Scratchpad

CRM GTM Platforms Sales AI

Value Proposition & Features

Scratchpad is a B2B SaaS sales workspace that sits on top of Salesforce to remove admin work, automate CRM updates, and keep pipeline data clean so reps can spend more time selling. [^2vrwq2] [^kcs7ba] [^2z1i90] [^bp6100] It positions itself as an AI-powered workspace for sales and revenue teams, centralizing pipeline management, deal inspection, forecasting, notes, tasks, and collaboration in one fast interface. [ec2zln] [xoe4rb] [^2vrwq2]
Core product capabilities include a fast Salesforce workspace where reps update pipeline, write notes, and manage tasks in a streamlined side panel without opening Salesforce. [o7wb3v] [xpp6fv] [^kcs7ba] It adds AI and automation (via a Clearskies context layer) to turn Salesforce data and unstructured revenue information into high‑context sales intelligence and automated updates. [^2vrwq2] [^2g8iw3] [^0csgce] It also supports bulk updates, calendar integration, rich notes linked to Salesforce records, and grid views, making forecasting, coaching, and deal inspection faster and more consistent. [^idtbi8] [^0o49k3]
Key features (5–8, in priority order)
  • Fast Salesforce workspace UI for reps, managers, and leaders to manage pipeline, inspect deals, coach, and forecast “fast, simple, and delightful.”[^tyl4gs] [^kcs7ba] [^2z1i90]
  • Pipeline and deal management with bulk updates and grid views on top of Salesforce records. [^idtbi8] [^2z1i90]
  • Notes and tasks linked to Salesforce (push notes, link notes to records, multi‑media rich notes) so deal context lives in the CRM. [^idtbi8]
  • AI-powered context and automation, including Clearskies AI Context Layer integration to surface real‑time insights from unstructured revenue data and drive automated Salesforce updates. [^2vrwq2] [^2g8iw3] [^0csgce]
  • Sales forecasting and coaching workflows built on clean pipeline data and quick Salesforce updates. [ec2zln] [xoe4rb] [^tyl4gs]
  • Calendar integration and sales inbox to connect meetings and email activity with opportunities and accounts. [^idtbi8]
  • Collaborative workspace for revenue teams, consolidating notes, pipeline views, and routine workflows in one interface. [ec2zln] [xoe4rb]

Product Roadmap / Announcements

As of August 5, 2026,
  • 2026-07-18 – Scratchpad integrated the Clearskies AI Context Layer into its core product suite, evolving from a CRM UI layer into a high‑context sales intelligence engine that understands buyer intent and deal progression. [^2vrwq2] [^2g8iw3] [^0csgce]

Recent Developments (past 90 days)

  • 2026-07-18 – Industry Lens published Signal Spotlight: Scratchpad — Scratchpad Product Suite, highlighting Scratchpad’s Clearskies AI integration and positioning it as “The AI workspace built for sales” and a high‑context intelligence engine over Salesforce. [^tc1gk9] [^2vrwq2] [^2g8iw3] [^0csgce]
  • 2026-07-20 – GetApp’s Scratchpad listing (last updated March 2026) summarized the product as a new experience for reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful, and detailed current pricing tiers and features. [^idtbi8] [^h14ne2] [^1p1ik0]

History and Origin Story

Scratchpad was founded in 2019 by Pouyan Salehi to address inefficiencies and friction in sales technology, particularly the difficulty sales reps faced keeping Salesforce up to date. [ec2zln] [xoe4rb] It began as a rep‑centric notebook and Salesforce interface focused on making CRM updates easier and has since expanded into a broader revenue workspace that consolidates notes, pipeline management, and workflows and now incorporates AI context for sales intelligence. [ec2zln] [3kjvss] [^tc1gk9]

Fundraising History

RoundDateAmountLead investor
SeedOct 1, 2020$4MAccel
Series AFeb 1, 2021$13MCraft Ventures
Series BJan 1, 2022$33MCraft Ventures
Total—$50M—
[5rifsg] ifsg]: [^h5dm3g] [^96amad] [^49fbkt]
Investors (alphabetical, across rounds): [5rifsg] [^h5dm3g] [^96amad]
  • Arman [5rifsg] [^h5dm3g] [^96amad]
  • Bain Capital V [5rifsg] [^h5dm3g] [^96amad] [5rifsg] [^h5dm3g] [^96amad]- [5rifsg] [^h5dm3g] [^96amad]
  • Craft Ventures [^h5dm3g] [^96amad]
  • Floodgate [^h5dm3g] [^96amad]
  • Founder Collective [^h5dm3g] [^96amad] [5rifsg] [^h5dm3g] [^96amad] [5rifsg] [^h5dm3g] [^96amad]

Notable Team Members

Pouyan Salehi (Founder & CEO) – Salehi is the CEO and co‑founder of Scratchpad, with over a decade of experience building software for B2B sales teams; he previously co‑founded PersistIQ (a Y Combinator‑backed outbound sales tool) before starting Scratchpad to build a workspace for sellers that made Salesforce easier to work with and achieved strong bottoms‑up adoption. [3kjvss] [7q6sio] [xoe4rb]
Other specific leadership roles beyond the founder were not reliably identified in available sources focused on Scratchpad’s sales workspace; investor listings and tools directories mention the company but do not provide a clear leadership roster. [xoe4rb] [^d2ha06]

Market Sizing

Category, Market Size, and Category Growth

Scratchpad fits into sales software / sales enablement / sales engagement and CRM enhancement categories, functioning as a sales productivity and pipeline management workspace that sits on top of Salesforce rather than replacing it. [ec2zln] [^tyl4gs] [^2z1i90] [^af6o40] The broader sales software market is estimated at USD 57.5B in 2024, projected to reach USD 175.89B by 2032 at a 15% CAGR (2026–2032), indicating strong growth for tools like Scratchpad. [^xh65vb] Related segments such as productivity software (USD 86.86B in 2026, ~15.9% CAGR) and CRM software (USD 87.96B in 2026, projected USD 128.86B by 2031) also show double‑digit growth, supporting expansion opportunities for sales workspaces layered on CRM. [^f56v6k] [^lpvcq8] [^fi0cds]

Pricing

Scratchpad uses a freemium per‑user subscription model with three published tiers on GetApp. [^h14ne2] [^0o49k3]
TierPrice (USD/user/month)Notes
Free$0Free plan with limited automations and capped weekly Salesforce record updates. [^h14ne2] [^idtbi8]
Team$39Subscription tier with expanded features vs Free. [^h14ne2] [^idtbi8]
Business$79Highest public tier with unlimited automations and extended change history. [^h14ne2] [^idtbi8]
Additional analyst content describes “starting at $49 per user per month” in some sales‑ops stacks, but that appears to be a scenario estimate rather than Scratchpad’s official price; the clearest published pricing for Scratchpad itself is via GetApp. [^h14ne2] [^af6o40]

Revenue Trajectory Estimates

No reliable public figures for Scratchpad’s ARR or revenue were found; funding databases and product directories list capital raised and pricing but do not disclose revenue metrics. [^h5dm3g] [^had21b] [^0o49k3]

Competitive Landscape

Who it’s for, who it’s not for

Scratchpad is for Salesforce‑using sales and revenue teams—especially seed to growth‑stage B2B startups and mid‑market companies—who want to reduce manual Salesforce data entry, centralize notes and pipeline views, and improve forecast accuracy and sales coaching without replacing their CRM. [ec2zln] [^tyl4gs] [^2z1i90] [^af6o40] It is particularly suited to reps, managers, and sales leaders who already rely on Salesforce but need a faster, more intuitive workspace to keep data current and derive AI‑driven insights from deal context. [ec2zln] [^tyl4gs] [^2vrwq2]
Scratchpad is not ideal for organizations that do not use Salesforce as their primary CRM, very small teams that have minimal CRM complexity, or buyers looking for a full CRM replacement rather than a workspace layer; it also may be less relevant for non‑sales functions or companies whose workflows revolve around other CRMs or generic note‑taking apps rather than structured pipeline and revenue operations. [ec2zln] [^tyl4gs] [^fi0cds] [^af6o40]

Viable Alternatives

  • Salesforce-native pipeline views / CRM UI – For teams willing to work directly in Salesforce, native list views, reports, and dashboards can handle pipeline updates and forecasting without an additional workspace layer. [^myzl4y] [^fi0cds]
  • Weflow or similar Salesforce enhancement tools – Other workflow automation and CRM enhancement tools in the “$25–75 per rep” band can provide guided updates and pipeline views on top of Salesforce in a similar role. [^af6o40]
  • Sales enablement / engagement platforms (e.g., Showpad, Aligned) – Full sales enablement suites and AI B2B sales workspaces focus more on content, rooms, and multi‑stakeholder collaboration but overlap in deal management and buyer‑facing workflows. [^x69zgg] [^jqqnf9] [^h42rl7]
  • Generic sales CRMs (HubSpot Sales Hub, monday CRM, Zoho CRM) – For teams willing to switch CRM rather than layer a workspace on top, these platforms bundle pipeline, tasks, and notes in one system. [ckv32y] [^tyl4gs]

Competitor Table

CompetitorDescription
[HubSpot Sales Hub]CRM and sales hub offering pipeline, email, automation, and forecasting in one platform, often used as a Salesforce alternative for SMBs. [ckv32y]
[monday CRM]Work‑management‑style CRM with customizable boards for deals, tasks, and pipelines, serving as an all‑in‑one sales workspace rather than a Salesforce add‑on. [ckv32y]
[Zoho CRM]Cloud CRM with sales automation, pipeline management, and reporting, positioned as a value‑priced alternative to Salesforce. [ckv32y]
ShowpadSales enablement platform focused on empowering sellers with content, training, and deal‑support tools, overlapping with Scratchpad in seller workflows but less focused on Salesforce data entry. [^h42rl7]
AlignedAI B2B sales workspace that raised $60M Series B in 2026, offering collaborative buyer rooms and deal workflows that compete with sales workspaces like Scratchpad for complex B2B cycles. [^jqqnf9] [^rp7pfn]

Sources

[1]: App de anotações: 9 opções grátis, offline e colaborativas [2]: Best Note-Taking Apps in 2026 (Sorted by How You Think) [3]: ノートアプリおすすめ10選【2026年】無料・PC・iPad対応を比較 [4]: App per prendere appunti: le migliori per scenario | AFFiNE [5]: Note and writing apps (2026): Compare the Best - Product Hunt [6]: "Best AI Note-Taking Apps in 2026: 15 Tools Ranked by Fit" [7]: 【無料テンプレ付】アイデアをアプリに記録するおすすめ11選 [8]: The 11 best AI notetaking apps in 2026 (categorized by ... [9]: 10 Best Note Taking Apps for Boosting Productivity in 2026

[ec2zln]

Stop Connecting Salesforce Directly to Claude. Build a ...