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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 321-330 out of 399

AU

Anonymous User

08/31/22

5 out of 5

"More than managing your pipeline"

What do you like best about Scratchpad? It's more than just monitoring your pipeline and making updates in one place. The UX is easy and clean. The notes and templates are fantastic and save me so much time.

IC

Igor C

08/31/22

5 out of 5

"Scratchpad saves me a ton of time"

What do you like best about Scratchpad? My favourite thing is speed. SFDC can be very slow and Scratchpad takes away this issue. Updating records in second and not spending time constantly updating separate pages, but just through one interface. the CTRL+J option is a great search functionality and the battle cards you can add in notes are lifesavers during calls with customers.

MB

Mitchell B

08/31/22

5 out of 5

"Easiest way to keep trach of your Pipeline!"

What do you like best about Scratchpad? The best thing about Scatchpad is the ability to customize the pipeline tabs and tasks. I am able to have customized reports that showcase a targeted view of my choosing. Saving me time from having to go more clicks in salesforce to accomplish my needs. Also being able to update next steps, descriptions and commit to forcast without having to hit save after each one is very nice. Saving me even more time.

AU

Anonymous User

08/31/22

5 out of 5

"Scratchpad helps my workflows to be more efficient"

What do you like best about Scratchpad? Being able to complete tasks for multiple accounts at once instead of having to either have many tabs open or do a lot of clicking around Salesforce

ML

Meagen L

08/30/22

3.5 out of 5

"Scratchpad is great for use with Salesforce and the implementation team was insanely helpful."

What do you like best about Scratchpad? It's easy to use. I had some custom asks for static images on list views and custom logic that wasn't previously seen by the team. With careful consideration, Cassie and Trent helped me to accomplish all of these goals.

AU

Anonymous User

08/30/22

4 out of 5

"Scratchpad is the solution to most of what frustrates me about Salesforce"

What do you like best about Scratchpad? I have 20+ SFDC tabs open at any given time to make pipeline updates, account changes, etc. I absolutely love that it can all be done from one window, syncs within seconds, and allows me to keep my notes all in one place.

TD

Terrie d

08/30/22

5 out of 5

"Visibility and easy of manipulation = productivity!"

What do you like best about Scratchpad? Visibility, I can pull leads from the pool with columns to see all the notes so I don't have to move back and forth in SFDC. and of course quicker to update SFDC with notes, next step dates, etc.

AU

Anonymous User

08/30/22

4.5 out of 5

"Great support during trial"

What do you like best about Scratchpad? Simplicity, ability to view & edit data from multiple objects and sources, integration with Gmail so it becomes a combined search platform and CLI for SFDC and all email

DS

Dillon S

08/30/22

4.5 out of 5

"Save time, get back to value-added work"

What do you like best about Scratchpad? The best part about scratchpad is the time-saved from clicking around SFDC opportunities. I can view my whole pipe and update critical details swiftly, and get back to my day. Scratchpad also continues to develop interconnectivity between components of scratchpad right into SFDC so that I can link notes and tasks across the account team.

AU

Anonymous User

08/30/22

5 out of 5

"Great salesforce front end"

What do you like best about Scratchpad? One click updates, cross-object visibility, highlights, user-friendliness, advanced filter logic. 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].