Scratchpad

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Scratchpad
Score 9.6 out of 10
N/A
Scratchpad is a productivity tool for account executives, built for sales to update Salesforce, take sales notes, and daily todos. The software can be installed as a Google Chrome plugin or as a web application. It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks. Co-founders Pouyan Salehi and Cyrus Karbassiyoon started the company in San Francisco, California in 2019.
$0
per month
Pricing
Scratchpad
Editions & Modules
Free
$0
user / month *up to five users per company
Premium
$19
per user / month (billed annually)
Team
$39
user / month (billed annually)
Business
Custom pricing
Offerings
Pricing Offerings
Scratchpad
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Scratchpad
Considered Both Products
Scratchpad
Chose Scratchpad
It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and …
Chose Scratchpad
I can't think of another tool similar to Scratchpad. The only other sales productivity tool that I've used in the past is Mixmax which is also an excellent tool. Mixmax has more features embedded in Gmail with the ability to view and edit Salesforce fields like Scratchpad, but …
Chose Scratchpad
Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.
Chose Scratchpad
Before finding Scratchpad, logging account movements and mapping were done over OneNote (account management), Excel (pricing), and Word (call notes). Now I can get rid of the OneNote and Word aspects as they both sit on Scratchpad that links directly back to SF. This has helped …
Chose Scratchpad
I prefer the usage and benefit of Scratchpad over Coda, and easier & faster to use than Salesforce. I feel Coda has very little benefit (basically google page), but Scratchpad helps me stay organized for opportunities & discovery notes which is crucial. I highly suggest …
Chose Scratchpad
Scratchpad is far better and has way more ability to make changes than IQ does.
Chose Scratchpad
Scratchpad has more out-of-the-box features like centralized note-taking and the ability to pull in reports.
Chose Scratchpad
Scratchpad customizations stay within the margins of rules set by our organization. We didn't do a deep dive of Dooly and can mainly speak to the quality and effectiveness within Scratchpad. Currently, my entire team of 10 reps is using it, and we all have found usefulness. …
Chose Scratchpad
Before Scratchpad, I made all updates through Salesforce. Reports don't load super quickly and can be tough to change. Scratchpad makes this much easier.
Chose Scratchpad
I haven't ever used anything else other than your typical pen and paper or notes section on my Mac. I wouldn't have any info on how they stack up compared to the competition. I would venture to say they are the only ones trying to change sales reps' lives. It's just what they …
Chose Scratchpad
I selected Scratchpad because the depth of integration within Salesforce is very useful; I don't have to use a separate application than what I'm already using, Scratchpad is imbued within my Chrome and SFDC instances. Their free capabilities don't block you from viewing notes …
Top Pros
Top Cons
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User Ratings
Scratchpad
Likelihood to Recommend
9.5
(26 ratings)
User Testimonials
Scratchpad
Likelihood to Recommend
Scratchpad, Inc.
Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!
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Pros
Scratchpad, Inc.
  • Scratchpad notes are super easy to use and link to Salesforce Opportunities.
  • Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
  • Easy to use Task manager that helps you stay on track through the day.
  • Extremely easy to use and their CS team is always willing to provide training and help.
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Cons
Scratchpad, Inc.
  • When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
  • When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
  • It'd be nice if comments would go as a task rather than a buzz.
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Alternatives Considered
Scratchpad, Inc.
It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.
Read full review
Return on Investment
Scratchpad, Inc.
  • I save many hours a week using Scratchpad to simply manage my tasks.
  • I no longer waste time waiting for SFDC to load.
  • I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.
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ScreenShots