About Company

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.

Pricing of Scratchpad

Free

USD 0

USD 0

  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : 25 per week
  • Personal tiles : 1
  • Notes linked to Salesforce : 100
  • Email support
  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : 25 per week
  • Personal tiles : 1
  • Notes linked to Salesforce : 100
  • Email support

Premium

USD 19

/User/Month

USD 0

  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : Unlimited
  • Personal tiles : Unlimited
  • Notes linked to Salesforce : Unlimited
  • Email support
  • Priority email support
  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : Unlimited
  • Personal tiles : Unlimited
  • Notes linked to Salesforce : Unlimited
  • Email support
  • P

Team

USD 39

/User/Month

USD 0

  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : Unlimited
  • Change history : 7 days
  • Highlight latest changes
  • Personal tiles : Unlimited
  • Team tiles : 5
  • Team grid views : 5
  • Team kanban views : 5
  • Notes linked to Salesforce : Unlimited
  • Global actions configuration
  • Note templates for teams : 3
  • Salesforce custom objects : 1
  • Related objects lists : 1
  • Email support
  • Priority email support
  • Priority video call

Business

USD 0

USD 0

  • Grid view (opportunities
  • accounts
  • contacts
  • leads)
  • Kanban view
  • Notes
  • Tasks
  • Global search
  • Scratchpad Command
  • Salesforce record updates or create : Unlimited
  • Change history : 365 days
  • Highlight latest changes
  • Personal Tiles : Unlimited
  • Team grid views : Unlimited
  • Team kanban views : Unlimited
  • Notes linked to Salesforce : Unlimited
  • Global actions configuration
  • Note templates for teams : Unlimited
  • Salesforce custom objects : Unlimited
  • Related objects lists : Unlimited
  • Email support
  • Priority email

Key Features of Scratchpad

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Other Categories:

CRM Software, CRM Software For Free, CRM Software For Individuals, CRM Software For Small Business, Free CRM Software

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Scratchpad

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Scratchpad
  • Headquarter: San Francisco, California United States
  • Website: Visit Website
  • Social Media:

Description

Scratchpad Video

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Apptivo Vs Scratchpad

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Scratchpad Screenshots

FAQ's

Scratchpad has 4 plans,

  • Free USD 0
  • Premium USD 19 /User/Month
  • Team USD 39 /User/Month
  • Business USD 0

Scratchpad is the CRM Software Used for the below functionalities

Top 5 Scratchpad features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Scratchpad provides Online (Ticket) support.

Scratchpad is not allowing Free Trial.