Scratchpad: Streamline Sales with AI-Driven CRM Automation
Frequently Asked Questions about Scratchpad
What is Scratchpad?
Scratchpad is an AI-powered workspace built for sales teams to make their work easier and faster. It connects to popular CRMs like Salesforce through APIs. This connection allows Scratchpad to automatically update customer data, notes, and deal information without manual input. Sales teams save time and reduce errors, which helps close deals faster. The platform offers features such as analyzing sales calls, creating summaries, and providing insights about deals. It also helps teams schedule follow-ups and monitor deal health, making sales processes smoother.
Scratchpad has different plans starting from a free trial to paid options. The Pro Plan costs $49.99 and the Enterprise Plan is $99.99. Users in large sales teams can confidently use Scratchpad because it offers enterprise-grade security and can scale across multiple teams.
Key benefits include increased sales productivity by automating routine tasks, better data hygiene, and instant access to deal insights. The tool is useful during phone calls and email exchanges, as it captures notes, updates CRM records, and generates reports automatically. Sales representatives, managers, and operations teams find it especially helpful for reducing manual work, improving deal qualification, and managing pipeline risks.
With Scratchpad, users can automate updates from conversations, improve follow-up timing, and keep their CRM data current. It streamlines lead handoffs and ensures that sales teams focus more on customer interactions and less on paperwork. Many businesses trust Scratchpad to handle their sales data and analysis, thanks to its compliance and security features.
To use the platform, connect Scratchpad to your existing CRM system, like Salesforce. Once linked, it works in the background during your calls and emails, capturing and updating information in real time. It helps sales teams stay organized, informed, and efficient, ultimately driving better results.
Overall, Scratchpad provides a powerful and easy-to-use environment for improving sales workflows through automation, call analysis, and real-time insights. It replaces manual note-taking, data entry, and tedious follow-up tasks, freeing salespeople to focus on closing deals and building customer relationships.
Key Features:
- CRM Integration
- Call Analysis
- Automated Follow-ups
- Deal Summaries
- Data Hygiene
- Pipeline Insights
- Team Collaboration
Who should be using Scratchpad?
AI Tools such as Scratchpad is most suitable for Sales Representatives, RevOps Managers, Sales Operations Specialists, Account Executives & Sales Managers.
What type of AI Tool Scratchpad is categorised as?
What AI Can Do Today categorised Scratchpad under:
How can Scratchpad AI Tool help me?
This AI tool is mainly made to sales productivity. Also, Scratchpad can handle update crm automatically, analyze sales calls, generate deal reports, schedule follow-ups & monitor deal health for you.
What Scratchpad can do for you:
- Update CRM automatically
- Analyze sales calls
- Generate deal reports
- Schedule follow-ups
- Monitor deal health
Common Use Cases for Scratchpad
- Automate CRM updates from calls and emails.
- Improve deal qualification accuracy.
- Generate deal summaries instantly.
- Monitor deal health and risks.
- Streamline lead handoffs and transitions.
How to Use Scratchpad
Connect Scratchpad to your existing CRM like Salesforce, then let it automatically capture notes, update data, analyze calls, and generate reports. Use it during sales calls and emails to improve data accuracy and deal management.
What Scratchpad Replaces
Scratchpad modernizes and automates traditional processes:
- Manual note-taking processes
- CRM data entry tasks
- Sales follow-up emails
- Deal tracking spreadsheets
- Admin meetings and reports
Scratchpad Pricing
Scratchpad offers flexible pricing plans:
- Free Trial: $0
- Pro Plan: $49.99
- Enterprise Plan: $99.99
Additional FAQs
How does Scratchpad integrate with my CRM?
Scratchpad connects to your CRM via API, inheriting permissions and rules to ensure secure and seamless data sync.
Can Scratchpad help with call coaching?
Yes, it provides actionable feedback and detailed assessments based on customer calls.
Is Scratchpad suitable for large sales teams?
Absolutely, it is designed to scale across teams and offers enterprise-grade security and compliance.
Discover AI Tools by Tasks
Explore these AI capabilities that Scratchpad excels at:
- sales productivity
- update crm automatically
- analyze sales calls
- generate deal reports
- schedule follow-ups
- monitor deal health
AI Tool Categories
Scratchpad belongs to these specialized AI tool categories:
Getting Started with Scratchpad
Ready to try Scratchpad? This AI tool is designed to help you sales productivity efficiently. Visit the official website to get started and explore all the features Scratchpad has to offer.