Salesforce tasks require too many clicks, are inconvenient to access and notoriously slow.
So you end up keeping mental notes. Or painstakingly maintain a to-do list, spreadsheet, or calendar events to stay organized. And you constantly switch tabs.
Until now — Meet Scratchpad.
When you have tens or hundreds of tasks each day, every click matters. Scratchpad combines tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
Scratchpad syncs all of your open tasks and logs completed tasks to Salesforce. You get a faster way to work and better data quality in your CRM.
Scratchpad is fast and easy to access. Clear your head adding new tasks as they come to mind, see what tasks you have left to tackle, and get a quick glance of your calendar events for the day.
You spend hours every day working on to-dos. When you use something for that long, it should be fast and delightful.