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What is Scratchpad?

Salesforce, while a powerful database, often suffers from slow performance, requiring users to navigate through excessive clicks and multiple browser tabs for their everyday activities. As a result, many individuals turn to spreadsheets for various tasks, including recording sales notes and managing to-do lists across different platforms, which in turn compels them to dedicate time on their calendars just to input data back into Salesforce. Is this truly the best method? We contend that it isn’t! Introducing Scratchpad, a workspace specifically designed for sales professionals. Every aspect of Scratchpad has been meticulously crafted with the needs of account executives in mind, focusing on enhancing speed and ease of use. This tool effectively unifies sales notes, spreadsheets, tasks, Kanban boards, search capabilities, collaboration features, and compliance with sales protocols all within a single, intuitive workspace that connects directly to Salesforce, eliminating the necessity for switching between multiple tabs and repetitive tasks. Given the numerous responsibilities sales professionals juggle daily, reducing clicks is crucial; Scratchpad compiles notes, tasks, and customer details—including emails, calendar appointments, and activity logs—into a streamlined interface. This groundbreaking solution not only alleviates the struggle of navigating between different windows but also equips users with a holistic view to enable swift decision-making. Ultimately, Scratchpad is poised to transform the workflow of sales professionals, making their operations more fluid and productive than ever before. By embracing such an innovative approach, sales teams can focus more on closing deals rather than struggling with cumbersome administrative tasks.

What is Knockio?

Knockio is a complete field service management and door to door sales platform built for businesses that manage crews, sales reps, jobs, leads, and customers in the field. It brings the full workflow into one connected system, from first contact and lead capture to scheduling, dispatch, job completion, invoicing, and final payment. Field Service and Job Management: Schedule crews, dispatch teams, manage work orders, track job progress, handle estimates, invoices, change orders, vendor bills, and financial workflows from one place. Sales and Pipeline Management: Capture leads, build territories, optimize routes, monitor rep activity, manage pipelines, send proposals, collect digital signatures, and handle e-contracts directly from the field. Communication and Collaboration: Keep office staff, sales reps, crews, and customers connected through built in calling, messaging, email sync, calendar coordination, notes, reminders, media uploads, documents, and follow up tasks. Product and Inventory Management: Manage product inventory, product variants, and product categories to support smoother sales, job planning, and field operations. Workflow Automation: Use Knockio’s native flow builder to automate repetitive tasks, trigger follow ups, update records, send notifications, and move work forward without extra manual effort. Analytics and Field Visibility: Track team performance with live map visibility, dashboards, route activity, job updates, customer records, and real time field team tracking. Integrations: Connect Knockio with Salesforce, HubSpot, GoHighLevel, and thousands of other apps through Flow Chef and Zapier to keep your sales and service data aligned. Built for roofing, solar, HVAC, pest control, plumbing, fiber, internet, home improvement, and other field based industries, Knockio helps replace scattered tools with one platform that keeps teams organized, customers informed, and operations running faster.

Media

Media

Integrations Supported

Salesforce
Ashby
GenRocket
GoHighLevel
Google Chrome
HubSpot CRM
Slack
Zapier

Integrations Supported

Salesforce
Ashby
GenRocket
GoHighLevel
Google Chrome
HubSpot CRM
Slack
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per user per month
Free Trial Offered?
Free Version

Pricing Information

$25/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Scratchpad

Date Founded

2019

Company Location

United States

Company Website

scratchpad.com

Company Facts

Organization Name

Knockio

Date Founded

2024

Company Location

United States

Company Website

knockio.com

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Popular Alternatives

Popular Alternatives