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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 171-180 out of 399

AU

Anonymous User

04/19/23

4.5 out of 5

"Great Single interface to make changes in SFDC"

What do you like best about Scratchpad? I like having a single interface that allows me to make changes to many fields and accounts within SFDC. Matching up with my existing SFDC reports is great. Onboarding/training was outstanding as well.

SM

Sarah M

04/19/23

4 out of 5

"Great platform for teams to stay organized and efficient."

What do you like best about Scratchpad? The Scratchpad team has been helpful and genuinely care about streamlining team's processes. The platform itself helps teams stay efficient and log/track activity in a more organized way. The organization has been crucial to success.

AU

Anonymous User

04/19/23

4 out of 5

"Great, seamless and easy-to-use interface and integration with Salesforce"

What do you like best about Scratchpad? - integration with salesforce - easy to keep tabs on notes

AT

Alanna T

04/19/23

5 out of 5

"Game Changer!"

What do you like best about Scratchpad? Scratchpad has been an absolute game changer for me as an Account Manager. Using Salesforce has been so time-consuming and clunky when trying to keep accounts and opportunities updated and ultimately left things falling through the cracks. This platform allows you to make quick updates without opening up extra tabs or doing an additional 10 mouse clicks. Highly recommend it to anyone who is currently using SF in their day-to-day.

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

"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.

LA

Luis A

04/19/23

5 out of 5

"Simplifying the SalesForce user experience"

What do you like best about Scratchpad? Easy and fast access. I use Scratchpad to search for opportunities, make updates and add notes. It saves me a lot of time! I can always click a button to access opportunity in SFDC, if need be.

CR

Cameron R

04/19/23

5 out of 5

"Simple and effective"

What do you like best about Scratchpad? The salesforce integration consolidates all of your data and enables you to manage your pipeline in half the time. What do you dislike about Scratchpad?

HP

Henry P

04/19/23

5 out of 5

"Scratchpad for Financial Services Company"

What do you like best about Scratchpad? I by chance, came across Scratchpad and am so glad that I did! I lead business development for my company and as a result, spend a lot of time in Salesforce. Our company is incredible cross functional and therefore, information symmetry across various divisions is paramount to the success of our business. Prior to Scratchpad, there was no uniformity in how team members took notes or the cadence in which we synced/uploaded those notes to Scratchpad. ...

Read more

GS

Gabe S

04/19/23

5 out of 5

"Scratchpad Experience"

What do you like best about Scratchpad? the work flow is the most helpful for me as I am working to prospect but also manage my pipeline What do you dislike about Scratchpad?