Scratchpad

Scratchpad is an AI-powered productivity tool designed to streamline sales workflows and CRM management for teams using Salesforce. The platform combines a modern Salesforce workspace, automatic call recording and note-taking, AI-driven field updates, deal and account agents, custom prompts, and powerful integrations with tools like Zoom, Gong, Slack, Gmail, and Outlook. It allows sales teams to capture, transcribe, and summarize customer conversations, automate data entry, track CRM hygiene, and gain actionable insights to accelerate pipeline management and deal flow.