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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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| Description | Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command. Read more | webCRM is a software that helps with improved CRM. Enterprises can use the software for nurturing customer relationships besides increasing revenues. It also analyses the performance and gives insights into improvable segments. It is further beneficial in managing the practical tasks of the sales team. Additionally, the software keeps tracking the tasks throughout the day. It remembers followups and merges email broadcasts with the call lists. It gathers the to-dos and manages the task of the sales team efficiently. Besides managing tasks, the software has several analysing tools that segment e-mail broadcasts. The software can also be used for integrating with an existing ERP system. This helps in getting rid of numerous duplicated work in the accounting department and sales team. Irrespective of the size of the business the software and its application is easily customisable according to the necessity. From small to large suites, the software can be integrated easily. Read more |
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| SW Score & Breakdown |
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| Total Features |
8 Features
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21 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Reporting (Analytics)
Sales Force Automation
Territory Management
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| Unique Features |
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| Review Summary |
Scratchpad is widely lauded for its user-friendly interface and seamless integration with Salesforce, streamlining pipeline management and saving users significant time. Reviews consistently highlight its intuitive design, easy-to-use features, and ability to quickly update and view opportunities. While some users wished for more robust note-taking capabilities and offline access, the platform's ease of use and efficiency were consistently praised. Overall, Scratchpad is a popular choice for sales reps and managers seeking to optimize their Salesforce workflow and increase productivity. |
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Premium $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Business Custom |
Standard Others Plus Others Enterprise Others |
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View Detailed Pricing
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View Detailed Pricing
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| Company Details | Located in: San Francisco, CA Founded in: 2020 | Located in: London, United Kingdom |
| Contact Details |
Not available |
+44 1158 713729 |
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