What is Scratchpad?
Scratchpad is an AI-powered sales assistant designed to automate CRM updates, improve sales execution, and reduce admin work for sales teams. It helps sales reps focus on closing deals by eliminating manual data entry and ensuring accurate CRM data. The tool integrates with Salesforce and provides AI-driven deal insights, call summaries, and compliance monitoring.
Features & Benefits
- AI Sales Agents – Automate CRM updates and reduce admin tasks.
- Deal Agents – Analyze sales history and provide insights to improve deal closure rates.
- Hygiene Agents – Ensure CRM data is accurate and compliant.
- Call Summaries – AI-generated summaries with key takeaways.
- AI-native Sheets & Kanban Boards – Manage sales pipeline visually with AI-enhanced tools.
- Workflow Tiles – Quick access to CRM data fields and objects.
- AI-Generated Sales Notes – Capture pre- and post-call notes automatically.
- CRM Hygiene Monitoring – Track and maintain CRM compliance without manual intervention.
- Automated CRM Updates – Approve AI-suggested updates or fully automate CRM changes.
- Real-time Alerts – Identify pipeline gaps and non-compliant deals.
Real-world Applications
Sales teams often struggle with CRM hygiene, spending hours updating records instead of selling. Scratchpad eliminates this by automatically logging call details, updating deal statuses, and suggesting next steps. Sales reps can quickly review AI-generated summaries instead of rewatching call recordings, saving time and improving efficiency.
For sales leaders, Scratchpad provides real-time AI CRM monitoring, ensuring all deals are properly tracked without enforcing rigid rules. Leaders can quickly identify gaps in the pipeline, missed opportunities, and compliance issues without micromanaging their team.
Scratchpad also improves collaboration by integrating with Slack and email, allowing teams to receive AI-generated deal summaries and updates without switching platforms. This ensures everyone stays informed without unnecessary meetings or manual reporting.
