Clari Forecast vs Scratchpad (2026)
Scratchpad and Clari both sit on top of Salesforce, but they serve different meetings. Scratchpad is the interface sellers use to keep Salesforce current: a sheet that writes straight back, Kanban boards for pipeline review, notes saved to the right opportunity and bulk cleanup of stale fields, all under one published seat price. Clari Forecast serves the forecast call that runs on that data, with an AI projection beside the manager's number and inspection that flags slipping deals, and it is now sold through Salesloft. The two can run side by side, one improving what goes into Salesforce and the other calling the quarter from it. Where they overlap, in pipeline review and forecast fields, Scratchpad leads on price clarity and on inheriting Salesforce permissions, while Clari carries the forecasting model and the analyst record. Scratchpad's AI features now sit outside its published plan, and Clari has no published price at all.
- Leadership needs a projected number to set against the reps' commit. Clari's Forecast AI learns from the company's own closed deals.
- Pipeline risk should turn into seller work. Findings from Clari's Inspect can open actions inside Salesloft.
- The forecast serves finance, sales and revenue operations together. Clari sells to those functions across technology, healthcare, financial services and manufacturing.
- Reps keep a spreadsheet beside Salesforce. Scratchpad's Sheets edit stages, next steps and close dates in a grid that writes back at once.
- Administrators want no second permission model. Scratchpad inherits Salesforce permissions, validation rules and field level security.
- The budget needs one fixed seat price with every feature included. Scratchpad publishes exactly that, with a 30 day trial for the whole team.
This comparison is published by GTM Tech Index, an independent research platform that compares go to market software vendors objectively. Clari Forecast and Scratchpad are each graded against the same capability taxonomy, from each vendor's own public materials, under the GTM Tech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Clari Forecast | Scratchpad | |
|---|---|---|
| Primary category | Revenue Intelligence & Forecasting | Revenue Intelligence & Forecasting |
| Founded | Not published | 2019 |
| Headquarters | Not published | San Francisco, California, United States |
| Website | www.clari.com | www.scratchpad.com |
Side by Side
| Axis | C Clari Forecast |
S Scratchpad |
|---|---|---|
|
AI Capability
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| AI Centrality | ||
| Autonomy and Oversight Model | ||
| AI Disclosure and Model Transparency | ||
| Operational and Outcome Evidence | ||
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Compliance and Risk
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| Outreach Compliance Posture | ||
| Data Privacy Posture | ||
| Data Licensing and Provenance | ||
| Platform Terms Exposure | ||
| AI Safety and Data Stewardship | ||
| Recipient Disclosure and Authenticity | ||
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Integration and Deployment
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| Ecosystem and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Security Certifications and Trust Center | ||
|
Commercial and Operational
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| Commercial Transparency | ||
| Exit and Data Portability | ||
| Deliverability and Sending Discipline | ||
| Segment and Market Coverage | ||
The short version of each
Clari Forecast
Clari Forecast puts forecasting and deal inspection in front of the leaders who own the revenue number, and Salesloft now sells it under the Clari name. Its Forecast AI learns from the customer's closed deals and projects each open one by size, stage and velocity, so a manager can set a model's view beside the reps' commit. Inspect watches for stalled buying activity and execution gaps, and those findings can create seller tasks in Salesloft. Where Scratchpad improves the record, Clari reads it together with email, calendar and conversation activity in its own data layer. The GTM Tech Index grades Clari C on AI centrality, level with Scratchpad, because its inspection and review tools still work without the model. It gives Clari D on commercial transparency, since buyers see no price, tier or seat rate until Salesloft quotes one.
Source: GTM Tech Index, 2026
Scratchpad
Scratchpad presents itself as the best interface to Salesforce. Sellers edit stages, next steps, close dates and forecast fields in a sheet that writes straight back, drag deals across Kanban columns during pipeline review, and save free form notes to the right opportunity. Managers open a deal to see every field change, who made it and when, then clean up missing or stale fields in bulk. The GTM Tech Index grades Scratchpad A on autonomy and oversight, since it connects as a Salesforce app and inherits each user's permissions, validation rules and field level security. Commercial transparency is also A: one published seat price covers every feature, after a 30 day trial for the whole team. AI CRM updates, call recording and agents remain in its help center, but the price no longer meters them, and its AI centrality now sits at C.
Source: GTM Tech Index, 2026
Common questions
Does Scratchpad forecast revenue the way Clari does?
No. Scratchpad gives reps and managers a fast place to edit forecast category, close date and amount fields and to run pipeline reviews on Kanban boards, with every change written to Salesforce. It does not project the quarter. Clari Forecast does: its Forecast AI predicts outcomes from the customer's deal history and sets that projection beside the human call. Graded by GTM Tech Index against seventeen capability axes from each vendor's own published materials, verified October 13, 2026. No vendor pays for placement.
What do Scratchpad and Clari cost per seat?
Scratchpad charges $20 per user a month, or $16 billed annually, with every feature included and a 30 day free trial; Salesforce is a separate requirement. Clari publishes no price and is quoted by Salesloft's sales team, with multiyear terms committed for their full length. The GTM Tech Index grades Scratchpad A and Clari D on commercial transparency.
Can Scratchpad and Clari share one Salesforce org?
They can. Scratchpad is a connected app that changes the interface and leaves Salesforce as the system of record, and Clari reads that record into its forecast. Fields that sellers keep current in Scratchpad are the same fields Clari forecasts from. Graded by GTM Tech Index against seventeen capability axes from each vendor's own published materials, verified October 13, 2026. No vendor pays for placement.
How do Scratchpad and Clari control what AI writes to Salesforce?
Scratchpad's AI updates follow each user's Salesforce permissions and validation rules, and administrators choose which prompts run and who may edit them, which is why the GTM Tech Index grades its oversight A. Clari's AI Forecast Agent carries no published limit on unattended changes, leaving Clari Forecast at C on the same axis.
What stays with the customer after cancelling Scratchpad or Clari?
Scratchpad holds little of its own: every field edit and note is saved to Salesforce as it happens, so the record stays with the customer. Clari keeps forecast history and inspection data in its own layer, and its master agreement makes customer data available for export for 90 days after the subscription ends. On exit the GTM Tech Index grades Scratchpad B and Clari C.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the Conversation Intelligence page.
Clari has operated within Salesloft since September 2026, after the companies completed their merger in December 2025; Clari Forecast keeps its name. Scratchpad's AI features appear in its help center but not in its published plan, and its sister product Clearskies sells an MCP context layer separately.