--- title: "Scratchpad Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Scratchpad Software - reviews, pricing plans, popular comparisons to other Sales Performance Management products and more." source_url: "https://www.capterra.com/p/228937/ScratchPad/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Scratchpad Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Scratchpad ## What is Scratchpad? Scratchpad is a cloud-based workspace for sales teams that connects to Salesforce to automate CRM data entry, enforce sales methodologies, and give leaders real-time pipeline visibility. It works directly in the browser alongside existing tools like Zoom, Gmail, Slack, and Outlook. Sales reps use Scratchpad to take notes, update deals, and manage tasks in one place, with all changes syncing automatically to Salesforce. After calls and emails, AI agents fill in CRM fields, draft follow-up emails, and generate call summaries and handoff documents, reducing time spent on administrative work. Sales leaders get a spreadsheet-style pipeline view, Kanban boards, forecast analytics, and CRM hygiene scoring to monitor deal health and team process adherence without manual audits. Scratchpad is best suited for account executives, SDRs, sales leaders, and RevOps teams at B2B companies of all sizes, from startups to enterprise, across technology, fintech, logistics, and enterprise software. ## What is Scratchpad used for? [Productivity](https://www.capterra.com/productivity-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/)[Sales Coaching](https://www.capterra.com/sales-coaching-software/) Top alternative Featured Overall rating Based on 96 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $39 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Scratchpad?[Manage this product listing](https://www.g2.com/products/scratchpad/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Scratchpad 4.9 (96) VS. [4.4 (18,833)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $39 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (96) Ease Of Use 4.0 (561) Value For Money 4.9 (75) Value For Money 4.0 (306) Customer Service 4.9 (90) Customer Service 4.1 (329) ## Scratchpad alternatives [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [5.0 (810)](https://www.capterra.com/p/276054/Fathom/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.3 (7,008)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/228937/ScratchPad/alternatives/) ## FAQs about Scratchpad Overview ### What problems does Scratchpad solve? Scratchpad solves slow, click-heavy Salesforce updates, scattered deal notes, spreadsheet-based territory tracking, and outdated pipeline data. Sales representatives, account executives, sales managers, and revenue leaders use it to update opportunities, forecasts, next steps, contacts, and tasks from focused views, improving CRM hygiene and giving managers timely visibility into deal progress. Answer based on 49 reviews Overview ### Which roles and teams benefit most from Scratchpad? Scratchpad is most used by account executives, including enterprise, strategic, and senior sellers, who update CRM records, prepare for calls, and manage deal follow-ups. Sales development teams use it to capture prospect details and hand off opportunities, while sales managers and directors monitor pipeline activity, coaching needs, and forecast progress. Answer based on 96 reviews Overview ### What company size and specific industries is Scratchpad built for? Scratchpad is designed for B2B sales organizations ranging from startups to enterprise teams in the technology, fintech, logistics, and enterprise software industries. It suits companies that need support for sales workflows across smaller growing firms and large, established organizations in those sectors. Features and Usability ### What are the key features of Scratchpad? Scratchpad includes core CRM, data entry, and template features, centered on Salesforce access and real-time Salesforce updates. Its differentiating workflow features include customizable pipeline grids for inline opportunity editing, notes and tasks, forecasting views, and Scratchpad Command (Command+J) for searching, creating, and updating Salesforce records from any browser tab. Answer based on 32 reviews Pricing ### How much does it cost and what fees or limitations are included? Scratchpad starts at free for individuals, with a free version and free trial available. The Team plan costs $39 per user per month billed annually, and the Business plan costs $79 per user per month billed annually. The Free plan includes 1 automation, 25 Salesforce record updates weekly, and 100 note links. Answer based on 4 reviews Integrations ### Which third-party tools and platforms does Scratchpad integrate with? Scratchpad integrates with Salesforce Sales Cloud for managing pipeline, opportunities, notes, tasks, contacts, and account updates. Its official integrations also include Gong, Microsoft Outlook, Microsoft Teams, and Zoom Workplace, connecting CRM records with communication, meeting, and conversation tools used by sales teams. Answer based on 33 reviews Getting Started and Support ### What training and onboarding options does Scratchpad offer? Scratchpad provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and questions in real time, documentation offers written reference material for steps and features, and videos provide self-paced visual instruction. Answer based on 3 reviews Getting Started and Support ### What customer support options does Scratchpad offer, and how do users rate the experience? Scratchpad offers email/help desk, FAQ/forum, knowledge base, and chat support. Users generally describe the support team as responsive, helpful, and timely with bug fixes, setup, and customization. Some users report that initial setup can be confusing, particularly when field mapping or Salesforce configuration requires additional guidance. Answer based on 32 reviews Save time ### How does Scratchpad save time on Salesforce updates? Scratchpad reduces Salesforce admin time by letting sales reps find, edit, and sync records from a single workspace or browser sidebar. Sales teams value inline updates, quick access to opportunities, and centralized notes, which reduce page loading, repetitive clicks, task switching, and the effort required to keep pipeline data current. Answer based on 24 reviews ## Features AI summary Based on 17,987 Sales Performance Management reviews Capterra data shows that buyers of productivity software rank the following features as their top priorities: - **Secure Data Storage** (**55%** of reviewers rated this feature as critical) - **Task Scheduling** (**51%**) - **Task Management** (**52%**) Scratchpad includes **Task Management**, but it does not offer **Secure Data Storage** or **Task Scheduling**. Its support for **Task Management** gives teams a clear way to organize work, track progress, and stay on top of daily responsibilities, helping businesses keep projects moving and improve day-to-day coordination. Collaboration Tools 4.3 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together For Sales Teams/Organizations 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Caters to sales teams Content Delivery 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Distributing content through various platforms or channels Content Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Productivity Tools 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Tools to facilitate the production of information and promote efficiency AI Writing Assistant Generates and edits text using machine learning Scratchpad 28 features ### All Features - AI Writing Assistant: Generates and edits text using machine learning - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Content Delivery: Distributing content through various platforms or channels - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Entry: The process of entering information or updating records in a computer system or database - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Notes Management: Allow users to create, edit, and sort multiple notes - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Speech Recognition: Train your system to interpret and transcribe voice messages - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (96) 4.8 Based on 96 reviews ## Pricing Value for money 4.9 (75) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/228937/ScratchPad/pricing/) Free $0.00 It includes: - Automations - 1 - Bulk Updates - Calendar Integration - Create / Update Salesforce Records - 25 Per Week - Dependent Record Creation - Email Support - Folders - Global Search - Grid Views - Kanban Views - Link Notes to Salesforce - 100 - Multi-Media Rich Notes - Notes - Personal Tiles - 1 - Push Notes to Salesforce - 100 - Sales Inbox - Scratchpad Command - Slack Integration - Tasks - Unlimited Notifications - Unlimited Workspace Commenting Team $39.00 Per User,Per Month It includes: - Automations - 4 - Bulk Updates - Calendar Integration - Change History - 7 Days - Create / Update Salesforce Records - Unlimited - Dependent Record Creation - Email Support - Folders - Global Search - Grid Views - Kanban Views - Link Notes to Salesforce - Unlimited - Multi-Media Rich Notes - Notes - Note Templates - 3 - Personal Tiles - 5 - Pinned Tiles - Priority Email - Priority Video Call Support - Push Notes to Salesforce - Unlimited - Related Objects Lists - 1 - Salesforce Custom Objects - 1 - Sales Inbox - Scratchpad Command - Slack Integration - Tasks - Team Kanban Views - 5 - Tean Grid Views - 5 - Unlimited Notifications - Unlimited Workspace Commenting Business $79.00 Per User,Per Month It includes: - Automations - Unlimited - Bulk Updates - Calendar Integration - Change History - 365 Days - Create / Update Salesforce Records - Unlimited - Dependent Record Creation - Email Support - Folders - Global Search - Grid Views - Kanban Views - Link Notes to Salesforce - Unlimited - Multi-Media Rich Notes - Notes - Note Templates - Unlimited - Personalized 1:1 Workflow Session - Personal Tiles - Unlimited - Pinned Tiles - Priority Email - Priority Video Call Support - Push Notes to Salesforce - Unlimited - Related Objects Lists - Unlimited - Salesforce Custom Objects - Unlimited - Sales Inbox - Scratchpad Command - Slack Integration - Tasks - Team Kanban Views - Unlimited - Tean Grid Views - Unlimited - Unlimited Notifications - Unlimited Workspace Commenting Value for money 4.9 (75) 4.9 Based on 75 reviews ## Integrations [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Gong](https://www.capterra.com/p/157969/Gong-io/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (90) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (90) 4.9 Based on 90 reviews ## User reviews Overall rating 4.9 Based on 96 reviews Filter by rating Counts reflect reviews available in this feed. 5(85) 4(11) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Danny B. Senior Sales Director Used the software for: 1-3 years ### "Critical for sales exec productivity; couldn't work without it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 7, 2021 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Derek W. Sr. Account Executive Used the software for: Less than 1 year ### "No-brainer for anyone using Salesforce as a CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 18, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mary H. CNA Used the software for: Less than 1 year ### "Scratchpad is beneficial for sales" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 July 7, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Mid-Market Account Executive Used the software for: Less than 1 year ### "Improve efficiency 10x" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ben B. Account Manager, Enterprise Used the software for: Less than 1 year ### "Scratchpad saves my time and sanity" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tarun M. Account Executive Used the software for: Less than 1 year ### "Helping Sales Pros Drive success through pipeline management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 13, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Derek B. SDR Used the software for: 1-3 years ### "Lifesaver for sales organizations" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 17, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mitch M. Enterprise Account Executive Used the software for: 3-5 years ### "Total No-brainer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 7, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tony F. Enterprise Account Executive Used the software for: Less than 1 year ### "Game-changer, Time-saver, Productivity Hack!!! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ben B. Account Exexutive Used the software for: Less than 1 year ### "I'd recommend Scratchpad" 4.0 May 13, 2021 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/228937/ScratchPad/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.