Weflow fills Salesforce for your reps: it logs every email and meeting, updates fields from calls and adds forecasting to the same inline and bulk editing, with AI included in the seat. Scratchpad keeps emails and calls in its own workspace and has no forecasting.
Using Weflow, we increased our win rate by 12% and see a forecast accuracy of 92%. Plus, we now can trust our Salesforce data.
Chris Mackinnon, VP Revenue Operations, Zeotap · Case study
At a glance
What each covers
| Weflow | Scratchpad | |
|---|---|---|
| Price per user | $19–$79 a month | Free, then $19–$49 |
| Emails and meetings in Salesforce | Logged automatically | Logged by hand |
| Forecasting | Built in | None |
| Phone calls and in-person meetings | Recorded | Not recorded |
| AI usage | Included in the seat | Metered in credits |
"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."
.svg){kind=logo}
%201.svg)
"Weflow gives us better visibility and predictability of our business."
"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."
"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
.webp)
"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."
"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
.webp)
"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."
Feature comparison
If your goal is faster manual editing of Salesforce, with Slack alerts and hygiene leaderboards, Scratchpad is a good choice. When you want Salesforce filled automatically, with forecasting and pipeline analytics on top, choose Weflow.
Activity CaptureShow 6 capabilitiesHide
| Capability | Weflow | Scratchpad |
|---|---|---|
| Email capture to Salesforce | StrongerServer-side, through a central app in Google Workspace or Microsoft 365.Stored as EmailMessage or Task records with no rep action. | Syncs Gmail into its own workspace for record views and AI context.Emails stay in Scratchpad and are not logged to Salesforce. |
| Meeting capture to Salesforce | StrongerEvery external meeting on Google or Microsoft calendars logged as a Salesforce Event.Logged whether or not it was recorded. | Reads calendars to send its notetaker.Reps log a call or meeting by hand from the command bar. |
| Contacts and contact roles | StrongerCreates missing contacts from To and CC recipients, with admin rules.Adds Opportunity Contact Roles when it logs an email. | A rep creates a contact from a Google Calendar guest with one click.Contact roles are added by hand. |
| Matching to the right record | StrongerWeighs contact role, owner, account and stage when an account has several open opportunities.Reps re-map from the Outlook add-in or Chrome extension, once per thread. | Links calls and Gmail threads only through existing contacts and contact roles.No rules an admin can tune. |
| Outlook and Microsoft 365 | StrongerMicrosoft 365 email and calendar captured server-side, plus an Outlook add-in.Records Microsoft Teams meetings. | Outlook calendar drives the notetaker, which joins Teams meetings.Email features work with Gmail only; no Outlook add-in. |
| Historical backfill | StrongerPast emails and meetings written into Salesforce, typically up to 24 months.Run by Weflow's team. | Gmail sync starts with the last 7 days; past calls import only from Gong.AI Backfill fills field values, not activity records. |
Integration & platformShow 7 capabilitiesHide
| Capability | Weflow | Scratchpad |
|---|---|---|
| Salesforce connection | Real-time two-way integration on the Salesforce API.Inherits custom objects, validation rules, permissions and hierarchy. | Reads and writes live under each user's own Salesforce login.Permissions and layouts apply; no copy of Salesforce data kept. |
| Rollout | StrongerAdmin installs one central app in Microsoft or Google; no install per rep.Technical session of 30 to 45 minutes, full rollout in two to three weeks. | Rep by rep: each user signs in with Salesforce and connects their own Google account and recorder.Workspace setup takes about an hour. |
| Inbox and browser | Outlook add-in and Chrome extension for Gmail.Show CRM context, the records an email will log to, and Ask Weflow AI. | Command bar (Cmd or Ctrl+J) searches and edits Salesforce from any web page.No Outlook add-in. |
| Slack | Posts summaries, recording links, forecast reminders and agent reports.Does not read Slack. | StrongerAlerts on record changes or a schedule, with buttons that update Salesforce from Slack.Opens a deal-room channel per opportunity. |
| Ask AI | StrongerQuestions across records, emails, meetings and transcripts.Scoped to a call, a deal, a board or the whole pipeline. | One call or one Salesforce record at a time.No question across the pipeline. |
| API and AI assistants | StrongerREST API with bulk export to warehouses and BI tools.Read-only MCP connector for Claude, ChatGPT and other assistants. | No public API or MCP server.Data leaves through Salesforce or CSV exports of up to 2,200 records. |
| Security and data residency | StrongerSOC 2 Type II, HIPAA, GDPR and CCPA; zero AI data retention.Hosted in the EU, US or APAC, matched to your Salesforce region. | SOC 2 Type II; aligned with GDPR and CCPA, no training on customer data.Hosted and processed in the United States only. |
Forecasting & analyticsShow 6 capabilitiesHide
| Capability | Weflow | Scratchpad |
|---|---|---|
| Forecast submissions and roll-ups | StrongerReps submit baseline and best case tied to named deals.Calls roll up the hierarchy; managers override with a logged reason and every version is kept. | No submissions or roll-ups.Forecast category is a field reps edit, for example on a Kanban board. |
| AI forecast prediction | StrongerLow, middle and high range from 50+ deal signals.Needs six months of history. | No forecast prediction. |
| Several forecast types | StrongerParallel forecasts for new business, renewal and expansion.Each has its own stages, cadence and targets. | No forecasting. |
| Forecast accuracy | StrongerTracked per period for each rep, manager and team.No setup needed. | No forecasting, so no accuracy tracking. |
| Pipeline analytics | Stronger30+ prebuilt metrics: waterfall, pacing, coverage, stage conversion, win rate and sales cycle.No stage-to-stage flow view. | Column sums and averages in views.Its only dashboards are hygiene dashboards. |
| Pipeline history | StrongerEvery opportunity snapshotted every few hours.Powers the waterfall, push counts and period-over-period reports. | Per-record history of fields edited in Scratchpad.Changes made in Salesforce or other tools are not in it. |
Pipeline management & hygieneShow 6 capabilitiesHide
| Capability | Weflow | Scratchpad |
|---|---|---|
| Spreadsheet-style editing | Table and Kanban deal boards with inline editing, synced to Salesforce in real time.Opportunity, account and contact fields side by side; admins lock templates per team. | StrongerGrid and Kanban views of any Salesforce object, edited inline.Conditional and change highlights; Scratchpad-only fields beside Salesforce fields. |
| Bulk updates | Bulk-edit Salesforce records in the same view.Replaces the data loader or a mass-edit extension. | Up to 2,200 records at once, after a review screen.No undo; no cross-object fields or lead conversion. |
| Hygiene rules and reminders | Warnings built as AND/OR rules on opportunity fields and computed fields.Data-quality scoring flags missing fields, stale close dates and missing next steps before forecast submission. | StrongerHygiene Monitor scores records against admin rules and ranks reps and teams.Zero boards, weekday reminders by email or Slack. |
| Activity on each deal | StrongerLast email, last and next meeting, days inactive and close-date pushes on every deal.Computed from captured activity, so reps cannot game them. | Filters on Salesforce fields, such as no activity since last week.Nothing computed from emails or calls. |
| Deal risk | Stronger50+ deal signals and an AI deal score from 0 to 100, refreshed nightly.The score trains on your own closed deals and needs about six months of history. | A saved Ask AI prompt run on one opportunity at a time.Can fill a Deal Risks field after calls if set up as an AI field update. |
| Notes and tasks | Notes sync to Salesforce when linked to a record; private notes never sync.Users create tasks, notes and events in Weflow. | StrongerNotes with personal, team or MEDDIC templates, synced to Salesforce Notes by the rep or by auto-sync.Formatting is lost on sync; every task is written to Salesforce. |
Conversation IntelligenceShow 7 capabilitiesHide
| Capability | Weflow | Scratchpad |
|---|---|---|
| Meeting recording | StrongerNotetaker on Zoom, Microsoft Teams, Google Meet and Webex, transcribing 96 languages.Desktop app for Windows and macOS records without a bot. | Notetaker on Zoom, Google Meet and Microsoft Teams, or Gong calls pulled in.Botless recording from a Mac-only, audio-only app or Zoom's cloud recorder. |
| Phone calls and in-person meetings | StrongerMobile app records in-person meetings and voice notes.Desktop app records softphone calls such as Aircall and RingCentral; Outreach dialer calls pulled in automatically. | No mobile app and no phone call recording.Click-to-call hands the call to the dialer. |
| AI Field Updates | StrongerEvery field type except lookups, including MEDDIC fields; custom objects set up by Weflow support.Admin sets each field to automatic or review. | Opportunity and Account fields: text, date, number and picklist.Admin sets each field to review or automatic; each run uses credits. |
| Summaries and follow-ups | StrongerSummary within about a minute, from as many templates as you need, varied by meeting type and written to the Salesforce Event.Follow-up email drafted after every meeting. | One summary format after each call, sent by email or Slack.A follow-up is drafted when the rep runs a prompt. |
| Coaching scorecards | StrongerEvery recorded call scored against templates such as MEDDIC or Challenger, with manager override.Scores roll up per call, deal and rep over time. | Coaching through custom prompts written to your framework.Managers can score calls automatically and write scores to Salesforce. |
| Call library, clips and trackers | StrongerSearchable library, clips and playlists.Keyword trackers reported by rep, team and over time. | Searchable library, clips cut by hand and playlists. |
| AI usage | StrongerSummaries, field updates and Ask Weflow AI included in the seat.Only Agent Builder is metered. | Metered in credits: 1 for a single-call suggestion or summary, 5 across several calls.AI stops when credits run out. |
Which one fits your team
You are replacing Scratchpad
Weflow covers the same table and Kanban editing, inline and in bulk, written to Salesforce in real time. It adds automatic email and meeting logging, fields filled from calls and forecasting.
Better fit: Weflow
Reps spend hours updating Salesforce by hand
Weflow logs emails and meetings and fills fields from calls, so there is less to type. Scratchpad makes the same typing faster.
Better fit: Weflow
Your CRO needs a rolled-up forecast
Weflow adds forecast submissions, roll-ups, AI projections and accuracy tracking on the same pipeline. Scratchpad has no forecasting.
Better fit: Weflow
Your team runs on Outlook and Microsoft 365
Weflow captures Microsoft 365 email and calendar server-side and has an Outlook add-in. Scratchpad's email features work with Gmail only.
Better fit: Weflow
Your data has to stay in the EU
Weflow hosts in the EU, US or APAC, matched to your Salesforce region. Scratchpad hosts and processes data in the United States only.
Better fit: Weflow
Managers run hygiene with rules and leaderboards
Scratchpad's Hygiene Monitor scores records against your rules, ranks reps and teams, and sends weekday reminders by email or Slack.
Better fit: Scratchpad
Your team updates deals from Slack
Scratchpad alerts carry buttons that update Salesforce from Slack. Weflow posts to Slack but does not read it.
Better fit: Scratchpad
Fewer than 10 users, or monthly billing
Scratchpad has a free plan, no minimum and monthly billing. Weflow needs 10 users and an annual contract.
Better fit: Scratchpad
Pricing compared
Both publish per-user prices. Weflow includes its AI in the seat; Scratchpad has a free plan and meters its AI in credits.
| Weflow | Scratchpad | |
|---|---|---|
| Seat price | $19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting; bundles at $49, $59 and $79 (per user per month, billed annually) | Solo $19 and Team $49 per user per month billed yearly ($24 and $62 monthly); Enterprise on quote |
| AI usage | Included in the seat; only Agent Builder is metered | Credits: 400 per user a month on Solo, 800 pooled on Team, unlimited on Enterprise |
| Free trial or plan | 14-day free trial with implementation included | Free plan with 3 views, 10 recording hours and 100 AI credits a month; 14-day trial |
| Platform fee | None | None |
| Implementation fee | None | None |
| Minimum and billing | 10 users, annual contract | No minimum, monthly or yearly |
IncludedCosts extraNot offeredScratchpad's own sizing example, a rep with 5 calls a day, uses about 800 credits a month: a full Team allowance and twice what Solo includes.
What users of each tool say
What they like
“As a Sales Director, Weflow has helped me forecast more reliably while saving a significant amount of time.”
RVRobert V.Mid-Market, 4.5/5 · G2 review
Where it falls short
“There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with WeFlow.”
ACAlisson C.Senior Account Executive (Mid-Market), 5/5 · G2 review
ScratchpadWhat they like
“Scratchpad is hands down one of the best inline editing tools I've ever used.”
VUVerified User in Computer SoftwareMid-Market, 5/5 · G2 review
Where it falls short
“I also don´t like that there is no place that shows you how many days you haven´t touched a client.”
RWRegina W.Mid-Market, 4.5/5 · G2 review
Replacing Scratchpad with Weflow
Product
Pipeline editing and forecasting
Deal Intelligence & Forecasting
Manage deal and pipeline health with AI insights analytics. Run an efficient forecast process for accurate predictions.
$39
per user / month
Includes
Ask AI Agent Builder
- AI deal summary, prediction and insights
- Automated forecast roll-ups
- Deal-by-deal, rep-by-rep forecast submissions
- Real-time, 2-way Salesforce sync
- Opportunity snapshots to track pipeline changes
Bundle
From $59/user/month
Revenue AI Business
Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in.
$59
per user / month
Adds to Foundation
Deal Intelligence
- Unlimited deal and account boards
- AI deal and account summaries
- AI deal and account score and warnings
- Buying committee intelligence
Enterprise-grade security
Weflow is built for teams with strict security and privacy requirements.
SOC 2 Type II
GDPR
HIPAA
CCPA
Frequently asked questions
Can Weflow replace Scratchpad?
Yes, for teams on Salesforce that want pipeline editing and the data behind it in one tool. Weflow covers Scratchpad's core use: table and Kanban deal boards with inline and bulk editing written to Salesforce in real time, notes and tasks, and AI Field Updates from calls. It adds what Scratchpad leaves to other tools: automatic email and meeting logging, forecast submissions and roll-ups, and pipeline analytics. You give up Scratchpad's Hygiene Monitor leaderboards, its command bar, Slack buttons that update records, Scratchpad-only fields, the free plan and monthly billing.
Does Scratchpad log emails and meetings to Salesforce?
Scratchpad syncs Gmail into its own workspace, where emails show on records and feed its AI, and reads Google or Outlook calendars to send its notetaker. It does not log emails or meetings to Salesforce automatically; a rep logs a call or meeting by hand from the command bar. Weflow logs every email that matches a Salesforce record as an EmailMessage or Task, and every external meeting as an Event, server-side, with no action from the rep.
Does Scratchpad work with Outlook and Microsoft Teams?
Partly. Scratchpad's notetaker joins Microsoft Teams meetings and reads Outlook calendars. Its email features, the email tab on records, email search and email context for its AI, work with Gmail only, it has no Outlook add-in, and its automation alerts go to Slack. Weflow captures Microsoft 365 email and calendar server-side, records Teams meetings and has an Outlook add-in. Neither posts notifications into Teams chat; Weflow sends them to Slack and email.
Does Scratchpad do forecasting?
No. Scratchpad has no forecast submissions, roll-ups, quota tracking, AI forecast prediction or pipeline analytics. Forecast categories are Salesforce fields that reps edit in its views, and Scratchpad leaves forecasting to the customer's own tools. Weflow's Deal Intelligence & Forecasting adds deal-by-deal submissions, roll-ups with logged manager overrides, an AI projection, forecast accuracy by rep and team, and 30+ prebuilt pipeline metrics.
Is Weflow's pipeline editing as quick as Scratchpad's?
Both edit Salesforce inline and in bulk from table and Kanban views, and both write changes straight to Salesforce. Scratchpad is built around editing: it adds conditional and change highlights, Scratchpad-only fields and a command bar that edits Salesforce from any web page. Weflow puts last email, last and next meeting and days inactive on each deal, lets admins lock board templates per team, and leaves reps fewer fields to type because it logs activity and fills fields from calls.
How do the AI Field Updates compare?
Both draft Salesforce values from calls, and in both the admin sets each field to wait for review or update automatically. Scratchpad writes to Opportunity and Account text, date, number and picklist fields, one prompt per field, and each run costs 1 or 5 credits; suggestions appear only when the call is linked to an account or opportunity. Weflow writes every field type except lookups, including methodology fields such as MEDDIC, and the AI is included in the seat. Custom objects need setup by Weflow support.
How does pricing compare?
Scratchpad has a free plan, Solo at $19 and Team at $49 per user per month billed yearly ($24 and $62 monthly), and Enterprise on quote, with AI metered in credits. Weflow costs $19 to $79 per user per month, billed annually with a 10-user minimum, with no platform fee and no implementation fee, and AI is included in the seat. Revenue AI Business at $59 covers activity capture, Conversation Intelligence and deal intelligence with unlimited deal and account boards; forecasting and pipeline analytics come with Revenue AI Enterprise at $79 or Deal Intelligence & Forecasting at $39 on its own.
What happens to our Scratchpad notes if we switch?
Notes a rep has synced to Salesforce live in Salesforce's native Notes and stay there. Notes kept only in Scratchpad, and values in Scratchpad-only fields, do not live in Salesforce, so export what you need before you cancel; Scratchpad exports a view as a CSV file of up to 2,200 records. In Weflow, a note linked to a Salesforce record syncs to it, and a note marked private never does.
How long does Weflow take to set up?
A Salesforce admin and a Google or Microsoft admin install Weflow centrally in a technical session of 30 to 45 minutes, with no install per rep. Weflow's customer success team then guides the rollout, which typically takes two to three weeks. You can evaluate first with a 14-day free trial on your own Salesforce, with implementation included.
Try before you buy
We get it. You want to make sure you’re getting the right tool to fit your needs. That's why you should try before you buy. Get your 14-day free trial today.
Trusted by top-performing revenue teams
