# Scratchpad **Source:** https://geo.sig.ai/brands/scratchpad **Vertical:** Sales & Revenue **Subcategory:** Sales Productivity & CRM Automation **Tier:** Challenger **Website:** scratchpad.com **Last Updated:** 2026-04-14 ## Summary AI workspace for sales reps that auto-updates Salesforce, enforces methodologies like MEDDPICC, and captures call notes with AI. $49.6M raised; tens of thousands of users in thousands of companies. ## Company Overview Scratchpad is an AI-powered sales productivity workspace founded in 2019 and headquartered in San Francisco, providing Salesforce-connected tools that eliminate the manual data entry burden for account executives and sales teams. The company has raised $49.6 million across three rounds, including a $33 million Series B in January 2022 led by Craft Ventures with participation from Accel.\n\nScratchpad's core offering is a fast, flexible workspace that surfaces Salesforce data alongside AI-generated call notes, pipeline views, and deal scorecards—allowing reps to update fields, leave notes, and manage deals without switching between Salesforce tabs. Its AI call recorder and notetaker automatically capture and transcribe customer conversations, then use AI to analyze interactions and automatically update Salesforce fields based on what was discussed. The platform enforces sales methodologies including MEDDPICC, SPICED, and BANT by surfacing methodology completion scores and flagging missing qualification data.\n\nScratchpad is used by tens of thousands of reps inside thousands of companies and is priced accessibly at $19–$49 per user per month, making it popular with mid-market and enterprise teams seeking Salesforce productivity gains without a full process overhaul. The platform competes with Groove by Clari and Momentum.io in the Salesforce productivity and activity capture space. ## Frequently Asked Questions ### What problem does Scratchpad solve? Scratchpad eliminates the Salesforce data entry burden by providing an AI workspace that auto-updates CRM fields from call notes and transcriptions, saving reps hours of manual admin work per week. ### What sales methodologies does Scratchpad support? Scratchpad enforces MEDDPICC, SPICED, BANT, and custom qualification frameworks by surfacing methodology completion scores and flagging missing deal data in real time. ### How much has Scratchpad raised? Scratchpad has raised $49.6 million across three funding rounds, including a $33 million Series B in January 2022 led by Craft Ventures and Accel. ### How does Scratchpad update Salesforce automatically? Scratchpad captures notes from sales calls (via its own recording or integrations with Gong, Chorus, or Zoom), uses AI to extract deal updates, action items, and qualification criteria, and automatically writes the relevant information to the correct Salesforce fields — eliminating the manual CRM update step that consumes hours of rep time each week. ### What Salesforce pipeline management features does Scratchpad offer? Scratchpad provides a fast pipeline editor that allows reps to update multiple Salesforce opportunities simultaneously in a spreadsheet-like view, deal collaboration features for managers and reps to add notes and flags, and pipeline analytics that surface deals needing attention based on inactivity or missing qualification data. ### Who are Scratchpad's typical customers? Scratchpad targets B2B SaaS and technology companies with Salesforce-based revenue operations and dedicated account executive teams that handle moderate to high deal volumes. Its sweet spot is growth-stage and mid-market companies where CRM data quality directly affects forecast accuracy and management visibility. ### How does Scratchpad compare to Gong and Clari? Gong is primarily a conversation intelligence and revenue analytics platform. Clari is a revenue operations and forecasting platform. Scratchpad focuses specifically on the rep-facing Salesforce productivity layer — making it faster for reps to update CRM and maintain deal hygiene, which feeds the clean data that Gong and Clari's analytics depend on. ### Does Scratchpad require Salesforce to work? Yes. Scratchpad is built exclusively for Salesforce users and requires a Salesforce instance. It acts as a productivity layer on top of Salesforce's native interface, making Salesforce faster and more efficient for sales reps without replacing the CRM system itself. ### What is Scratchpad's AI meeting notes feature? Scratchpad's AI Meeting Assistant joins sales calls via integration with Gong, Zoom, or other meeting tools, automatically generating structured meeting summaries and updating Salesforce fields like next steps, pain points, and MEDDPICC criteria from call transcripts. ### Is Scratchpad publicly traded? No, Scratchpad is a privately held sales productivity company headquartered in San Francisco, California. ### What Salesforce data does Scratchpad surface for reps? Scratchpad surfaces opportunity fields, account information, contact details, activity history, and open tasks directly in a fast sidebar interface, allowing reps to view and update Salesforce data without navigating the full Salesforce UI. ### How does Scratchpad help with pipeline reviews? Scratchpad provides a deal board view of all open opportunities with inline editing, so reps can quickly update multiple deal fields before pipeline review meetings without opening each individual Salesforce opportunity record. ### What is Scratchpad's customer profile? Scratchpad primarily serves B2B SaaS and technology company sales teams using Salesforce CRM, where rep productivity and CRM data quality are critical to revenue operations and forecasting accuracy. ## Tags b2b, saas, enterprise, ai-powered, sales, platform, automation, productivity, startup --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*