Scratchpad is a Salesforce productivity tool that reduces the friction of keeping CRM up to date. Reps manage notes, opportunities, tasks, and pipeline from a fast, lightweight interface that syncs everything to Salesforce — without the overhead of navigating individual records.
Product Overview
Scratchpad sits alongside Salesforce as a speed layer — reps open it via browser extension or sidebar and can update opportunities, jot notes, and manage tasks in seconds. It's designed for reps who treat Salesforce as a slow, admin-heavy system they avoid. By making CRM updates fast and frictionless, Scratchpad improves data quality for RevOps and managers without adding to rep workload.
RevOps Jobs-to-Be-Done
- Post-call note capture — Open Scratchpad immediately after a call and log notes in seconds with auto-sync to the relevant Salesforce opportunity. KPI: Achieve 90%+ call note completion without requiring reps to open Salesforce
- Fast opportunity management — View and update all pipeline opportunities from a spreadsheet-like view — bulk stage changes, close date adjustments, and amount edits. KPI: Reduce time spent on pipeline hygiene from 30 minutes to 5 minutes per week
- Inline task management — Create and track follow-up tasks that sync to Salesforce activities without navigating individual records. KPI: Improve follow-up consistency by making task creation immediate and frictionless
Key Features
- Chrome Sidebar Extension: Browser extension that opens as a sidebar alongside any webpage for instant note-taking and Salesforce updates.
- Pipeline View: Spreadsheet interface showing all opportunities with inline editing synced to Salesforce in real time.
- Note Tiles: Persistent, linked notes for each opportunity that appear in the sidebar — like a digital scratchpad for each deal.
- Task Management: Lightweight task list that syncs with Salesforce activities and sends reminders.
- Templates: Configurable note templates for call notes, discovery, and deal stages that push to Salesforce fields.
How It Fits Your Stack
Primary system of record: Salesforce
Key integrations: Salesforce, Chrome, Slack
Data flows: Rep opens Scratchpad sidebar → logs notes or updates pipeline → Salesforce synced automatically — no tab switching required.
Implementation & Ownership
- Time to first value: Minutes
- Implementation complexity: Very low — Chrome extension
- Typical owners: AE, SDR, Sales Manager
Pricing & Contracts
- Pricing model: Freemium / per seat
- Indicative range: Free tier; paid from $19/user/month
- Free tier: Yes
Who It's Best For
Salesforce sales teams where reps hate Salesforce's UI and data quality suffers as a result — Scratchpad makes updating CRM feel like using a fast, lightweight tool.
Good fit if:
- Reps who currently log notes in text files or personal tools outside Salesforce
- RevOps teams trying to improve opportunity data completeness
- Sales managers who need consistent call notes from their team
Probably not ideal if:
- Teams not on Salesforce
- Teams looking for forecasting or revenue intelligence features
Proof & Buyer Signals
Ratings: 4.8/5 on G2 (1000+ reviews)
What buyers praise:
- Best UX in the Salesforce productivity category
- Genuinely saves time every day — not just marginal
- Note tiles feel like a natural extension of how reps already work
Common complaints:
- Salesforce-only
- Free tier limits make it feel like a try-before-you-buy more than genuinely free
Pros
- Highest G2 rating in Salesforce productivity — reps genuinely love it
- Free tier with real utility for individual reps
- Chrome extension means zero workflow disruption
Cons
- Only for Salesforce users
- Limited forecasting features vs. dedicated tools
Often Compared With
- Weflow — Both are Salesforce productivity layers; Scratchpad emphasizes note-taking and task management while Weflow has stronger forecasting features.
- Salesforce — Scratchpad is a speed layer on top of Salesforce — it doesn't replace Salesforce but makes rep interactions with it dramatically faster.
