S
Scratchpad
Scratchpad is an AI-powered workspace designed for sales professionals to streamline their workflow, reduce administrative tasks, and improve CRM data quality.
Our verdict
Who it's for
The AI workspace for sales that removes admin work and boosts productivity.
Who should look elsewhere
Specific credit usage for AI features might require monitoring for higher usage teams.
Pros
- +Significantly reduces sales admin time (e.g., 455 hours/month saved for one team).
- +Improves CRM data accuracy and completeness, leading to better forecasting.
- +Increases seller adoption of Salesforce due to a more user-friendly interface.
- +Provides real-time connection to Salesforce, ensuring data is always up-to-date.
- +Offers AI agents that listen to calls and map updates directly to Salesforce fields.
Cons
- −Specific credit usage for AI features might require monitoring for higher usage teams.
- −Enterprise features like unlimited AI credits and white-glove services are only available on custom plans.
Key features
- ✓Modern Salesforce UI with sheets and notes
- ✓AI-Powered Call Recorder & Notetaker with transcription
- ✓AI Field Updates for automatic CRM record population
- ✓Deal & Account Agent for contextual deal management
- ✓Custom Prompts for tailored AI interactions
- ✓Hygiene Monitor for daily CRM data quality tracking
- ✓Slack integration
- ✓Zoom, Google Meet, and Outlook integrations
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | — | month · per seat | Interface & Workspace (Limit of 3 views); Call Recorder and Notetaker 10 hours / month; AI Field Updates |
| Solo | $19 | month · per seat | Interface & Workspace; Call Recorder & Notetaker; AI Field Updates |
| Team | $49 | month · per seat | Interface & Workspace; Call Recorder & Notetaker; AI Field Updates |
| Enterprise | — | month | Interface & Workspace; Call Recorder & Notetaker; AI Field Updates |
Integrations
SlackZoomSalesforce