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8.1

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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 271-280 out of 399

AU

Anonymous User

10/25/22

5 out of 5

"Where has this been all my life?!"

What do you like best about Scratchpad? It's so easy to update my opportunities all at once and build views to see exactly what information I need! Saves me so much time to be able to complete mass updates rather than having to click into individual opportunities in Salesforce. I love being able to automatically create notes through my calendar invites and sync them to the related opportunity! It saves so many steps and keeps me so much more organized.

AU

Anonymous User

10/25/22

5 out of 5

"Perfect for pipeline management."

What do you like best about Scratchpad? Stratchpad is a game changer for quickly updating your pipeline and keeping your pipeline clean. The free version of Strachpad covers everything that a rep might need.

RG

Ryan G

10/21/22

5 out of 5

"Keeps me out of trouble"

What do you like best about Scratchpad? Scratchpad has been a game-changer for my documentation. As an individual contributor, I am usually on to the next task rather than document my last actions. Scratchpad gives me the ability to contain all of the relevant fields in one row. We all know what fields in salesforce our boss cares about and having them in one place to knock out all of my documentation saves a ton of time.

RH

Russell H

10/20/22

5 out of 5

"The perfect tool"

What do you like best about Scratchpad? Pipeline management within Scratchpad is impressive as is. But then I had Vanessa Faircloth walk me through efficiency training, taking it to the next level. I can now add daily tasks for every opportunity, and it helps me stay organized. I couldn't do my job without it!

AU

Anonymous User

10/19/22

5 out of 5

"SDR Manager"

What do you like best about Scratchpad? Very easy to use, super efficient and the support team are brilliant. What do you dislike about Scratchpad?

AB

Aaron B

09/30/22

5 out of 5

"Where has Scratchpad been my whole life?"

What do you like best about Scratchpad? I love the depth and capability of Scratchpad.. I'm continuing to find more functions that I can leverage to stay active within a single screen. The sync to SFDC is huge since you can create note templates to build a consistent process. Also tasks. I'm a big fan of written lists but being able to tie that to my Google calendar but also accounts in SFDC has kept improving my efficiency. They Customer Success team are true advocates too! Extremely ...

Read more

AU

Anonymous User

09/29/22

4.5 out of 5

"Scratchpad has increased my efficiency"

What do you like best about Scratchpad? Scratchpad has increased my efficiency tremendously. I no longer wait for Salesforce pages to load and can easily create/toggle between reports. Another great feature is that I'm able to share reports with my colleagues very easily.

AU

Anonymous User

09/29/22

4 out of 5

"Makes updating Salesforce, tracking deals, and editing accounts a breeze"

What do you like best about Scratchpad? The most helpful part is the speed. Being able to quickly make edits and update pipeline saves a ton of time clicking through Salesforce. I haven't used a tool that's as easy to use or simple to understand.

AU

Anonymous User

09/28/22

4.5 out of 5

"Great concept with good CS support"

What do you like best about Scratchpad? makes updating pipline in one place easy. ability to have custom fields and custom views is helfpul as well to manage your SFDC pipleline.

AU

Anonymous User

09/28/22

5 out of 5

"Simplified deal management & organization"

What do you like best about Scratchpad? An extremely easy way to stay organized both with deals and overall with notes and tasks What do you dislike about Scratchpad?

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