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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 71-80 out of 399

AU

Anonymous User

10/04/23

5 out of 5

"Easily to manage hundred of opps without opening SFDC :)"

What do you like best about Scratchpad? How quick and responsive it is compared to SFDC. You get a very good overview of all your apps, and you can update them on the go.

RM

Ross M

10/04/23

5 out of 5

"Finally - a solution made for sales' reps to keep Salesforce updated!"

What do you like best about Scratchpad? In the past, I would argue with our salesforce admin and revops team about the "design" of things like object records and usability in Salesforce. Scratchpad solves this by allowing you to set-up your own dashboard that's much easier and faster to update.

FR

Fran R

10/04/23

5 out of 5

"Scratchpad helps ramp new reps and strategically move pipeline forward"

What do you like best about Scratchpad? I love how Scratchpad shows me all of my opportunities in a very friendly and comprehensive UI. Every day I am able to quickly update my pipeline and see what tasks need to be follow up on. Having the tasks section is super helpful for me to stay on top of follow ups, outreach and even handling internal tasks. With Scratchpad integrating with my google calendar, I have the visibility to create my schedule for the day while ensuring all my tasks are ...

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AU

Anonymous User

10/04/23

5 out of 5

"Simplifies salesforce lists/pipeline"

What do you like best about Scratchpad? Simplification of creating lists for call blocks What do you dislike about Scratchpad?

BC

Billy C

10/04/23

5 out of 5

"An AE's best friend"

What do you like best about Scratchpad? What I like best about Scratchpad is that I can update and salesforce record on any window at any time. I used to have to block time off in my calendar to bulk update my opportunities or leads, but with Scratchpad as changes or updates happend I can update instantly.

AU

Anonymous User

10/03/23

4.5 out of 5

"A MUST HAVE for any sales rep"

What do you like best about Scratchpad? Never spend hours organizing salesforce and building custom reports to be able to talk about pipeline with your boss. Also helps with easy forecasting for your own pipeline.

AU

Anonymous User

10/03/23

4.5 out of 5

"Great tool to centralize workflows"

What do you like best about Scratchpad? My favourite part of Scratchpad is being able to simplify Salesforce. By using shortcuts to source net new clients quickly without needing to exit websites. As well, being able to bucket my opportunities to see what needs to be brought in each month and where everything stands. Makes one on ones with my manager easier.

JL

Jake L

10/03/23

4.5 out of 5

"A solution that saved me, an individual contributor, time"

What do you like best about Scratchpad? The ability to update multiple opportunities from one pane of glass shortened the time it took me to update and re-validate my active opportunities each week in preparation to submit my forecast. In 15 minutes, I was up and running, and when I needed a bit of a refresher, the Scratchpad CSM was very accessible and helpful to me.

PG

Peter G

10/03/23

4.5 out of 5

"Great tool for Account Management"

What do you like best about Scratchpad? the user interface is very organized. It is easy to use What do you dislike about Scratchpad?

MA

Mac A

10/03/23

4.5 out of 5

"Save yourself some time"

What do you like best about Scratchpad? Scratchpad is super fast for pipeline updates. You can update pretty much any field unlike Salesforce list views. It also lets you set up rules to review your forecasts by quarter and group by forecast status that makes pipe reviews really easy. The best feature is being able to tag your notes to accounts and keep a running note log of all your conversations in an account.

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