Absolutely love Scratchpad!
February 17, 2022

Absolutely love Scratchpad!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Scratchpad

I use Scratchpad to help me organize my book of business of customers. Scratchpad makes it very easy to organize & update & view my customers and make changes where I need to. I can also access information easily at my fingertips! I love that it syncs directly with Salesforce so I can make changes to Scratchpad and it will automatically update the accounts/customer information in Salesforce. This avoids double work and I am able to update multiple accounts/customers at a time, which is game-changing! I don't have to search for each individual account in Salesforce and make updates that way. The layout of Scratchpad is what helps me!
  • Can update multiple accounts at once.
  • The layout of Scratchpad makes everything easy!
  • I can keep my book of business very organized!
  • It syncs automatically with Salesforce.
  • Maybe connect with other vendors?
  • Saves me a lot of time that I can spend on more important work than admin-type work.
  • Can better serve my customers because Scratchpad makes it easy to stay organized on the next steps.

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Did Scratchpad live up to sales and marketing promises?

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Did implementation of Scratchpad go as expected?

I wasn't involved with the implementation phase

Would you buy Scratchpad again?


I can get one large view of my book of business and update the status of each account while staying on the same page. This will automatically sync with Salesforce and update the accounts there as well which makes my job so much easier. Otherwise, I would have to go into several different Salesforce pages, wait for them to load, and update accounts that way. It would take a lot more time so Scratchpad saves me time.

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