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8.1

SpotScore

Scratchpad - CRM Software

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

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Scratchpad Reviews & Ratings

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Rating Distribution

Excellent

(367)

Very Good

(29)

Good

(3)

Poor

(0)

Terrible

(0)

Spotsaas Editor’s POV

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

  • 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.

  • Customizable views, filters, and templates help users organize key priorities.

  • 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.

MD

Mike D

04/19/23

4.5 out of 5

"Amazing functionality that helps bridge the shortcomings of Salesforce"

What do you like best about Scratchpad? I love using the notes section to keep me organized. This syncs with SFDC, so it's great that way. I also use my pipeline view often to do mass updates from one screen vs. having to bounce around to different opportunities.

LB

Luke B

04/19/23

4 out of 5

"Convenient tool for note-taking, pipeline updating, and general organization"

What do you like best about Scratchpad? Love the gcal integration that let's you launch a note right from the meeting invite and seamlessly tie it to salesforce. What do you dislike about Scratchpad?

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 ...

Read more

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.

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.

CW

Charmie W

04/19/23

5 out of 5

"Scratchpad simplifies our salesforce process"

What do you like best about Scratchpad? Scratchpad has made it easier for our sales, account management team and strategy team to all be on the same page. There is less distractions and is much more user friendly for our team to work simultaneously from.

AT

Andrew T

04/19/23

3 out of 5

"Great tool but trying to understand how it helps my day-to-day"

What do you like best about Scratchpad? I like the ability to export SF reports utilizing Scratchpad. The ability to edit accounts, opportunities and contacts is helpful versus the alternative of logging into SF.

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.

SH

Steven H

04/19/23

4 out of 5

"Makes operating within Salesforce very easy and simple"

What do you like best about Scratchpad? the ease of use when it comes to reviewing data from salesforce and updating it across the board across multiple columns and fields

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