Scratchpad: Streamline Sales with AI-Powered CRM Automation
Frequently Asked Questions about Scratchpad
What is Scratchpad?
Scratchpad is an AI-powered workspace designed for sales teams to improve efficiency and productivity. It connects directly to your CRM, such as Salesforce, using API, which allows for secure data transfer and automation. Once connected, Scratchpad automatically updates your CRM with notes from sales calls, emails, and meetings. This reduces manual data entry and ensures all information stays current. Sales teams can then access real-time deal insights, track deal health, and receive automated summaries of sales activities.
Features include CRM integration, call analysis, automated follow-ups, and deal summaries. These tools help sales reps qualify leads better, monitor their pipeline more effectively, and switch smoothly between tasks. The platform also offers team collaboration tools that facilitate smooth lead handoffs and shared insights. For sales managers and RevOps teams, Scratchpad provides detailed deal reports and health monitoring to identify risks and opportunities early.
Pricing options are available: a free trial, a Pro Plan at $49.99 per month, and an Enterprise Plan at $99.99 per month. The tool is built to serve teams of all sizes and features enterprise-grade security and compliance. Its main purpose is to increase sales productivity by freeing teams from manual tasks and providing actionable data quickly.
Use cases include automating CRM updates from calls and emails, improving deal qualification, generating instant deal summaries, monitoring deal health, and streamlining lead transitions. During sales calls or email exchanges, users can deploy Scratchpad to capture notes and update records, allowing for more focus on customer engagement.
The tool is trustworthy, used by various large companies, and highly rated on industry review platforms. It replaces manual note-taking, CRM data entry, follow-up emails, spreadsheets, and admin meetings. With Scratchpad, sales teams spend more time selling and less on administrative work, which can lead to better sales results. The platform is suitable for sales reps, account executives, sales managers, and RevOps teams, aiming to simplify sales operations and boost overall performance.
Key Features:
- CRM Integration
- Call Analysis
- Automated Follow-ups
- Deal Summaries
- Data Hygiene
- Pipeline Insights
- Team Collaboration
Who should be using Scratchpad?
AI Tools such as Scratchpad is most suitable for Sales Representatives, RevOps Managers, Sales Operations Specialists, Account Executives & Sales Managers.
What type of AI Tool Scratchpad is categorised as?
What AI Can Do Today categorised Scratchpad under:
How can Scratchpad AI Tool help me?
This AI tool is mainly made to sales productivity. Also, Scratchpad can handle update crm automatically, analyze sales calls, generate deal reports, schedule follow-ups & monitor deal health for you.
What Scratchpad can do for you:
- Update CRM automatically
- Analyze sales calls
- Generate deal reports
- Schedule follow-ups
- Monitor deal health
Common Use Cases for Scratchpad
- Automate CRM updates from calls and emails.
- Improve deal qualification accuracy.
- Generate deal summaries instantly.
- Monitor deal health and risks.
- Streamline lead handoffs and transitions.
How to Use Scratchpad
Connect Scratchpad to your existing CRM like Salesforce, then let it automatically capture notes, update data, analyze calls, and generate reports. Use it during sales calls and emails to improve data accuracy and deal management.
What Scratchpad Replaces
Scratchpad modernizes and automates traditional processes:
- Manual note-taking processes
- CRM data entry tasks
- Sales follow-up emails
- Deal tracking spreadsheets
- Admin meetings and reports
Scratchpad Pricing
Scratchpad offers flexible pricing plans:
- Free Trial: $0
- Pro Plan: $49.99
- Enterprise Plan: $99.99
Additional FAQs
How does Scratchpad integrate with my CRM?
Scratchpad connects to your CRM via API, inheriting permissions and rules to ensure secure and seamless data sync.
Can Scratchpad help with call coaching?
Yes, it provides actionable feedback and detailed assessments based on customer calls.
Is Scratchpad suitable for large sales teams?
Absolutely, it is designed to scale across teams and offers enterprise-grade security and compliance.
Discover AI Tools by Tasks
Explore these AI capabilities that Scratchpad excels at:
- sales productivity
- update crm automatically
- analyze sales calls
- generate deal reports
- schedule follow-ups
- monitor deal health
AI Tool Categories
Scratchpad belongs to these specialized AI tool categories:
Getting Started with Scratchpad
Ready to try Scratchpad? This AI tool is designed to help you sales productivity efficiently. Visit the official website to get started and explore all the features Scratchpad has to offer.