Can an agent replace Scratchpad?
A workspace layer over Salesforce that makes updating pipeline, notes and fields fast enough that reps actually do it.
Yes. Scratchpad exists because updating Salesforce is miserable for humans. An agent updates Salesforce directly — notes, fields, next steps, hygiene checks — so the ergonomic layer loses its reason to exist. This is the clearest cancellation in the category.
- Indicative spend
- €150/mo
- What it actually costs
- from about €19/user/month; the point was saving reps time in Salesforce
- Verdict
- The product was the labour. An agent and somewhere to put the data covers it.
What the agent takes over
Every job this product exists to perform, with our verdict on each. Follow one through for the step-by-step breakdown.
- CRM hygieneYes, unambiguously. Nobody has ever wanted to update a CRM and the data has always been bad as a result. An agent reads the emails, calls and calendar and keeps the record true without anyone being nagged.YES
- Data entryYes. This is the least ambiguous answer on the site. Moving information from one place to another — reading documents, extracting fields, putting them in a system — is fully agent work and has been for a while.YES
- SalesHalf, and the halves are unequal. An agent does the research, the outreach, the follow-up and the admin — roughly two-thirds of a salesperson’s week. It does not do discovery, negotiation, or the part where someone decides to trust you.HALF
- Admin and back officeMostly. The inbox triage, the filing, the chasing, the scheduling, the form-filling — an agent does the great majority of what a competent assistant does. What it lacks is knowing which of your relationships need care.MOSTLY
Why it does not survive
None that survives. It owns no data; it made someone else's system of record bearable, and the labour of bearing it is gone.
What you would still need it for
- Reps who still update the CRM by hand and like the interface
What replaces it
- An agent writing call notes, field updates and next steps straight into Salesforce
- Scheduled hygiene sweeps for stale deals and missing fields
The brief
What you would tell an agent to take over from Scratchpad, assembled from the jobs above.
I want to cancel Scratchpad. It currently does: A workspace layer over Salesforce that makes updating pipeline, notes and fields fast enough that reps actually do it. Take over this work: - CRM hygiene — YES. Yes, unambiguously. Nobody has ever wanted to update a CRM and the data has always been bad as a result. An agent reads the emails, calls and calendar and keeps the record true without anyone being nagged. - Data entry — YES. Yes. This is the least ambiguous answer on the site. Moving information from one place to another — reading documents, extracting fields, putting them in a system — is fully agent work and has been for a while. - Sales — HALF. Half, and the halves are unequal. An agent does the research, the outreach, the follow-up and the admin — roughly two-thirds of a salesperson’s week. It does not do discovery, negotiation, or the part where someone decides to trust you. - Admin and back office — MOSTLY. Mostly. The inbox triage, the filing, the chasing, the scheduling, the form-filling — an agent does the great majority of what a competent assistant does. What it lacks is knowing which of your relationships need care. Do not take over: - Reps who still update the CRM by hand and like the interface These stay with me across all of it: - The forecast commit - Deciding a deal is dead - Anything a customer said in confidence - Fixing the upstream process - Deciding what happens to genuinely ambiguous records - Spot-checking - Discovery conversations - Negotiation - Pricing exceptions - Any relationship worth more than the deal in front of you - Sensitive communication - Anything that spends money - Deciding what matters this week Before we start, tell me: which of these you cannot do with the access I can actually give you, and what would break if this ran unattended for a month. — brief built at cananagentdo.com/scratchpad
Compare
Replace Scratchpad
That is €150 a month back, and one fewer login. The work is connecting an agent to the systems Scratchpad was sitting between.
Build the replacementPrices are indicative list rates for a small team and change often — check yours before cancelling anything.