Scratchpad Reviews in September 2026: User Ratings, Pros & Cons

"Scratchpad is hands down the best sales tool out there"

What do you like best about Scratchpad? Scratchpad is a MASSIVE upgrade from the clunky workflows in SFDC. I started using Scratchpad in a sales ops role, and now I'm using it as an account executive; it just keeps getting better. My sales activities can be done in 1/10th of the time, and I can easily collaborate in real time on any opportunity/account. We've implemented it across teams, so that CS and Sales are continuously operating on the same data and views. It's flexible enough that ...

"Fantastic tool for quick and easy pipeline management"

What do you like best about Scratchpad? If nothing else, Scratchpad is a huge time saver. The interface is quick and clean, and I can log activity, create tasks, and update my pipeline from a single screen. No more wasted time waiting between clicks to drill into each account to make an update.

"Sales Ops' Best Friend"

What do you like best about Scratchpad? Scratchpad is an incredible tool to help sales organizations take control of and streamline pipeline management and support seller onboarding. However, since we initially brought on Scratchpad over a year ago, it has become so much more than that. Scratchpad has since launched Automations and Cards and are working on several new product features that we are very excited about. Through the Notes feature, our use of the tool has expanded to include our ...

"Would be hard to ever go back to "old school" salesforce after using Scratchpad"

What do you like best about Scratchpad? We brought in Scratchpad to our SE team about 4-6 months ago. Before Scratchpad, updating our SFDC records wasn't a common or timely practice for our team - many of us are doing multiple calls per day, and updating all those records directly through Salesforce was burdensome. Scratchpad makes updating records a breeze, and the organization of Scratchpad turns SFDC records from a chore into an actually useful tool to plan your week, follow up with ...

"Scratchpad streamlines sales workflows with a smooth interface and enjoyable data updating."

What do you like best about Scratchpad? How Scratchpad caters to the needs of sales professionals with a smooth and integrated platform that makes it easy to track deals, develop sales plans, and take detailed notes without leaving the platform, and how it transforms updating data into an enjoyable experience that frees up more time to focus on building customer relationships and advancing deals.

"Scratchpad = the only sales tool I use religiously"

What do you like best about Scratchpad? I love the ability to create custom views / reports and then easily in line edit opp notes, set next step dates. I create a custom note for all my opportunities with call notes - can easily link this directly back to the opp as well.

"Lightweight, configurable and highly addictive!"

What do you like best about Scratchpad? Scratchpad unlocks a ton of efficiencies, especially if you're still using Salesforce Classic. I recently migrated from google to Microsoft, and SP's notes functionality has become my home for all opp notes, 1:1s, and to-do lists.

"Time saver!"

What do you like best about Scratchpad? Scratchpad is intuitive and immediately adds efficiency to your workflow due to the ease of updating SFDC and customizing fields to your specific needs.

"Best tool for note taking"

What do you like best about Scratchpad? Scratchpad is convenient and allows me to be present in the conversation without worrying about how neat my handwritten note is when I review the call. Combine that with the fact that my notes can automatically sync with salesforce, or be shared with colleagues for review and you have a perfect solution for sharing notes from conversations.

"Replaced SF Pipeline Reports"

What do you like best about Scratchpad? I love how easy it is to pull up my team's pipelines and have them update it with me in real time. I'm able to create reports of all different sorts and give them to my reps right in our 1 on 1's. The reporting has given my team fantastic insights to their pipeline and they are really appreciative of the support I've been able to provide.