Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
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.
Salesforce-native sales engagement platform acquired by Clari in 2023. 4,700+ G2 reviews at 4.7/5. Sequences, email tracking, and activity sync built natively inside Salesforce for enterprise teams.
Groove is a Salesforce-native sales engagement platform founded in 2014 and acquired by Clari in August 2023. Operating as Groove by Clari, the platform provides email and calendar automation, multi-step sales sequences, meeting scheduling, and real-time Salesforce activity sync—all built to work natively within Salesforce without data synchronization complexity. Groove has accumulated over 4,700 G2 reviews at a 4.7/5 rating, reflecting strong enterprise user satisfaction.\n\nGroove's Salesforce-native architecture eliminates the sync issues that plague third-party sales engagement tools, writing all activity data directly to Salesforce objects rather than a separate data layer. This makes Groove particularly attractive to enterprise sales organizations that require audit trails, RevOps reporting accuracy, and tight CRM governance. The platform supports multi-step email sequences, phone tasks, LinkedIn steps, and account-based plays, with AI features that surface recommended actions and flag at-risk deals.\n\nFollowing Clari's December 2025 merger with Salesloft, the combined entity now offers overlapping capabilities in sales engagement (Groove and Salesloft Cadence) and conversation intelligence (Clari Copilot and Salesloft Conversations). This consolidation positions the merged company as an end-to-end autonomous revenue platform spanning engagement, forecasting, and pipeline management. Groove remains the preferred choice for enterprises deeply embedded in Salesforce that prioritize native integration over broader platform features.
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