Scratchpad
Vendor siteVendor certification
Certify your vendor page and info
Work at Scratchpad? Send corrections with evidence. The editor checks the evidence, applies what holds up, and the page then carries a gold star showing the details were vendor-confirmed and checked on a date.
Certification is free. It is not an endorsement, a review score, or a ranking or placement boost, and it cannot be bought. What certification means.
Profile
- Journey stage
- Operations and data
- Ambition level
- Optimize
- Owned by
- RevOps and GTM engineering or Sales or Revenue Operations
- Adoption level
- L3 of 5
- Segment
- Forecasting and pipeline management
- Market position
- Challenger
Ownership. Ownership varies by company. Sales or Revenue Operations can own this. Pick one accountable owner before you buy, because a shared owner means no owner.
Challenger. Newer or AI-native entrant competing for budget against the platform you already own. Expect to justify it as net new spend and to prove it against the incumbent's bundled feature.
Evidence status: Audited profile. Stage, level and seat come from the audited landscape profile.
Best for
Not stated by the vendor.
Pricing model
Free + $39/user/mo Team.
What teams use it for
- Fast CRM record updates
- Sales forecasting notes
- Automating pipeline hygiene
Who else uses it, and for what
Tools in this segment rarely stay with one team. These are the common uses by seat, not vendor copy.
- Revenue Operations: build the forecast the board sees
- Sales leadership: inspect deals and find slipped commitments
Published case studies
We found a minimum of 3 published case studies for Scratchpad. There may be more we have not found. These are vendor-published customer stories and vendor claims, not Report benchmarks.
Recharge
Cut 455 hours of seller admin work per month.
Read the case studyMaintainX
Improved CRM hygiene and MEDDPICC adoption by over 90%.
Read the case studyG2i
Scaled revenue from $M to 5M without adding headcount.
Read the case study
What buyers say in public
G2: 4.8 from 1472 reviews, observed May 2025.
Full landscape profile, including journey stage and ambition level: Scratchpad in the AI Tech Landscape.
What it claims to do
- CRM Integration
- Data Refresh
- Notes & Tasks
- Pipeline Management
- Workflow Templates
Claimed benefit. Reduced tool switching, improved CRM adoption, time savings
Named use case. Sales reps saving 5+ hours per week on administrative work
What has to be true before you buy
- 01The friction is genuinely at operations and data. Buying at the wrong stage moves the bottleneck, it does not remove it.
- 02Ownership varies by company. Sales or Revenue Operations can own this. Whoever it is owns the outcome, not just the licence. Unowned tools are adopted for a quarter and then quietly turned off.
- 03You can name the task it replaces and the hours that task costs today. If you cannot, the saving is unmeasurable.
- 04Adoption level 3 of 5. Level 1 is one tool and no workflow change. Level 5 is an agent running the work with a human auditing it.
- 05Pricing model on record: Free + $39/user/mo Team.. Confirm the billable unit and what happens when volume doubles.
- 06We found a minimum of 3 published case studies for this tool. There may be more we have not found. Read the sample size and the baseline before you quote any number.
Teams named
- Account Management
- Marketing
- Sales
Similar tools
Scored on shared segment, tags, use cases, and owning team, not on category alone. Tools that only share a broad category are left out.
Common questions about Scratchpad
What is Scratchpad used for?
Reduced tool switching, improved CRM adoption, time savings Sales reps saving 5+ hours per week on administrative work
Who owns Scratchpad inside a revenue team?
Ownership varies by company. Sales or Revenue Operations can own this. Pick one accountable owner before you buy, because a shared owner means no owner. Teams named on the record: Account Management, Marketing, Sales.
Where does Scratchpad sit in the revenue journey?
Operations and data. Buy it only if that is the stage where the work actually breaks.
Is Scratchpad an optimize, amplify, or reinvent move?
Optimize. You can name the task it replaces and the hours that task costs today. If you cannot, the saving is unmeasurable.
How much effort does Scratchpad take to adopt?
Level 3 of 5 on the adoption ladder. Level 1 means one tool and no workflow change. Level 5 means an agent runs the work and a human audits it.
What evidence exists for Scratchpad?
We found a minimum of 3 published case studies, listed on this page with the source attached. There may be more the vendor has not published or that we have not found. They are vendor claims unless labelled otherwise.
How much does Scratchpad cost?
Pricing model on record: Free + $39/user/mo Team.. Confirm the billable unit and the overage rate before signing.
Category and stage mapping is editorial. Vendor claims are not Report benchmarks. Terms are defined in the AI and Revenue Dictionary.