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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 201-210 out of 399

AU

Anonymous User

04/19/23

4.5 out of 5

"Transformed my relationship with Salesforce for the good!"

What do you like best about Scratchpad? Scratchpad has made updating data and reporting in SFDC a pleasure! Being in sales, using SFDC can be time-consuming and painful, with Scratchpad I can update and create pipeline/forecast reports with ease.

AU

Anonymous User

04/19/23

4.5 out of 5

"Making Pipeline Management Easier"

What do you like best about Scratchpad? I'm a massive fan of Scratchpad because of its integration with Salesforce. It makes my workflow so much easier. I also like using it for notes; I save my templates and can save them directly to Salesforce.

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

AN

Austin N

04/19/23

5 out of 5

"Great workflow tool with SF"

What do you like best about Scratchpad? Easy of use and updating SF records; great tool! What do you dislike about Scratchpad?

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

AS

Alice S

04/19/23

4.5 out of 5

"Amazing tool to simplify complex Salesforce workflows and save time!"

What do you like best about Scratchpad? Scratchpad is simple and easy to use, saving so much time not having to dive in to the complexity of Salesforce. The instant updates to Salesforce and ability to pull in all fields allow for personalisation for individuals makes Scratchpad a key tool for our revenue org!

AC

Alexander C

04/19/23

4.5 out of 5

"Simplifying Salesforce"

What do you like best about Scratchpad? ScratchPad has made the life of an Account Executive that much easier. When you think what I hate most about sales, it's the mundane process of updating Salesforce and logging information. SP makes that process extremely easy by customizing the fields that you fill in most and automatically updating salesforce in real time.

AU

Anonymous User

04/19/23

4.5 out of 5

"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.

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?

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