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Scratchpad - CRM Software

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

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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.

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Showing 131-140 out of 399

SM

Shannon M

05/01/23

5 out of 5

"GETTING ME TO 150% OF QUOTA"

What do you like best about Scratchpad? It integrates directly with Salesforce and allows me to access information that is typically scattered across salesforce, directly from one place. It has streamlined my entire note-taking, information recording, qualification, forecasting, organization, reporting, and so many other processes. I can also access Scratchpad from any web domain, allowing me to easily move about my workday when I need to be on other webpages for research, cadence, email, ...

Read more

MW

Michael W

04/30/23

5 out of 5

"A Streamlined tool to save multiple hours of work each and every week!"

What do you like best about Scratchpad? Being able to update records from SalesForce in a spreadsheet format in Scratchpad that way you don't have to open up individual accounts saves so much time!

LW

Logan W

04/27/23

5 out of 5

"Changed Salesforce license just so we could use Scratchpad"

What do you like best about Scratchpad? It saves me hours a week on sales admin. Even though I'm the only salesperson at my company, I've converted everyone at my company to Scratchpad. It's easy to create different views and share them or for the team to make changes to opportunities or accounts. I know Scratchpad wasn't made specifically for small teams like mine, but I actually think it's more useful for me since my team doesn't know Salesforce flows.

MM

Maude M

04/26/23

5 out of 5

"BEST THING TO HAPPEN TO MY WORK FLOW"

What do you like best about Scratchpad? The layout and the ability to customize it to what works best for you! I love that I was able to become more organized and eliminate steps that would take away from my focus!

AU

Anonymous User

04/26/23

5 out of 5

"Scratchpad saving you time , simple and efficient to use"

What do you like best about Scratchpad? Scratchpad has the ability to prevent me from missing required fields in Salesforce, it is easy to use, and you can configure the data you need when you need it for example see the deals committed to quarter end, highlights are a good indicator as to when you want specific data

NH

Nate H

04/24/23

5 out of 5

"My most buttoned up AE loves this, and so do I"

What do you like best about Scratchpad? Scratchpad allows me to efficiently get in and out of salesforce. Salesforce had to be the record of truth, but it can be uninspiring to work with when you are in productivity mode and are constantly delayed by page loading.

JW

Jeremy W

04/24/23

2.5 out of 5

"Great tool but didn't have everything to solve my team's pain points."

What do you like best about Scratchpad? I like how easy it is to update opportunities, accounts, etc. That definitely saved myself some time each day and week. What do you dislike about Scratchpad?

KO

Kat O

04/21/23

5 out of 5

"Save time, reduce clicks, customize dashboards, increase load time, and cut the fluff!"

What do you like best about Scratchpad? Scratchpad takes the guesswork out of a workflow. Being able to log in and see exactly what you need to do for the day in 1 click instead of 10+ is a game changer for efficiency and motivation. Before Scratchpad, my colleague was tracking their billing using pencil and paper because there was no other way to get a holistic view of their To Do List. Scratchpad saves time and trees!

AM

Ang M

04/21/23

5 out of 5

"One of the best and most utilized sales tool on my team"

What do you like best about Scratchpad? User friendly, great interface, reps love it and helps managers forecast better What do you dislike about Scratchpad?

JW

Jamie W

04/21/23

5 out of 5

"Great, easy to use platform, highly recommended."

What do you like best about Scratchpad? Scratchpad takes so much of the admin out of using SF as a stand alone platform, and the ease at which it gives both a snapshot of a pipeline, but also the means of amending records is easy and saves time. Additionally, the notes function (being able to customize templates), which links with Salesforce, is a great feature.