Salesforce workspace and AI agents that keep pipeline fields and deal data clean.
Scratchpad is a workspace layered on top of Salesforce that makes updating the CRM fast enough that reps actually do it — inline-editable pipeline views, notes tied to records, and zero-boilerplate field updates. Its AI agents extend that into automatic hygiene: filling required fields from call and email context, flagging stale opportunities, and enforcing sales process standards without manager nagging. RevOps teams adopt it because forecast quality is downstream of field quality, and reps adopt it because it is quicker than native Salesforce screens.
Which of the capability map's modules Scratchpad covers — each links to the module's own page, with every tool that supports it.
| Module | Phase | Depth | Note |
|---|---|---|---|
| Win the Deal | |||
| Opportunity-Stage Hygiene | Deal Orchestration | Core | Inline pipeline editing plus AI agents that fill, correct, and flag opportunity fields against process rules |
Most pipeline tools report on dirty data; Scratchpad attacks the reason the data is dirty — the friction of updating Salesforce. Pairing a genuinely fast rep-facing workspace with agents that backfill and police fields makes process compliance a byproduct of daily work rather than an inspection ritual.
No. Everything reads from and writes to Salesforce in real time — Scratchpad is an alternative interface plus automation, not a separate database. That is precisely why RevOps teams like it: adoption improves the system of record instead of fragmenting it.
Teams whose forecast reviews keep stalling on missing next steps, stale stages, and empty fields. If your pipeline data is already clean and reps update Salesforce willingly, the marginal gain is smaller.