Scratchpad

Scratchpad offers an AI-powered workspace for sales and revenue teams, centralizing pipeline management, deal inspection, and forecasting. The platform integrates notes, tasks, and collaboration tools to streamline workflows and enhance CRM data hygiene. It leverages intelligent automation, improving operational efficiency and accuracy for sales professionals.

Founded in 2019 by Pouyan Salehi, Scratchpad originated from the recognized inefficiencies in sales technology. Its core insight was to create a unified, intuitive environment that simplifies complex sales processes. This provides revenue teams with clearer oversight and more effective deal progression.

Scratchpad serves sales leaders, representatives, and revenue operations teams, who utilize the platform for daily workflow and strategic initiatives. The company envisions empowering these professionals by delivering a seamless system that reduces administrative overhead. This enables sales teams to focus on selling, fostering predictable and efficient revenue generation.

Scratchpad is a B2B SaaS company that builds a modern “workspace” for revenue teams focused on making salespeople more productive by removing CRM friction and consolidating notes, pipeline management, and routine sales workflows into one fast, easy-to-use interface. Scratchpad’s product centers on helping reps spend more time selling and less time on administrative CRM updates while improving forecast accuracy and coaching visibility for sales leaders[3][2].

High‑Level Overview

• Mission: Unlock the highest levels of performance for sales teams by creating a revenue-team workspace that salespeople love and can’t live without[2].
  - Investment philosophy / Key sectors / Impact on startup ecosystem: (Not applicable — Scratchpad is a portfolio company / product company rather than an investment firm.)
  - What product it builds: A notebook-style, quick-entry sales workspace that integrates with Salesforce and other sales systems, plus features like pipeline views, notes, playbooks, and the more recent “Scratchpad Studio” for revenue operations to simplify the sales tech stack[3][1][6].
  - Who it serves: Sales reps, sales managers, and revenue operations teams at mid-market and enterprise B2B companies that use CRM systems (notably Salesforce) and need to improve rep productivity and CRM data quality[3][6].
  - What problem it solves: Reduces time spent on manual CRM updates and scattered notes, improves pipeline hygiene and forecast visibility, and centralizes sales workflows so reps can focus on revenue-generating work[3][2].
  - Growth momentum: Since launching in 2018, Scratchpad has expanded its product beyond a rep notebook into broader revenue operations tooling (Scratchpad Studio), positioning itself as a platform to simplify sales tech stacks and scale across revenue organizations[1][6].

Origin Story

• Founding year and founders: Scratchpad launched in 2018 with the explicit mission of making salespeople happier and more productive by reducing administrative work associated with CRM usage[1][3].
  - How the idea emerged: Founders observed that salespeople maintained notes, plans, and deal intelligence in disparate places (notes apps, spreadsheets, tasks) rather than the CRM, which created duplicate work and poor data for sales leaders; Scratchpad was created to capture that salescraft in a single, CRM-connected workspace[3].
  - Early traction / pivotal moments: Early adoption came from sales teams that needed a faster way to capture notes and update Salesforce without context switching; product innovations such as Scratchpad Studio later allowed revenue operations to use Scratchpad to simplify the broader sales tech stack and maximize CRM investments, marking a shift from a rep-focused tool to a platform for revenue teams[1][6].

Core Differentiators

• Product differentiators: Notebook-first UX built specifically for sales workflows (fast inline editing, one-click CRM updates, pipeline views), and an emphasis on reducing context switching between notes and CRM[3].
  - Developer / operator experience: Integrations and synchronization with Salesforce (and emphasis on preserving CRM data quality) enable revenue ops to retain the single source of truth while improving data capture at the rep level[3][6].
  - Speed, pricing, ease of use: Designed for speed and low friction — quick-entry actions and a minimal, sales-focused interface aiming to drive rep adoption and reduce onboarding friction[3][2].
  - Community & ecosystem: Positioned to sit atop the existing sales tech stack; additions like Scratchpad Studio show a move toward enabling ops teams to orchestrate and simplify many point solutions[1][6].

Role in the Broader Tech Landscape

• Trend they are riding: The push toward product-led growth and tools that optimize frontline workflow productivity (sales enablement, CRM augmentation, no-code/low-code orchestration for revenue ops). Scratchpad addresses the broader market need to reduce SaaS sprawl and increase ROI from core systems like Salesforce[2][6].
  - Why the timing matters: Sales organizations have grown more distributed and tool-heavy, increasing the cost of context switching and the value of workflow-first tools that improve data quality and rep efficiency; this makes a dedicated revenue workspace particularly relevant[3][6].
  - Market forces working in their favor: Continued enterprise reliance on CRMs, demand for better forecasting and pipeline hygiene, and a trend toward consolidating niche point solutions into platform-style workspaces for specific teams (e.g., revenue) favor Scratchpad’s evolution[6][3].
  - How they influence the ecosystem: By improving CRM adoption and data quality at the rep level, Scratchpad can raise the effectiveness of sales coaching, forecasting, and revenue operations, reducing the need for bespoke integrations and manual processes across the sales stack[3][6].

Quick Take & Future Outlook

• What’s next: Continued expansion beyond the rep notebook into revenue operations tooling, deeper integrations across the sales stack, and features that let RevOps orchestrate and simplify multiple point products (as signaled by Scratchpad Studio)[1][6].
  - Trends that will shape their journey: Growth of product-led revenue tooling, demand for consolidation of sales SaaS stacks, and AI-driven automation for note capture, deal insights, and forecasting (areas where a workspace that already centralizes deal context has advantage).
  - How their influence might evolve: If Scratchpad continues to broaden from a rep productivity app into a platform for revenue teams, it could become a standard layer between reps and CRMs — both improving rep experience and making CRMs more actionable for leaders and ops[6][3].

Quick take: Scratchpad started as a rep-centric notebook to fix CRM friction and has been expanding into a platform that helps revenue operations simplify and get more value from the sales tech stack; its continued success will depend on execution of deeper integrations, monetizing beyond seat-based adoption, and leveraging emerging automation/AI to further reduce rep admin work[3][1][6].

If you’d like, I can:

• Expand this into a one-page investment memo with TAM estimates and competitor comparison.
  - Create a slide-ready summary of product roadmap signals (e.g., Studio features and likely next moves).