Scratchpad

For AEs managing more than a handful of active deals, yes. Salesforce's native UI is slow, click-heavy, and particularly painful for bulk pipeline updates. Scratchpad users routinely report saving 30-60 minutes per day on Salesforce admin work — at $19/month for Solo, the break-even is maybe 30 minutes of saved time per month. For AEs carrying 20+ active deals with frequent updates, the ROI is obvious within the first week of use. For reps with only 5 deals who mostly work in Outreach or Salesloft, Scratchpad is probably not worth it.

Solo is $19/month on monthly billing or $24/month on annual (annual is more expensive here, which is confusing). Team is $49/month monthly or $62/month annual. Enterprise is custom quoted, typically $70-$90/user/month with annual commitments and seat minimums usually around 10 seats. A free plan with 100 AI credits per month is available for testing. Review sites often show outdated $39/$79 pricing tiers that were retired in 2025 — always verify on scratchpad.com directly.

Salesforce only. Scratchpad is deeply integrated with Salesforce's data model, custom fields, and objects, and does not currently support HubSpot, Pipedrive, Dynamics, or other CRMs. If your team runs HubSpot, you cannot use Scratchpad. HubSpot users looking for faster CRM workflows should look at HubSpot Sales Hub's own productivity tools or consider tools like Dooly which serve a similar job for Salesforce and HubSpot.

Scratchpad's AI capabilities include AI-generated meeting notes from call transcripts, AI deal summaries pulled from Salesforce fields and recent activity, AI-assisted field extraction that pulls opportunity data from emails and calls automatically, and AI next-best-action suggestions for each open deal. AI credits are limited on the free plan (100/month) and more generous on paid tiers. Overage pricing is not published, which is a minor concern for heavy users who should confirm credit economics with sales before committing.

Scratchpad and Dooly are the two leading CRM productivity layers for AEs. Scratchpad is more focused on Salesforce, has a cleaner spreadsheet-like UI, and has been more aggressive on AI features in 2026. Dooly is broader — supports both Salesforce and HubSpot — and has stronger deal note-taking workflows with shared team templates. Both serve similar jobs. Pricing is comparable. Teams usually pick based on which UI their reps prefer and whether HubSpot support matters.

Partially, if you only need AI summaries of Salesforce opportunity meetings. Scratchpad's AI can generate meeting notes from call transcripts and auto-link them to the right opportunity. But Scratchpad is not a call recorder or transcription platform — you still need Gong, Fireflies, Otter, or Granola to capture the call in the first place, then Scratchpad can summarize and log. For teams that want a pure notetaker, Granola or Fireflies are better dedicated tools.

Yes, especially on the Team and Enterprise plans. Sales managers use Scratchpad to review pipeline across their reps, inspect deal health, add coaching notes inline, and run 1:1s with live opportunity context. The shared workflows and team templates make it easy to standardize how reps update deals, and the manager dashboards surface deals that need attention without waiting for the weekly forecast call. For managers who want deeper forecasting discipline, Clari is a more complete but far more expensive solution.