Scratchpad

AI workspace over Salesforce that automates CRM updates from calls/emails/notes and enforces MEDDPICC/SPICED.

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AI workspace over Salesforce that automates CRM updates from calls/emails/notes and enforces MEDDPICC/SPICED. ~4.8/5 G2 (~1,490 reviews).

Turns Salesforce record updates into a fast, low-click action, in sharp contrast to the slow, click-heavy native Lightning UI it overlays.
Collapses hours of weekly pipeline admin into minutes, with reviewers citing concrete before/after time drops.
Highly customizable views and field 'tiles' let reps see and edit only what matters instead of scrolling full Salesforce layouts.
Support is unusually responsive, with fast turnaround on bugs and feature requests called out by multiple reviewers.
The Cmd+J universal shortcut to search and edit any Salesforce record from anywhere in the browser is the single most-cited must-have feature.

No native mobile app, which several reviewers want for working between calls and away from a laptop.
Heavily customized Salesforce orgs (validation rules, workflow-gated fields) need extra configuration and can still trip up updates.
No built-in reporting or dashboard builder, so reviewers still route back to Salesforce for that.

$19/user/mo (Solo plan, billed yearly; ~$24/user/mo billed monthly)

Per seat

Free tierEnterprise tier

Last researched August 2026 · compiled from public reviews and vendor pricing pages

"Scratchpad saved my life when I was using Salesforce, highly recommend"

SaaSstuff · u/SaaSstuff ·

"I have a complex SalesForce instance, and some of my workflows (such as opportunity creation) cannot be accomplished in Scratchpad."

G2 reviewer ·

"I used to have over 30 tabs open daily... Now I barely have 5 tabs open."

G2 reviewer ·

5 more comments from the community