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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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| Description | Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command. Read more | 1CRM is an all-in-one CRM solution for managing corporate workflows. The dashboard part of the software includes facilities for scheduling calls and meetings, as well as sending emails to clients. You may work together with your team to track inventory movements and levels across different warehouse sites with 1CRM. By including a custom chart on any dashboard, you may create leads by tracking top opportunities and quotes. You can communicate the most up-to-date information with your customers and partners in real-time. All of your sales, including those made by your employees, may be consolidated into one platform. Because it is a custom-fit CRM, you can easily customize screens and menus to achieve your CRM vision. The built-in 1CRM catalog may be used by your sales team to create Quotes and Invoices. You can prevent a quote from being misplaced in your inbox. Your clients can accept quotations directly from the web and get started on the project. Clients can also use this software to see a list of all their projects with you, including their details, connected contacts, completed and continuing work, and project files. Read more |
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| SW Score & Breakdown |
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Total Features |
8 Features
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25 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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| Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| Review Summary |
Scratchpad is widely lauded for its user-friendly interface and seamless integration with Salesforce, streamlining pipeline management and saving users significant time. Reviews consistently highlight its intuitive design, easy-to-use features, and ability to quickly update and view opportunities. While some users wished for more robust note-taking capabilities and offline access, the platform's ease of use and efficiency were consistently praised. Overall, Scratchpad is a popular choice for sales reps and managers seeking to optimize their Salesforce workflow and increase productivity. |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Premium $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Business Custom |
Startup (Cloud Service) $13.00 $15.00 per user / month Startup Plus (Cloud Service) $20.00 $23.00 per month Professional (Cloud Service) $29.00 $33.00 per month Enterprise (Cloud Service) $34.00 $39.00 per month Startup (On-Premise) Free Startup Plus (On-Premise) $14.00 $17.00 per month Professional (On-Premise) $23.00 $27.00 per month Enterprise (On-Premise) $28.00 $33.00 per month Professional (Perpetual Licenses) $405.00 $405.00 One Time Payment Enterprise (Perpetual Licenses) $585.00 $585.00 One-Time Payment |
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| Screenshots | Not Available |
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| Company Details | Located in: San Francisco, CA Founded in: 2020 | Located in: Canada |
| Contact Details |
Not available |
778.432.2761 |
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