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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.
Pricing of Scratchpad
- 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
- 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
- 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
- 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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Key Features of Scratchpad
Key Features:
Key Specification
| Other Categories: | CRM Software CRM Software For Free CRM Software For Individuals CRM Software For Small Business Free CRM Software |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Scratchpad
SMEs
Enterprises
Company Details
| Company Name: | Scratchpad |
|---|---|
| Headquarter: | San Francisco, California United States |
| Social Media: |
Most Popular Software
Alternative
Scratchpad Video
User Reviews
Frequently Asked Questions (FAQs)
The user group of Scratchpad are as follows :
- Enterprises
- SMEs
- SMEs
Scratchpad has 4 plans,
- Free USD 0.00
- Premium USD 19.00 /User/Month
- Team USD 39.00 /User/Month
- Business USD 0.00
Scratchpad is not allowing Free Trial.
The key featuers of Scratchpad are as follows :
- Marketing Automation
- Project Management
- Lead Scoring
- Customer Support
- List Management
- Product Catalog
- Call Logging
- Contact Management
- Quotes (Proposals)
- Referral Tracking
Scratchpad pricing model : Onetime(Perpetual License)
Scratchpad is Online Software.
No
Scratchpad offers Online (Ticket) support.
Scratchpad provides Help Guides,Blogs,Video Guides for the software training.
