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Scratchpad - CRM Software

Scratchpad Reviews in May 2025: User Ratings, Pros & Cons

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Scratchpad Reviews & Ratings

Rating Distribution

Excellent

(367)

Very Good

(29)

Good

(3)

Poor

(0)

Terible

(0)

Expert's Review

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 ...Read more

Scratchpad pros and cons

  • Effortlessly integrates with Salesforce, letting users update and manage opportunities, pipeline, and accounts all in one place.

  • Tremendously saves time by streamlining repetitive data entry and reducing clicks compared to traditional Salesforce workflows.

  • Intuitive, user-friendly interface that requires minimal training to use effectively.

  • Customizable views, filters, and templates allow users to organize and focus on key priorities with ease.

  • 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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Showing 161-170 out of 399

MT

Michael T

04/19/23

5 out of 5

"Tailor your view to how you work. Simplify Salesforce to the way you work."

What do you like best about Scratchpad? Everything! Building views for existing accounts and opportunities that align with what I need to see. Ability to update systems in one place without having to jump from section to section in SF.

LM

Liz M

04/19/23

5 out of 5

"No more random post-it notes!"

What do you like best about Scratchpad? I really appreciate that it eliminates the need for me to go into Salesforce - in previous roles, I would have multiple tabs open to update next steps in all of my opportunities, etc. With Scatchpad, I can easily do this in seconds in a user-friendly interface. I also really appreciate their workflow specialists, who have enabled me to get the most out of the tool through 1:1 sessions (shoutout to Beth and Alaina!). They set-up customized grid views ...

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AU

Anonymous User

04/19/23

5 out of 5

"Literally life changing, not joking"

What do you like best about Scratchpad? I went from taking hours updating Salesforce in it's UI at the end of the day to doing it instantly while on calls. I'm so much faster and can access information about my prospects so much easier. I can not recommend Scratchpad enough. I don't know what I would do without it.

MT

Matthew T

04/19/23

5 out of 5

"If I had to bet my quota on one sales tool, it would be Scratchpad"

What do you like best about Scratchpad? Task management, pipeline management, the ability to update tasks in two clicks, and scheduling out the day. My whole team started using it after I showed them.

AU

Anonymous User

04/19/23

5 out of 5

"Scratchpad lets me focus on the important stuff- selling!"

What do you like best about Scratchpad? It makes it super easy to do the most frustrating part of my job- updating Salesforce. Whether it's quickly updating close dates, confidence, whatever. I can do in a minute what usually takes 20. Awesome tool!

JS

Jack S

04/19/23

5 out of 5

"Scratchpad is a game changer"

What do you like best about Scratchpad? The UI saves me so much time compared to Salesforce. What do you dislike about Scratchpad?

AU

Anonymous User

04/19/23

5 out of 5

"Scratchpad makes pipeline & account management a breeze"

What do you like best about Scratchpad? I've used Scratchpad both from a leadership perspective and as an individual contributor. It's super easy to enter information in one cosolidated view to update your pipeline and manage your territory. Changing fields on a report is extremely easy. I've set up lots of different views for both myself and those on our business development team that I work with daily to pursue target accounts.

AM

Amanda M

04/19/23

5 out of 5

"Takes the hassle out of data entry!"

What do you like best about Scratchpad? I love how easy it makes entering sales data into Salesforce. Before Scratchpad I felt we were spending so much time navigating, entering, and reentering info into Salesforce. Very user-friendly and the design makes it feel less like a CRM!

AU

Anonymous User

04/19/23

5 out of 5

"Time Saved at Every Step of a Deal"

What do you like best about Scratchpad? Scratchpad is thoughtfully built to make updating info on contacts, accounts, opportunities, etc, as easy as possible. What do you dislike about Scratchpad?

AU

Anonymous User

04/19/23

5 out of 5

"Makes updating SFDC almost enjoyable"

What do you like best about Scratchpad? It's easy to use, flexible, and updates SFDC in real time. I don't have to pop open individual accounts, opportunities, or contacts to update them.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].