Scratchpad
The AI Workspace for Sales
Scratchpad is an AI workspace that sits between sellers and Salesforce, giving reps a faster interface (sheets, notes, call recording) plus AI agents that update Salesforce fields, qualify deals, and draft follow-ups automatically, while keeping Salesforce as the system of record.
Core capabilities
Vendor's own claim- Modern Salesforce UI with sales sheets and notes connected to Salesforce in real time
- Call Recorder & Notetaker that captures and transcribes customer conversations automatically
- AI Field Updates: automatically updates Salesforce fields from calls, emails, and notes
- Deal & Account Agent: a ChatGPT-style assistant with full history and context for any deal, account, or contact
- Custom Prompts with controls over who can edit and where they appear, plus Prompt Insights usage tracking
- Hygiene Monitor: daily tracking of CRM hygiene and process adherence with fast resolution flows
- Deal qualification against methodologies (MEDDIC, BANT, SPICED, or custom)
Pricing
From official docs| Plan | Price | Included | Notable |
|---|---|---|---|
| Scratchpad | $20/user/month billed monthly or $16/user/month billed annually | — | Unlimited views, filters, groups, and highlights, Notes that save to the right Salesforce record, Bulk updates across many records at once |
Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.
What is Scratchpad
Vendor's own claimScratchpad is a workspace layer between sellers and their Salesforce CRM: it provides a faster UI, automatic call recording/transcription, and AI agents that write structured notes, update Salesforce fields, and qualify deals, while Salesforce remains the single source of truth for reporting and analytics tools outside Scratchpad.
Ideal customer profile
Vendor's own claimSales teams already running on Salesforce who want to reduce manual CRM admin work for reps (note-taking, field updates, call logging) without moving off Salesforce as their system of record.
Who should look elsewhere
Our readScratchpad's entire product is built around Salesforce as the underlying database; teams on HubSpot or another CRM are not addressed by anything in the pricing or capability pages we reviewed. The Free plan caps call recording at 10 hours per month and Deal & Account Agent usage at 100 AI credits per user per month, and Gong integration is explicitly listed as available only on Team and Enterprise, not Solo or Free. AI credits are metered per plan (400-800/user/month on paid tiers before Enterprise's unlimited), so heavy AI-agent users on Solo or Team plans can hit usage ceilings.
Scratchpad FAQ
Does Scratchpad replace Salesforce?
No. Scratchpad's own positioning is that it sits between sellers and Salesforce as a faster interface and workspace, while all data stays in Salesforce as the single source of truth.
Is there a free plan?
The current pricing page offers a 30-day free trial with every feature included; it does not establish a permanently free plan.
How is Scratchpad priced?
Scratchpad is $20/user/month billed monthly or $16/user/month billed annually. The current pricing page presents one offering with a 30-day free trial.
Does Scratchpad work with CRMs other than Salesforce?
We found no mention of any CRM other than Salesforce anywhere in the pages we reviewed; the entire product model (UI layer, AI Field Updates, Hygiene Monitor) is described specifically in terms of Salesforce. Confirm with the vendor if another CRM is supported.
What AI deal qualification frameworks does it support?
The vendor states it can qualify deals consistently against MEDDIC, BANT, SPICED, or a custom methodology.
Does Scratchpad have a public API or MCP server?
This is what we could not find, not evidence the product lacks one.
Is Gong integration included on every plan?
The current pricing page does not establish Gong integration availability or a plan-specific restriction. Confirm current Gong support and terms with Scratchpad.
Verify before you buy
- Scratchpad pricing fields checked 2026-10-15. Scope: pricing fields only.
- Social media links (LinkedIn, X, GitHub)
- Whether a CRM other than Salesforce is supported
- Public API or MCP server documentation
Related researched tools
Other products that solve a similar job or fit the same part of the GTM stack.
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