Scratchpad AI Sales Assistant
AI workspace layered over Salesforce that speeds up CRM data entry, call notes, and pipeline hygiene for sales reps.
What it does
Scratchpad provides a faster, spreadsheet-like interface that sits on top of Salesforce, keeping the CRM as the system of record while removing the clunky admin work sellers avoid. It auto-transcribes calls and meetings, uses AI to update Salesforce fields from those interactions, and gives every deal or account an AI assistant with full context.
Core features
Fast sheets-and-notes UI synced live to Salesforce records
AI call/meeting notetaker with direct or bot-based recording
Automatic Salesforce field updates extracted from calls, emails, and notes
Deal and account AI assistant with saved team prompts
CRM hygiene monitor flagging missing fields and stale data
Slack integration and one-keystroke command shortcuts
Best for
→Sales reps cutting time spent on manual CRM data entry
→RevOps teams improving CRM data quality and forecast accuracy
→Sales managers tracking process and MEDDPICC adherence
→Teams wanting a faster front-end without leaving Salesforce
Pricing
Solo
$19/mo
Team
$49/mo
Toolspool rankingby global site rank
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.