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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 71-80 out of 399

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 ...

Read more

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?

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

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.

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?

AU

Anonymous User

10/03/23

5 out of 5

"Cannot live without scratchpad"

What do you like best about Scratchpad? It makes it so easy to view and update my pipeline. Further, making new contacts/opps is super easy - I've recommended Scratchpad to at least a dozen friends and they all agree. Also their customer success is awesome

ER

Elke R

10/03/23

5 out of 5

"Quick Pipeline Update and viewing"

What do you like best about Scratchpad? Scratchpad allows me to quickly update my pipeline, track and view activity. I love how easy it is to manage everything in one spot vs. waiting for SF to load each opportunity.

AU

Anonymous User

10/03/23

5 out of 5

"Simplified Opportunity Management: Why I Like Using Scratchpad"

What do you like best about Scratchpad? Seamless Integration with CRM: What I appreciate most about Scratchpad is its seamless integration with our CRM system. It's like an extension of our CRM, making it incredibly easy to update and manage our leads and opportunities. This integration saves me a ton of time, ensuring that our CRM data is always up-to-date.

AU

Anonymous User

10/03/23

5 out of 5

"Scratchpad making note-taking easier"

What do you like best about Scratchpad? Very easy to keep notes organized and use templates/frameworks for calls What do you dislike about Scratchpad?