Scratchpad pricing, features and alternatives

The short answer

Buy Scratchpad if you run Salesforce, reps avoid updating it, managers want better data before forecast calls, and you want something lighter than a full forecasting platform. Reviewers consistently credit it with saving time on Salesforce updates and keeping pipeline organised.

Skip it Skip Scratchpad if you are not on Salesforce, because its pricing page lists Salesforce as the CRM it works with and its agents are built around Salesforce fields. Skip it too if you need AI forecasting at enterprise scale, or if your Salesforce org is heavily customised and untested with it.

Where Scratchpad fits

Scratchpad started as a faster workspace on top of Salesforce and now positions itself as an AI sales execution platform: agents listen to calls, read emails and notes, then propose or apply updates to Salesforce fields such as next steps, close dates and qualification criteria, per Scratchpad's site. Managers still use it to inspect deals and prep forecast calls, which is the job it was originally bought for. In our revenue intelligence software category it sits between the intelligence platforms and the RevOps tools, up against Dooly, Nektar and forecasting platforms like Clari.

One practical warning before you research it: search results mix Scratchpad up with unrelated note-taking apps and with scratchpad memory in computing, so check that the reviews you are reading are about the Salesforce product.

The agents are the part to test rather than trust. They read calls, emails and notes and suggest or apply field updates, so run them against your own custom fields and validation rules, and watch how notes and agent-applied updates are stored and audited in Salesforce. An agent that writes a close date nobody can trace is a data problem wearing a productivity badge, which is the argument for settling your CRM data hygiene rules first.

For managers, the value shows up in one week of the month. Deal inspection and forecast prep are what the pipeline views are for, so pilot it across a real forecast cycle with one team and compare update rates and forecast prep time against what you do today. Reps like the minimal layout, which matters more than it sounds: a CRM shortcut only works if people use it unprompted.

Scratchpad pricing

Scratchpad publishes self-serve rates, which we read in our September 2026 check. The seat price is the easy half. AI usage is metered in credits, and credits are what decide whether the plan you pick survives the month.

Published plans and credit allowances

Free

$0: the workspace limited to 3 views, 10 hours of call recording a month, AI field updates, 100 AI credits per user per month, no add-on credits

Solo

$19/user/mo billed yearly, or $24 monthly: 400 credits per user per month, no pooled credits and no Gong

Team

$49/user/mo billed yearly, or $62 monthly: 800 credits per user per month pooled across the team, and the first tier that works with Gong

Enterprise

Custom quote: unlimited credits and white-glove Agent Services for setup and tuning

A ten-rep Salesforce team, with credits counted

Credits are the real cost driver. Scratchpad charges 1 credit per single-call Salesforce field suggestion, 5 per multi-call suggestion, 1 per AI call summary, and 5 per Ask AI question on an opportunity or account.

Its own example, 5 calls a day with 4 field updates per call at about 2 credits each, uses roughly 800 credits a month. That is the entire Team allowance for one user and double what Solo gives you, so a normal working rep is a Team user whatever the seat price says.

Ten reps on Team: 10 users x $49 x 12 = $5,880 a year on annual billing, or 10 x $62 x 12 = $7,440 billed monthly. Solo would be 10 x $19 x 12 = $2,280 a year, which looks like the obvious saving until heavy AI users run out of credits mid-month.

When credits run out you can upgrade, buy add-on credits, which Free does not offer, or wait for the reset at the next billing cycle. Confirm the add-on credit rate before you sign, because it is not published, and budget top-ups if managers use Ask AI across deals rather than on one or two.

Enterprise is the only quoted tier. What pushes a team onto it:

1. Credit consumption that makes metering pointless, since Enterprise carries unlimited credits.
2. Setup and tuning you would rather not own, which is what Agent Services covers.
3. Agent behaviour against a heavily customised Salesforce org, where configuration is the work rather than the licence.

Price this one on credits, not seats. The gap between $2,280 and $5,880 a year for ten reps is real money, but Solo's 400 credits per user sit below the vendor's own example of normal use, so the cheaper plan is only cheaper for light users. Measure a week of real credit burn in the pilot and pick the plan afterwards.

What Scratchpad gives up

You give up every CRM except Salesforce. The pricing page lists Salesforce as the CRM it works with and the agents are built around Salesforce fields, so teams on anything else cannot use it.

You give up predictable AI costs. Metered credits mean usage decides the bill, add-on credit rates are not published, and Free cannot buy top-ups at all.

You give up Gong integration and pooled credits below Team. Solo is a single-user tool in practice, which is why a ten-rep team comparing $19 against $49 per user is not comparing like for like.

You give up enterprise forecasting. This is the lighter option by design, so AI forecasting at scale belongs with a dedicated platform and this stays the layer that keeps the data clean enough to forecast on.

You give up certainty on a customised org until you test it. Custom objects and validation rules are the known risk, and an agent that cannot write to your fields leaves you paying for suggestions a rep still has to key in.

How Scratchpad compares

The shortlist splits on whether you want cleaner CRM data or a forecast. Dooly and Nektar sit on the same revenue intelligence lists and are worth testing on the same Salesforce workflow, while Clari is the step up for teams that want a dedicated forecasting platform. Scratchpad is the only one of the group that publishes a rate, which makes it the easiest to pilot and the hardest to compare on price.

What to test in a Scratchpad trial

The free plan gives you 3 views, 10 hours of call recording a month and 100 AI credits per user, which is enough to measure behaviour but not a full month of agent use. Pilot on your own Salesforce org for one forecast cycle.

1. Point it at your custom objects and validation rules and record what the agents cannot write to.
2. Track credit burn for one rep for a week, then multiply by four and compare it against Solo's 400 and Team's 800 credits per user per month.
3. Ask what add-on credits cost, since the rate is not published, and get it in writing before you choose a plan.
4. Check how notes and agent-applied updates are stored and audited in Salesforce, and have an admin trace one agent-written close date back to its source call.
5. Decide whether you need Team for Gong and pooled credits, or Enterprise for unlimited credits and Agent Services. Pooled credits change the maths for a team with a few heavy users.
6. Run one real forecast week through it and compare manager prep time and rep update rates against your current routine, using the same agenda both weeks. Our forecast call agenda keeps that comparison honest.

Scratchpad questions buyers ask

What does Scratchpad do?

Scratchpad gives Salesforce users a faster workspace for updates, notes, and pipeline management, with manager inspection tools.

How much does Scratchpad cost?

Per Scratchpad's pricing page (checked September 2026): Free is $0, Solo is $19 per user per month billed yearly ($24 monthly), Team is $49 per user per month billed yearly ($62 monthly), and Enterprise is a custom quote. A 10-rep team on Team pays $5,880 a year on annual billing, before any add-on AI credits.

What is the alternative to Scratchpad?

Dooly and Nektar are common comparisons. Clari is the dedicated forecasting option for larger teams.

Does Scratchpad have a free plan?

Yes. The Free plan includes the Salesforce workspace (up to 3 views), 10 hours of call recording per month, AI field updates, and 100 AI credits per user per month, per Scratchpad. Add-on credits are not available on Free.

Does Scratchpad work with HubSpot?

Scratchpad's pricing page lists Salesforce as the CRM it works with, and its AI agents are built around Salesforce fields. It does not list HubSpot, so confirm with the vendor before evaluating it on another CRM.

Related

Scratchpad is one of the lighter tools in our revenue intelligence software category. Nektar is the comparison for activity and contact capture, Clari is the step up for dedicated forecasting, and Salesken is where to look if coaching the call matters more than tidying the record. The point of all of it is pipeline hygiene before a forecast call, and how we review software sets out what we check.

Scratchpad sits in our Revenue Intelligence Software directory.