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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Scratchpad logo
CRM Software

4.9 399 user ratings

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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Scratchpad is a versatile customer relationship management software that lets you update and maintain your pipeline in Salesforce. It is the first sales-focused workplace. It connects to Salesforce to reduce tabs and duplicate work by combining spreadsheets, sales notes, search, projects, collaboration, Kanban boards, and sales process adherence in one easy and intuitive workspace. The platform integrates notes, tasks, and customer information, such as activity history, calendar events, and emails, into a single, easy-to-understand interface to enhance collaboration. It eliminates the need to switch between tabs to obtain a complete view and take action. You can update critical fields for each opportunity, connect your notes, and create tasks more quickly than ever before with Scratchpad. With Scratchpad, you can also increase the amount of contextual data in your CRM with less effort. You can create tasks, examine and add new contacts, and launch your sales notes straight from your calendar to clear your mind. Additionally, users can have all of their essential transaction information displayed to them in real-time anywhere on the web using Scratchpad Command. Read more WAPlus is the ultimate solution for boosting your WhatsApp productivity. With the latest AI technique, the WAPlus CRM plugin takes the WhatsApp experience to the next level. This revolutionary tool provides a seamless integration with the WhatsApp web version, allowing them to manage customers and conversations effortlessly, all in one place. No more toggling between apps, no more wasting time. WAPlus is not just a productivity tool, it's a powerful assistant for them and the team. With its rich customer management tools, WAPlus helps them stay organized and on top of all their interactions on WhatsApp. From sales leads to support inquiries, WAPlus has them covered. And for small and medium-sized businesses, WAPlus is a game changer. These marketing automation and service automation features give them the edge they need to generate more business opportunities on WhatsApp. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $19.00. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $7.99. Offers Free-forever plan.
SW Score & Breakdown

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    77%
  • Momentum
    60%
  • Popularity
    70%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    79%
  • Reviews
    60%
  • Momentum
    68%
  • Popularity
    67%

Features

Total Features
8 Features
10 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
  • + 5 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
      Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
      Sales Force Automation Streamlined management of the sales cycle from lead to close
  • + 4 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

    Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.9/5 399 user ratings
    Not Available
    Rating Distribution
    • Excellent

      92%
    • Very Good

      7.3%
    • Average

      0.8%
    • Poor

      0%
    • Terrible

      0%
    Not Available
    Review Summary

    Scratchpad is widely lauded for its user-friendly interface and seamless integration with Salesforce, streamlining pipeline management and saving users significant time. Reviews consistently highlight its intuitive design, easy-to-use features, and ability to quickly update and view opportunities. While some users wished for more robust note-taking capabilities and offline access, the platform's ease of use and efficiency were consistently praised. Overall, Scratchpad is a popular choice for sales reps and managers seeking to optimize their Salesforce workflow and increase productivity.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $19.00. Offers Free-forever and Custom plan.
    • Free Trial Not Available
    • Starts at $7.99. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Premium $19.00 $19.00 per user / month

    Team $39.00 $39.00 per user / month

    Business Custom

    Free Free

    Starter $7.99 $9.99 per month

    Pro $14.90 $18.90 per month

    Growth $19.90 $24.90 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Not Available CRM
    + 3 More
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, CA Founded in: 2020

    Not available

    Contact Details

    Not available

    https://scratchpad.com/

    Not available

    https://waplus.io/

    Social Media Handles

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