CRM Hygiene alternatives

Best Scratchpad Alternatives for Sales Teams (2026)

Scratchpad exists because updating Salesforce is so painful that teams pay a second subscription to make it bearable. That's not a product category — it's a symptom.

Reviewed by Raunaque S., Head of Marketing, Agent07 · June 12, 2026

Agent07
Agent07
vs
Scratchpad
Scratchpad
& more

Scratchpad (and Dooly, its closest sibling) is genuinely clever software: a fast workspace over Salesforce so reps can update pipeline, notes, and fields without wading through page loads. Reps who must feed Salesforce love it. But step back and look at what's being purchased: a tool to make a human faster at typing what other systems already know. The call happened on a recorded meeting. The email thread is in Gmail. The commitment is in the transcript. Scratchpad speeds up the copying; it doesn't question why the copying exists. Agent07 removes the job instead: the record writes itself from every email, call, and document — high-confidence updates applied automatically, the rep approves the rest — so 'CRM hygiene' stops being a workflow anyone needs to accelerate.

Why teams leave Scratchpad

It accelerates work that shouldn't exist

Scratchpad makes data entry faster. Faster data entry is still data entry — the information it's typing already exists in the email thread, the calendar, and the call recording.

A subscription on top of a subscription

Scratchpad rides on Salesforce: you pay ~$175/seat for the CRM, then $19–39/seat to make it usable. The stack tax compounding in real time.

Still depends on the rep showing up

The pipeline is only as current as the rep's last Scratchpad session. Skip a busy week and the record is stale again — the failure mode is unchanged, just faster to fix.

No intelligence, just speed

Scratchpad doesn't know what was said on the call or written in the thread. It can't draft the follow-up, flag the risk, or answer 'why did this slip?' — it's a better keyboard, not a better memory.

How the top alternatives compare

Scratchpad vs. Agent07 and other leading options.

FeatureAgent07ScratchpadDoolySalesforce alone
Fast manual updates✓ (rarely needed)✓ (best in class)— (slow)
Record updates itself from email/calls
Works without Salesforce underneath✓ (is the record)— (requires SFDC)— (requires SFDC)n/a
Meeting capture → CRM fieldsPartial (notes sync)Partial
Deal intelligence (risk, why-slipped)Einstein add-ons
Follow-up drafting
Total cost of the answer$50/seat$19–39 + $175 SFDC seat$30+ + SFDC seat$175+/seat + admin

Prices verified July 2026. Scratchpad and Dooly require a Salesforce org — their price is additive to the CRM seat. If you're locked into Salesforce with a RevOps team, they're good tools; the comparison here is for teams still free to choose the record. Always confirm at vendor's website. Checked against Scratchpad’s pricing page on June 15, 2026.

Agent07
#1 Recommendation

Agent07

Agent07 is the best Scratchpad alternative because it deletes the workflow Scratchpad accelerates: the record writes itself from email, calls, and documents on one Deal Memory. High-confidence changes are applied automatically and the rep approves the rest — so pipeline reviews start from a record nobody had to feed.

  • CRM updates written automatically from every email, call, and doc
  • High-confidence changes applied; the rep approves the rest
  • Activities logged and deduped without a rep touching a form
  • Ask the pipeline anything in plain language — no views to build
  • Follow-ups drafted and meetings booked from the same memory
  • No Salesforce underneath — the record is included at $50/seat
Read full comparison

Other Scratchpad alternatives to consider

Depending on your specific needs, these tools may be worth evaluating.

Dooly

Salesforce teams standardizing note templates and pipeline edits

Clean note templates that sync to Salesforce fields
Fast pipeline editing views
Easy adoption for reps
Same shape as Scratchpad: accelerates data entry, doesn't remove it
Requires the Salesforce seat underneath
Salesforce + Einstein/Agentforce

Salesforce + Einstein/Agentforce

$175/seat + $125–150/user Agentforce

Enterprises committed to the Salesforce platform

Native platform, no third-party layer
Agentforce agents can update records once configured
Requires Data Cloud, permissions, and admin setup — RevOps becomes agent-wrangling
$300+/user/month loaded cost before the admin salary
Lightfield

Founder-led teams wanting a self-updating CRM

AI-native CRM that captures automatically
Simple enough for founders
Thin on docs, coaching, decks/invoices, and outbound learning
Higher entry price than Agent07 with fewer surfaces

Frequently asked questions

Ready to leave Scratchpad?

Agent07 connects to Gmail and Calendar in 2 minutes. Your pipeline updates itself.