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CRM · head to head

Scratchpad vs SoftSync AI

Scratchpad logo

Scratchpad

CRM

Faster workspace over Salesforce for sales reps to update pipeline, take notes and manage deals

From
Free
Free plan
Yes
Full reviewWebsite
SoftSync AI logo

SoftSync AI

CRM

AI CRM + meeting assistant for founders

From
$29/month
Free plan
No
Full reviewWebsite

The short version

  • Only Scratchpad has a free tier, so it costs nothing to try first.
  • Each has a real cost: Scratchpad scratchpad works with Salesforce and nothing else, with no HubSpot support, so it is off the shortlist entirely for any company on a different CRM regardless of how good the interface is.; SoftSync AI the Trust Centre describes ISO 27001 and SOC 2 Type II as "alignment" rather than certification, with documentation available on request (checked November 2026).
  • They diverge on capability: Scratchpad covers Spreadsheet pipeline views, SoftSync AI covers Flexible CRM records.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which Scratchpad and SoftSync AI actually diverge.

Attributes where Scratchpad and SoftSync AI differ
AttributeScratchpadSoftSync AI
Starting priceFree$29/month
Pricing modelPer user per monthsubscription
Free tierYesNo
PlatformsWeb, Chrome extensionweb

Identical on both: user rating (Not yet rated), category (CRM).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Scratchpad

  • Spreadsheet pipeline views
  • Call recorder and notetaker
  • AI field updates
  • Deal and account agent
  • Hygiene monitor
  • Notes linked to records
  • Custom prompts
  • Kanban and forecast views

Only in SoftSync AI

  • Flexible CRM records
  • Bot-free Note Taker
  • MCP server
  • AI Assistant and Autopilot
  • REST API
  • Email, campaigns and SMS
  • Booking, documents and e-signature
  • Lead database and Chrome extension

What people use each for

The jobs each tool is most often brought in to do.

Scratchpad

  • A 60-rep Salesforce team whose forecast is unreliable because opportunity fields are updated once a week in a panic before the pipeline callnot SoftSync AI
  • A rep who wants to update twenty opportunities in a grid rather than opening twenty Salesforce recordsnot SoftSync AI
  • A sales manager wanting stale and incomplete pipeline records flagged automatically instead of chased by emailnot SoftSync AI
  • A revenue operations lead trialling AI notetaking that writes back to CRM fields before committing budget, using the free tiernot SoftSync AI

SoftSync AI

  • Founder-led sales where meetings, follow-ups and the pipeline need to live in one recordnot Scratchpad
  • Turning call notes into CRM updates without a meeting bot in the callnot Scratchpad
  • Letting Claude or ChatGPT read and update CRM records over MCPnot Scratchpad
  • Replacing a separate booking tool, note taker, e-signature app and spreadsheet CRM for a small teamnot Scratchpad
  • Moving off a Notion or spreadsheet CRM while keeping custom fields and stagesnot Scratchpad

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Scratchpad

  • Scratchpad works with Salesforce and nothing else, with no HubSpot support, so it is off the shortlist entirely for any company on a different CRM regardless of how good the interface is.
  • AI credits are metered per user per month at 400 on Solo and 800 on Team, which means heavy notetaking use pushes teams towards Enterprise for capacity rather than for features.
  • There is no proper native mobile application, so representatives who wanted to update records from a car park between meetings are back in a mobile browser.
  • Sync with Salesforce and call processing can lag, and a pipeline view showing yesterday state during a forecast call undermines the exact meeting the tool was bought to improve.
  • It creates a second notes surface alongside native Salesforce notes, so organisations end up with deal history split across two places unless they explicitly ban one of them.

SoftSync AI

  • The Trust Centre describes ISO 27001 and SOC 2 Type II as "alignment" rather than certification, with documentation available on request (checked November 2026).
  • Pro caps a workspace at 5 team members and 1 mailbox per user, so a team of six has to move to Business at $59 a seat billed yearly.
  • No free plan appears on the pricing page despite the homepage's "Start free" wording, and the Get access button leads to a demo booking page; trial terms are only shown at checkout.
  • The Note Taker is a desktop app for Mac and Windows only; no mobile or Linux capture is described.
  • The documentation and support URLs the vendor supplied (softsync.ai/docs and softsync.ai/support) returned 404 on 12 November 2026; the help centre lives at /resources/your-guide.

Pricing, plan by plan

Scratchpad

Free
  • FreeFree
    • Workspace limited to 3 views
    • 10 hours a month of call recording and notetaking
    • AI field updates
  • Solo$19/month
    • Unlimited views with sheets and notes
    • Call recorder and notetaker
    • AI field updates
  • Team$49/month
    • Everything in Solo
    • 800 AI credits per user per month
    • Gong integration
  • Enterprise$undefined/month
    • Unlimited AI credits
    • White-glove agent services included
    • Enterprise security and administration

SoftSync AI

$29/month
  • Pro$29/month
    • $29 a seat a month billed yearly, $39 billed monthly
    • Up to 5 team members per workspace
    • Flexible records, custom objects and fields
  • Business$59/month
    • $59 a seat a month billed yearly, $79 billed monthly
    • Everything in Pro
    • Up to 25 team members and 5 mailbox connections per user
  • Enterprise$undefined/month
    • Custom pricing
    • Custom team member, record, mailbox and usage limits
    • Custom integrations and priority support

Which should you pick?

Choose Scratchpad if

  • You need spreadsheet pipeline views.
  • You want to start without paying.
  • You work on Web, Chrome extension.
  • You also want call recorder and notetaker.
Scratchpad review

Choose SoftSync AI if

  • You need flexible crm records.
  • You work on web.
  • You also want bot-free note taker.
SoftSync AI review

Questions people ask

Is Scratchpad or SoftSync AI better?
Neither clearly leads. Scratchpad starts at Free and SoftSync AI at $29/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Scratchpad or SoftSync AI?
Scratchpad has a free tier; the other does not. Paid plans start at Free for Scratchpad and $29/month for SoftSync AI.
Does Scratchpad or SoftSync AI run on more platforms?
Scratchpad runs on Web, Chrome extension. SoftSync AI runs on web.
Can I use Scratchpad for free?
Yes. Scratchpad has a free tier, so you can try it without paying. SoftSync AI starts at $29/month.
What is Scratchpad best used for?
Scratchpad is most often used for a 60-rep salesforce team whose forecast is unreliable because opportunity fields are updated once a week in a panic before the pipeline call, a rep who wants to update twenty opportunities in a grid rather than opening twenty salesforce records, a sales manager wanting stale and incomplete pipeline records flagged automatically instead of chased by email, a revenue operations lead trialling ai notetaking that writes back to crm fields before committing budget, using the free tier. Of those, a 60-rep salesforce team whose forecast is unreliable because opportunity fields are updated once a week in a panic before the pipeline call and a rep who wants to update twenty opportunities in a grid rather than opening twenty salesforce records are not what SoftSync AI is typically brought in for.
What can Scratchpad do that SoftSync AI cannot?
Scratchpad covers Spreadsheet pipeline views, Call recorder and notetaker, AI field updates, Deal and account agent. SoftSync AI covers Flexible CRM records, Bot-free Note Taker, MCP server, AI Assistant and Autopilot.

Answered from the vendors’ own pages

Scratchpad: Does Scratchpad work with HubSpot?

No. It is Salesforce-only.

SoftSync AI: How much does SoftSync cost?

Pro is $29 a seat a month billed yearly or $39 monthly. Business is $59 a seat billed yearly or $79 monthly. Enterprise is custom priced. Prices exclude VAT.

Source
Scratchpad: Is the free plan usable in production?

Yes for an individual: full workspace with three views, 10 hours of recording and 100 AI credits a month. Teams outgrow it on views and credits.

SoftSync AI: What is the difference between Pro and Business?

Both include the same CRM, meeting notes, AI Assistant, Autopilot, integrations, API and MCP access. Business raises capacity, from 5 to 25 team members and from 1 to 5 mailbox connections per user, and adds priority support and a workspace consultant.

Source
Scratchpad: Does it replace Salesforce licences?

No. Every user still needs their own Salesforce licence; Scratchpad is an interface on top.

SoftSync AI: Does the SoftSync note taker join meetings as a bot?

No. It is a desktop app for Mac and Windows that captures microphone and system audio from the computer, then produces a transcript and editable summary you attach to a CRM record.

Source
Scratchpad: What are AI credits spent on?

Notetaking, summarisation, field update suggestions and agent queries. Enterprise removes the cap.

SoftSync AI: Can Claude or ChatGPT work with SoftSync?

Yes. SoftSync runs an MCP server that lets Claude, ChatGPT or Codex search records and take actions within the user's permissions, and a REST API of about sixty endpoints for custom code.

Source
SoftSync AI: Is SoftSync SOC 2 or ISO 27001 certified?

The Trust Centre lists ISO 27001 and SOC 2 Type II as frameworks the company aligns with, alongside GDPR, CCPA and the EU AI Act, and offers documentation on request by emailing support. It does not state a completed certification.

Source
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