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What is Scratchpad?

Scratchpad is an AI-driven sales productivity platform that removes administrative work for sales teams by automating CRM updates, note taking, and pipeline tasks—letting reps focus on selling rather than data entry.

It integrates deeply with Salesforce to provide a seamless workflow and ensure real-time, accurate CRM data without manual effort.

Scratchpad covers several key parts of an effective sales process, including real-time CRM field updates, automated follow-ups, pre-call briefing, and structured deal insights, all powered by AI that understands customer interactions from calls and emails.

Scratchpad

Scratchpad Plans and Pricing

Scratchpad pricing is designed for growing sales teams and revenue organizations. They offer multiple plans tailored to different team sizes and Salesforce usage needs. To check out their monthly and annual pricing, click on the button below.

Scratchpad Use Cases

Scratchpad is a sales productivity platform that helps reps update CRM data, manage deals, and prep for calls without manual admin work. It’s used by sales teams and RevOps leaders to keep Salesforce accurate, improve forecasting, and focus more time on closing deals.

Real-Time CRM Updates: Sales reps use Scratchpad to update Salesforce fields, notes, and deal changes instantly without switching tabs, reducing time spent on manual data entry.

Deal & Pipeline Management: Teams manage opportunities, stages, and deal details in one streamlined workspace, ensuring pipeline data stays accurate and forecast-ready.

Pre-Call Preparation: Reps use Scratchpad to review deal context, recent activity, and key notes before calls, helping them show up prepared and confident in every conversation.

Post-Call Notes & Follow-Ups: After calls, Scratchpad helps capture structured notes and action items quickly, ensuring nothing falls through the cracks.

Forecasting & Sales Visibility: Sales leaders rely on Scratchpad to get clean, real-time pipeline data, enabling more accurate forecasting and revenue planning.

Who is Scratchpad ideal for?

Sales Representatives: Scratchpad is ideal for sales reps who spend too much time updating Salesforce. It lets them update fields, log notes, and manage deals quickly so they can focus more on selling and less on admin work.

Sales Managers & Leaders: Managers use Scratchpad to get clean, real-time pipeline data for forecasting, deal reviews, and performance tracking—without chasing reps for CRM updates.

Revenue Operations Teams: RevOps teams rely on Scratchpad to improve CRM data hygiene, enforce consistent updates, and ensure Salesforce reflects what’s actually happening in the pipeline.

Fast-Growing Sales Teams: Scaling sales teams use Scratchpad to maintain CRM accuracy as headcount grows, preventing broken processes and unreliable forecasts.

Sales Teams Using Salesforce: Scratchpad is especially suited for teams that depend on Salesforce and want a faster, more rep-friendly way to keep it updated and useful.

Scratchpad Key Features

AI-Powered CRM Field Updates
Salesforce Integration
Pipeline & Deal Management
Automated Next Steps & Action Items
Call Transcription & Summaries
Notes Creation & Sync to CRM
Task & Activity Management
Real-Time Deal Intelligence
Kanban & Grid Views
CRM Hygiene Monitoring

Clari: A revenue platform focused on forecasting, pipeline inspection, and deal health for sales leaders and RevOps teams.

Gong: Known for conversation intelligence, Gong captures call insights and deal signals to improve coaching and forecasts.

Salesforce Sales Cloud: The core CRM used by many teams; powerful but often requires add-ons and heavy admin to keep data clean and current.

People.ai: Automates activity capture and provides analytics for pipeline coverage and rep performance.

HubSpot Sales Hub: A sales platform combining CRM, activity tracking, and reporting, often favored by teams wanting an all-in-one tool.

While these tools cover analytics, intelligence, or CRM broadly, Scratchpad stands out for its rep-first workflow that makes Salesforce updates fast, accurate, and effortless—without adding process overhead.

Scratchpad alternatives and competitors

If you don’t want to wait for a Scratchpad lifetime deal, here are some popular recurring alternatives you can explore in the sales productivity and CRM workflow space:

Why we can get Scratchpad

At Prime, we shamelessly request successful SaaS companies to offer an LTD on our platform no matter how big they already are. Somehow this works for us. Our past record gives us hope that we can get the Scratchpad lifetime deal, if we get enough requests on this page. Let us bring this gem for you.