Scratchpad
Scratchpad is a private SaaS company that sells an AI workspace for sales teams, sitting on top of Salesforce to automate CRM updates, call capture, deal qualification, and pipeline coaching. It serves sales reps, sales leaders, and RevOps teams, monetizing via per-seat subscriptions on the core product and usage-based pricing on its Clearskies and NexusGTM analytics sub-brands.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Scratchpad does
Scratchpad is a private SaaS company, founded in 2019 and headquartered in San Francisco (legally domiciled in Delaware with principal offices in Covina, California), that builds an AI workspace for sales teams on top of Salesforce. The product replaces the native Salesforce UI with a faster interface combining sales sheets, notes, a command HUD, a call recorder and notetaker (with direct Zoom integration and a desktop background-recording app), AI Field Updates that parse calls, emails, and notes to write structured data back into Salesforce, a Hygiene Monitor that flags missing or stale CRM data, and Deal GPTs — AI agents trained on each deal's full context for qualification, coaching, briefs, and next-step recommendations. The platform supports sales methodologies including MEDDIC, BANT, SPICED, and custom frameworks, and extends outward through integrations with Gong (including Salesforce backfill of past Gong calls — a capability Gong does not itself provide), Slack, Zoom, and HubSpot.
Scratchpad monetizes through per-seat SaaS subscriptions billed monthly or annually for the core workspace, with enterprise Order Form contracts and SOC 2 Type 2 compliance enabling larger deployments. A usage-based pricing layer applies to Clearskies, a separate sub-brand that serves as a context layer for revenue AI — aggregating CRM, call transcripts, email, calendar, and Slack into a Customer Context Graph consumable by Claude, ChatGPT, and Gemini. A third sub-brand, NexusGTM, delivers revenue function analysis (win-loss, rep coaching, pipeline risk) for CROs, also priced on usage. Distribution combines a product-led growth motion (Chrome extension, web app, self-serve signup, pay-as-you-go billing) with inside sales for mid-market customers and direct enterprise field sales, supported by a content and community engine anchored on G2 (1,470+ verified reviews, 4.8-star average).
The company has raised $49 million in total disclosed funding across a 2019 FundersClub seed, a $3.6 million 2020 seed led by Accel, a $13 million 2021 Series A led by Craft Ventures, and a $33 million January 2022 Series B led by Craft Ventures with Accel participation. Customers include Brex, Vercel, Cursor, Dialpad, Clio, Cognism, Crunchbase, Fundraise Up, G2i, MaintainX, Memfault, Merge, Recharge, and Settle. Security posture includes SOC 2 Type 2 with continuous monitoring and GDPR/CCPA alignment.
Scratchpad firmographics
Firmographics- Name
- Scratchpad
- Legal name
- Scratchpad, Inc.
- Website
- https://scratchpad.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Scratchpad is a private SaaS company that sells an AI workspace for sales teams, sitting on top of Salesforce to automate CRM updates, call capture, deal qualification, and pipeline coaching. It serves sales reps, sales leaders, and RevOps teams, monetizing via per-seat subscriptions on the core product and usage-based pricing on its Clearskies and NexusGTM analytics sub-brands.
- Ownership category
- akta.pro rank
Scratchpad industry classification
Industry- Product category
- Sales Productivity Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Force Automation (SFA) CRM (HDAEAFAA)
- akta.pro secondary industry
- CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)
Keywords
Where Scratchpad is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Scratchpad business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Scratchpad): Per-seat SaaS subscription for the AI workspace for sales, billed monthly or annually. Provides access to core workspace features, AI updates, call recording, and hygiene monitoring. Additional fees for functionality exceeding seat limits.
- Pay-as-you-go Billing: Self-serve billing option where customers pay in advance at prevailing rates for subscriptions/credits purchased. Fees based on subscriptions purchased, not actual usage. Non-cancellable with no refunds.
- Order Form Subscriptions: Enterprise subscription via Order Form with defined Initial Term and automatic renewal. Fees based on subscriptions purchased, quantities cannot be decreased during term. Additional fees prorated for seats added mid-cycle.
- Clearskies Usage-based Pricing: Clearskies product uses usage-based pricing with no per-seat fees. Revenue function analysis delivered using the Clearskies Customer Context Graph.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Per-seat subscription with monthly or annual billing |
| Subscription | Annual | Annual subscription with automatic renewal |
| Usage-based | Pay-as-you-go | Usage-based pricing for Clearskies product |
Go-to-market motion3 records
Distribution channels7 records
Marketing channels9 records
Scratchpad product offering
Product offeringCore offering
Scratchpad is an AI workspace for sales teams built natively on Salesforce, providing a modern UI with sales sheets, notes, notetaker, call recording, and AI agents that automatically update Salesforce fields from calls, emails, and notes. The platform eliminates manual CRM data entry, improves data quality, and applies sales methodologies (MEDDIC, BANT, SPICED) to qualify deals and coach reps. The portfolio includes the core Scratchpad workspace plus Clearskies (a context layer for revenue AI connecting CRM, calls, email, calendar, and Slack) and NexusGTM (revenue function analysis for CROs).
Product overview
Scratchpad offers a portfolio of three interconnected products: Scratchpad is the core AI workspace for sales teams, providing a modern Salesforce UI with sheets, notes, call recording, notetaker, and AI agents that remove admin work and drive deal execution. Clearskies (clearskies.cc) serves as the context layer for revenue AI, connecting CRM, call transcripts, email, calendar, and Slack into a Customer Context Graph so sales leaders can use Claude, ChatGPT, or any LLM with complete customer context. NexusGTM (nexusgtm.com) provides revenue function analysis for CROs and sales leaders, delivering enterprise-grade analysis in days using data from the Clearskies graph. The three products work together: individual sellers use Scratchpad, sales leaders and RevOps use Clearskies for AI-powered analysis, and executives use NexusGTM for strategic insights.
Differentiator
Problem solved
Functional benefit
Brands
- Clearskies: The context layer for revenue AI. Connects CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph for sales leaders and RevOps teams to use with AI tools like Claude and ChatGPT.
- NexusGTM
Products and services
- Scratchpad The AI workspace for sales teams built natively on Salesforce, providing a modern UI with sales sheets, notes, notetaker, call recording, AI Field Updates, Deal GPTs, and Hygiene Monitor. Designed for individual sellers, sales managers, and RevOps teams to reduce admin work, automatically update CRM fields from calls/emails/notes, qualify deals using MEDDIC/BANT/SPICED, and coach reps at scale.
- Clearskies The context layer for revenue AI that connects CRM, call transcripts, email, calendar, and Slack into a single Customer Context Graph. Enables sales leaders and RevOps teams to use Claude, ChatGPT, or any LLM with complete customer context for pipeline reviews, deal analysis, and pre-call briefs. Uses usage-based pricing with no per-seat fees.
- NexusGTM Revenue function analysis service for CROs and sales leaders. Delivers win-loss analysis, rep coaching insights, and pipeline risk assessment in days using existing data, powered by the Clearskies Customer Context Graph. Replaces traditional consulting engagements costing $100K+ and taking months.
Quantifiable outcome
- Reduces admin work from 65% to 15% of seller time (35% to 85% revenue-generating focus)
- +7 more outcomes
Companies that use Scratchpad
Customer profileNamed customers14 records
Segments4 records
Ideal customer profiles2 records
Scratchpad technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability10 records
Feature8 records
Scratchpad partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and supporting.
- SalesforcecoreSalesforce is the primary platform Scratchpad integrates with and enhances. Scratchpad provides a modern AI workspace that sits on top of Salesforce, offering real-time bidirectional sync, AI-powered CRM updates, and improved UI for sellers. All data remains in Salesforce as the system of record. Scratchpad inherits Salesforce permissions, rules, and guardrails for secure deployment.
- SlackcoreSlack integration enables deal room automations, notifications, and workspace connectivity. Scratchpad can create deal room channels automatically in Slack for pipeline visibility and cross-team collaboration. Part of the broader integration ecosystem connecting sales tools.
- ZoomcoreDirect Zoom integration for call recording without requiring a bot to join the call. Enables seamless meeting capture and transcription as part of the call recording and notetaker functionality.
- GongcoreScratchpad backfills Salesforce from all past Gong calls, a capability Gong itself does not provide. Integrates call intelligence from Gong into the Scratchpad workspace and updates Salesforce directly from Gong recordings.
- Anthropic (Claude)coreClaude Anthropic API/SDK used as sub-processor for AI features. Clearskies connects to Claude via MCP (Model Context Protocol) for customer context and deal intelligence capabilities.
- OpenAIcoreOpenAI used as sub-processor for AI features including Deal GPTs and AI chat functionality within the Scratchpad workspace.
- Google Cloud Platform / GeminicoreGoogle Cloud Platform and Gemini API used as sub-processor for AI capabilities. Part of multi-model AI approach for deal intelligence and context aggregation.
- Assembly AIsupportingAssembly AI used for transcription services within the call recording and notetaker functionality. Converts audio from sales calls to searchable, actionable transcripts.
- Recall.aisupportingRecall.ai used for meeting recording capabilities as part of the desktop app and call capture functionality.
- Amazon Web Services (AWS)coreAWS used for web hosting and cloud infrastructure as primary hosting provider. Core infrastructure partner for the SaaS platform.
- HubSpotsupportingHubSpot CRM integration for customers using HubSpot instead of or alongside Salesforce. Clearskies works with both Salesforce and HubSpot.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Scratchpad competitors and assessment
Company assessmentDirect peers
- Gong: Conversation intelligence and revenue intelligence platform that records sales calls, syncs with Salesforce, and surfaces deal insights. Direct competitor to Scratchpad in AI-powered sales analytics, CRM update automation, and seller productivity, with overlapping customers and a similar enterprise GTM motion.
- Chorus.ai (ZoomInfo): Conversation intelligence and sales coaching platform now part of ZoomInfo. Competes with Scratchpad on call recording, transcription, and surfacing insights in Salesforce, and increasingly on AI-driven deal summaries.
- Outreach: Sales engagement platform with sequence automation, AI-driven seller workflows, and Salesforce integration. Targets the same AE/sales-leader personas as Scratchpad and is rapidly adding AI features that overlap with Scratchpad's workspace.
- Salesloft: Sales engagement platform (now combined with Drift) that offers cadences, call recording, and AI-driven seller tools. Competes with Scratchpad for the same sales productivity budget, especially inside Salesforce-centric GTM teams.
- Apollo.io: All-in-one sales intelligence and engagement platform with prospecting data, sequences, and AI-assisted calling. Overlaps with Scratchpad on AI-driven seller productivity and CRM enrichment, particularly for mid-market customers.
- Clari: Revenue operations and AI-driven forecasting platform with deep Salesforce integration. Competes with the Clearskies/NexusGTM layer of Scratchpad for sales leader and RevOps budgets around pipeline visibility and forecasting.
Broad incumbents
- Salesforce Sales Cloud: The underlying CRM platform that Scratchpad sits on top of. Competes through Einstein Copilot and Agentforce AI features embedded directly in Salesforce UI, representing both the most important partner and the largest long-term competitive threat.
- HubSpot Sales Hub: All-in-one CRM with sales engagement, AI assistant, and conversation intelligence features. Competes for sales productivity budget, particularly for customers not standardized on Salesforce, and pressures Scratchpad's pricing on cross-sell deals.
- Pipedrive: CRM and sales pipeline management platform with built-in AI features for SMB and mid-market sales teams. Overlaps with Scratchpad on AI-assisted deal management and CRM hygiene for smaller Salesforce alternatives.
- ZoomInfo: B2B data and sales intelligence platform with Chorus conversation intelligence and workflow tools. Overlaps with Scratchpad on AI-driven seller productivity, pipeline insights, and Salesforce-syncing workflows for enterprise GTM teams.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Scratchpad social profiles
Digital presenceScratchpad compliance and trust
Trust signalCompliance3 records
Scratchpad financial estimates
Financial estimateRevenue estimate
Valuation estimate
Scratchpad leadership team
Management profileNumber of profiles
Profiles6 records
Scratchpad funding detail
Funding detailFunding overview
Funding rounds5 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Scratchpad M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Scratchpad
What does Scratchpad do?
Scratchpad is an AI workspace for sales teams built natively on Salesforce, providing a modern UI with sales sheets, notes, notetaker, call recording, and AI agents that automatically update Salesforce fields from calls, emails, and notes. The platform eliminates manual CRM data entry, improves data quality, and applies sales methodologies (MEDDIC, BANT, SPICED) to qualify deals and coach reps. The portfolio includes the core Scratchpad workspace plus Clearskies (a context layer for revenue AI connecting CRM, calls, email, calendar, and Slack) and NexusGTM (revenue function analysis for CROs).
Is Scratchpad a public or private company?
Scratchpad is a private company. It is classified as venture growth investor backed and is currently operating.
When was Scratchpad founded?
Scratchpad was founded in 2019. It employs 1 to 10 people.
Where is Scratchpad based?
Scratchpad is headquartered in San Francisco, United States, in the North America region.
How does Scratchpad make money?
Four revenue lines are on record. SaaS Subscription (Scratchpad) is the primary driver. The others are pay-as-you-go Billing, order Form Subscriptions and clearskies Usage-based Pricing.
Who are Scratchpad's main competitors?
Direct peers on record are Gong, Chorus.ai (ZoomInfo), Outreach, Salesloft, Apollo.io and Clari. Broad incumbents are Salesforce Sales Cloud, HubSpot Sales Hub, Pipedrive and ZoomInfo.
Does Scratchpad have an API?
No public API is recorded for Scratchpad.
What industry is Scratchpad in?
Scratchpad's product category is Sales Productivity Software. Its primary akta.pro industry code is HDAEAFAA, Sales Force Automation (SFA) CRM, with a secondary code of HDAEAFAJ, CRM Data Quality, Enrichment & CDP-Adjacent CRM. Its NAICS code is 541511 and its SIC code is 7372.