Scratchpad AI Sales Agents automates routine sales work in Salesforce and other CRMs. It records calls, turns conversations into structured notes, and updates deal records automatically so reps can spend more time selling.
Automatic CRM updates and notes
The system captures customer conversations, converts them into organized notes, and syncs the results to your CRM right away. This helps keep records accurate and reduces missed details from manual entry.
- Record sales calls and key discussion points
- Generate structured notes from conversations
- Update deal, contact, and task fields in the CRM
More selling time and clearer pipeline
Hygiene Agents reduce administrative overhead by handling reporting and status updates. Sales leaders get a more complete view of the pipeline, while reps can focus on meetings, follow-ups, and closing.
Salesforce-friendly workspace
Scratchpad works on top of the familiar Salesforce interface, adding fast notes, tables, and flexible workspaces. This makes CRM updates feel like a natural part of daily workflows for account executives and account managers.
