Scratchpad
Scratchpad is a workspace that automates Salesforce updates by listening to sales calls, emails, and notes. It records and transcribes customer conversations via Zoom or Gong, generates deal insights and qualification assessments using AI agents, and populates Salesforce fields without manual entry. The tool provides a modern interface with customizable sheets, a built-in notetaker, and AI agents that enforce CRM hygiene and sales methodology adherence. It integrates with Salesforce, Zoom, Gong, Slack, Gmail, and Outlook, allowing teams to stay in their communication tools while keeping the CRM in sync.
Scratchpad is a workspace, priced at $24 a seat a month on the Solo plan, integrating with Salesforce, Zoom, Gong and Slack. InnovaAI rates it 3.5 of 10 for agency adoption, best for Account Executive, Revenue Operations Manager and Project Manager roles.
Agency Audit
Scratchpad replaces manual Salesforce data entry with AI that listens to calls, transcribes notes, and auto-populates deal fields. It works natively with Salesforce, Zoom, Gong, and Slack, making it a fit for agencies whose Account Executives and Revenue Operations teams spend significant time on CRM hygiene and post-call admin. The tool is best adopted by teams running 5+ live client calls per week where call transcription and field mapping directly compress the post-call workflow.
5recommended
80/mo
$5,880/mo
Low
Illustrative scenario. Not a guarantee. Net capacity is the value of reclaimed time at $75/hr, less the lowest verified paid base plan (per-seat cost scales with seats). Hours saved come from the service estimate; implementation, taxes, and unprovided usage charges are excluded.
- Account Executive handling post-call transcription and note capture
- Revenue Operations Manager handling Salesforce field updates and deal stage progression
- Project Manager handling CRM hygiene audits and process adherence monitoring
- Your team rarely records client calls or relies on async email and Slack for customer communication. Scratchpad's core value is call transcription and real-time note capture, so teams without live meetings will not recoup the seat cost.
- Your CRM is HubSpot, Pipedrive, or another non-Salesforce platform. Scratchpad is built for Salesforce field mapping and does not support other CRM backends.
- Your sales process is highly unstructured and reps resist standardized fields or deal stages. Scratchpad's AI agents and hygiene monitoring assume a defined sales methodology (MEDDPICC, MEDDIC, etc.), so adoption will stall if the team does not align on process first.
Internal Adoption Path
$120/mo
5 seats × $24/mo
80 hr/mo
5 seats × 16 hr each
$6,000/mo
modeled at $75/hr labor rate
$5,880/mo
value − subscription cost
In this model, 5 seats reclaim 80 hours of team time each month. Valued at $75/hr that is $6,000/mo, and after the $120/mo subscription it leaves $5,880/mo of capacity for billable client work.
Illustrative scenario. Not a guarantee. Uses the lowest verified paid base plan. Implementation, taxes, and unprovided usage charges are excluded.
Platform Features
Core capabilities of Scratchpad
Call recording and transcription
Captures audio from Zoom or Gong calls and generates searchable transcripts without requiring a third-party bot on the call. Account Executives use transcripts to verify customer context and avoid re-reading notes before follow-ups.
Automated Salesforce field updates
AI listens to call transcripts and populates deal stage, next steps, customer pain points, and custom fields directly into Salesforce. Eliminates manual data entry for Account Executives and reduces CRM hygiene audits for Revenue Operations.
Deal and account agents
AI agents generate deal summaries, qualification assessments, and account insights from call audio and email threads. Project Managers and Account Executives use these briefs to brief stakeholders or hand off deals without re-listening to calls.
CRM hygiene monitoring
Detects missing or inconsistent Salesforce fields and flags deals that do not meet process standards (e.g., MEDDPICC adoption). Revenue Operations teams use this to enforce methodology adherence without manual audits.
Workspace and sheets interface
Provides a modern alternative to Salesforce's native UI with customizable views, deal sheets, and quick-access notes. Account Executives and managers spend less time navigating Salesforce and more time on strategy.
Custom prompts and AI credits
Allows teams to define custom AI instructions for field mapping and insight generation (e.g., 'extract competitor mentions' or 'flag budget conversations'). Revenue Operations and GTM teams tailor the tool to their specific sales methodology.
What Makes Scratchpad Different
Unique advantages vs similar tools in this niche
AI updates Salesforce fields directly from calls and emails without manual entry
vs Traditional CRM admin requiring reps to manually log activitiesScratchpad listens to calls, parses emails, and writes directly to Salesforce fields automatically.
Deal agent with full context across calls, emails, and documents
vs Generic AI chatbots without CRM contextScratchpad's AI agent has access to all calls, emails, notes, and custom documents for each deal.
Hygiene monitor that detects and resolves CRM data issues in seconds
vs Manual audits and data cleanup processesScratchpad detects missing fields, stale data, and process gaps, allowing fast resolution without navigating Salesforce.
Value Equation
Outcome-likelihood-time-effort assessment for Scratchpad
Limited agency channel
Scratchpad scored below the agency-resellability threshold (agency_fit_score < 50). The Value Equation projects agency-side outcomes, which don't apply to tools without a clear resell pathway.
Contact ScratchpadPricing
Scratchpad platform cost to your agency
Starts at $24/mo (Solo), scales to $62/mo (Team)
Free
- Interface & Workspace (Limit of 3 views)
- Call Recorder and Notetaker 10 hours / month
- AI Field Updates
- Custom Prompts
Solo
- Interface & Workspace
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
Team
- Interface & Workspace
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
Enterprise
- Interface & Workspace
- Call Recorder & Notetaker
- AI Field Updates
- Deal & Account Agent
No verified white-label program for Scratchpad: client-facing delivery runs under the platform's native branding.
Market Intelligence
Offer + scale economics for Scratchpad
Limited agency channel
Scratchpad scored below the agency-resellability threshold (agency_fit_score < 50). It's a useful tool but not designed for white-labeled or retainer-based reselling, so we don't publish productized offer economics for it.
Contact ScratchpadInvestment Decision Framework
Strategic vetting analysis for Scratchpad
Situational Fit
Fit depends on your client mix
Buy If
4Your Revenue Operations team audits CRM data quality weekly and finds that deal stage, next steps, and customer context are missing or inconsistent across records. Scratchpad's hygiene monitor and automated field updates enforce process adherence without forcing reps into Salesforce.
Your Project Managers or Account Executives hand off deals to implementation teams and struggle to capture full customer context in Salesforce. Scratchpad's deal brief and executive summary features create handoff artifacts automatically from call audio.
Your Account Executives spend 3+ hours per week manually transcribing client calls and updating Salesforce fields after each meeting. Scratchpad's call recorder and AI field mapper reclaims that time by capturing audio directly and writing updates without manual entry.
Your team uses Gong for call recording but still manually pulls insights and updates Salesforce. Scratchpad integrates with Gong and extracts deal-relevant data in a single step, eliminating the context-switching between platforms.
Skip If
4Your team rarely records client calls or relies on async email and Slack for customer communication. Scratchpad's core value is call transcription and real-time note capture, so teams without live meetings will not recoup the seat cost.
Your CRM is HubSpot, Pipedrive, or another non-Salesforce platform. Scratchpad is built for Salesforce field mapping and does not support other CRM backends.
Your sales process is highly unstructured and reps resist standardized fields or deal stages. Scratchpad's AI agents and hygiene monitoring assume a defined sales methodology (MEDDPICC, MEDDIC, etc.), so adoption will stall if the team does not align on process first.
Your team is smaller than 3 Account Executives or your call volume is fewer than 5 calls per week. The per-seat cost and setup friction will outweigh the time savings unless call admin is a genuine bottleneck.
Bottom Line
Scratchpad replaces manual Salesforce data entry with AI that listens to calls, transcribes notes, and auto-populates deal fields. It works natively with Salesforce, Zoom, Gong, and Slack, making it a fit for agencies whose Account Executives and Revenue Operations teams spend significant time on CRM hygiene and post-call admin. The tool is best adopted by teams running 5+ live client calls per week where call transcription and field mapping directly compress the post-call workflow.
Reality Check
Scratchpad's value depends on consistent call recording and team adoption of the workspace as the primary note-taking layer. Agencies with asynchronous or email-heavy client engagement will see lower ROI. The tool requires Salesforce as the CRM backend, so non-Salesforce shops cannot adopt it.
Moderate effort: standard configuration with some customization needed
Academy for Scratchpad
Work through it in order: the course for this service first, then the modules behind it.
Course for this service
Scratchpad Agency Implementation, Automating CRM Updates for Sales Teams
Learn how to deliver Scratchpad as a productized service to sales agencies and in-house teams. This course covers call transcription setup, Salesforce field mapping, AI agent configuration for deal qualification, and building recurring revenue through CRM hygiene audits and sales methodology enforcement.
Open the courseNo Academy modules are published for this service yet. Browse the full Academy
Why this category matters
The commercial case before the tooling.
Core concepts
The mental model you need to price and scope the work.
- Engagement Signal DecayConcept
Engagement Signal Decay treats every buyer interaction (a deal room open, a demo replay, a document download) as a perishable asset with a half-life measured in hours, not weeks. The framework asks one question per signal: how long until this observation stops predicting intent? A room revisit at 9am is actionable at 11am and noise by Thursday. Agencies that wire content creation to buyer engagement data inherit this clock whether they plan for it or not, because the retainer promise is pipeline velocity, not content volume. In practice, a shared workspace built in Arrows or a deal room in Dock can log a pricing-page dwell spike, but the signal only converts if a rep follows up inside the window. Forrester's AEO research makes the same point about discovery: answers mediate consideration before a click, so late response forfeits the deal.
- Enablement Debt RatioConcept
Enablement Debt Ratio measures how much of a sales enablement stack a team actually uses against what it pays for. A stack of five platforms where reps log into two produces a ratio of 0.4, meaning 60% of the spend is debt: licenses, admin time, and integration upkeep that generate no deal velocity. Agencies feel this twice, once on their own retainer margin and again when a client asks why the demand generation work is not converting. The fix is sequencing, not shopping. Pick the one workflow that stalls most deals, instrument it, and only then add the next layer. Aomni, for example, claims three hours of research saved per prospect, but that number only holds if reps abandon their old research habit. The same test applies to digital sales rooms like Arrows or dialing layers like ConnectAndSell: adoption rate, not feature count, sets the ceiling on return.
- Enablement Attribution BridgeConcept
The Enablement Attribution Bridge is the connective layer that maps buyer engagement inside sales enablement tools back to the content and demand generation work an agency was paid to produce. Without that bridge, a client sees a proposal, a demo room, or a shared document as a sales artifact, not as agency output, and the retainer gets judged on lead volume alone. The bridge works in three spans: instrument the enablement surface so every view, return visit, and forwarded link is logged against a named account; map those signals to the specific agency deliverable that seeded them; then report the pairing in the client's own pipeline language. Aomni's account research and Arrows' CRM-synced digital sales rooms both emit engagement data that can be tied to a campaign asset, but only if the agency defines the mapping before the room goes live. Build the bridge at kickoff, not at renewal.
Decision and risk
How to judge the fit, and the ways it goes wrong.
- Sales Enablement Rule: Buy the Workflow Before the WorkspaceEvaluation Rule
Adopt enablement tooling only after the sales stages, content owners, and handoff rules exist on paper, then buy the narrowest platform that attaches to that process.
- When Enablement Tools Outnumber Closed Deals, Cut the Stack to the CRM-Native LayerEvaluation Rule
Keep the enablement layer that writes engagement data back into the CRM the client already owns, and retire the rest before adding another seat.
- Sales Enablement Decision: Content-to-Engagement Loop vs Tool Stack AccumulationDecision Framework
IF an agency already produces demand generation or content for clients and can trace which assets buyers open, share, and forward, THEN invest in the connective layer that links content creation to buyer engagement data (deal rooms, engagement analytics, CRM-synced follow-up) so attribution survives past the lead handoff. IF the agency cannot yet name its own repeatable sales stages, or enablement purchases are being justified per-tool rather than per-stage, THEN hold spend and fix the process first, because adding platforms to an undefined pipeline produces tech debt instead of revenue velocity.
- The Content-Without-Process Trap: Why Sales Enablement Stalls in Agency RetainersFailure Pattern
- The Seat-License Trap: Why Sales Enablement Stalls When Agencies Buy Tools Before They Have SellersFailure Pattern
Delivery system
Blueprints and procedures for running it as a service.
- Sales Enablement Alignment Sprint (10-14 days)Implementation Blueprint
A productized engagement that maps a client's buyer journey to a repeatable enablement workflow, then wires content, research, and engagement data into the CRM so stalled leads become measurable pipeline. Built for agencies that already run demand generation or content retainers and need to prove the handoff into revenue.
- Buyer Engagement Signal Review (Retention)Operating Procedure
- Enablement Stack Consolidation Audit (Onboarding)Operating Procedure
- Deal Room Content Refresh Cycle (Delivery)Operating Procedure
13 modules selected for Scratchpad
Frequently Asked Questions
Answers about pricing, setup, implementation
Scratchpad is a workspace that sits between your sales team and Salesforce, automating CRM updates from calls, emails, and notes. It records and transcribes customer conversations, generates deal insights via AI agents, and populates Salesforce fields without manual entry. It integrates with Salesforce, Zoom, Gong, Slack, and Gmail to keep your CRM hygiene high and your team focused on selling instead of admin.
Solo plan costs $24 per user per month (or $19 per user per month billed annually). Team plan costs $62 per user per month (or $49 per user per month billed annually) and includes Gong integration. Enterprise plans are custom and include unlimited AI credits, advanced controls, and white-glove agent services. A free tier is available with 10 hours of call recording per month, 100 AI credits per user per month, and limited workspace views.
Account Executives save the most time on post-call note-taking and Salesforce updates. Revenue Operations teams use Scratchpad to monitor CRM hygiene and enforce sales methodology adoption without manual audits. Project Managers and Account Executives use deal briefs and handoff summaries to accelerate deal transitions to implementation. GTM enablement leaders use custom prompts and AI agents to scale coaching and process adherence across the team.
An Account Executive running 5+ calls per week typically saves 3 to 4 hours per week on post-call transcription and Salesforce field updates. A Revenue Operations team auditing CRM hygiene weekly saves 2 to 3 hours per week on manual data quality checks. The payback period is typically 2 to 3 weeks of adoption at the Team plan price ($49 per user per month billed annually) for a 5-person sales team.
Yes. The Team plan and above include Gong integration, allowing Scratchpad to pull call recordings and transcripts directly from Gong and extract deal-relevant data without re-recording calls. This eliminates the step of manually reviewing Gong calls and updating Salesforce separately.
Scratchpad does not retain call recordings or notes after cancellation. All Salesforce field updates written by Scratchpad remain in your Salesforce account, so your deal history and customer context are preserved. You should export any custom prompts or agent configurations before canceling if you want to preserve them for future reference.
Initial setup takes 1 to 2 hours per team (Salesforce authentication, Zoom or Gong connection, and custom field mapping). Individual Account Executives can start using the call recorder and notetaker immediately. Full adoption of AI field updates and deal agents typically takes 1 to 2 weeks as the team learns to trust the outputs and adjusts custom prompts.
Yes. Scratchpad includes native call recording for Zoom and Meet, so you do not need Gong to capture calls. The Gong integration is optional and useful if your team already records calls in Gong and wants to avoid re-recording. Free and Solo plans do not include Gong integration; Team and Enterprise plans do.