{"best_for":["Sales Teams","Sales Managers","RevOps Professionals","Revenue Teams"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/scratchpad","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/scratchpad.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-038.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: scratchpad (https://aitoolsforbusiness.ai/scratchpad)"},"features":["Modern Salesforce UI: A workspace featuring sheets and notes with a real time Salesforce connection to support record updates.","AI Field Updates: Designed to extract data from calls, meetings, and emails to draft updates directly into Salesforce fields.","Call Recorder & Notetaker: Captures and transcribes customer conversations automatically via Zoom, Google Meet, or a dedicated bot.","Deal & Account Agent: An AI assistant that provides context and insights for specific deals and accounts based on call, email, and note history.","Hygiene Monitor: Supports daily tracking of CRM hygiene and process adherence to identify missing fields or stale data.","Custom Prompts: Allows teams to build and control AI prompts to match their specific sales process and coaching needs."],"freshness_status":"fresh","name":"scratchpad","pricing_note":"Pricing starts at $19 per user per month for the Solo plan and $49 per user per month for the Team plan (billed yearly). A limited free version is available.","pricing_url":"https://scratchpad.com/pricing","primary_category":"Sales","profile_last_verified":"2026-06-06T17:55:01.264Z","secondary_categories":[],"short_description":"Scratchpad is a workspace for sales teams that integrates with Salesforce to help manage notes, call recordings, and CRM updates.","slug":"scratchpad","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/scratchpad","use_cases":["CRM Accuracy & Monitoring: Using AI to help backfill Salesforce fields and capture closed-lost reasons from customer interactions.","Sales Coaching: Providing call coaching and deal assessment using custom AI prompts tuned to a specific sales process.","Deal Execution & Follow-up: Drafting post-call follow-up emails and qualifying opportunities based on conversation data.","Sales-to-Post-Sales Handoffs: Creating history and handoff documents to help transition deals between team members.","Deal Visibility & Insights: Generating executive summaries for deal reviews and pipeline forecasting calls."],"website_url":"https://scratchpad.com/"}