Scratchpad

Sales Automation Software

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An AI-powered revenue workspace that automates CRM updates, captures notes from calls and emails, builds pre-call briefs, drafts post-call follow-ups, and generates instant executive summaries while mapping activity to your sales playbook and data model. It eliminates admin drag and data hygiene issues, unifies scattered tools, surfaces deal health insights and risk flags, and enables flawless handoffs, making it ideal for sales teams, RevOps leaders, and revenue executives who want faster deal velocity, higher data quality, and scalable growth.

Scratchpad can be found in Sales Automation Software categories.

The most similar products to Scratchpad are:

Centripe Promoted → Hive Perform → Triple Session → Donna →

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Details

Scratchpad Main Features

• Mobile
  Access and update your CRM from your phone with AI help.
• Command
  Update Salesforce from any web app you use.
• Call Agent
  Automatically takes notes, summarizes calls, and creates transcripts.
• CRM Hygiene
  Manage your sales pipeline from anywhere easily.
• Zero Boards
  Take action on deals that are not following the rules.
• Collaboration
  Work better with your team to improve performance.
• Change History
  Keep a complete record of changes made to each deal.
• Workflow Tiles
  Quick shortcuts to your favorite tasks.
• AI Sales Agents
  Automated tools that help sales teams work better and faster.
• Deal Inspection
  Spot warnings and issues in your open deals.
• Deal Spotlights
  Find and fix problems in your deals before your manager notices.
• Task Management
  Helps you be more productive in your sales tasks.
• CRM Update Agent
  Gives smart suggestions for updating your CRM.
• Slack Deal Rooms
  Automate teamwork and visibility for deals.
• Change Highlights
  Look at weekly changes in your sales pipeline.
• Deal Collaboration
  Automatically add team members to deals.
• Process Compliance
  Improve your Salesforce hygiene in just 15 minutes.
• Advanced Grid Views
  Makes updating Salesforce enjoyable and easy.
• Automations Library
  A guide to help you start using Slack automations.
• Input Grading Agent
  Provides real-time coaching while you work.
• No-Code Automations
  Easily set up automations for quick Salesforce updates.
• Notes and Dictation
  Take notes using your voice while on the go.
• Pipeline Management
  A quick way to keep your sales pipeline clean.
• Real-Time Visibility
  See how deals are moving in real-time.
• Streamline Hand-offs
  Make it easier to pass deals to others after sales.
• AI-Driven CRM Hygiene
  Scratchpad uses AI to keep your CRM clean and organized.
• Sales Enablement Cards
  Helpful guides and tools that sales reps enjoy using.
• Alerts and Notifications
  Keep everyone better about deal progress.
• Update Salesforce from Slack
  Find and fix issues in Salesforce directly from Slack.
• Beautifully Simple Note Taking
  Easily take notes that are automatically saved to Salesforce.

Scratchpad Benefits

• Mobile Updates
  Users can update their CRM from anywhere using their phone, making it convenient to manage tasks on the go.
• Real-Time Coaching
  Sales reps get instant feedback while they work, helping them improve their skills on the spot.
• Automates Data Entry
  It saves time by automatically entering data, so salespeople can focus on selling instead of paperwork.
• Improves CRM Hygiene
  Scratchpad helps keep your CRM clean and organized, making it easier to find important information.
• Streamlines Workflows
  Easy shortcuts make it faster to complete tasks, helping sales teams work more efficiently.
• Identifies Deal Issues
  The tool helps find problems in deals early, so they can be fixed before they become bigger issues.
• Simplifies Note Taking
  Taking notes is easy and automatically saved, so nothing gets lost and everything is in one place.
• Provides Deal Visibility
  Users can see how deals are moving in real-time, which helps in making better decisions.
• Ensures Process Compliance
  It helps teams follow rules and processes, leading to better data quality and forecasting.
• Enhances Team Collaboration
  It allows team members to work together more effectively, improving overall performance.

Who should use Scratchpad?

• Executives
  Executives can gain real-time visibility into sales performance and make better decisions based on accurate data.
• Mobile Users
  Mobile users can update Salesforce and take notes on the go, keeping their work flexible and efficient.
• Sales Managers
  Sales managers can easily monitor team performance and ensure data accuracy for better forecasting.
• Sales Representatives
  Sales reps can save time on data entry and focus more on selling with automated note-taking and updates.
• Customer Support Teams
  Customer support teams can collaborate better with sales, ensuring everyone is updated on deal progress.
• Sales Operations Teams
  Sales ops teams can improve CRM hygiene quickly, making it easier to manage data and processes.

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Scratchpad Alternatives

Centripe Promoted

This comprehensive platform streamlines sales, marketing, and customer succes...

Hive Perform

This AI-powered sales operating system connects to your CRM and call recordin...

Triple Session

This AI-powered revenue enablement platform captures 100% of real-world sales...

Donna

An AI assistant for field sales that dramatically reduces administrative task...

Technologies Used

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