchpad

The alternative product is just using Salesforce as it has been set up. I use Scratchpad in every possible way before going into Salesforce, usually for integrated contracting/signatures.

Review Source

Response from Scratchpad

May 13, 2021

Hey Ben! Thank you so much for your feedback and kind words. We appreciate you!

Tarun M.  
Account Executive  
Computer Software  
Used the software for: 6-12 months

### "Helping Sales Pros Drive success through pipeline management"

May 11, 2021

5.0

Nothing short of incredible. The onboarding experience is frankly unparalleled. Implementation and optimization are at its core. Beyond that, this team is always listening to us (the users) for feedback and further enhancements. For a company in such a stage of infancy, with a vision like this and product as practical as it is, they’re poised for success.

Pros

As a lifelong sales professional, I’ve struggled with staying on top of Salesforce pipeline management namely because of the click heavy, clunky, and crowded user interface. It has never really had anything to do with laziness but more so, sheer overwhelm. Salesforce is designed to cater to entire organizations. As such, it houses millions of fields of information which may not be relevant to your day to day workflows and success. As a sales professional, my success does not require the wealth of information housed in SF. Instead I merely need access to a series of information/fields that are relevant to the sales process. Scratchpad allows me to optimize efficiency and better maintain SF activity by allowing me to put only relevant information from SF in front of me and by providing a versatile way to edit SF no matter where you are. Ohhhh the power of COMMAND J!!!! If you know, you know.... If you don’t, we’ll it’s a free download.

Cons

I think at this point while I literally love Scratchpad to death, I’m anxiously awaiting a mobile app. Unfortunately as sales professionals, we’re always on the go and so I’d love to take scratchpad with me for when clients call and you’re away from your computer.

Review Source

Response from Scratchpad

May 13, 2021

Tarun! Thank you for your great review and kind words.

Derek B.  
SDR  
Computer Software  
Used the software for: 1-2 years

### "Lifesaver for sales organizations"

May 13, 2021

4.0

Despite the slowness issues, I LOOOOOVE Scratchpad. I remember when my coworker found it and showed it to me, I was blown away. The major thing to me is eliminating the whole data updates with Scratchpad. That was such a pain in the neck and now that Scratchpad does away with that, I am pleased as punch. Plus, I'm a big stickler for note taking and note organization so Scratchpad is very useful in that regard.

Pros

Scratchpad is a godsend when it comes to typing up notes. It's a centralized location for all my call notes and everything. No more putting them in Google Sheets or on a notepad. Best part too is it syncs seamlessly with Salesforce so I just plug in the notes in the Scratchpad sidebar, hit sync and BOOM! they're all uploaded and entered in there. Saves me so much time manually updating Salesforce and praying that the record doesn't get "updated" and I have to refresh and re-do everything. Scratchpad helps me avoid that whole process and makes my day-to-day life so much easier.

Cons

Scratchpad has a tendency to slooooow down. It tends to take it's time loading sometimes so I need to get a lot of things prepared ahead of time. Not easy to take a call right off the cuff and have scratchpad good to go. Sometimes the notepad is slow to load or there's a delay in notes being typed in.

Review Source

Response from Scratchpad

May 17, 2021

Thanks a million for this review, Derek. We are very grateful!

Mitch M.  
Enterprise Account Executive  
Internet  
Used the software for: 2+ years

### "Total No-brainer"

June 4, 2021

5.0

I can't count the hours of time it has saved me over the last couple of years. This is how Salesforce SHOULD work, when updating opps and records.

Pros

If you're in sales, use Salesforce, and you AREN'T using Scratchpad, then you are a damn fool. I'm blown away at how much time it is saving our team, with updating opps, next steps, notes, etc. I don't work for Scratchpad, receive any compensation, nothing. I'm just an absolute #ravingfan of what they're doing. No more dealing with "editing record fails" because someone is editing it at the same time. Trust me, download it. There's no easier way to improve salesforce hygiene, than this tool right here. You can thank me later.

Cons

There's nothing to dislike. It couldn't possibly be easier to use.

Review Source

Response from Scratchpad

June 7, 2021

Thanks so much, Mitch!

Tony F.  
Enterprise Account Executive  
Information Technology and Services  
Used the software for: 6-12 months

### "Game-changer, Time-saver, Productivity Hack!!! "

June 8, 2021

5.0

in one word...AMAZING!!!

Pros

Scratchpad is designed with revenue teams in mind; it's a gift for sellers. They've thought of everything. Scratchpad saves me tremendous time and effort and has nearly eliminated my frustration around forecast updates and SFDC hygiene. What used to take me 30 minutes and nearly 30 tabs now takes me all of maybe 3 minutes and a single tab(maybe two). I love how Scratchpad adapts to the way "you work," meaning you can (easily) customize the tool to fit your exact needs. I no longer dread forecast updates and pipeline review calls. Scratchpad has me more closely connected to my deals than ever before; I feel like I control my CRM vs. the other way around. I'd even go so far as to say I now enjoy updating my pipeline. If you're in sales and value your time, this is a MUST-TRY, hands down, no questions!!!

Cons

I haven't come across a single thing that I don't like yet...that's the honest truth!

Review Source

Response from Scratchpad

June 9, 2021

Thank you, Tony! Great review and feedback. We cannot thank you enough.

Ben B.  
Account Exexutive  
Computer Software  
Used the software for: 6-12 months

### "I'd recommend Scratchpad"

May 11, 2021

4.0

Scratchpad are a great company, making an awesome product. They are really customer focused and the tool will continue to get better and offer additional value for sales people.

Pros

I like using Scratchpad as it is a great way to take notes on the fly, whilst on a customer call. Their integration with Salesforce is very useful when it comes to pushing qualification notes directly into CRM - this is a big time saver. I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings. The visuals are also great.

Cons

One pain point that I would like Scratchpad to address, is to create an 'undo' button. I've accidentally highlighted then deleted notes before, and there is no option to recover these due to the auto-save. As a result, they should implement an undo feature.

Review Source

Response from Scratchpad

May 13, 2021

Hey Ben! Thanks for the feedback and great review. Let's see if we can flip that 4 stars into 5 stars. I am sharing your feedback with regards to the undo button with the team.

AS

Andrew S.  
Named Account Executive  
Computer & Network Security  
Used the software for: 6-12 months

### "Making Administrative Tasks Enjoyable"

June 8, 2021

5.0

The more work that I can do OUTSIDE of my CRM while maintaining pipeline hygiene and keeping management happy, the better! Without Scratchpad my sanity would be significantly impacted, this solution is helping me to stay organized and keeping all the details I need to be successful easily accessible.

Pros

In working with necessary evil of a CRM, more clicks, fields, and loading pages burn valuable selling time - Scratchpad helps to reduce the amount of time it takes to keep Sales Management satisfied with up-to-date notes and your pipeline accurate with easy adjustment. Being able to create notes, easily tie them to opportunities, and manage those opportunities in your pipeline in a swift and accessible manner makes the process significantly easier and even enjoyable!

Cons

Nothing is perfect, but Scratchpad and the team that supports it are very close! The solution is almost plug and play, but there is some light customization required in order to make sure that you are editing the proper fields. This isn't a painful process by any means and legitimately a necessary evil. If Scratchpad were somehow able to magically and automatically identify fields - that would be great, but otherwise, there is absolutely nothing to complain about.

Review Source

Response from Scratchpad

June 9, 2021

Thank you so much, Andrew. We love this review and appreciate all of your support!

CV

Cameron V.  
Director,Growth  
Pharmaceuticals  
Used the software for: 1-2 years

### "Making sales admin faster, easier, and more accurate"

May 17, 2021

5.0

My overall experience has been great. I'm a daily user of the product and have brought many of my colleagues along with me. Our Exec Sales Leadership is now using this to make sure we're aligned on all pipeline calls and can make adjustments on the fly. The Scratchpad team was extremely helpful in working with us when we were evaluating the service. They were also extremely keen on taking our feedback into consideration for product development. Many of my "wishes" came true. On the whole It helps our executive team have confidence in our pipeline and helps the business more accurately project pipeline velocity. 10/10 would recommend to any sales team.

Pros

Big fan of how easy it is to use scratchpad to update pipeline, notes, and next steps. The single interface makes it easy to update things on the go and keep our team informed on upcoming deals. Any time we have mandatory fields added to opportunities, the Scratchpad team is quick to hop on a call to help us customize the interface.

Cons

I honestly can't say there are parts of Scratchpad that I don't like.

Review Source

Response from Scratchpad

May 18, 2021

Thank you, Cameron!!!!

ZH

Zack H.  
Business Development Director  
Information Technology and Services  
Used the software for: 1-2 years

### "Scratchpad is a LIFESAVER for Sales Reps"

May 11, 2021

5.0

10/10 WOULD RECOMMEND to ANYONE who manages pipeline, contacts, leads or accounts as part of a sales organization.

Pros

Scratchpad connects directly to my SFDC instance and allows me to make real-time updates to my pipeline in seconds, something that took me hours in the past! There are also other SFDC tie-back features that I find indisposable such as Notes and Tasks, as well as Lead, Contact, and Account Management. They integrate with Google, so I can easily see my calendar and quickly navigate to my Gmail, Google Drive, and other things.

Cons

The only thing I could imagine as a downside would be the occasional disconnection between SFDC and Scratchpad. Still, as someone in the Cybersecurity industry, I know this is more of a security function than ease of use.

Review Source

Response from Scratchpad

May 17, 2021

Thank you, Zack!

VR

Verified Reviewer  
Seniro Sales Development Rep  
Computer Software  
Used the software for: 1-2 years

### "Game changer for Salesforce admin duties. Highly recommended"

May 11, 2021

5.0

Pros

Easy to toggle between different salesforce fields that need to be changed. Notes sync seamlessly into the various fields when linked.

Cons

Support & updates at times don't always happen right away, but the time is always attentive and looking to help/solve any problems that may come up.

Review Source

Response from Scratchpad

May 13, 2021

Thank you for your feedback!

CK

Caroline K.  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Make your AE life easier"

May 12, 2021

4.0

There's no doubt that Salesforce is a powerful tool, Scratchpad just lets you access that power with less energy. It keeps me organized so I can spend more time selling and less time on Salesforce hygiene.

Pros

Scratchpad has been awesome for streamlining my day-to-day AE responsibilities. It houses all of my first-call notes, helps me track the next steps on opportunities so I can be sure to follow up in a timely fashion, and lets me update opportunities in seconds.

Cons

I wish there was a way to create a dashboard or reports in Scratchpad and additional formatting options in the notes section.

Review Source

Response from Scratchpad

May 17, 2021

Thanks, Caroline! What a great review. We appreciate you!

FB

Frankie B.  
Customer Success Manager EMEA  
Computer Software  
Used the software for: Less than 6 months

### "Great for easily creating SF reports and then editing them right in that report! (+more!)"

June 23, 2021

5.0

It was so easy to get started in minutes creating reports and editing them. Every time I submitted a "wish" someone from scratchpad would get back to me instantly to talk about it or send me a little personalised video telling me I could already do what I was asking for! I use this software most days - the fact that it's a new browser window means it's just open immediately.

Pros

The UI is GREAT. It's so easy to create reports and once created, edit them instead of going into SF. As a CSM, I also LOVE the cmd+j functionality to be able to easily add contacts from Linkedin, my emails -basically anywhere on the web. I also love that there is a different lovely picture everyday that opens in your browser - and doesn't scream "I USE THIS SOFTWARE!!!" to clients when you share your screen! It's very subtle really.

Cons

I would like to be able to create multiple reports for accounts, contacts, opps etc. Currently, you can only create one of each (that I can see) and then you make quick edits to columns. I have not yet submitted this to Scratchpad as an idea though so I will!

Review Source

Response from Scratchpad

June 24, 2021

Thank you, Frankie!

VR

Verified Reviewer  
Senior Account Executive  
Computer Software  
Used the software for: Less than 6 months

### "Scratchpad - super simple task flow management for reps"

May 11, 2021

5.0

Overall, it's been amazing and has allowed me to work through my tedious tasks much quicker than I did when I was just working in Salesforce.

Pros

I love the ability to handle all of my tasks and call notes in one simple to use workflow. I move much quicker in Scratchpad than I did when just using Salesforce

Cons

Sales call notes are not visible to other users in the organizations when logging into salesforce. It requires them to have a Scratchpad account in order to see it which has caused some issues for us.

Review Source

Response from Scratchpad

May 13, 2021

Thank you so much. We hear you loud and clear on sharable notes! Appreciate this input and your kind words.

James S.  
Account Executive  
Computer Software  
Used the software for: Less than 6 months

### "The best SFDC productivity Software of all time"

May 11, 2021

5.0

Pros

The ease of use and ability to update my forecast in 2-5 minutes. Everything works so fast and I love breaking out my pipeline into different views depending on what I am focusing on. I really enjoy the tool because it honestly feels like a Salesperson built it, its incredibly easy to use and intuitive for anyone who signs up.

Cons

Honestly, there is really nothing I could complain about with Scratchpad, this company is solving a real need easily which most companies in the Sales productivity space do not do.

Review Source

Response from Scratchpad

May 13, 2021

Thank you, James! Love this review!

Florin L.  
AE  
Security and Investigations  
Used the software for: Less than 6 months

### "Can't live without it"

May 11, 2021

5.0

Pros

Ever since I started using SFDC I wished someone would make it as easy to edit as an Excel Sheet. \[SENSITIVE CONTENT HIDDEN\] and his team have done JUST THAT. I am a huge champion of Scratchpad and can't see myself using SFDC without it anymore

Cons

nothing, some fields need to be customised as they are super specific to our company and that was difficult to understand at first but \[SENSITIVE CONTENT HIDDEN\] helped us around it.

Review Source

Response from Scratchpad

May 13, 2021

Hey Florin! We are grateful of you and your incredible review. We cannot thank you enough.

MD

Mike D.  
Strategic Account Executive  
Computer Software  
Used the software for: 6-12 months

### "Buy this for your reps, yesterday"

June 3, 2021

5.0

Updating my pipeline used to take up to 4 hours each Monday in addition to each update I would make with calls and emails that needed to be logged in Salesforce. This now takes me less than 30 minutes on Monday before our pipeline review and keeps me and my teammates much more on top of tasks and logging interactions with deals.

Pros

This tool saves an incredible amount of time in my day to day in managing my pipeline and updating what's going on with deals.

Cons

Nothing I can think of - maybe having a mobile app?

Review Source

Response from Scratchpad

June 7, 2021

Thanks again, Mike! Great feedback and review. We appreciate it!

JR

JOHN R.  
Regional Sales Manager  
Computer & Network Security  
Used the software for: 6-12 months

### "Makes my life easier"

May 12, 2021

5.0

Love it - great product. Puts time back in my day and I update my crm records much more regularly than I would w/o it

Pros

It allows me to update SFDC much quicker than I ever have before, It allows me to eliminate the use of spreadsheets for territory management and input my entries directly into scratchpad/sfdc. Also it is super helpful for not taking

Cons

It doesnt tell you if you arent logged onto sales force so something I make entries that arent recorded

Review Source

Response from Scratchpad

May 17, 2021

Thanks so much, John. We appreciate you!

SM

Scott M.  
Enterprise AE  
Information Technology and Services  
Used the software for: 6-12 months

### "Want time back in your day?"

May 11, 2021

5.0

Have had an amazing experience because it's so easy to plan out deals and make proper updates for forecasting.

Pros

The ability to use Scratchpad to make updates to SFDC that would normally take hours - take minutes.

Cons

More internal than anything - but too much red tape or order of operations when updating certain fields.

Review Source

Response from Scratchpad

May 13, 2021

Scott, thank you for the review. If there are opportunities to work with you and your team to help cut through some of that red tape, we are here to help. We will reach out!

VR

Verified Reviewer  
Mid Market Account Executive  
Computer Software  
Used the software for: Less than 6 months

### "A true valuable, time-saving tool"

May 20, 2021

5.0

Using scratchpad has been a great experience so far and has helped me manage my time and opportunities more efficiently

Pros

Scratchpad helps me consolidate all of my opportunities in SFDC and take actionable steps from simply updating notes, to stages, dollar amounts, and close dates. It's cut my administrative time in SFDC in half

Cons

I haven't seen anything I don't like yet

Review Source

Response from Scratchpad

May 21, 2021

Thank you for your review!

SP

Sebastian P.  
Head of RevOps  
Internet  
Used the software for: Less than 6 months

### "Every sales team should be using Scratchpad"

May 11, 2021

5.0

Pros

Keeping CRM data clean and up-to-date used to be a battle. The company needs it, but for any individual rep updating data fields is just painful friction. Scratchpad solves this by making it so fast and easy for reps to navigate and update Salesforce data. It puts every piece of Salesforce info you need (fully customizable) all on one screen, and enables instant real-time updates from any chrome window. It provides customizable list views for prospecting and prioritization (with in-line edits) as well. No extra logins, no load times, no page navigation. If you do need to go to Salesforce, all the records are a click away. The result is that our reps are capturing more data, and using more existing data, that ever before.

Cons

It does a very specific thing (make data entry and review infinitely faster). I don't think it could do this any better. Drawbacks are that it doesn't do more, and that is only works for Salesforce and Chrome.

Review Source

Response from Scratchpad

May 13, 2021

Hey Sebastian! Thank you so much. You are too kind. Please let us know if these is anything we can do to help you out.

Michael B.  
Account Executive  
Telecommunications  
Used the software for: Less than 6 months

### "Best tool to stay out of Salesforce and into the selling field"

May 11, 2021

5.0

Pros

organize opportunities ctl + J shortcut totalling info ease of use customization ability getting account/contact info very quickly

Cons

That there isnt a mobile/app verison for use out in field.

Review Source

Response from Scratchpad

May 12, 2021

Michael, thank you so much for your review. We appreciate you and see your feedback for a mobile version. Stay tuned. :)

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