Revenue Intelligence
Scratchpad
Sales pipeline management for Salesforce teams.
$25/user/mo
- Category
- Revenue Intelligence
- Use case
- Pipeline
- Team fit
- SMB–Mid-market
What it is used for
Pipeline
Sales pipeline management for Salesforce teams
Who it is for
Built for SMB–Mid-market teams.
Source data
Review which CRM, activity, and communication data the product uses and how missing data is treated.
Forecast workflow
Test how managers and sellers inspect risk, change a forecast, and capture the reason for a change.
When it fits
Use it when
- CRM stages and forecast categories are already defined.
- Managers inspect risk with sellers, not only reports.
- Activity data is complete enough to trust.
Skip it when
- Pipeline hygiene is still the main problem.
- Nobody shares a definition of commit versus upside.
- Compare Clari if you need forecasting instead.
How to start
Instrument activity first
Connect calendar, email, and CRM. Garbage activity in means a decorative forecast.
Agree the forecast categories
Commit, best case, pipeline — and who is allowed to change them.
Inspect slips weekly
Use the tool to ask why a deal moved out, not to decorate a slide.
Pricing
Listed price
$25/user/moper user/mo
- Pro around $25 per user per month.
- Free for personal use on some plans.
Confirm current plans on Scratchpad before you buy. Prices checked 30 Sep 2026.
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