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Scratchpad

The AI Workspace for Sales

Visit Scratchpad

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.

Vendor's own claim
other/unknown

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
PlanPriceIncludedNotable
Free$0/user/month100 AI credits/user/month, 10 hours/month call recordingInterface & Workspace (limit of 3 views), Call Recorder and Notetaker, AI Field Updates
Solo$19/user/mo (billed annually) or $24/user/mo (monthly)4,800 AI credits/user/year (400/month)Modern Salesforce UI, Call Recorder & Notetaker, AI Field Updates
Team$49/user/mo (billed annually) or $62/user/mo (monthly)9,600 AI credits/user/year (800/month)Everything in Solo, plus Advanced Controls (workspace user permissions), Works with Gong, White-glove services for Agent design, setup, and performance tuning (available)
EnterpriseCustomUnlimited AI creditsEverything in Team, Custom services and controls

Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.

What is Scratchpad

Vendor's own claim

Scratchpad 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 claim

Sales 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 read

Scratchpad'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.

Vendor's own claim
Is there a free plan?

Yes, a Free plan with a 3-view limit, 10 hours/month of call recording, and 100 AI credits per user per month.

From official docs
How is Scratchpad priced?

Solo is $19-24/user/month, Team is $49-62/user/month, and Enterprise is custom-priced with unlimited AI credits; Free is $0 with capped credits and recording hours.

From official docs
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.

Our read
What AI deal qualification frameworks does it support?

The vendor states it can qualify deals consistently against MEDDIC, BANT, SPICED, or a custom methodology.

Vendor's own claim
Does Scratchpad have a public API or MCP server?

This is what we could not find, not evidence the product lacks one.

Our read
Is Gong integration included on every plan?

No - the pricing page states Gong integration 'works with Gong on Team and Enterprise' specifically, implying it is not available on Solo or Free.

From official docs

Verify before you buy

  • Social media links (LinkedIn, X, GitHub)
  • Whether a CRM other than Salesforce is supported
  • Public API or MCP server documentation

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