About Scratchpad
Scratchpad is an AI-powered workspace for sales teams. It automates Salesforce updates, helps enforce sales methodologies like MEDDPICC, improves CRM data quality, and provides tools to help sellers manage their pipeline and win more deals.
Scratchpad is an AI-driven workspace designed to enhance productivity and execution for sales teams using Salesforce. It aims to eliminate administrative work by providing a fast, modern UI for Salesforce, combined with AI agents that automate data entry and CRM updates. Key features include a call recorder and notetaker that transcribes conversations and uses AI to populate Salesforce fields, and deal-specific AI agents that provide contextual insights. The platform supports sales methodologies like MEDDPICC, helping to enforce process adherence and improve data hygiene. Scratchpad offers a free tier for individuals, with paid plans for teams and enterprises that add more AI capabilities, advanced controls, and integrations with tools like Gong, Zoom, and Slack. It operates as a web-based application and Chrome extension, focusing on streamlining workflows for sales representatives, managers, and RevOps professionals.
Pros & Cons
- Reduces manual data entry by automatically updating Salesforce from calls and notes.
- Improves CRM data quality and process adherence for sales methodologies.
- Offers a free tier for individual users to get started.
- Provides a unified, fast workspace that combines notes, tasks, and pipeline management.
- Integrates with common sales tools like Salesforce, Gong, Zoom, and Slack.
- Advanced AI features and unlimited credits are only available on the most expensive plans.
- The platform is heavily focused on Salesforce, limiting its utility for teams on other CRMs.
- Full functionality relies on a Chrome extension, which may not suit all users' browser preferences.
Features
Key features
Provides a unified system for sales productivity, including a modern Salesforce UI, sales agents, sheets, and a notetaker.
Automatically captures and transcribes customer conversations and updates Salesforce fields from those interactions.
Offers a conversational AI, like ChatGPT, for every deal, account, and contact, providing full history and context.
Helps teams adopt and adhere to sales frameworks like MEDDPICC and SPICED through guided workflows and AI prompts.
Tracks CRM data quality and process adherence daily, with tools for quick resolution of issues.
Captures and transcribes customer conversations from platforms like Zoom and Google Meet automatically.
Allows teams to build, control, and deploy custom prompts to assist sellers and track usage for performance improvements.
Additional features
Create, update, share, and sync sales notes directly with Salesforce.
Create customized views to update Salesforce data, manage pipeline execution, and focus on important tasks.
Build automations for instant Salesforce updates and improved visibility without writing code.
A quick-launch command (Cmd/Ctrl+J) to create and update Salesforce records from anywhere on the web.
SOC 2 Type 2 compliant and aligned with GDPR and CCPA guidelines, inheriting all Salesforce permissions and rules.
Connects with Salesforce, Gong, Zoom, Google Meet, Slack, Gmail, and Outlook.
Pricing
Monthly plans
- Everything in Free
- Deal & Account Agent
- 400 AI credits / user / month
- Everything in Solo
- Custom Prompts
- Prompt Insights
- Works with Gong
- 800 AI credits / user / month (pooled)
Annual plans
- Everything in Free
- Deal & Account Agent
- 4,800 AI credits / user / year
Billed as $19/user/month, paid annually.
Source: vendor pricing page →- Everything in Solo
- Custom Prompts
- Prompt Insights
- Works with Gong
- 9,600 AI credits / user / year (pooled)
Billed as $49/user/month, paid annually.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Scratchpad
Scratchpad is an AI-powered workspace for sales teams. It automates Salesforce updates, helps enforce sales methodologies like MEDDPICC, improves CRM data quality, and provides tools to help sellers manage their pipeline and win more deals.
Scratchpad Details
Scratchpad's In-App Market Place
Does Scratchpad have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Everything in Free
- Deal & Account Agent
- 400 AI credits / user / month
- Everything in Solo
- Custom Prompts
- Prompt Insights
- Works with Gong
- 800 AI credits / user / month (pooled)
Annual plans
- Everything in Free
- Deal & Account Agent
- 4,800 AI credits / user / year
Billed as $19/user/month, paid annually.
Source: vendor pricing page →- Everything in Solo
- Custom Prompts
- Prompt Insights
- Works with Gong
- 9,600 AI credits / user / year (pooled)
Billed as $49/user/month, paid annually.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Reduces manual data entry by automatically updating Salesforce from calls and notes.
- Improves CRM data quality and process adherence for sales methodologies.
- Offers a free tier for individual users to get started.
- Provides a unified, fast workspace that combines notes, tasks, and pipeline management.
- Integrates with common sales tools like Salesforce, Gong, Zoom, and Slack.
- Advanced AI features and unlimited credits are only available on the most expensive plans.
- The platform is heavily focused on Salesforce, limiting its utility for teams on other CRMs.
- Full functionality relies on a Chrome extension, which may not suit all users' browser preferences.
Scratchpad's Support Options
Email Address
hello@scratchpad.comScratchpad's Alternatives
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