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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 31-40 out of 399

AU

Anonymous User

11/20/23

5 out of 5

"Scratchpad is a great app!"

What do you like best about Scratchpad? I love how Scratchpad makes it easier to leave notes, manage tasks (HUGE) and visualize deals in a more flexible and easy way. Their support is very fast to reply, and the team is very responsive if I have any issues. Still digging in and learning more all the time!

AS

Adam S

11/20/23

5 out of 5

"Scratchpad makes pipeline cleanliness easy to achieve"

What do you like best about Scratchpad? I set Scratchpad as my homepage when I open Chrome so that my pipeline can always be front and center. Being able to update all of my deals in a single place is much more efficient than clicking into each opportunity in Salesforce one by one. Updating my pipe used to be cumbersome and something I would push off, but the ease of Scratchpad motivates me to make updates whenever I open up my browser or get off a call.

JH

Jen H

11/20/23

5 out of 5

"Helps keep a tidy pipeline and organized notes"

What do you like best about Scratchpad? With Scratchpad I can quickly go through what opportunities I have open and edit the field that I reference daily (Next Step) as well as any other things that have changed. I make sure at the end of every week that everything is in order and not having to click into every opp and edit there is minutes and tedious effort I'm so happy to be able to skip with Scratchpad. I use Scratchpad notes for every single meeting I hold and recently started using ...

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FA

Fabian A

11/20/23

5 out of 5

"Upper Mid-Market Account Manager"

What do you like best about Scratchpad? As an Account Manager, Scratchpad is a game-changer for me. It's incredibly user-friendly, allowing me to breeze through essential tasks and manage workflows with unprecedented ease. The platform's intuitive interface means I can find answers quickly, freeing up my time to concentrate on the strategic and tactical aspects of account renewals and expansions. Even though I've not used other products in a similar category, I can confidently say that ...

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CC

Carly C

11/20/23

5 out of 5

"Scratchpad is THE dashboard for managing my pipeline and renewals"

What do you like best about Scratchpad? I love that you can edit within the screen and customize views. I have a page for all my accounts - which allows me to grab information quickly, but also get to the salesforce page when more granular details are needed. I start my day every morning on Scratchpad to ensure I'm on top of everything going on this quarter. I also like that I can switch between quarters easily to see different reports without the clunkiness of having to build out a custom ...

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KD

Karl D

11/20/23

5 out of 5

"The Reincarnation of SFDC."

What do you like best about Scratchpad? It makes SFDC easy to use. We all know that SFDC is a 'previous generation' solution. The interface, even the latest one, is bad. What requires 3 clicks in next gen solutions still requires 10 in SFDC. That breaks the sales team's apetite and discipline to update the data and as a result disables leaders to do their job. And that's a problem.

HP

Heidi P

11/20/23

5 out of 5

"Scratchpad is the BEST timesaver"

What do you like best about Scratchpad? The ability to update all of my SFDC opps in the matter of about 90 seconds - this is a HUGE timesaving application that I want to do even more with. I have never seen a product that is this easy to work with and implement into my daily workflow. I have added filters to help give me insightful data without having to use Salesforce a lot - unless I'm creating a new opportunity (which I'm sure has more to do with company provisions). The fact that once ...

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CB

Chad B

11/09/23

5 out of 5

"Every Salesperson using Salesforce Needs this"

What do you like best about Scratchpad? Scratchpad has helped evolve my Salesforce 'clean up.' The first 8 months on the job, I was frustrated by the amount of time I had to dedicate to keeping my SF clean and up-to-date. When I installed the Chrome Extension, my world changed. It made things simple, quick, efficient and most importantly organized. The best part is getting the 1-on-1 personal training and set up for Scratchpad the way I need to use it. Luis helped me add the necessary ...

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DB

Dominick B

11/08/23

5 out of 5

"Saves MOUNTAINS of time. Highly recommended."

What do you like best about Scratchpad? Everything is in one place. It streamlines nearly everything that would take multiple clicks in SFDC It is fast and it works. If I could count all the frustrating things about SFDC, the lag, the redundant clicks, slow searches, challenging live edits... Scratchpad solves it all.

CB

Courtney B

11/07/23

5 out of 5

"How Scratchpad changed my SFDC hygene entirely"

What do you like best about Scratchpad? The most helpful thing I found with Scratchpad is the unique ability to built out custom reporting QUICKLY with little frustration. Having one place to view all the ops I have in play and easily being able to toggle between months / quarter end was effortless and would have been slow and not seemless of an experience with SFDC. The updates are automatic, you can update in bulk (amazing feature esp at the end of the quarter when you push 15,000 close ...

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