In a complex B2B sales environment, visibility into when key milestones are reached is crucial. It’s what helps sales leaders coach effectively, identify bottlenecks early, and ensure that progress aligns with process.

That’s why we’re introducing Milestone Step Completion Dates in project list views and dashboards as a new way to track, report, and analyze milestone progress directly inside Membrain.

What’s New

You can now select all Milestone Steps as fields in list views and dashboards, focused specifically on Steps Completed Date. Any step in any of your sales processes that is using the "Milestone" process tool will now be available in this new way outside of the project itself.

Here’s what that means:

• Add milestone step completion fields to any list view (for Prospects, Sales Projects, Account Growth projects or Flows!)
• Use these fields in dashboards for tailored reporting
• Filter, sort, and compare completion dates across projects or team members
• Build custom views that highlight where progress is happening, or where it’s stalling

These fields integrate seamlessly with existing analytics, making milestone data a first-class citizen in your reports and dashboards.

Why It Matters

This enhancement directly tackles a huge challenge in sales management, knowing where deals really stand in the process. Quickly spot when milestones are completed, get clarity on progress and gain process adoption insights that fuel more consistent, predictable execution.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In complex B2B sales, one of the hardest things is knowing where progress is happening and where attention is needed next. Too often, valuable insights are buried in activity logs or scattered across tools, leaving sales leaders to rely on instinct instead of data.

Step Completed Filter

While there are a myriad of tools in Membrain to track the progress through your sales processes, tracking specific steps in your sales process just became a lot easier.

The new Step Completed filter lets you pinpoint projects that have reached specific process steps within a given time frame. For example: Identifying all deals that completed “Qualification” or “Proposal Sent” in the last 30 days.

How It Works

• Add the "Step Completed" filter to an existing view you want to add it to, or create a new one
• Select one or multiple steps across your sales processes
• Choose a preset or custom date range (e.g., This Week, Last 30 Days, or use a Custom Range)
• Membrain then shows only the projects in your pipeline, your prospects or account growth projects where those specific steps were completed within that window.

Field Updated Filter

CRM's are often a graveyard of data, something we at Membrain have tried to be a part of solving for over a decade. Stale or incorrect data can cause frustration, confusion, adoption issues and makes it harder to reach your sales targets. 

Data in motion though, tells a story. The new Field Updated filter helps sales teams identify which Projects, Companies, or Contacts have seen recent updates to critical fields — whether that’s a change in Decision Maker, Next Step, Forecast, or Deal Value.

How It Works

• Add the new "Field Updated" filter to a view
• Choose the field you want to track
• Pick a date range (e.g., Today, This Week, Last 30 Days)
• Membrain surfaces all the results showing where that field was updated during that period

Why It Matters

These filter provides instant clarity into momentum within your pipeline, your prospecting efforts or in your account management execution. It helps salespeople and managers keep tabs on what’s shifting in their data, and respond in real time.

Most organizations struggle to connect activity to progress, and this update offers powerful tools to bridge that gap.

Use it to:

• Catch recently reprioritized accounts (for example: when Customer Category changes in Account Growth)
• Identify new or re-engaged contacts for follow-up
• Audit data quality and consistency before key reviews
• To trigger Automation enrollment when certain steps are completed or fields are updated

Sales organizations often struggle with stale or untracked updates that lead to poor forecasting and missed opportunities. This filter ensures that recent changes don’t go unnoticed, turning data movement into meaningful action.

• The Step Completed filter shows where real progress is being made.
• The Field Updated filter shows where data (and potentially priorities!) are changing.

Together, they help sales teams move from reaction to intention, coaching to reality, and data to action, all within the context of the sales process.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In complex B2B sales, wins are rarely the work of just one person. Big deals often involve multiple contributors, from sales executives and account managers to solution specialists and customer success leads.

For organizations that have made this an integral part of how they operate, it's a challenge to manage this in traditional CRM solutions. All the credit goes to a single “owner,” leaving teamwork invisible and performance data incomplete.

This update brings shared revenue attribution to Sales Projects, ensuring accurate recognition and goal tracking, and transparent reporting across your team. This is one of those updates that is huge for organizations that work this way, and if you don't work that way, no worries.

This is all a process setting that can be turned on if and when it's helpful.

How Revenue Split Works

Revenue Splits allow sales managers to allocate portions of a deal’s total value among internal team members. You can:

• Enable Revenue Splits per Process via Process Settings (disabled by default)
• Access the Revenue Split editor from the “Value” dialog or via the split icon next to the deal value (when a revenue split is already set up)
• Include multiple internal stakeholders (Lite Users excluded)
• Ensure the total split always equals 100%
• When viewing a single user’s pipeline, Membrain automatically shows revenue split details next to total and weighted pipeline values.

The deal owner is included automatically, but now everyone contributing to the win can be acknowledged and measured.

Integrated Into Goals, Reports, and Analytics

This isn’t just a visual feature, Revenue Splits are fully integrated into Membrain’s analytics and goal tracking.

Split revenue flows into:

• Pipeline Value and Weighted Pipeline Value
• Performance Graphs
• Goals and Goal Attainment calculations
• Elevate dashboards and Weekly Reports
• Notifications and analytics tied to goal performance

Every report, target, and trend now reflects the reality of shared effort.

With Revenue Splits, Membrain ensures your analytics, goals, and forecasts reflect reality, not just ownership as a field in a CRM database. It’s another step to support collaborative, transparent sales execution.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Here are some of the small but mighty improvements that help your team sell smarter, collaborate better, and communicate with clarity. 

View Colleagues’ Holidays in Calendar

You can now see the holidays of other users when viewing their calendars, even across multiple people. This helps teams plan meetings without conflicts and stay mindful of regional or personal holidays, improving coordination, productivity, and client engagement.

Brand Colors in the Email Composer

We’ve refreshed the color picker in the Email Composer to include your brand colors. This small but powerful update makes it easier to stay visually consistent and on-brand in every message, saving time and ensuring a unified look across all your team’s communications. Plus, it makes you look pretty cool.

Custom Axis Controls for Performance Graphs

Dashboards and reports now offer advanced axis controls for line, column, AND bar graphs. Set custom min and max values to focus on meaningful data ranges, eliminate misleading zero baselines, and maintain consistent percentage scales. A really helpful tool to improve clarity, insight, and visual precision in every chart.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Great conversations drive great sales outcomes, but capturing what matters from those calls often takes more time than the call itself.

With the new Fathom integration, Membrain automatically brings structured, insightful meeting summaries straight into your workflow. You can finally stop copy-pasting meeting notes, no hunting through recording tools, or your post-its on your desk. Instead, just enjoy clear insights where your team already works. Automatically.

What’s New

• Automatic sync of Fathom meeting summaries into Membrain as rich-text notes
• Foundational participant stats, such as talk time per person
• Automatic stakeholder matching across Prospects, Sales Projects, and Account Growth Projects
• Improved participant detection, combining Fathom and calendar data for better accuracy
• Seamless integration with Membrain’s auto-relate logic, ensuring summaries land in the right place every time

Why It Matters

This integration closes the gap between your conversations and your execution. Sales teams can now:

• Instantly review meeting insights without leaving Membrain
• See who was engaged during the meeting, and what was covered
• Coach more effectively with objective data
• Follow up faster, with context already connected to the right projects

With Fathom and Membrain working together, every meeting becomes a source of clarity, consistency, and continuous improvement, instead of another admin task.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

You already use Membrain to run sales workflows with clarity and consistency. Now, imagine doing the same for marketing, HR, operations, or product launches, without switching tools.

That’s what Flows brings: a powerful, flexible framework for processes across your entire business. Watch the Flows Launch Webinar to see how cross-functional teams can start driving aligned execution inside Membrain. 

What Is a Flow, and Why It Matters

Flows turn any repeatable process, whether simple or complex, into a structured, accountable, visible workflow inside Membrain. As our Help Center explains, it gives your teams a defined way to manage everything from basic checklists to multi-step projects.

In practice, that means instead of juggling parallel tools or siloed initiatives, your whole organization can operate in one system, while keeping sales at the center of coordinated execution.

Some example use cases:

• Marketing campaign execution
• Event planning
• New hire ramp-up
• Product launches
• Delivery or service handoffs
• Recruiting processes
• Structured business planning

These examples also come out of the box, as you can find them as helpful templates to easily get started and tweak them to fit your specific business and needs. Flows helps eliminate manual coordination, improves visibility, and ensures work stays aligned with measurable business outcomes. 

How Flows Works: Parent Types, Structure & Stakeholders

When building a Flow, you start by choosing a Parent Type—that determines how the Flow attaches to your data model. The Help Center lays out these options:

• Company Flows: Behaves like most things in Membrain do, you can access and update information on a company level.
• Contact Flows: for individual-based processes. This can be used for recruitment processes and similar.
• User Flows: For internal organizational routines where access to Membrain is needed (onboarding, checklists, learning & development)
• None: In the context of Membrain this is highly unique, and can be used ffor initiatives that span teams or functions without direct entity linkage. Instead you can keep it incredibly simple, or leverage relationship fields to push complexity to the limits and bring clarity across the many layers of your organization.

Within a Flow, you define Stages and Steps as you would in for example Sales Projects or Account Growth Projects. Each Step can include checklists, required fields, attachments, actions, tools (e.g. timelines, graphs), and responsibilities. Add Stakeholders to ensure the right people are involved at each step. Here you will find the process capabilities you are used to, and a few unique additions.

Flows can also surface visual components such as graphs, timelines and trends that help tracking and analytics live inside the process rather than as an afterthought.

What Flows Helps You Achieve

Here’s what Flows puts within reach:

• Cross-team alignment by giving every department a shared process framework
• More consistent execution across functions, not just sales
• Traceability & accountability, so nothing falls through the cracks
• Better planning & forecasting when non-sales work is tied to outcomes
• Scalability, so your operations grow in lockstep with your sales engine

In short: Flows embeds structure where gaps or chaos currently exist, without replacing what already works in your sales engine.

Join the Webinar & Get Started

Don’t miss the Flows Launch Webinar on Oct 22, 2025 (3 pm CEST / 9 am EDT). We'll walk through real-world use cases, product demos, and the launch roadmap. 

Ready to dive in early? You can get started with Flows by going to System Setup > Flow in your Membrain workspace. The eLearning package, the “Getting Started with Flows” Help Center article are great companions to guide setup and early experiments. If you need additional resources to get started we can also provide professional services to help you get going.

Updated Oct 24, 2025 - Watch the Replay:

Need more help with this update? Contact us via the in-product chat, or reach out to us by email at support@membrain.com.

When we launched Membrain Quotes, our goal was simple, to bring quoting right into the sales process where it belongs.

And just in those few weeks, teams have been building, sending, and tracking quotes right inside Membrain, with fewer clicks and better visibility than ever before. We've also gotten a lot of feedback, and we now have a ton of updates that stems from that great feedback.

This release takes Quotes to the next level. Based on real-world use and direct feedback from you, we’ve introduced a series of improvements that make quoting faster, smarter, and more connected, across both desktop and Membrain Go.

Quote Process Tool: Create Quotes Directly From Your Sales Steps

A major upgrade for teams who want quoting deeply integrated into their workflows. You can now add a Create Quote tool directly into process steps, making it simple to create or link quotes directly from your sales process.

When setting it up, you can select a quote template during setup for consistency and to make it easy for everyone on the team to pick the right starting point. This gives sales teams a seamless quoting experience embedded right in your processes.

No switching views, no manual linking, just quoting in flow with your process.

More Personalized Quotes: Embedded right inside your process & templates

Quotes now support dynamic personalization using data from Sales Projects, Companies, and the contacts that are Stakeholders in this projects. That means project fields, company details, and stakeholder information (like name, title, and email) can automatically populate into your quotes, ensuring accuracy and reducing manual entry. Every quote becomes more personalized, more relevant, and less prone to error.

Quote Templates: Attachments, Layout Improvements & Preview

Quote Templates are more capable and easier to work with than ever before:

• Attachments in Templates: Add and organize attachments in Quote Templates, and have them automatically copied into new quotes created from that template.
• Document Category Moved: The “Document Category” selector has been repositioned in the left column for a more natural layout.
• Preview in New Window: You can now preview Quotes and Quote Templates in a full, distraction-free window to see exactly what your customer will receive.
• Maximize Rich Text Dialog: One of those small, but oh so nice improvements, editing descriptions or terms just got easier as you can now expand the editor for a better writing experience.

Quotes in Account Growth & Dashboards

Quotes are a key part of your revenue processes, and now you can connect to them easily in your revenue analytics. Product Revenue graphs in Account Growth and Dashboards now let you choose between Sales Project Products (default) and Quotes as two different sources of data.

This helps you visualize revenue across different stages, from forecast to done deal, giving sales leaders a clear and more accurate view of the pipeline and the revenue therein.

Membrain Go: View Quotes On the Move

Quotes are now accessible in Membrain Go, ensuring you can stay connected wherever you are.

• Read-Only Quote Details: Quickly reference key quote information from mobile, with a clean read-only view.
• Quote Viewed Notifications: Tap a notification to open the quote directly in Go.
• Attachment Access: View and download all attachments related to a quote directly from the Documents page.

This makes quote visibility and responsiveness seamless, whether you’re in the office or on the go.

Why This Matters

This release cements Quotes as a core part of Membrain’s sales platform. Deeply integrated, beautifully branded, and accessible everywhere. From templates and personalization to analytics and mobile access, it’s designed to make quoting easier, faster, and more aligned with how sales teams actually work.

Create. Personalize. Share. Track. Close.

Quotes in Membrain now do it all . And can I say it? They do it, beautifully.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Dashboards are at their best when they tell a clear, visual story, and sometimes that means combining big-picture views with more detailed breakdowns. With this release, you can now do exactly that.

Introducing the new Vertical Group component, which lets you stack 2–4 graphs vertically inside your dashboards. Combine larger graphs with smaller supporting ones, create side-by-side comparisons, or design layouts that put multiple KPIs in context, all without losing clarity.

What’s New

• Add 2–4 vertically stacked graphs in a single dashboard component
• Mix and match graph sizes for flexible layouts
• Combine Vertical Groups with existing components to build more sophisticated dashboards

Why It Matters

This enhancement makes dashboards more powerful and customizable, giving sales leaders the ability to:

• Monitor multiple KPIs in one view
• Put supporting data right next to headline metrics
• Coach more effectively with clearer, more contextual insights

Now you can tell a sharper story with your data and give your team the visibility they need to execute with confidence.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Software automation is most powerful when it truly fits the rhythm of your business. With this release, we’re introducing two key enhancements that give you greater control and flexibility when using Automations and Rules.

Schedule-Based Auto Enrollment

Auto Enrollment now supports a “Schedule” option alongside the existing interval-based setup. This means you can:

• Select specific days of the week, and
• Define exact times of day for enrollments to run

This makes it easier to align automation with your team’s workflow, ensuring that enrollments happen exactly when you want them to. With this update you can now do things such as:

• Run outreach sequences on weekdays only so prospects don’t get emails or tasks on weekends
• Trigger enrollments at specific times of day (for example, 8:30 AM) so they land when your reps are ready to take action.
• Align enrollments with campaign launches or events by scheduling them to kick off on exact days, ensuring flawless timing and coordination.

Business Days in Rules

In addition to the ol' classic minutes, hours and days, we’ve added “Business Days” as a new unit for time-based rules. Instead of counting weekends, Membrain can now help you:

• Automatically handle Saturdays and Sundays
• Trigger actions only on working days
• Ensure rules stay in sync with your team’s real-world schedules

This allows you to do things such as:

• Create a follow-up reminder 3 business days later so an email sent Friday triggers a reminder on Wednesday, not Monday.
• Ensure stage progression checks happen on business days only, so stalled deals are flagged when managers and reps are actually working.

Together, these updates give you more sophisticated scheduling patterns that reflect how teams actually work. No more unnecessary weekend triggers or awkward Monday cleanups, just buttery smooth, predictable automation that keeps sales momentum moving.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In our last release, we introduced Quotes in Membrain, giving sales teams the ability to create, send, and track professional quotes directly inside their workflows.

With this update, we’re expanding on those foundations and adding refinements that make quoting even better. More flexibility, more branding options and easier to share. Many of these enhancements come directly from the feedback we’ve received, helping us improve where it matters most.

Quote Style Templates

Quotes should always reflect your brand. With Quote Style Templates, you can now define and use branded layouts that keep every proposal consistent and professional. As an admin, you can set these up in System Setup.

• Customize logo placement, size, and images
• Tailor backgrounds, fonts, and colors
• You can also set a default style template in the Brand Center

This ensures every quote feels polished and aligned with your company identity.

Export Quotes to PDF

You can now export any quote to PDF directly from the “…” menu found in the upper right-part when working on a Quote. The output mirrors the sharable web version as closely as possible and is optimized for digital sharing or printing. In certain sales scenario this is a clincher and we're happy to be able to offer this options.

Attachments in Quotes

Quotes often need supporting material, and now you can add attachments directly within a Quote. Upload, rename, sort, and download files alongside the main proposal. Clients receive everything in one place, making quotes more complete and reducing back-and-forth. Appendixes, terms of use, all that fine print that is key to ensure a Quote covers every criteria needed are all natural usecases for this capability.

Brand Center Enhancements

To support all these improvements to Quotes, the Brand Center has been updated and you can now add up to 10 brand colors and reorder them with simple drag-and-drop sorting to keep your color palette neat and organized. These expanded brand settings prepare the ground for more customization across Membrain, starting with Quotes.

This release builds on the recent Quotes launch by making them easier on the eyes, easier to share, and more complete. Together, these enhancements make Quotes an even more powerful part and a smoother experience of your sales process.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.