A Salesforce administrator may need to approve Scratchpad as a connected app before a new organization can sign in.
Teams should include Salesforce admin approval in initial rollout planning.
Evidence source ↗
Scratchpad
Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal workflows. It offers browser-based access and a Chrome extension.
Sales Force Automation
6 key claims verifiedOur editorial team checked this profile against vendor documentation, pricing information, product documentation. Supported by 4 documented sources.
Editorial overview
Aggregated Overview
The assessment reflects documented Salesforce-focused workspace features, current list pricing, and public G2 evidence. It is an editorial assessment, not a hands-on test.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Overview
Scratchpad is a sales workspace designed to sit on top of Salesforce. It gives sellers web-based pipeline views, notes, and record-editing workflows while Salesforce remains the system of record.
The product connects to Salesforce through API and uses Salesforce authentication and permissions. Teams new to Scratchpad may need an administrator to approve its connected app before users can sign in.
Scratchpad Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Best suited to
Sales teams using Salesforce that want a browser-based workspace for pipeline reviews, bulk record changes, linked notes, and deal execution.
Look elsewhere if
Teams without Salesforce, teams needing offline access, or organizations seeking a standalone CRM rather than a Salesforce-connected work layer, and should evaluate alternatives such as Weflow instead.
Platforms
Chrome extension, Google Chrome, SaaS, Web
TechZella assessment
8.0/10
Scratchpad — What Sets It Apart?
These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.
- Scratchpad connects to Salesforce through its API and uses Salesforce permissions, rather than replacing Salesforce as the system of record.
- Its web app and Chrome extension provide pipeline views, notes, and a browser shortcut for Salesforce workflows.
- The public pricing page lists one seat-based price and a 30-day trial covering the listed features.
Scratchpad Pros & Cons
Pros
- Provides Salesforce pipeline views and bulk record editing in a separate workspace.
- Linked notes can be synced to Salesforce records.
- The vendor documents inherited Salesforce permissions and API-based record updates.
- The official pricing page publishes monthly and annual seat rates and a 30-day trial.
Cons
- Requires Salesforce and Salesforce-based authentication.
- Requires an internet connection.
- A new organization may need Salesforce administrator approval for the connected app.
- G2's review summary identifies mobile experience and integration breadth as possible concerns.
Scratchpad Gotchas & Operational Limits
These are documented constraints or practical friction points that may matter before you adopt the product.
Scratchpad is online-only.
Users who need to review or update pipeline records without an internet connection should consider another workflow.
Evidence source ↗The published price is per user and differs by monthly versus annual billing.
Buyers should compare the annual commitment with the higher month-to-month rate and the number of seats needed.
Evidence source ↗Scratchpad Pricing & Plans
Monthly
$20
user/month, billed monthly
One listed plan with the features shown on the official pricing page.
Check current pricing →Annual
$16
user/month, billed annually
The vendor lists this rate as 20% below monthly billing.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Scratchpad Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
At a glance
Sales Force Automation| Decision factor | Scratchpad | Weflow | Salesforce Sales Cloud |
|---|---|---|---|
| Core scope | Sales workspace for pipeline views, Salesforce updates, and linked notes. | Modular products cover Salesforce activity capture, conversation intelligence, and deal intelligence and forecasting. Source ↗ | A CRM platform with lead, account, contact, and opportunity management in its Starter Suite. Source ↗ |
| Pricing model | $16 per user per month billed annually, or $20 month-to-month. | Published annual pricing starts at $19 per user per month for Activity & Contact Capture; bundles have a 10-user minimum. Source ↗ | Salesforce lists Starter Suite at $25 per user per month. Source ↗ |
| Platform and deployment | Web app and Chrome extension; connects to Salesforce using Salesforce login and API. | Products integrate with Salesforce; Weflow lists Google and Microsoft ecosystem support across its activity capture offerings. Source ↗ | Provides the CRM system itself, with editions and features that vary by plan. Source ↗ |
Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Scratchpad.
WeflowModular products cover Salesforce activity capture, conversation intelligence, and deal intelligence and forecasting.
Scratchpad Features
Salesforce workspace
- Editable grid and Kanban views
- Filters, groups, and highlights
- Bulk updates to Salesforce records
Notes and browser access
- Notes linked to Salesforce records
- Web app
- Chrome extension
- Keyboard shortcut for Salesforce record search and updates
Integrations and data access
- Salesforce API connection
- Salesforce authentication and permissions
- Documented connections with Gmail and calendar
Demo & Screenshots
Scratchpad Specifications
| Deployment | Cloud web app and Chrome extension |
|---|---|
| Required CRM | Salesforce |
| API | Connects to Salesforce through API; no public developer API documentation was verified |
| Free trial | 30 days |
| Offline access | Not supported |
| Security | Vendor states SOC 2 Type 2 compliance |
Deployment & System Footprint
Verified installation, hosting, administration, or environment details that can affect implementation.
| Installation or hosting | Cloud web app and Chrome extension; sign-in uses Salesforce. The vendor describes a one-time connected-app approval for new organizations. Source ↗ |
|---|---|
| Salesforce data handling | The vendor says it connects through Salesforce API and does not routinely store Salesforce data, except when audit-trail is enabled. Source ↗ |
Migration & Lock-In
Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.
Data portability
Scratchpad notes linked to Salesforce records can be synced to Salesforce notes. No general-purpose export or migration procedure was verified.
Evidence source ↗Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.0/10Moderate confidence
The assessment reflects documented Salesforce-focused workspace features, current list pricing, and public G2 evidence. It is an editorial assessment, not a hands-on test.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
Editorial transparency
Our Review Methodology
Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.
TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 4 documented sources.
What TechZella adds
- Scratchpad connects to Salesforce through its API and uses Salesforce permissions, rather than replacing Salesforce as the system of record.
- Its web app and Chrome extension provide pipeline views, notes, and a browser shortcut for Salesforce workflows.
- The public pricing page lists one seat-based price and a 30-day trial covering the listed features.
Important limitations
- Scratchpad depends on Salesforce authentication and its connected-app approval process.
- The product cannot be used offline, according to its help documentation.
- G2's public review summary mentions requests for a better mobile experience; one visible reviewer also noted limited integrations.
Evidence-backed claimsScratchpad offers a web app and Chrome extension. Scratchpad's listed price is $20 per user monthly or $16 per user monthly when billed annually. Scratchpad connects to Salesforce through API and inherits its permissions. Scratchpad does not replace Salesforce. Scratchpad maintains SOC 2 Type 2 compliance. G2 displayed a 4.8 out of 5 rating based on 1,493 reviews.
The vendor's setup page describes both access options and Salesforce sign-in.
View source ↗Verified 2026-11-01The official pricing page lists both rates and a 30-day free trial.
View source ↗Verified 2026-11-01The vendor's legal and security overview says it connects through API, uses Salesforce authentication, and inherits Salesforce configurations and permissions.
View source ↗Verified 2026-11-01The official pricing FAQ identifies Salesforce as the system of record and Scratchpad as the work interface.
View source ↗Verified 2026-11-01The vendor's security overview states that Scratchpad maintains SOC 2 Type 2 compliance.
View source ↗Verified 2026-11-01The public G2 product review page displayed the aggregate rating and review count.
View source ↗Verified 2026-11-01Scratchpad FAQs
Answers begin with the clearest available response, followed by the context that helps you act on it.
Does Scratchpad replace Salesforce?
No. Salesforce remains the database and system of record; Scratchpad is a workspace that writes changes back to Salesforce.
Does Scratchpad offer a free trial?
Yes. The official pricing page states that new workspaces receive a 30-day trial.
Can Scratchpad work without Salesforce?
The documented sign-in flow uses Salesforce authentication, and the product connects to a Salesforce instance.
Can Scratchpad be used offline?
No. Its help documentation says the product requires an internet connection.
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