Scratchpad

Scratchpad is a sales workspace that sits on top of Salesforce. Instead of clicking through Salesforce's own interface, reps and managers work their pipeline in a spreadsheet-style grid — stages, next steps, close dates, and forecasts are editable inline, and every change writes straight back to Salesforce. The pitch is simple: updates take seconds, so they actually happen.

Beyond editing, the tool shows what changed on each deal — what moved, what's missing, what's stuck — so managers can inspect pipeline without chasing reps for status. Bulk cleanup is a core workflow too: stale close dates, missing next steps, and empty fields can be fixed across many records from one view. Free-form sales notes save to the correct opportunity in Salesforce, and reps, managers, and RevOps all work from the same views.

The company positions itself against Salesforce's own UI, arguing that Lightning has barely changed in ten years and that pipeline reviews and forecasting don't fit in an AI chat box. Notably, Salesforce co-founder Parker Harris is quoted on the site asking, "Why should you ever log into Salesforce again? Maybe you never will." Scratchpad reports a 4.8/5 rating from 1,490+ reviews on G2, and its site lists customers including Brex, Vercel, Crunchbase, Dialpad, and MaintainX.

Best for

• Account executives who update opportunity fields daily and want to skip clicking through Salesforce
• Sales managers running pipeline reviews and checking what changed on deals since the last look
• RevOps teams cleaning up stale close dates, missing next steps, and empty fields in bulk
• Teams reinforcing methodologies like MEDDIC through CRM data itself rather than audits and policing
• Anyone who forecasts in Salesforce and wants a faster view of the numbers

Frequently asked questions

Does Scratchpad replace Salesforce?

No. Scratchpad is a layer on top of Salesforce — edits made in its sheet view write directly back to Salesforce, which remains the system of record. One reviewer quoted on the site describes it as the place where sellers work while Salesforce stores the data.

What can I edit from the spreadsheet view?

Stages, next steps, close dates, forecasts, and other opportunity fields, individually or in bulk. Notes written in Scratchpad save to the right opportunity in Salesforce.

How much does Scratchpad cost?

The homepage doesn't list pricing. Check the site or contact the vendor for current plans.

Do I have to open Salesforce to use it?

Reviewers describe editing Salesforce data from the Chrome browser without opening Salesforce itself, which they say is much faster than loading and editing records in Salesforce's app.

Who uses Scratchpad?

Reps, managers, and RevOps teams. The site's customer list includes Brex, Vercel, Crunchbase, Dialpad, Clio, and MaintainX, among others.

How is it rated?

Scratchpad's site reports a 4.8 out of 5 rating from more than 1,490 reviews on G2.

Alternatives

• INSIGHT AI — pick it if you want analytics-driven revenue insights rather than a faster way to edit CRM records.
• Novacy — a fit when the priority is forecasting precision and buyer behavior signals rather than CRM data entry.