Category
Revenue Intelligence
Key features
Spreadsheet-style pipeline editing
Deal change tracking
Bulk record updates
01 — Overview
What is
Scratchpad
Scratchpad is a workspace that sits on top of Salesforce so reps and managers can update pipeline in a spreadsheet-style view that writes back to Salesforce. It shows what changed on each deal, flags missing next steps and stale close dates, supports bulk record updates, and saves sales notes to the right opportunity. Sales leaders and RevOps use it for pipeline reviews, forecasting and CRM hygiene.
02 — Who it’s for
Ideal Customer Profile
Made for sales reps, sales managers and RevOps teams at companies that run on Salesforce, from growing teams to large sales orgs.
03 — Capabilities
Key Features
Spreadsheet-style pipeline editing
Deal change tracking
Bulk record updates
Sales notes synced to Salesforce
Tasks and calendar views
Chrome extension
05 — Similar tools
Alternatives
Nektar
Automatic CRM activity capture for revenue teams
Weflow
Revenue AI platform built for Salesforce
Rattle
Sales process automation for revenue teams
Cirrus Insight
Salesforce in your inbox and calendar
Momentum
Turns sales calls into CRM data and action
Backstory
Revenue intelligence from captured sales activity
06 — FAQ
Frequently Asked Questions
What is Scratchpad used for?
Scratchpad gives sales teams a faster interface to Salesforce for managing pipeline, inspecting deals and keeping records up to date.
Does Scratchpad replace Salesforce?
No. It is built on top of Salesforce and stays connected to it, so every edit, note and bulk update writes back to your Salesforce records.
Who uses Scratchpad?
Account executives, sales managers and RevOps teams use the same views, so reps update deals quickly and leaders see what changed without chasing reps.
How do I get started with Scratchpad?
You can sign up on the website or install the Scratchpad Chrome extension and connect your Salesforce account; the site describes a one minute setup.