Last updated Sep 23, 2025
Scratchpad
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Scratchpad: EnterpriseSales organizations seeking to streamline Salesforce workflows and maintain consistent sales methodology benefit from fast, integrated tools that minimize manual data entry and enable real-time collaboration. This solution utilizes AI to update CRM fields, extract critical qualification data, and generate sales documents directly from customer conversations, keeping processes consistent and data clean across large teams.
Scratchpad: Enterprise
Sales organizations seeking to streamline Salesforce workflows and maintain consistent sales methodology benefit from fast, integrated tools that minimize manual data entry and enable real-time collaboration. This solution utilizes AI to update CRM fields, extract critical qualification data, and generate sales documents directly from customer conversations, keeping processes consistent and data clean across large teams.Scratchpad: TeamTeams can eliminate manual Salesforce updates and improve sales efficiency by centralizing notes, tasks, and pipeline management in a unified workspace. The product offers real-time synchronization, customizable views, and collaborative tools, enabling sales teams to share data, manage tasks, and track opportunities without switching between multiple applications.
Scratchpad: Team
Teams can eliminate manual Salesforce updates and improve sales efficiency by centralizing notes, tasks, and pipeline management in a unified workspace. The product offers real-time synchronization, customizable views, and collaborative tools, enabling sales teams to share data, manage tasks, and track opportunities without switching between multiple applications.Scratchpad: SoloSales professionals can eliminate manual CRM updates and streamline pipeline management through automated syncing between notes, tasks, and Salesforce. The Standard plan provides features such as centralized task tracking, Kanban board views, and enhanced visibility into sales processes to help teams maintain data accuracy and improve sales efficiency.
Scratchpad: Solo
Sales professionals can eliminate manual CRM updates and streamline pipeline management through automated syncing between notes, tasks, and Salesforce. The Standard plan provides features such as centralized task tracking, Kanban board views, and enhanced visibility into sales processes to help teams maintain data accuracy and improve sales efficiency.