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.
Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesStandard Features
Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsDedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeOrder Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayFree Trial
Not available
Pricing Options
Freemium ( Limited Features )
Premium Plans ( Subscription / Quotation Based )
Pricing Plans
Free Free
For individuals and small teams trying out Scratchpad for an unlimited period.
Features
Premium $19.00 $19.00 per user / month
billed Yearly
For individual account executives who want increased productivity.
Features
Team $39.00 $39.00 per user / month
billed Yearly
For small and medium sized sales teams.
Features
Business Custom
For medium and large sales organizations with advanced needs.
Features
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Learn more about Scratchpad Pricing.
84% 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
Sponsored98% 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
Sponsored95% 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
Sponsored98% 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
Sponsored76% 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
90% 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
77% 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
87% 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
89% 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
83% 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
74% 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
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
Scratchpad Demo
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What is Scratchpad used for?
Scratchpad is CRM Software. Scratchpad offers the following functionalities:
Learn more about Scratchpad features.
What are the top alternatives for Scratchpad?
Does Scratchpad provide API?
No, Scratchpad does not provide API.
Vendor Details
San Francisco, CA Founded : 2020Contact Details
Not available
https://scratchpad.com/
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