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
The smart workplace for your revenue team
25% 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
Featured
94% 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
94% 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
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.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesStandard Features
Quotes (Proposals)
Create effective sales proposals by generating multiple quotes per opportunityList Management
Enables management of multiple lists and communications with themCustomer Support
Ensures after-sales interactions with your customers and solve queries related to your products and servicesMarketing Automation
Develop customer relationships, automate marketing programs and measure your marketing ROIProject Management
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.Lead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.Call Logging
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.Contact Management
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsDedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeTerritory Management
Helps to assign, manage sales territories and conveniently track their progressReporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayCollaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamworkLead Management
A systemized and organized way of managing all your leads and their conversation.Referral Tracking
Track and manage your referred customers.Product Catalog
Lets your sales representatives, as well as customers, view details and prices of each product.Document Management
Ability to store and manage various information and documents in electronic format.Free Trial
Not available
Free Free
For individuals and small teams trying out Scratchpad for an unlimited period.
Features
Premium $19.00 $19.00 per user / month
billed Yearly
For individual account executives who want increased productivity.
Features
Team $39.00 $39.00 per user / month
billed Yearly
For small and medium sized sales teams.
Features
Business Custom
For medium and large sales organizations with advanced needs.
Features
Screenshots of Vendor Pricing Page
Learn more about Scratchpad Pricing
86% 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
Featured
90% 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
76% 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
73% 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
76% 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
74% 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
89% 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
Scratchpad Demo
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What is Scratchpad used for?
Scratchpad is CRM Software. Scratchpad offers the following functionalities:
Learn more about Scratchpad features.
What are the top alternatives for Scratchpad?
Here`s a list of the best alternatives for Scratchpad:
Does Scratchpad provide API?
No, Scratchpad does not provide API.
what is CRM ?
Hello Dummy Question
This is a sample dummy paragraph used for testing purposes. It helps in checking layout, font style, and hyperlink behavior on a web page. For example, you can visit OpenAI’s website to explore more about artificial intelligence and its applications.
Vendor Details
San Francisco, CA Founded : 2020Social Media Handles
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