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Tools · Scratchpad

Scratchpad

Revenue automation that simplifies Salesforce pipeline management and workflows.

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Sales EngagementRevOpsSales Tools
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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

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.