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Scratchpad
SalesPaidCRM Automation
AI workspace for sales that automates CRM updates and admin work.
Medium India relevanceVisit Scratchpad →
About
Scratchpad is an AI-powered workspace built for sales teams to eliminate administrative overhead and improve CRM data quality. It captures customer interactions through call recording and note-taking, automatically updates Salesforce fields using AI, and provides deal-specific AI agents for context-aware assistance. Designed for sales reps and managers who need faster execution, better process adherence, and trustworthy CRM data.
Problem it solves
Sales teams waste hours on CRM admin work and struggle with data quality instead of selling.
Best for
Sales teams and managers using Salesforce who need to reduce admin work and improve CRM hygiene.
Key features
AI-powered Salesforce field updates from calls and emails
Call recorder and automatic transcription
Deal and account AI agents with full history context
Modern Salesforce UI with sheets and notes
Custom prompt builder with usage tracking
CRM hygiene monitoring and process adherence tracking
Tags
crm-automationsales-productivityai-agentssalesforce-integrationcall-recording
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