spotsaas-logo
Get Listed

8.1

Spot Score

Scratchpad - CRM Software

Scratchpad Reviews in May 2025: User Ratings, Pros & Cons

Boost sales with targeted marketing automation.

Add to compare

Starts from $19/User/Month, also offers free forever plan

Request a Quote

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.

Log in Required to View Reviews

Filter results

Sort by :

Relevance
Relevance
Highest-Rated
Lowest-Rated
Least-Recent
Most-Recent

Share this page

Showing 71-80 out of 399

AU

Anonymous User

10/04/23

4.5 out of 5

"Never again spend hours updating your pipeline in Salesforce"

What do you like best about Scratchpad? The ability to quickly update various different fields within Salesforce -- from contacts, to opportunities, to close dates. It saves you hours of clicking around in Salesforce.

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.

AU

Anonymous User

10/04/23

4 out of 5

"Manage your pipeline effectively"

What do you like best about Scratchpad? It really is a faster and better way to manage the forecast. Creating custom views help with any individual or managerial reviews you might have, and updating the opportunities status and dates is blazing fast. Much better than doing it on SFDC

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.

AU

Anonymous User

10/04/23

4.5 out of 5

"Never again spend hours updating your pipeline in Salesforce"

What do you like best about Scratchpad? The ability to quickly update various different fields within Salesforce -- from contacts, to opportunities, to close dates. It saves you hours of clicking around in Salesforce.

AU

Anonymous User

10/03/23

5 out of 5

"Scratched away double work with Scratchpad"

What do you like best about Scratchpad? Scratchpad unlocks higher performance for sales teams by making pipeline management and forecasting simple. Loved by Managers, Sales Leaders, and Reps.

MO

Mitchell O

10/03/23

5 out of 5

"Excellent tool for SFDC users"

What do you like best about Scratchpad? Makes using Salesforce easy, excellent CS team, easy to set up. 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.

AU

Anonymous User

10/03/23

4.5 out of 5

"All your projects and their details in a single place."

What do you like best about Scratchpad? Scratchpad helps me have an overview of all the projects I am working on in a single place. It's the first thing I look in the morning and I keep checking it throughout the day. Makes daily tasks easier and updating Sales Force objects less time consuming.

AU

Anonymous User

10/03/23

4.5 out of 5

"Must Try for Salesforce Notes!"

What do you like best about Scratchpad? I love the fact that you can have all of your Salesforce notes in one central place. The organization and integration with the CRM has saved me tons of time with note workflow and deal management.

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