7 Best Scratchpad Alternatives [2026]

Scratchpad has earned a loyal following among Salesforce-based sales teams for good reason. It turns the clunky experience of updating CRM records into something fast and usable, with AI-powered field updates, call recording, pipeline views, and hygiene monitoring that reps enjoy using.

But as your revenue organization scales, you may find that a Salesforce productivity layer only solves part of the problem. Scratchpad makes it easier to get data into Salesforce, but it does not provide B2B intelligence, prospecting data, or cross-CRM flexibility that many growing teams need.

Its Salesforce-only architecture locks out HubSpot and Dynamics users entirely, and its strongest AI workflows depend on a separate Gong subscription.

That's where this guide comes in. Whether you're looking to:

• Access B2B data and intelligence to power your go-to-market motion

• Get ground-truth revenue intelligence from enterprise conversation analytics

• Bundle conversation intelligence into your Salesforce stack without a separate Gong contract

• Receive AI-coached daily deal prioritization and proactive risk detection

• Capture meeting intelligence across multiple CRMs, not just Salesforce

• Start with free AI meeting notes that work with both HubSpot and Salesforce

• Get real-time, in-call coaching with autonomous CRM automation across platforms

We'll explore Scratchpad alternatives that excel in each area.

Some teams will use these tools to complement Scratchpad with broader intelligence or CRM coverage. Others will replace it entirely with a platform that fits better. This is not about finding a "better" product; it is about finding the right fit for your sales organization as it grows.

Let's dive in.

What is Scratchpad?

Scratchpad is an AI workspace built for sales that sits on top of Salesforce, giving account executives, sales managers, and RevOps teams a fast, modern interface for interacting with CRM data.

Source: Scratchpad

It addresses four persistent problems with native Salesforce: clunky navigation, low rep adoption, poor data quality, and process gaps from disconnected tools.

Its key features include:

• A modern Salesforce UI with spreadsheet-style pipeline views, kanban boards, and inline editing

• AI-powered call recording and notetaking with automatic Salesforce field update suggestions

• A Deal and Account Agent that synthesizes deal context across calls, emails, and CRM data

• A Prompt Builder that lets RevOps design and deploy AI workflows without engineering

• Hygiene Monitor dashboards tracking CRM data quality and methodology adoption in real time

• Workflow automations with Slack-based notifications and action buttons for inline Salesforce updates

• Command, a keyboard shortcut for searching and editing Salesforce records from any browser tab

When a rep finishes a call, Scratchpad's AI reads the transcript and suggests updates for Salesforce fields like MEDDIC criteria, next steps, and close dates. The rep reviews and approves the suggestions, and Salesforce updates instantly. The Hygiene Monitor then scores data quality across the team, giving RevOps real-time visibility into process adherence without manual auditing.

However, Scratchpad is exclusively a Salesforce productivity layer. It does not provide B2B contact or company data, intent signals, prospecting intelligence, or conversation analytics at the depth of dedicated platforms.

Teams on HubSpot or other CRMs cannot use it at all, and its strongest AI workflows (particularly Gong integration) require the $49/user/month Team tier. As your organization's needs expand beyond faster CRM interactions, you may find yourself looking for tools with deeper intelligence, broader CRM compatibility, or more specialized capabilities.

Looking for an AI GTM platform that provides the data, intelligence, and execution tools your revenue team needs? Learn more about ZoomInfo and see how the GTM Context Graph powers smarter selling.

How We Curated Our List of Scratchpad Alternatives

After testing Scratchpad and researching the market, we found that its Salesforce-focused approach works well for CRM productivity, but sales organizations often need deeper capabilities for:

• Powering prospecting with verified B2B contact and company data

• Understanding deal context through conversation intelligence and behavioral signals

• Capturing meeting intelligence across CRMs beyond Salesforce

• Getting daily AI coaching on which deals to prioritize

• Forecasting revenue based on conversation evidence rather than CRM field entries

• Recording and analyzing in-person meetings from a mobile device

• Coaching reps in real time during live calls, not just after the fact

Each tool on this list leads in one of these areas. You might use them alongside Scratchpad or switch entirely; it depends on where your revenue team needs the most leverage.

1. ZoomInfo — Best Alternative for B2B Intelligence and AI-Powered GTM Execution

ZoomInfo is an AI GTM platform built on the largest B2B data foundation in the industry.

While Scratchpad makes Salesforce interactions faster, ZoomInfo provides the intelligence that makes every go-to-market action smarter, combining verified contact and company data with a proprietary intelligence layer and dedicated experiences for sellers, marketers, and RevOps.

Its key features include:

• B2B data: 500M contacts, 100M companies, 135M+ verified phone numbers, 120M direct-dial phone numbers, and 200M+ verified business email addresses

• GTM Context Graph: An intelligence layer that processes 1.5B+ data points daily, fusing ZoomInfo's B2B data with your CRM records, conversation intelligence, and behavioral signals

• GTM Workspace: An execution workspace for sellers with prioritized accounts, AI-drafted outreach, and deal execution in one place

• GTM Studio: A workspace for marketers and RevOps to build audiences, launch multi-channel plays, and measure pipeline impact in natural language

• Universal access: APIs and MCP expose the same intelligence to any AI agent, third-party tool, or custom application

• Buyer intent and signals: Intent data tracking 210 million IP-to-Organization pairings and Guided Intent, which identifies topics historically correlated with deal success

Source: ZoomInfo

Scratchpad solves the "Salesforce is slow and reps don't update it" problem. ZoomInfo solves a broader one: giving your revenue organization verified data, contextual intelligence, and execution tools to find, win, and grow customers. For teams that have outgrown a CRM productivity layer, ZoomInfo provides the intelligence foundation underneath it.

Why Choose ZoomInfo Over Scratchpad for GTM Intelligence

While Scratchpad excels at making Salesforce interactions faster, ZoomInfo provides the data, intelligence, and execution tools that power your go-to-market motion.

B2B Data: The Foundation Scratchpad Doesn't Provide

Scratchpad helps you manage the data already in your Salesforce instance. It does not provide new contacts, company insights, technographic profiles, or org charts. The data your reps work with in Scratchpad is only as good as what is already in the CRM.

ZoomInfo operates the largest B2B data platform, covering three areas: identity data (who buyers are, where they work, and how to reach them), company context (100M companies with firmographics, org charts, and technographics tracking 30,000+ technologies across 200+ categories), and dynamic signals revealing when accounts are actively in-market.

A multi-source pipeline backed by 300+ human researchers verifies the data, achieving up to 95% accuracy on first-party records.

Source: ZoomInfo

This matters for a practical reason: you cannot build pipeline from a CRM productivity tool. Scratchpad makes existing pipeline easier to manage; ZoomInfo provides the prospecting intelligence, verified contact data, and intent signals that help generate new pipeline in the first place.

ZoomInfo in Action: Your sales team is targeting mid-market fintech companies evaluating CRM solutions.

Instead of manually researching prospects, ZoomInfo surfaces companies showing active buyer intent through Guided Intent, identifies decision-makers (VP of Sales, Head of RevOps) with verified direct dials and emails, and maps the org chart so your reps can multi-thread the account from day one.

A Scratchpad-equipped team would still need another tool to find and verify these contacts before there is anything to manage in the CRM.

ZoomInfo gives us the information we need to execute. We don't have to go through and spend our time digging. It's already there, so we can be three steps ahead. (Vensure)

The GTM Context Graph: Intelligence That Goes Beyond CRM Fields

Scratchpad's Hygiene Monitor scores records against defined rules and flags missing CRM fields. It tells you that a MEDDIC field is empty or that a close date has passed. This is valuable for data quality, but it operates at the level of field completeness, not deal intelligence.

ZoomInfo's GTM Context Graph fuses your CRM records, conversation transcripts, email interactions, and behavioral signals with ZoomInfo's third-party intelligence into a single graph that captures not just what happened in a deal, but why it happened.

As ZoomInfo's Chief Product Officer Dominik Facher explains: "The CRM recorded the state change. It has no record of why it happened." The GTM Context Graph makes that decision context machine-readable, capturing people and their relationships, actions and their outcomes, patterns and predictions, and exceptions and explanations.

This intelligence layer exists because of two decades of data unification infrastructure, plus the conversation and behavioral intelligence engines from the Chorus and Workbounce acquisitions. No point solution can replicate it, because none has all these layers at scale.

ZoomInfo in Action: Your CRM shows a deal moved from Stage 3 to Stage 4.

Scratchpad can confirm the fields are populated correctly. ZoomInfo's GTM Context Graph tells you that the CFO joined the last call and asked about six-month ROI (which historically correlates with deal acceleration in your segment), that the company just received Series C funding, and that three VPs were recently hired, all signals indicating expansion readiness.

Your rep walks into the next call understanding the full context behind the deal's momentum.

That combination of our internal CRM data, external signals, and AI that's given all that context has helped us craft very specific account- and persona-based messages. And people have responded to them right away. (Seismic)

GTM Workspace: An AI Execution Engine, Not Just a Faster Interface

Scratchpad gives sellers a faster way to interact with Salesforce.

ZoomInfo's GTM Workspace gives sellers one surface where prioritized accounts, AI-drafted outreach, deal execution, and buying group intelligence come together, powered by the GTM Context Graph.

Source: ZoomInfo

The difference: Scratchpad surfaces your existing CRM data in a cleaner format and suggests field updates after calls.

GTM Workspace surfaces AI-prioritized accounts based on intent signals and buying patterns, auto-generates outreach addressing concerns the reasoning engine identified, monitors customer health, and updates CRM without requiring the seller to leave the workspace. It integrates natively with Salesforce, HubSpot, and Microsoft Dynamics, removing the single-CRM limitation.

ZoomInfo in Action: A seller opens GTM Workspace on Monday morning.

Instead of a Salesforce grid showing all open deals, they see an AI-prioritized account feed: three accounts showing strong buying signals, two deals at risk based on engagement patterns, and pre-drafted follow-up emails that address the specific objection from last week's call transcript. The seller sends the follow-up, advances the deal, and updates CRM, all without opening a separate tab.

ZoomInfo is our one source of truth for account data, and even more so for contact data. There's no other provider in the market that provides you with that level of detail. (Smartsheet)

Universal Access: Your Intelligence Works Everywhere

Scratchpad is a Chrome extension and web app that works exclusively with Salesforce. If your tech stack extends beyond that single CRM, the value stops at the browser tab.

ZoomInfo's intelligence is accessible through three paths: GTM Workspace for sellers, GTM Studio for marketers and RevOps, and APIs and MCP for any third-party tool, custom agent, or partner platform.

The ZoomInfo MCP server connects AI models directly to ZoomInfo's B2B data as a native tool, currently supporting Claude and ChatGPT. API access is included in all relevant plans, and the ZoomInfo App Marketplace lists 172+ integration partners.

Source: ZoomInfo

The key point: all three paths draw from one GTM Context Graph. The same data, the same reasoning, the same continuously learning model. Nothing degrades when accessed through a different path.

NOTE: We looked into other B2B intelligence and GTM platforms and found that ZoomInfo stands alone in combining the largest B2B data set, a proprietary intelligence layer (the GTM Context Graph), and universal access through native products and open APIs.

ZoomInfo was named a Gartner MQ Leader for ABM Platforms for the second consecutive year (2025), a Forrester Wave Leader for Intent Data Providers B2B (Q1 2025), and earned 133 No. 1 rankings on G2 in Summer 2025.

ZoomInfo Pricing

ZoomInfo uses a custom-quoted, consumption-based pricing model with no publicly listed prices.

Pricing scales around enterprise license agreements, data access, API consumption, and AI activity. The pricing page is organized into three product lines:

• Sales Plans: Professional (contact and company data, CRM integrations, AI email generation), Advanced (adds intent signals, website visitors, account prioritization, Champion Tracking), and Enterprise (real-time intent, AI account summaries, advanced workflows, dedicated support)

• Marketing Plans: Marketing Demand (audience targeting, CRM/MAP integrations), ABM Lite (display network, Facebook/LinkedIn/Google advertising), and ABM Enterprise (unlimited intent, AI buying group insights)

• Additional Products: Chorus (conversation intelligence) and Chat (data-powered website chat) are available as standalone solutions

ZoomInfo also offers two free entry points: ZoomInfo Lite is a permanent free tier (no credit card, no time limits) with access to the B2B database, 10 monthly export credits, individual and company searches, a Chrome extension, and WebSights Lite. A 7-day free trial provides broader access to core platform features including contact and company search, intent signals, and email outreach.

Who Should Use ZoomInfo?

Choose ZoomInfo if:

• Your revenue team needs more than CRM productivity; you need verified B2B data, intent signals, and prospecting intelligence that generate pipeline in the first place, not just tools that manage pipeline faster inside Salesforce.

• You want an intelligence layer (the GTM Context Graph) that captures why deals move or stall, enabling smarter outreach, forecasting, and coaching based on contextual reasoning across thousands of deals.

• Your GTM motion spans sales, marketing, and RevOps, and you need one platform that serves all three through dedicated experiences (GTM Workspace, GTM Studio) and open APIs/MCP, rather than a single-purpose Salesforce overlay.

Want to see how the GTM Context Graph can power your revenue team? Start with ZoomInfo Lite for free or request a demo to explore the full platform.

2. Gong — Best Alternative for Enterprise Revenue Intelligence and Org-Wide Coaching

Gong is a Revenue AI Operating System that captures, transcribes, and analyzes customer interactions across calls, emails, and meetings, then uses that evidence to power deal inspection, revenue forecasting, and sales coaching at scale.

Its key capabilities include:

• AI conversation intelligence trained on more than three billion interactions

• Predictive deal scoring based on 300+ buying signals

• Revenue forecasting grounded in conversation evidence

• Org-wide coaching dashboards with 15+ specialized AI agents included at no extra cost

• Multi-CRM support: Salesforce, HubSpot, and Microsoft Dynamics 365

• 300+ ecosystem integrations via the Gong Collective marketplace

Source: Gong

Why Choose Gong Over Scratchpad for Enterprise Revenue Intelligence?

• Conversation Intelligence as the Foundation

Scratchpad's call recording exists to drive Salesforce field updates; the call is an input, and CRM accuracy is the output. Gong was built around the opposite thesis: the conversation itself is the most reliable source of revenue intelligence, and everything else (deal scoring, forecasting, coaching) should derive from it.

Gong's AI detects budget constraints, competitor mentions, objection patterns, and deal risk signals in full conversational context.

• Predictive Deal Intelligence, Not Just CRM Hygiene Monitoring

Scratchpad's Hygiene Monitor catches missing CRM fields; Gong predicts which deals are at risk before those risks appear in any field.

The AI Deal Predictor assigns probability scores based on buying signals drawn from billions of conversations, while the AI Deal Monitor scans for subtle shifts like budgetary constraint language or stalling scheduling patterns.

Source: Gong

• Multi-CRM Support Removes Scratchpad's Structural Ceiling

Scratchpad's Salesforce exclusivity is its most frequently cited limitation. Gong integrates natively with Salesforce, HubSpot, and Microsoft Dynamics 365, with full functionality across all three. Organizations consolidating tools across a CRM-diverse stack avoid the single-CRM bottleneck entirely.

NOTE: We also evaluated Clari (now merged with Salesloft) and People.ai. Gong offers the strongest combination of conversation intelligence, deal inspection, org-wide coaching, and revenue forecasting from a single platform, and was named Leader in the inaugural 2025 Gartner Magic Quadrant for Revenue Action Orchestration.

If you're evaluating Clari alongside Gong, our Clari vs Gong comparison covers how they stack up on deal intelligence, forecasting, and coaching.

Gong Pricing

Gong uses a fully quote-based pricing model with no list prices published.

All proposals are custom-sized based on team size and selected modules. The modular architecture includes Gong Foundation (core recording and transcription), plus add-on modules for Forecast Essentials, full Forecasting, Engage (sales engagement), Enable Essentials (coaching), and Data Cloud.

All standard integrations (300+) and Gong Agents (15+ AI agents) are included with licenses at no additional cost. Collaborator seats for non-selling stakeholders are free.

For a detailed breakdown of Gong's plans, modules, and what each tier includes, see our Gong Pricing guide.

Who Should Use Gong?

Choose Gong if:

• Your revenue organization has 50+ sellers and needs ground-truth visibility into what is actually happening on calls and in deals, not just what gets logged in Salesforce fields.

• You are running HubSpot or Dynamics alongside or instead of Salesforce and need enterprise revenue intelligence without forcing a CRM migration.

• Your sales managers spend pipeline reviews chasing status updates rather than coaching, and you need coaching tools that identify winning behaviors and replicate them at scale.

3. Weflow — Best Alternative for Salesforce Teams That Want Built-In Conversation Intelligence Without Gong

Weflow is a Revenue AI Orchestration Platform built exclusively for Salesforce that combines activity capture, conversation intelligence, deal intelligence, and AI forecasting into one modular stack.

Source: Weflow

Its key capabilities include:

• Built-in conversation intelligence with unlimited recordings across Zoom, Google Meet, Microsoft Teams, and WebEx

• Spreadsheet-style pipeline views with inline Salesforce editing and real-time two-way sync

• AI Deal Intelligence with 50+ deal health signals and a 0-100 deal score per opportunity

• Mobile Copilot for capturing in-person meetings on iOS and Android

• SOC 2 Type II, GDPR (Frankfurt data center), HIPAA, and CCPA compliance

Why Choose Weflow Over Scratchpad for Built-In Conversation Intelligence?

• Conversation Intelligence Is Native, Not a Paywalled Add-On

Scratchpad's strongest AI workflows depend on Gong integration, locked to the Team plan at $49/user/month.

Weflow's Conversation Intelligence module at $39/user/month is a standalone product including unlimited recordings and transcripts, AI-generated meeting summaries written to native Salesforce objects, automatic MEDDIC field updates, follow-up email composition, and coaching scorecards. No credit caps, no third-party dependency.

• Mobile Copilot Closes the Field Selling Gap

Scratchpad is a Chrome extension and web app with no mobile support. Weflow's Mobile Copilot is a native iOS and Android app that captures in-person meetings on-device, transcribes in 98 languages, generates AI summaries aligned to sales methodologies, and writes everything back to Salesforce automatically.

Source: Weflow

For field reps and account managers running on-site visits, this fills a gap Scratchpad cannot address.

• European Compliance and Permanent Salesforce-Native Data Storage

Scratchpad's infrastructure is entirely US-based with no EU data residency option. Weflow was founded in Berlin, maintains a Frankfurt data center, and holds GDPR, HIPAA (with BAA), and CCPA certifications with zero AI data retention.

All captured data is written permanently into native Salesforce objects, so if a company stops using Weflow, all historical data remains in Salesforce.

NOTE: We also evaluated LaserFocus and PeopleGlass. While LaserFocus provides a clean Salesforce workspace for smaller teams and PeopleGlass is built for quick grid editing, Weflow offers the most complete package for Salesforce teams needing conversation intelligence, deal health monitoring, and mobile coverage in one platform.

Weflow Pricing

Weflow uses flat-rate per-user annual pricing with a 10-user minimum.

Products can be purchased individually (Activity Capture at $19/user/month, Conversation Intelligence at $39/user/month, Deal Intelligence at $39/user/month) or as bundles: Revenue AI Foundation at $49/user/month, Business at $59/user/month, or Enterprise at $79/user/month.

Multi-year discounts are available (10% for 2-year, 20% for 3-year terms). A 14-day guided free pilot is available with no credit card required.

Who Should Use Weflow?

Choose Weflow if:

• Your team runs Salesforce and wants conversation intelligence, deal health monitoring, and activity capture in one platform without paying for Gong separately.

• You have field salespeople who conduct in-person meetings that currently go unlogged in the CRM and need a mobile-first capture solution.

• Your organization is headquartered in Europe or operates in regulated industries and needs GDPR compliance with EU data residency.

4. Pod — Best Alternative for AI-Coached Daily Deal Execution

Pod is an agentic AI sales platform that sits on top of Salesforce and replaces pipeline management guesswork with structured, AI-ranked coaching. Where Scratchpad makes CRM interactions faster, Pod tells account executives exactly which deals to prioritize, which are at risk, and what to do next.

Its key capabilities include:

• AI deal prioritization scanning 25+ deal signals each morning to deliver a ranked action plan

• Agentic AI builder for deploying autonomous agents that monitor deal health, map buying committees, and trigger CRM updates

Source: Pod

• Sales framework enforcement assessing MEDDIC, SPICED, BANT, or custom methodologies per deal

• Meeting briefs synthesizing past touchpoints, stakeholder sentiment, and suggested discussion questions

• Zero-implementation Salesforce connection through OAuth in under a minute

Why Choose Pod Over Scratchpad for AI-Coached Deal Execution?

• Prescriptive Daily Coaching, Not Just Workflow Speed

Scratchpad makes Salesforce fast; Pod tells you what to do with that speed. The Pipeline Coach runs a fresh analysis across the entire active pipeline each morning, scanning 25+ deal signals and producing a ranked action plan organized into "Today" and "Next 7 Days" buckets. Each deal card includes specific next steps and the AI's rationale for why that deal needs attention.

For a rep with 30 open opportunities, the difference between "all my deals in a fast grid" and "here are the three you should touch today, and here is why" is real.

• Proactive Risk Surfacing Versus Reactive Hygiene Monitoring

Scratchpad's Hygiene Monitor catches missing CRM data after it is already missing.

Pod's Deal Coach applies seven diagnostic flags per opportunity (Deal Activity Level, Stakeholder Coverage, Pace of Progress, Time in Current Stage, and more) and cross-references these against patterns from the company's historical outcomes. Pod also applies contact sentiment analysis using NLP on emails and call transcripts.

Source: Pod

• Zero-Setup Deployment Without a Salesforce Admin

Scratchpad requires a Salesforce admin to install it as a Connected App before the first rep can log in. Pod's connection to Salesforce uses standard OAuth with no managed package, no AppExchange setup, and no admin configuration.

NOTE: We also evaluated Dooly (discontinued June 2025) and other Salesforce workspace tools. Pod offers the most complete AI-coached deal execution experience for teams needing daily prioritization and proactive risk visibility before they have the RevOps infrastructure to enforce it manually.

Pod Pricing

Pod offers two tiers: Pro at $130/user/month annually ($150 month-to-month) for teams up to 10 reps, and Business at custom pricing for larger organizations.

Pro includes Pipeline Prioritization, Buying Committee Recommendations, Alerts, and the full integrations suite. A 21-day free trial is available with no credit card required.

Who Should Use Pod?

Choose Pod if:

• Your AE team manages complex, multi-stakeholder B2B deals and reps currently start each day manually deciding which deals to prioritize.

• You are a growth-stage company of 5-25 AEs on Salesforce without a dedicated RevOps team and need AI coaching without the overhead of configuring hygiene rules.

• Your sales leadership needs pipeline visibility and coaching coverage without adding weekly review meetings.

5. Avoma — Best Alternative for Multi-CRM Meeting Intelligence

Avoma is an AI meeting intelligence platform that records, transcribes, and summarizes conversations across more than 75 languages, then automatically syncs structured notes and deal insights to whichever CRM your team runs.

Its key capabilities include:

• AI-generated structured meeting summaries organized into Smart Categories (Pain Points, Next Steps, Business Need) across 90+ pre-built templates

Source: Avoma

• Bidirectional CRM integration with Salesforce, HubSpot, Pipedrive, Copper, Zoho CRM, and Zendesk Sell

• Conversation Intelligence add-on with AI call scoring, custom scorecards (MEDDIC, SPICED, Sandler), and a live Answer Assistant

• Revenue Intelligence add-on with deal risk alerts and pipeline forecasting

• Built-in meeting scheduling with unlimited 1:1, group, and round-robin pages

Why Choose Avoma Over Scratchpad for Multi-CRM Meeting Intelligence?

• Multi-CRM Support Eliminates Scratchpad's Fundamental Constraint

Scratchpad is exclusively a Salesforce productivity layer. Teams on HubSpot, Pipedrive, Copper, Zoho CRM, or Zendesk Sell are excluded.

Avoma connects bidirectionally to all six of these CRMs, logging meetings, recordings, transcripts, and AI summaries to the appropriate records after every call. Even for Salesforce shops, Avoma's multi-CRM support means no lock-in if the CRM stack changes.

• Meeting Intelligence Is the Core Product, Not an Add-On

Scratchpad is a Salesforce interface layer that added call recording as a feature. Avoma was built from day one as a meeting intelligence platform, transcribing in over 75 languages with translation into 60+. Teams whose meeting footprint extends beyond sales calls into customer success, product research, and internal reviews will find Avoma's coverage more complete.

Source: Avoma

• Coaching Without an Enterprise Commitment

Scratchpad's coaching output is primarily AI-suggested MEDDIC field updates; behavioral coaching requires Gong. Avoma's Conversation Intelligence add-on at $29/seat/month provides AI call scoring, custom scorecards, talk-pattern analytics, topic intelligence, and a live Answer Assistant that surfaces talking points during active calls.

For a deeper look at how Avoma's conversation intelligence compares to Gong's enterprise coaching suite, see our Avoma vs Gong comparison.

NOTE: We also evaluated Fathom and tl;dv. While Fathom excels at zero-cost notetaking and tl;dv offers solid multilingual support, Avoma provides the widest multi-CRM coverage of any meeting intelligence specialist, connecting bidirectionally to six CRM systems.

For a detailed comparison of Avoma and Fathom across pricing, CRM support, and meeting intelligence features, see our Avoma vs Fathom breakdown.

Avoma Pricing

Avoma distinguishes between paid Recorder Seats and free View-only collaborators.

The Startup Plan starts at $19/seat/month annually with unlimited recording, transcription, AI summaries, and CRM sync (up to 25 seats). The Organization Plan at $24/seat/month adds custom topics, group scheduling, and limited conversation intelligence. The Enterprise Plan at $39/seat/month adds SSO, HIPAA compliance, and concierge onboarding.

Add-ons include Conversation Intelligence and Revenue Intelligence at $29/seat/month each. A 14-day free trial with no credit card required is available.

Who Should Use Avoma?

Choose Avoma if:

• Your team runs HubSpot, Pipedrive, Copper, Zoho, or Zendesk Sell and needs AI meeting intelligence with CRM sync that Scratchpad cannot provide.

• You want sales coaching with AI call scoring at $29/seat/month rather than committing to enterprise conversation intelligence pricing.

• Your meeting footprint extends beyond sales calls into customer success, product research, and internal reviews.

6. Fathom — Best Alternative for Free AI Meeting Intelligence

Fathom is an AI meeting notetaker that records, transcribes, and summarizes calls on Zoom, Google Meet, and Microsoft Teams, then pushes summaries into HubSpot or Salesforce within seconds of a call ending.

Unlike Scratchpad, Fathom is a standalone meeting intelligence layer that works across CRMs and is free to start.

Its key capabilities include:

• Unlimited meeting recording and transcription at no cost, with no minute caps

• AI-generated meeting summaries delivered in approximately 23 seconds post-call across 17 templates including MEDDPICC, SPICED, and BANT

• Basic CRM sync to HubSpot and Salesforce on the free plan

• Ask Fathom conversational AI search across all meeting history (Team and Business plans)

• AI Scorecards for automated call grading against sales methodologies

Source: Fathom

Why Choose Fathom Over Scratchpad for AI Meeting Intelligence?

• The Free Plan Delivers Real Value at Zero Cost

Scratchpad has no free tier; its entry point is $19/user/month. Fathom's free plan is permanent with unlimited recordings and transcriptions, instant AI summaries, and basic CRM sync to both HubSpot and Salesforce. There is no cap on how many people at a company can use it for free.

A 20-rep team can run Fathom for a full quarter across all calls and make a data-driven adoption decision before spending anything.

• CRM Flexibility: Fathom Works With HubSpot

Scratchpad cannot function without Salesforce. Fathom operates across both major CRM ecosystems, and is the most-installed AI app on the HubSpot marketplace with 19,000+ installs and a 4.7-star rating. For Salesforce shops, Fathom's Business plan ($25/user/month) unlocks CRM field-level sync.

Source: Fathom

• Built Around Meeting Presence, Not CRM Accuracy

Scratchpad's value is improving Salesforce data quality. Fathom's value is keeping the rep focused on the buyer during the call, not the keyboard. Teams report saving an average of 38 minutes per meeting on notes, CRM updates, and follow-up drafting.

For teams where the conversion gap is buyer follow-through rather than CRM completeness, Fathom fits the need more precisely.

NOTE: We also evaluated Otter.ai and tl;dv. Otter.ai's free plan caps at 300 minutes/month and excludes CRM sync. tl;dv offers stronger multilingual support but shallower CRM integrations. Fathom offers the most complete free starting point for sales teams: unlimited recordings, AI summaries, and basic CRM sync at $0.

For a full comparison of Fathom and Otter.ai across free and paid plans, see our Fathom vs Otter.ai breakdown.

Fathom Pricing

Fathom offers four tiers: Free ($0, permanent, unlimited recordings and basic CRM sync), Premium at $16/user/month annually (15+ advanced summary templates, Ask Fathom on individual recordings), Team at $15/user/month annually (global search, team folders, SSO, public API access), and Business at $25/user/month annually (CRM field-level sync, Deal View, AI Scorecards, coaching metrics).

All paid plans offer a 90-day money-back guarantee.

Who Should Use Fathom?

Choose Fathom if:

• Your team uses HubSpot and needs AI meeting intelligence with CRM sync that Scratchpad cannot provide.

• You want to evaluate AI meeting intelligence without any budget commitment; Fathom's free plan has no seat cap and no time limit.

• Your gap is rep presence and buyer follow-through rather than Salesforce field hygiene.

7. Attention — Best Alternative for Real-Time In-Call Coaching and Multi-CRM Automation

Attention is an AI Revenue Operating System that learns from a team's best sales conversations to automate CRM field population, surface live coaching cues during active calls, and draft personalized follow-up emails across multiple CRMs.

Source: Attention

Its key capabilities include:

• AI-powered CRM auto-population using custom prompts that push structured deal intelligence to CRM fields the moment a call ends

• Live in-call coaching cards that surface guidance based on objections, deal context, and playbooks while the conversation is happening

• AI deal forecasting grounded in conversation data rather than rep-entered CRM fields

• Custom scorecards evaluating rep performance against MEDDIC, BANT, or proprietary methodologies on every call

• AI-generated follow-up emails drafted in under 60 seconds using the prospect's own words from the transcript

• A natural-language GTM query layer (Super Agent) spanning call recordings, CRM, Snowflake, Slack, and email

Why Choose Attention Over Scratchpad for In-Call Coaching?

• Multi-CRM Support: Salesforce, HubSpot, and GoHighLevel

Scratchpad supports only Salesforce. Attention maintains native integrations with Salesforce, HubSpot, and GoHighLevel, applying the same AI extraction logic regardless of which CRM receives the data. This matters for teams mid-migration between CRMs or those running HubSpot as their primary system.

Source: Attention

• Live In-Call Coaching Versus Post-Call Analysis

Scratchpad's AI features operate post-call: after a call ends, AI processes the transcript and generates Salesforce field suggestions.

Attention surfaces real-time coaching cards during the active call, providing guidance based on the deal's current context and objection patterns while the conversation is still happening. When a prospect raises a pricing objection, Attention surfaces the team's response framework at that moment rather than flagging it in a post-call scorecard.

• AI Forecasting Grounded in Conversation Signals

Scratchpad improves forecast reliability by making CRM data cleaner. Attention builds its forecasting directly on what was said in calls: deal scores analyze rep behavior, buyer engagement levels, urgency signals, and commitment language from recorded conversations. These signals cannot be gamed by a rep who optimistically updates a Salesforce stage field.

NOTE: We also evaluated Sybill for its AI-native meeting intelligence with buyer intent analysis and Gong for its established enterprise position. Attention offers the strongest combination of real-time in-call coaching, multi-CRM auto-population, and AI-driven follow-up for growth-stage teams.

Attention Pricing

Attention does not publish pricing publicly.

The pricing page directs prospects to Book a Demo for custom quotes. The Terms of Use confirm a recurring subscription model. No free trial or free plan is publicly referenced.

Who Should Use Attention?

Choose Attention if:

• Your team runs HubSpot, GoHighLevel, or another non-Salesforce CRM and needs AI conversation intelligence that is not tied to Salesforce.

• You want live in-call coaching that surfaces guidance while the conversation is happening, not just post-call scorecards.

• Your revenue leaders want pipeline forecasting grounded in conversation signals rather than rep-entered CRM fields.

The Final Verdict

Scratchpad excels as a Salesforce productivity layer for teams that need faster CRM interactions and AI-assisted field updates. But growing revenue organizations often need deeper intelligence, broader CRM compatibility, or more specialized execution tools.

Based on our research, here are the best alternatives:

• ZoomInfo for B2B data, the GTM Context Graph intelligence layer, and AI-powered GTM execution across sales, marketing, and RevOps

• Gong for enterprise conversation intelligence, predictive deal scoring, and systematic org-wide coaching

• Weflow for Salesforce teams that want built-in conversation intelligence, mobile capture, and EU compliance without a separate Gong contract

• Pod for AI-coached daily deal prioritization and proactive risk detection with zero-setup Salesforce deployment

• Avoma for multi-CRM meeting intelligence that connects to six CRM systems with accessible conversation and revenue intelligence add-ons

• Fathom for free, unlimited AI meeting recording and summaries with basic CRM sync to both HubSpot and Salesforce

• Attention for real-time in-call coaching and autonomous CRM automation across Salesforce, HubSpot, and GoHighLevel

You do not have to choose between Scratchpad and these alternatives exclusively. Many sales organizations layer specialized tools on top of their existing stack to fill specific gaps. Consider your team's most pressing needs, CRM environment, and growth trajectory when deciding which solution fits.

Want to see how B2B intelligence can power your go-to-market motion? Start with ZoomInfo Lite for free, or request a demo to explore how GTM Workspace and GTM Studio give your revenue team the data, intelligence, and execution tools to find, win, and grow customers.

Scratchpad Alternatives FAQ

Why do sales teams look for Scratchpad alternatives?

Scratchpad is an effective Salesforce productivity layer, but teams often outgrow it. Its Salesforce-only architecture excludes HubSpot, Dynamics, and Pipedrive users entirely. Its strongest AI features (Gong integration, advanced controls) require the $49/user/month Team tier. It does not provide B2B contact data, intent signals, or prospecting intelligence. And it has no mobile app, which limits field sales teams.

What is the best overall Scratchpad alternative?

There is no single best alternative because Scratchpad serves a specific niche. ZoomInfo is the top choice for teams needing B2B data and GTM intelligence.

Gong leads for enterprise conversation intelligence and revenue forecasting.

Fathom is the best option for teams that want to start with free AI meeting notes before committing to a paid tool.

Is there a free alternative to Scratchpad?

Yes. Fathom offers a permanent free plan with unlimited meeting recordings, AI summaries, and basic CRM sync to both HubSpot and Salesforce.

ZoomInfo Lite provides free access to the B2B database with 10 monthly export credits, individual and company searches, and a Chrome extension.

Avoma, Weflow, and Pod all offer free trials ranging from 14 to 21 days.

Which Scratchpad alternative works with HubSpot?

Several alternatives support HubSpot natively. Fathom is the most-installed AI app on the HubSpot marketplace with 19,000+ installs.

Avoma connects bidirectionally to HubSpot along with five other CRMs.

Gong and Attention both integrate natively with HubSpot for conversation intelligence and CRM automation.

Which Scratchpad alternative is best for enterprise revenue teams?

Gong is built for enterprise revenue organizations, offering conversation intelligence trained on billions of interactions, predictive deal scoring, revenue forecasting, and systematic coaching across Salesforce, HubSpot, and Dynamics.

ZoomInfo serves enterprise GTM teams with B2B data, the GTM Context Graph, and dedicated experiences for sellers (GTM Workspace) and marketers (GTM Studio).

Can I use Scratchpad alongside some of these alternatives?

Yes. Scratchpad integrates with Gong on its Team and Enterprise tiers, so teams already using both can layer them together.

ZoomInfo's data and intelligence can complement any CRM workflow through APIs and MCP.

Fathom and Avoma focus on meeting intelligence and can operate alongside a Scratchpad workspace, since they address different parts of the sales workflow.

Which alternative provides the best B2B data and prospecting intelligence?

ZoomInfo is the clear leader in B2B data, offering 500M contacts, 100M companies, 135M+ verified phone numbers, and 200M+ verified business email addresses. None of the other alternatives on this list (including Scratchpad) provide B2B contact or company data. ZoomInfo was named a Leader in both the Gartner Magic Quadrant for ABM Platforms and the Forrester Wave for Intent Data Providers in 2025.