8.1
SpotScore
Scratchpad Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
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Starts from $19 / User / Month, also offers free forever plan
Adobe
Udemy
Box
SurveyMonkey
SegmentTrusted by teams including Adobe
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Support
FAQ
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What is Scratchpad?
Scratchpad is a comprehensive customer relationship management system, that includes CRM software, email marketing, web marketing dashboards, and online lead generation tools. The simple to use platform empowers you to improve your business by understanding customers better and providing them with smart marketing automation designed for sales teams of all sizes.
Pricing
Starts from $19 / User / Month
Best For
Suited for small teams, SMBs, and enterprise
Scratchpad Software Demo
Scratchpad was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Scratchpad
- Team types
- Individuals, Large Enterprises
Why teams choose Scratchpad
Integrates with Salesforce to update and manage opportunities, pipeline, and accounts in one place.
Reduces data entry clicks compared to native Salesforce workflows.
Requires minimal training to use effectively.
Is Scratchpad right for you?
What buyers should know before choosing Scratchpad
Scratchpad has clearly made a strong impression on users over the past year, emerging as a game-changing tool for sales professionals and teams who often find themselves bogged down by Salesforce's complexity. Its standout feature is undeniably its simplicity and efficiency.
Scratchpad allows users to update deals, pipelines, and opportunity details from a single, streamlined interface, saving countless hours. The intuitive design and user-friendly interface resonate with account executives, managers, and team leaders alike, offering powerful customization options, seamless integration with Salesforce, and impactful tools like bulk updates, customizable views, and live note-linking.
Many users have highlighted how Scratchpad minimizes tedious tasks, enabling them to focus on strategy and client relationships. However, some users mention a small learning curve at the start, especially when adapting workflows, and a few note that its functionality depends on company-specific Salesforce configurations.
Nonetheless, these concerns are overshadowed by exceptional customer support and the tool's tremendous value. Scratchpad is a robust, essential tool for modern sales teams.
Scratchpad pros and cons
- Scratchpad pros
Integrates with Salesforce to update and manage opportunities, pipeline, and accounts in one place.
Reduces data entry clicks compared to native Salesforce workflows.
Requires minimal training to use effectively.
- Scratchpad cons
Slight learning curve for new users to fully utilize the tool's broad feature set effectively.
Limited standalone functionality; heavily dependent on Salesforce integration to unlock its potential.
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What is the pricing of Scratchpad?
Scratchpad Pricing Plans
Free
Grid view (opportunities, accounts, contacts, leads)
Kanban view
Notes
Tasks
Global search
Show more +
Premium
$19
/User/Month
Grid view (opportunities, accounts, contacts, leads)
Kanban view
Notes
Tasks
Global search
Show more +
Team
$39
/User/Month
Grid view (opportunities, accounts, contacts, leads)
Kanban view
Notes
Tasks
Global search
Show more +
Business
Grid view (opportunities, accounts, contacts, leads)
Kanban view
Notes
Tasks
Global search
Show more +
Weighing your options?
Not sure if Scratchpad fits your budget?
Scratchpad reviews and ratings
What buyers like
- Integrates with Salesforce to update and manage opportunities, pipeline, and accounts in one place.
- Reduces data entry clicks compared to native Salesforce workflows.
- Requires minimal training to use effectively.
Common complaints
- Slight learning curve for new users to fully utilize the tool's broad feature set effectively.
- Limited standalone functionality; heavily dependent on Salesforce integration to unlock its potential.
- Some users noted a need for advanced features or specific functionalities, such as creating new opportunities within Scratchpad itself.
- See if Scratchpad fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of Scratchpad?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Alternatives to Scratchpad
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9.0
Excellent
Scratchpad Customers
Adobe
Udemy
Box
SurveyMonkey
Segment
Chorus
AutoDesk
Lacework
Dolby
Medallia
Snowflake
Divvy
LogMeIn
Sendso
Productboard
Scratchpad Support Options
Frequently Asked Questions About Scratchpad
Common questions buyers ask before choosing Scratchpad.
Scratchpad is a CRM Software. Scratchpad offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Scratchpad: Slight learning curve for new users to fully utilize the tool's broad feature set effectively.; Limited standalone functionality; heavily dependent on Salesforce integration to unlock its potential.; Some users noted a need for advanced features or specific functionalities, such as creating new opportunities within Scratchpad itself..
Some top alternatives to Scratchpad includes Bigin by Zoho CRM, Creatio CRM, WiseTeam, ClickUp and Dooly.
Scratchpad offers Freemium, Subscription, Quotation Based pricing models
The starting price of Scratchpad is $19/User/Month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].