Scratchpad
AI Salesforce productivity tool with instant deal updates, AI note-taking, and automated CRM data entry from meetings.
What it does
Scratchpad is a Salesforce productivity platform that removes the friction from CRM data entry and deal management - enabling sales reps to update Salesforce inline, take AI-assisted notes during calls, and keep pipeline data current without leaving their workflow. AI capabilities include AI meeting notes that transcribe and summarize sales calls and automatically suggest Salesforce field updates, intelligent deal health scoring that surfaces opportunities at risk based on activity and engagement signals, automated activity logging that captures email and meeting interactions in Salesforce without manual entry, AI pipeline inspection tools that help sales managers identify at-risk deals during forecast calls, and smart field suggestions that recommend Salesforce field values based on conversation context.
Why AI-ENHANCED
Scratchpad is an established Salesforce productivity tool that has integrated AI note-taking, automated activity logging, and intelligent deal health scoring into a mature CRM data entry and pipeline management product.
Best for
Small sales teams use Scratchpad for effortless Salesforce data entry - AI meeting notes eliminating manual CRM updates and automated logging keeping deal history current.
Mid-market sales organizations use Scratchpad for systematic pipeline hygiene - AI activity capture maintaining Salesforce data quality and deal health analytics supporting forecast accuracy.
Large Salesforce-based sales teams use Scratchpad for enterprise CRM productivity - AI automation reducing administrative burden for large rep populations and pipeline analytics supporting complex forecast review processes.
Limitations
Scratchpad's value is entirely within the Salesforce ecosystem — organizations using HubSpot, Pipedrive, or other CRMs cannot use Scratchpad and should look at CRM-native productivity tools.
Scratchpad makes CRM updates easier but reps must still choose to use the tool — organizations without adoption incentives and manager accountability see limited improvement in data quality.
Gong's call intelligence, Clari's pipeline analytics, and Salesforce's own AI features overlap with Scratchpad's capabilities — organizations should evaluate whether Scratchpad fills genuine gaps in their existing stack.
Alternatives by segment
| If you need… | Consider instead |
|---|---|
| Sales conversation intelligence and CRM update | Gong |
| Pipeline management and forecasting | Clari |
| Salesforce CRM AI features | Salesforce |
Free plan for individuals. Team from $19/user/month. Enterprise pricing negotiated. Annual billing discount.
