Scratchpad has long been a popular choice for sales teams looking to capture and organize deal information without leaving their CRM. However, the sales intelligence landscape has evolved dramatically, with new platforms offering deeper insights, better automation, and more powerful analytics. Whether you're outgrowing Scratchpad's limitations, seeking more advanced AI capabilities, or looking for a better price point, understanding your alternatives is essential to making an informed decision. This guide reviews nine of the strongest Scratchpad alternatives available today, comparing their features, pricing, and ideal use cases. We've analyzed each platform to help you find the tool that best fits your sales organization's specific needs and budget constraints.
Quick Comparison
Product
Best For
Starting Price
Rating
Key Feature
Clari
Enterprise revenue forecasting
Custom pricing
4.7/5
Revenue orchestration with AI context
Gong
Enterprise conversation intelligence
Custom pricing
4.6/5
Multimodal revenue signal processing
Chorus
Enterprise deal insights
Custom pricing
4.5/5
Conversation recording and analysis
Dooly
Mid-market deal tracking
Custom pricing
4.4/5
Real-time deal status visibility
People.ai
Enterprise revenue operations
Custom pricing
4.5/5
Autonomous revenue intelligence
Weflow
Sales pipeline management
Custom pricing
4.3/5
Collaborative pipeline tracking
Aviso
Enterprise forecasting
Custom pricing
4.4/5
AI-powered revenue predictions
BoostUp
Sales acceleration
Custom pricing
4.2/5
Deal coaching and insights
Scratchpad
Basic deal capture
Custom pricing
4.1/5
Lightweight CRM notes and tracking
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Detailed Reviews
In-depth analysis of each platform to help you make the right choice.
#1
Clari
Top Pick
Best For: Enterprise companies managing complex pipelines with multiple deal stages and stakeholders
Clari positions itself as the comprehensive revenue orchestration platform for enterprise sales organizations. Unlike Scratchpad's lightweight note-taking approach, Clari provides deep pipeline intelligence, AI-powered forecasting accuracy, and deal health scoring. The platform integrates directly with your CRM to deliver real-time visibility into revenue operations at scale. For enterprises managing complex, multi-stakeholder deals, Clari's ability to surface critical context and predict deal outcomes makes it the strongest Scratchpad alternative for organizations with sophisticated revenue management needs.
Pricing: Contact sales for custom pricing; typically $50,000+ annually for enterprise deployments
Key Features
Revenue orchestration platform with built-in deal context
AI-powered revenue forecasting with predictive accuracy
Real-time pipeline visibility and deal health scoring
Automated revenue signal processing and anomaly detection
+Enterprise-grade security and compliance features designed for large organizations
+Dedicated implementation and customer success teams to ensure adoption across large sales organizations
Cons
-Steep learning curve and significant onboarding time required for full platform utilization
-High cost may not justify ROI for mid-market companies with smaller sales teams
-Requires substantial data integration work to connect with existing systems
Verdict
Clari is the best choice for enterprise sales organizations that need comprehensive revenue intelligence and have the budget and resources for implementation. If your company manages large deal volumes with complex forecasting requirements, Clari's AI-powered insights justify the investment. However, smaller teams should evaluate more cost-effective alternatives.
#2
Gong
Best For: Enterprise sales organizations that want to improve deal outcomes through conversation analysis and coaching
Gong has established itself as the leading conversation intelligence platform, capturing and analyzing actual customer interactions to surface actionable insights. Where Scratchpad relies on manual note entry, Gong automatically records calls and meetings, extracting key moments, customer objections, and competitive intelligence. The platform's multimodal AI processes video, audio, and transcripts to identify coaching opportunities and predict win/loss outcomes. For sales teams focused on improving deal execution through real-time insights, Gong provides unmatched visibility into actual customer conversations.
Pricing: Contact sales for custom pricing; typically $60,000+ annually depending on number of users and call volume
Key Features
Automatic call and meeting recording with transcript generation
AI-powered conversation intelligence identifying key topics and objections
Multimodal analysis of video, audio, and text data
Deal outcome predictions based on conversation patterns
Real-time coaching insights during active customer interactions
Pros
+Unparalleled visibility into actual customer conversations versus relying on rep notes and memory
+Powerful coaching insights help sales teams improve objection handling and deal execution
+Strong integration with Salesforce and other major CRM platforms
Cons
-Requires opt-in from all meeting participants, which can create friction with some customers
-High cost combined with required professional services makes total cost of ownership substantial
-Data privacy and recording compliance requirements add complexity for international teams
Verdict
Gong is ideal for enterprises serious about improving sales effectiveness through conversation analysis. If your team struggles with consistent deal execution or needs data-driven coaching, Gong's insights are worth the investment. For transactional sales or smaller teams, the cost may exceed the ROI.
#3
Chorus
Best For: Mid to large sales organizations looking for conversation intelligence without enterprise complexity
Chorus delivers conversation intelligence specifically designed for sales teams, capturing meeting recordings and automatically generating transcripts for easy reference. The platform focuses on making conversation data searchable and actionable, allowing sales managers to identify patterns across deals and coach reps based on actual customer interactions. While Scratchpad captures notes manually, Chorus automates the data collection process, ensuring consistent information capture regardless of individual rep discipline. The platform emphasizes ease of use and quick implementation compared to more complex enterprise solutions.
Pricing: Contact sales for custom pricing; typically $30,000-$50,000 annually depending on deployment size
Key Features
Automatic call recording and transcript generation
Conversation search and replay capabilities for quick reference
Sales coaching and performance insights from call analysis
Deal intelligence extracted from customer conversations
Integrated workflows within Salesforce
Pros
+Simpler implementation and faster time-to-value compared to Gong or Clari
+More affordable pricing while still delivering core conversation intelligence
+Strong focus on user adoption with intuitive interface and minimal setup requirements
Cons
-Less sophisticated AI analysis compared to Gong's multimodal capabilities
-Limited predictive features and forward-looking insights
-Smaller ecosystem of third-party integrations compared to market leaders
Verdict
Chorus is the smart choice for organizations wanting conversation intelligence at a lower price point and implementation effort. If you need solid coaching insights without the enterprise complexity of Gong, Chorus delivers strong value. Consider Chorus when your team is ready to move beyond manual note-taking but isn't yet at enterprise scale.
#4
Dooly
Best For: Mid-market sales teams that struggle with keeping CRM data current and need better pipeline visibility
Dooly takes a different approach from Scratchpad by focusing on real-time deal visibility and collaborative pipeline management. The platform sits on top of your CRM, creating a shared deal board that automatically syncs with Salesforce or HubSpot. Sales managers get instant visibility into pipeline changes, and the platform eliminates the need for manual deal updates through smart notifications and automated field updates. For sales organizations frustrated with outdated CRM data, Dooly provides a modern interface that keeps the pipeline consistently fresh with minimal effort.
Pricing: Custom pricing starting around $10,000-$20,000 annually depending on team size
Key Features
Real-time collaborative deal board synced with CRM
Automated deal updates reducing manual CRM entry
Instant pipeline visibility for sales managers and executives
Deal stage templates and best practices built-in
Native Salesforce and HubSpot integration
Pros
+Significantly more affordable than enterprise conversation intelligence platforms
+Quick implementation with immediate pipeline visibility improvements
+Reduces friction around CRM compliance and data quality issues
Cons
-Limited analytical capabilities compared to AI-powered platforms
-Doesn't provide insights into deal content or customer interactions
-Focuses on deal status rather than deal outcome prediction
Verdict
Dooly is the ideal upgrade from Scratchpad for teams that need better pipeline transparency without the expense of enterprise platforms. If your main pain point is outdated CRM data and CRM adoption among reps, Dooly solves this elegantly. However, if you need deeper deal insights or conversation analysis, consider platforms further up this list.
#5
People.ai
Best For: Enterprise sales organizations with complex buying cycles and multiple stakeholder interactions
People.ai takes an autonomous approach to revenue intelligence, automatically capturing all customer interactions across email, calls, and meetings without requiring reps to manually log activities. The platform builds complete customer relationship histories by connecting dots across all communication channels and CRM data. Unlike Scratchpad's manual note-taking, People.ai eliminates data entry overhead entirely, allowing reps to focus on selling while the platform handles information capture. For sales organizations struggling with activity data quality, People.ai offers compelling automation.
Pricing: Custom enterprise pricing; typically $40,000+ annually
Key Features
Autonomous customer interaction capture from all channels
Complete customer relationship history and communication timeline
Multi-stakeholder engagement tracking across buyer groups
AI-powered engagement scoring and health metrics
Automated forecasting based on interaction patterns
Pros
+Eliminates activity logging burden on sales reps, improving time-to-selling
+Provides complete visibility into customer relationships without relying on rep memory
+Strong engagement scoring helps identify deals at risk or accelerating
Cons
-Requires extensive data privacy configuration and security controls
-Depends on complete email and calendar access, which some companies restrict
-Learning curve to understand the platform's autonomous data capture logic
Verdict
People.ai is excellent for enterprise organizations ready to automate away administrative work and get complete customer relationship visibility. If your team wastes time on activity logging and you want AI to handle data capture, People.ai delivers substantial ROI. However, it requires enterprise-level data governance and security practices.
#6
Aviso
Best For: Sales organizations and finance teams that need accurate revenue forecasting and deal predictions
Aviso specializes in AI-powered revenue forecasting and predictive analytics, helping sales organizations move beyond traditional pipeline-based forecasting to outcome predictions. The platform analyzes historical deal data, interaction patterns, and customer signals to predict revenue with greater accuracy. For CFOs and sales leaders tired of inaccurate forecasts, Aviso brings data-driven confidence to revenue planning. The platform complements Scratchpad's note-taking with powerful predictive capabilities that surface which deals are likely to close and when.
Pricing: Custom pricing starting around $25,000-$40,000 annually
Key Features
AI-powered revenue forecasting with historical accuracy tracking
Predictive deal scoring showing win/loss probability
Anomaly detection identifying deals at risk
Detailed forecast insights and drill-down analytics
Salesforce and HubSpot integration
Pros
+Superior forecasting accuracy reduces revenue uncertainty and planning risk
+More affordable than full-platform solutions like Clari or Gong
+Strong focus on forecast accuracy with transparent accuracy metrics
Cons
-Focused narrowly on forecasting rather than providing comprehensive sales intelligence
-Requires consistent CRM data quality to deliver accurate predictions
-Less comprehensive insights into actual customer conversations or interaction patterns
Verdict
Aviso is the right choice if forecasting accuracy is your primary pain point. For sales organizations struggling with revenue predictability, Aviso's AI-powered approach delivers measurable value. If you need broader sales intelligence beyond forecasting, consider more comprehensive platforms.
#7
Weflow
Best For: Mid-market sales teams needing better pipeline collaboration and deal transparency
Weflow provides collaborative pipeline management with a focus on team alignment and deal transparency. The platform creates shared visibility into pipeline health and deal progress, making it easy for managers and individual contributors to stay aligned on status. Rather than replacing note-taking, Weflow complements it by providing a modern interface to view the complete pipeline and identify where deals are stuck or moving quickly. For sales teams that struggle with outdated pipeline visibility and communication breakdowns, Weflow offers a lightweight improvement over traditional CRM views.
Pricing: Custom pricing typically starting around $15,000-$25,000 annually
Key Features
Collaborative pipeline management and deal tracking
Real-time pipeline health visualization
Deal progress indicators and milestone tracking
Team alignment and communication tools
CRM integration maintaining single source of truth
Pros
+Lower cost than comprehensive intelligence platforms
+Improves communication and visibility with minimal learning curve
+Helps identify bottlenecks and stuck deals quickly
Cons
-Limited analytical capabilities or predictive features
-Doesn't provide deal content insights or conversation analysis
-Focuses on deal status transparency rather than deal success prediction
Verdict
Weflow is suitable for teams that need better pipeline visibility and collaboration without significant expense or complexity. If communication breakdowns or lack of pipeline transparency are your main challenges, Weflow improves team alignment. For deeper insights into deal outcomes, look at more comprehensive platforms.
#8
BoostUp
Best For: Sales teams looking to improve deal execution through real-time coaching and guidance
BoostUp focuses on sales acceleration and deal coaching, providing reps with real-time guidance during the deal lifecycle. The platform analyzes deal patterns and best practices to suggest next steps and highlight risks in specific opportunities. Where Scratchpad is purely a note-taking tool, BoostUp adds intelligence to help reps execute better. The platform emphasizes improving individual rep performance through data-driven coaching and deal guidance integrated directly into the sales workflow.
Pricing: Custom pricing typically starting around $20,000-$35,000 annually
Key Features
Real-time deal coaching and next-step recommendations
Pattern recognition identifying deal risks and opportunities
Best practice guidance based on historical deal data
Individual rep performance insights and development areas
Integrated deal guidance within existing sales workflow
Pros
+Helps developing reps improve deal execution without extensive manager coaching
+More affordable than comprehensive enterprise platforms
+Provides clear, actionable guidance to improve win rates
Cons
-Less comprehensive analytics compared to full intelligence platforms
-Depends on accurate CRM data to provide quality guidance
-Limited visibility into customer interactions or conversation analysis
Verdict
BoostUp is worth considering if rep coaching and deal execution are your primary focus areas. For organizations with developing sales teams that need guidance to improve performance, BoostUp's directed coaching approach delivers value. However, if you need broader sales intelligence, consider more comprehensive alternatives.
#9
Scratchpad
Best For: Small sales teams with straightforward processes that need lightweight deal note-taking
Scratchpad remains a lightweight option for teams seeking simple deal note-taking and basic pipeline information capture. The platform integrates with Salesforce to provide a streamlined interface for entering and reviewing deal information without replacing the CRM. For small teams with straightforward sales processes and basic note-taking needs, Scratchpad's simplicity and low cost provide sufficient value. However, the platform lacks advanced analytics, AI insights, or conversation intelligence capabilities that larger sales organizations increasingly expect.
Pricing: Custom pricing typically $5,000-$15,000 annually for small teams
Key Features
Lightweight deal note-taking and tracking interface
Salesforce integration maintaining CRM as primary system
Basic deal timeline and history tracking
Simple team collaboration and note sharing
Minimal setup and onboarding requirements
Pros
+Very affordable option for small teams with basic needs
+Extremely simple to implement with minimal disruption to existing processes
+Lightweight interface with low learning curve
Cons
-No AI insights, predictive features, or analytical capabilities
-Requires manual note entry, creating rep burden and data inconsistency
-Limited integrations and reporting features compared to modern platforms
-Doesn't provide conversation intelligence or interaction analysis
Verdict
Scratchpad serves small teams well if your primary need is lightweight note-taking without additional complexity or cost. However, if your team is growing or needs more than basic note-taking, the alternatives reviewed above provide significantly more value. As your organization scales, you'll likely outgrow Scratchpad's limited capabilities.
Frequently Asked Questions about Scratchpad alternatives
Scratchpad and more advanced platforms like Clari and Gong serve fundamentally different needs. Scratchpad is a lightweight note-taking layer on top of your CRM, designed for simple deal tracking and information capture. Clari and Gong, by contrast, are comprehensive revenue intelligence platforms that use AI to analyze deal data, conversations, and customer interactions to predict outcomes and provide coaching insights. For enterprise sales teams managing complex multi-stakeholder deals, Clari and Gong provide significantly more analytical power and predictive capabilities. However, they also require substantial implementation investment and higher budgets. Scratchpad remains appropriate only for very small teams with basic needs.
Dooly and Aviso offer compelling alternatives for mid-market companies that need more capability than Scratchpad without enterprise-level pricing. Dooly focuses on improving pipeline visibility and CRM data quality at a lower price point than comprehensive platforms, typically starting around $10,000-$20,000 annually. Aviso specializes in forecast accuracy and deal prediction at similar pricing levels. Both provide meaningful improvements over Scratchpad while remaining affordable for growing companies. Chorus is another solid mid-market option if you specifically need conversation intelligence without Gong's enterprise complexity and pricing. The right choice depends on whether your primary pain point is pipeline transparency (Dooly) or forecasting accuracy (Aviso).
Gong leads the market in conversation intelligence, automatically recording calls and meetings while using AI to identify key moments, coaching opportunities, and deal outcome signals. However, Gong's enterprise pricing and complexity make it a major commitment. Chorus provides solid conversation intelligence at lower cost and complexity, making it appropriate for organizations not yet ready for Gong-scale investment. People.ai takes a different approach, capturing all customer interactions automatically across channels to build complete relationship histories. For organizations serious about using conversation data to improve sales execution, Gong delivers the most sophisticated capabilities. For those seeking conversation intelligence at mid-market pricing and implementation burden, Chorus represents better value. For teams wanting comprehensive interaction capture beyond calls, People.ai is worth evaluating.
Evaluate alternatives based on your specific pain points and budget. If pipeline visibility and CRM data quality are primary issues, Dooly provides excellent value. If forecasting accuracy matters most, Aviso delivers targeted ROI. For conversation intelligence, choose between Gong (most sophisticated), Chorus (better for mid-market), or People.ai (comprehensive interaction capture). For comprehensive revenue orchestration at enterprise scale, Clari is unmatched. Consider also implementation requirements, team size, existing CRM platform, and whether you need customer interaction insights or just better deal tracking. Platforms like RevAlign.io can help evaluate fit and implement your chosen solution. Start by listing your top three pain points, then match them to platform strengths. Most solutions offer free trials or demos to validate functionality before commitment.
Conclusion
The Scratchpad alternative landscape offers solutions for every organization size and need, from lightweight pipeline management to enterprise-grade revenue intelligence. For small teams with basic note-taking requirements, Scratchpad remains adequate, but most growing organizations should evaluate alternatives that provide more value. Dooly stands out for mid-market teams prioritizing pipeline visibility and CRM data quality, while Aviso excels at improving forecast accuracy. For conversation intelligence, Gong leads with sophistication for enterprises, while Chorus provides strong capabilities at lower cost. Clari offers the most comprehensive revenue orchestration for large enterprises, and People.ai delivers autonomous customer relationship tracking at scale. The best Scratchpad alternative depends on your team's specific challenges: if reps aren't updating the CRM, try Dooly; if forecasting accuracy matters most, choose Aviso; if conversation analysis will drive coaching and performance improvements, evaluate Gong or Chorus. Enterprise teams managing complex revenue operations should seriously consider Clari for its orchestration capabilities. Rather than viewing these as replacements for Scratchpad, consider them as significant upgrades that solve problems Scratchpad was never designed to address. Implementing tools like RevAlign.io can help ensure successful adoption and ROI realization. Take time to understand your organization's primary pain points, involve your sales team in evaluation, and prioritize platforms that will drive measurable improvement in your specific metrics, whether that's pipeline accuracy, forecast reliability, or deal execution quality.
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