Data as of Sep 26, 2026 · Based on 4,029,442 AI responses across 13,338 prompts · See how Parse measures this
Scratchpad is an AI-powered sales workspace that replaces the traditional CRM interface with a fast, flexible UI featuring sheets, notes, notetaking, call recording, and AI-assisted deal management, all tightly integrated with Salesforce. It sits between sales reps and the CRM, removing admin work and automatically updating CRM data from conversations and documents while keeping Salesforce as the single source of truth. It includes AI assistants, data hygiene tools, and analytics to improve data quality, adoption, process adherence, and forecasting accuracy.
The market map · 5 of 81 labelled
Sales Conversation Intelligence Software →Excerpts where Scratchpad appeared in the AI's answer
Scratchpad — Scratchpad records and reviews sales calls using its own notetaker or by ingesting recordings from platforms like Gong, Zoom, or Google Meet.
Scratchpad — Particularly interesting if you use Salesforce. Its AI CRM Updates can be configured with prompts like “Based on the latest call, determine the customer's implementation timeline” and automatically update the corresponding Salesforce field.
Excerpts where Scratchpad appeared in the AI's answer
Scratchpad / Champify (Sales-Specific Workspace Agents) : If your primary pain point is updating Salesforce or HubSpot fields cleanly without manual typing
Scratchpad / Copilot-style tools: Excellent if you prefer a side-panel scratchpad interface during the call