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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Introducing a task management board that strikes the perfect balance between simplicity and effectiveness. Unlike traditional task boards that require constant switching between workspaces, this innovative solution allows you to maintain focus while efficiently managing multiple projects. Gain a comprehensive view of all your tasks across various projects and workspaces simultaneously, facilitating seamless transitions without losing concentration. Experience a detailed overview of all your workspaces and their respective tasks, and easily switch between different views to suit your workflow. Integrate 7todos with thousands of other applications using Zapier or Integrately for enhanced functionality. Collaborate effortlessly with shared spaces designed for teamwork, and leverage AI to break down your objectives into manageable tasks. Track your daily progress with insights into your streaks and the time spent on each task and workspace. With the Chrome Extension, you can quickly add new tasks while staying in your browser. When collaborating with partners, co-founders, or teammates on various projects, filter out distractions to maximize productivity. Utilize Zapier or Integrately to efficiently connect your preferred tools to 7todos and elevate your task management experience. This unique approach not only helps you stay organized but also empowers you to achieve your goals more effectively.

Description

While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer information—including emails, calendar events, and activity logs—into an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Chrome
Slack
Airtable
Ashby
Discord
GenRocket
Google Calendar
Integrately
Notion
Salesforce
Stripe
Twilio
Zapier

Integrations

Google Chrome
Slack
Airtable
Ashby
Discord
GenRocket
Google Calendar
Integrately
Notion
Salesforce
Stripe
Twilio
Zapier

Pricing Details

$34.90 per year
Free Trial
Free Version

Pricing Details

$19 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

7todos

Website

www.7todos.com

Vendor Details

Company Name

Scratchpad

Founded

2019

Country

United States

Website

scratchpad.com

Product Features

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Product 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

Alternatives

Alternatives

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