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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 381-390 out of 399

JC

Jimmy C

08/09/22

5 out of 5

"Game changing experience for salesforce efficiency"

What do you like best about Scratchpad? The ability to automatically sync to my salesforce instance & map specific fields and views for my liking. The immediate sync between platforms is fantastic.

DF

David F

08/09/22

5 out of 5

"Wow. Pipeline management made EASY"

What do you like best about Scratchpad? I can sort my pipeline exactly how I want to see it - by opportunity name, when I think it will close, by next steps, and what stage it is currently in - I can even change all of these right from the page and the changes reflect in SFDC!

AU

Anonymous User

08/09/22

5 out of 5

"Great Way to Improve Pipeline Management"

What do you like best about Scratchpad? I love the next step field and the ability to update opportunities from anywhere on my computer. I like how it automatically saves your work as well.

PC

Paul C

08/09/22

5 out of 5

"A great tool to manage my sales pipeline"

What do you like best about Scratchpad? I love how Scratchpad pulls all of the relevant fields from Salesforce opportunities into a single screen, allowing me to quickly edit everything without jumping between different opportunities. This allows me to quickly update "next steps", opportunity metrics, and close dates in preparation for a pipeline review.

AU

Anonymous User

08/09/22

5 out of 5

"It took the stress of having a messy pipeline and not being organized completely away!"

What do you like best about Scratchpad? Be able to pop up scratch pad anywhere!! What do you dislike about Scratchpad?

EJ

Eric J

08/09/22

5 out of 5

"Scratchpad cuts hours of admin work out of my day"

What do you like best about Scratchpad? I like how quickly we got up and running, how easy it is to create new views to unlock new insights, and the report automation which makes sure nothing slips through the cracks.

CB

Cody B

08/09/22

5 out of 5

"Made From Scratch"

What do you like best about Scratchpad? My favorite thing about Scratchpad is its speed. I can navigate to and update key fields much faster. I can also pull up critical account information without having to navigate through Salesforce. Scratchpad also allows me to have a single repository for all my customer notes. This allows me to stay organized while working with a high volume of customers and managing a large pipeline.

AU

Anonymous User

08/09/22

5 out of 5

"Scratchpad made my day to day productivity much better. (Enterprise Sales Exec)"

What do you like best about Scratchpad? Consolidated view for data entry and note taking make my workflow much more nimble. I had battled with SFDC to get basic info in, correctly; no more!

NK

Nick K

08/09/22

5 out of 5

"I have been referring my colleagues to Scratchpad as often as they will listen!"

What do you like best about Scratchpad? I can make updates to the categories that are most important to me all in one screen with ease. It saves me a ton of admin time

AU

Anonymous User

08/09/22

5 out of 5

"It took the stress of having a messy pipeline and not being organized completely away!"

What do you like best about Scratchpad? Be able to pop up scratch pad anywhere!! 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].