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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 81-90 out of 399

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

"Fast, simple way to edit Salesforce on any page."

What do you like best about Scratchpad? ScratchPad allows me to edit all my notes instantly. One of the challenges with SFDC is that it can be slow just to make a quick edit. With SP, I can edit things from any screen.

AU

Anonymous User

10/03/23

4.5 out of 5

"Fast, simple way to edit Salesforce on any page."

What do you like best about Scratchpad? ScratchPad allows me to edit all my notes instantly. One of the challenges with SFDC is that it can be slow just to make a quick edit. With SP, I can edit things from any screen.

AC

Andy C

10/03/23

4.5 out of 5

"Amazing tools for sales teams in Salesforce"

What do you like best about Scratchpad? I like how easy it is to fill everything out for an opportunity. I like being able to customize different views for account management vs prospecting, and I really enjoy using the highlights features to get a better idea of where I should be focusing my time. Their support team is also incredibly helpful and hands-on! I use this tool every single day.

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.

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.

AU

Anonymous User

10/03/23

5 out of 5

"Simple to use"

What do you like best about Scratchpad? Scratchpad has been a big part in keeping myself organized as an AE. They make it simple to set up tasks, and check your pipeline.

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