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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 221-230 out of 399

DS

Dima S

01/16/23

5 out of 5

"Great tool when deal with Salesforce data entering/viewing different data sets"

What do you like best about Scratchpad? I love how you can: update notes on leads/contacts/opportunities right from your calendar or email; do your research and update and create notes in the notes section; you can also share all the information with team by adding them; there is also commenting abilities!

JZ

Jazmin Z

01/09/23

4.5 out of 5

"Scratchpad helped me optimize my day to day"

What do you like best about Scratchpad? I'm from Mexico, and what I like most about Scratchpad is that they give me support in Spanish, despite the fact that most people speak English, I've had a fantastic experience with the human quality of customer service, on the part technology, what I liked the most is the practicality you have to have a vision of your leads and the ease with which you can edit the fields. IT'S INCREDIBLE! It saves me more than 3 minutes that it took me to open the ...

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BR

Brian R

12/07/22

5 out of 5

"Modernized workflow"

What do you like best about Scratchpad? I really like how clean the UI is. I have multiple Kanban and Grid boards open that helps me quickly get a feel for how many deals I have in certain stages, the deal age (how many are progressing in tune with average deal cycles), my current pipeline volume and what the next steps for the deals are.

AU

Anonymous User

12/04/22

5 out of 5

"Scratchpad for the WIN!!"

What do you like best about Scratchpad? Scratchpad has made my sales life MUCH easier! I have the ability to quickly see my entire pipeline, make updates to notes, and focus my time where it should be focused ON SELLING!

AU

Anonymous User

11/22/22

5 out of 5

"Scratchpad review"

What do you like best about Scratchpad? it makes salesforce so much more accessible without the downside of actually being on salesforce. Scratchpad is my go to for organizating my accounts, and my day in general.

AU

Anonymous User

11/21/22

5 out of 5

"Incredible and Blazing Fast"

What do you like best about Scratchpad? Scratchpad helps me stay on top of my pipeline and talk through my pipeline during review sessions or 1:1 with my Manager. It's extremely delightful to use which makes it a breeze to stay on top and helps with my hygiene around updates. Because of this, I have become more diligent and have consistently been praised for my Salesforce hygiene.

AU

Anonymous User

11/17/22

5 out of 5

"Scratchpad Saves Time & Makes your life way easier!"

What do you like best about Scratchpad? I love the way we are able to report and provide instant updated. Scratchpad gets rid of the way we have to hit multiple selections to make a quick and easy update.

JM

Jani M

11/17/22

5 out of 5

"Scratchpad helps supercharge pipeline management and ramping new reps"

What do you like best about Scratchpad? We brought Scratchpad into our organization as we were building and ramping a new sales team. We found it to be highly intuitive, especially for reps who didn't have extensive background using Salesforce. Since we started using them 6 months ago, we've found value in this across leadership, sellers and other revenue supporting groups such as customer success and solutions directors. It's collaborative for note-taking and adding in information into ...

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AU

Anonymous User

11/16/22

5 out of 5

"Automate manual tasks in SF that no rep wants to do!"

What do you like best about Scratchpad? I love the seamless integration between SF and Scratchpad that allows me to update opps and next steps in seconds. Adding custom fields is also a nice touch to help keep you organized for what's important to you. Every single rep should be using this tool if they don't have one already since Scratchpad offers a freemium model :)

JN

jan n

11/15/22

5 out of 5

"Fast and easy"

What do you like best about Scratchpad? jumping from account to account without closing and opening several screens 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].