Scratchpad is an AI workspace for sales teams designed to reduce administrative work and help sellers focus on customers and deals. It provides a modern, flexible interface connected in real time to Salesforce, which remains the system of record. Teams can use sales sheets, notes, a command interface, and Slack integration to manage work without relying on Salesforce’s standard interface for every task.

Scratchpad also offers call recording and meeting transcription, with options for direct Zoom integration, a meeting bot, and desktop recording. Its AI can extract information from calls, emails, notes, and documents, then update Salesforce fields. Deal and account agents give teams a way to work with customer context, saved prompts, and deal insights. A hygiene monitor helps identify missing fields, stale data, overdue tasks, and process gaps, while team dashboards support visibility into data quality and adherence.

Scratchpad is built to improve CRM adoption, record accuracy, and sales execution.