Scratchpad AI Sales Assistant

Scratchpad AI Sales Assistant is a modern productivity layer built directly on top of Salesforce, designed to eliminate administrative friction and accelerate sales execution. It provides a fast, intuitive interface that sales teams actually enjoy using, replacing clunky CRM navigation with a streamlined workspace that integrates note-taking, deal inspection, and AI-powered automation. The core value proposition is dramatically reducing non-selling time by automating CRM data entry and providing real-time insights, allowing reps to focus entirely on selling and moving deals forward. With over 1400 five-star reviews on G2, it has proven its ability to drive adoption, improve data hygiene, and boost overall sales productivity.

Key features: The platform includes a robust call recorder and automated note-taker that transcribes conversations and extracts key details. Its AI engine automatically suggests and populates CRM updates, such as next steps, opportunity stages, and contact information, directly from call notes and emails. Users benefit from collaborative deal rooms (sheets) for pipeline inspection, embedded note-taking for any record, and real-time task management. Specific examples include automatically setting a follow-up task after a call or generating a summary of deal risks from a customer conversation, all without manual input.

What sets Scratchpad apart is its deep, native integration with Salesforce, functioning not as a separate app but as a seamless overlay that feels like an enhanced part of the CRM itself. This technical approach ensures data lives in one system of record without sync delays or integration headaches. Its AI is specifically trained for sales workflows, understanding context like deal stages, product names, and sales terminology to make highly relevant suggestions. Competitors often operate as standalone silos, whereas Scratchpad's architecture prioritizes speed and a unified user experience directly within the sales rep's primary workspace.

Ideal for sales teams and revenue operations (RevOps) professionals in B2B SaaS, technology, and enterprise software companies that rely on Salesforce. It is particularly valuable for organizations struggling with low CRM adoption, poor data accuracy, or reps spending excessive time on administrative tasks. Specific use cases include enabling sales managers to conduct more effective pipeline reviews, helping reps prepare for and follow up on customer calls efficiently, and allowing RevOps to enforce process methodology without adding burden to the sales team.

The tool operates on a freemium model, offering a robust free tier for individual users with core note-taking and basic AI features. Paid plans, which unlock advanced AI automation, team collaboration, and administrative controls, typically start around $40 per user per month, with enterprise pricing available for larger organizations requiring custom integrations and enhanced security.