Scratchpad
By Scratchpad
CRM Software
Onetime(Perpetual License)
About
Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Free
USD0
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : 25 per week
- Personal tiles : 1
- Notes linked to Salesforce : 100
- Email support
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : 25 per week
- Personal tiles : 1
- Notes linked to Salesforce : 100
- Email support
Premium
USD19/User/Month
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : Unlimited
- Personal tiles : Unlimited
- Notes linked to Salesforce : Unlimited
- Email support
- Priority email support
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : Unlimited
- Personal tiles : Unlimited
- Notes linked to Salesforce : Unlimited
- Email support
- P
Team
USD39/User/Month
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : Unlimited
- Change history : 7 days
- Highlight latest changes
- Personal tiles : Unlimited
- Team tiles : 5
- Team grid views : 5
- Team kanban views : 5
- Notes linked to Salesforce : Unlimited
- Global actions configuration
- Note templates for teams : 3
- Salesforce custom objects : 1
- Related objects lists : 1
- Email support
- Priority email support
- Priority video call
Business
USD0
- Grid view (opportunities
- accounts
- contacts
- leads)
- Kanban view
- Notes
- Tasks
- Global search
- Scratchpad Command
- Salesforce record updates or create : Unlimited
- Change history : 365 days
- Highlight latest changes
- Personal Tiles : Unlimited
- Team grid views : Unlimited
- Team kanban views : Unlimited
- Notes linked to Salesforce : Unlimited
- Global actions configuration
- Note templates for teams : Unlimited
- Salesforce custom objects : Unlimited
- Related objects lists : Unlimited
- Email support
- Priority email
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Frequently Asked Questions
How much does Scratchpad cost?
▼
Scratchpad offers 4 pricing plan(s):
- Free — USD0.00
- Premium — USD19.00 /User/Month
- Team — USD39.00 /User/Month
- Business — USD0.00
What is Scratchpad used for?
▼
Scratchpad is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does Scratchpad offer a free trial?
▼
Scratchpad does not currently offer a free trial.
What support does Scratchpad provide?
▼
Scratchpad provides Online (Ticket) support.
Is Scratchpad cloud-based or on-premise?
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Scratchpad is Cloud Hosted software.
What training resources does Scratchpad offer?
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Scratchpad provides Help Guides,Blogs,Video Guides for training.
