Tools · Scratchpad
Scratchpad
Revenue automation that simplifies Salesforce pipeline management and workflows.

Overview
What is Scratchpad?
Scratchpad is a revenue automation tool designed to simplify Salesforce pipeline management. It provides inline editing and workflow views that help sales teams update records quickly. The platform connects directly to Salesforce to reduce manual data entry.
Scratchpad functions as a revenue automation layer built on top of Salesforce. Sales representatives can manage their pipeline through a streamlined interface that offers inline editing capabilities, eliminating the need to navigate complex CRM layouts. The tool provides workflow views that consolidate daily tasks, follow-ups, and deal updates into a single workspace. Teams benefit from real-time synchronization with Salesforce, ensuring data accuracy without duplicate entries. By reducing the friction associated with CRM updates, Scratchpad allows sellers to spend more time on revenue-generating activities. The platform targets organizations looking to improve CRM adoption and data hygiene across their sales organization.
Fit
Ideal customer profile.
Sales organizations running Salesforce that want to increase CRM adoption and reduce time spent on manual data entry.
- Mid-market
- Enterprise
- Series B+
Capabilities
Key features.
01
Inline editing for Salesforce records
02
Workflow views for daily task management
03
Real-time Salesforce synchronization
04
Pipeline management workspace
05
Deal inspection and tracking
06
Automated data entry reduction
07
Consolidated follow-up views
08
CRM adoption improvement tools
09
Account and opportunity overlays
10
Manager visibility dashboards
Usage
How to use Scratchpad.
Teams connect Scratchpad to their existing Salesforce instance and configure workspace views based on their pipeline needs. Sales representatives access their daily tasks, deals, and account updates through the Scratchpad interface, making inline edits that sync automatically to the CRM. Managers can monitor team activity and pipeline changes through consolidated workflow views.
Cost
Pricing.
Pricing not publicly listed.
At a glance
Quick facts.
- Stack position
- Sales Engagement
- Category
- RevOps, Sales Tools
- Best for
- Mid-market, Enterprise, Series B+
- Pricing
- Pricing not publicly listed.
Subcategories
- Pipeline Management
- Salesforce Integration
Compare
Scratchpad alternatives.
Pick the tool. We run the system around it.
Scratchpad is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.

