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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 191-200 out of 399

AU

Anonymous User

04/19/23

5 out of 5

"Saves so much time"

What do you like best about Scratchpad? No need to wait for salesforce to load and click on multiple opportunities and fields. Seamlessly update opportunities in Salesforce.

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?

AU

Anonymous User

04/19/23

5 out of 5

"Simple and easy to use tool to manage my meeting notes and Pipeline updates"

What do you like best about Scratchpad? I like the ease and speed of the tool. Creating meeting notes and synching with SFDC is very fast and easy. I never encounter bugs or lags.

NV

Natalie V

04/19/23

5 out of 5

"Scratchpad has completely streamlined my Salesforce Process"

What do you like best about Scratchpad? I love how easy it is to use and set up. There is a notes section that links to google calendar and can attach to any deal and you can create templates. So easy to keep everything in one place. I also love the in-line editing abilities so I can update all my deals seamlessly from one place.

PS

Peter S

04/19/23

5 out of 5

"Simplify updates and tasks from Salesforce"

What do you like best about Scratchpad? Simple integration with Salesforce, which makes it easy to use by listing the data from Salesforce in a way the info can be quickly updated and sent back to the relevant register. It's a hub for updates and tasks that has become the center of my workday

AU

Anonymous User

04/19/23

5 out of 5

"Makes my day so much easier"

What do you like best about Scratchpad? Scratchpad takes the ugly out of Salesforce and turns it into a masterpiece. We all know how much of a beast SF can be and how difficult it can make the simplest of tasks-like just changing quick fields requires multiple clicks, screen loading time, and save. With SP, I can just make the change on one screen! The shortcut to add info to SP while you are on LinkedIn or any other website is super convenient.

AU

Anonymous User

04/19/23

5 out of 5

"Way Faster"

What do you like best about Scratchpad? I love that it instantly syncs all the changes back to SFDC, and I didn't have to have any help with setup. I didn't need to ask our Sales Ops or SFDC admin for help. I connected my SFDC login and that was it.

AU

Anonymous User

04/19/23

5 out of 5

"Love Scratchpad, super helpful!"

What do you like best about Scratchpad? I love Scratchpad, I keep all my opportunities updated in real-time, and helps me invest less time in Salesforce. It is more efficient than going to each opportunity and filling in the information.

AU

Anonymous User

04/19/23

4.5 out of 5

"Skratpad has streamlined my workflows"

What do you like best about Scratchpad? Note taking is immaculate and the way it connects with salesforce and google calendar has been a godsend What do you dislike about Scratchpad?

SW

Sam W

04/19/23

4.5 out of 5

"Scratchpad!!"

What do you like best about Scratchpad? - In-line editing - the ability to quickly update opportunities, last activity notes, and contact info in one seamless window. What do you dislike about Scratchpad?

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