Scratchpad

The AI workspace built for sales

Freemium

Description

Scratchpad is a comprehensive AI workspace that transforms how sales teams interact with Salesforce, enabling faster workflows and higher productivity. By automating administrative tasks such as CRM updates, call transcription, and data entry, Scratchpad empowers sellers to focus on revenue-generating activities while ensuring clean and accurate data within Salesforce.

Designed for seamless integration and real-time collaboration, Scratchpad provides a modern interface, intelligent assistants, and process monitoring tools to ensure teams remain aligned, compliant, and equipped with actionable sales insights. Enterprise-grade security and robust integrations make it a trusted solution for high-performance sales organizations.

Key Features

Modern Salesforce UI: Intuitive interface with real-time sync to Salesforce
Call Recorder & Notetaker: Automatically capture and transcribe customer conversations
AI Field Updates: Automatically updates Salesforce fields from calls, emails, and notes
Deal & Account Agent: Context-aware AI for deal recommendations, summaries, and insights
Custom Prompts: Build and manage prompts for sales workflows
Prompt Insights: Track usage and optimize prompt performance
Hygiene Monitor: Automated CRM hygiene tracking and quick resolution tools
Advanced Controls: Granular user permissions for workspace and agent management
Integrations: Works with Zoom, Google Meet, Slack, Gmail, Outlook, Gong, Chrome extension
AI Credits: Usage-based AI actions with scalable monthly allocations

Use Cases

Coaching sellers for better performance
Ensuring CRM accuracy and monitoring data quality
Executing and following up on deals efficiently
Gaining deal visibility and actionable insights
Managing hand-offs and transitions between sales team members

Frequently Asked Questions

How can I estimate how many AI credits I’ll need?

AI credit usage depends on the number of CRM field updates and AI-driven actions, such as call summaries and insights. For example, updating multiple Salesforce fields or generating summaries for each call consumes credits, with usage varying by sales team activity.

What happens if I use all my credits?

You can upgrade your plan or add more credits (not available on Free), or wait for the next billing cycle when credits reset. Team credits can be pooled across users on the Team plan.

What systems and tools does Scratchpad integrate with?

Scratchpad integrates directly with Salesforce and connects with call recorders like Gong, Zoom, and Google Meet, as well as email providers Gmail and Outlook, Slack, and Chrome extension. Microsoft Teams integration is coming soon.

What is Agent Services in Scratchpad?

Agent Services is a white-glove offering for enterprise teams to design, build, and optimize AI Agents customized to their sales process, data, and goals, handled by Scratchpad experts for fast, consistent execution.

Does Scratchpad require platform fees or setup costs?

No, there are no platform fees, setup costs, or minimums. Teams can start quickly and scale as needed.