Sometimes you know what you’re looking for, but not exactly what it’s called.

With our latest Global Search update, you can now expand your search to similar matches when exact results are limited. It’s a simple new capability that helps you find the right prospect, account, or customer without hitting a dead end. 

No results found? Keep searching

When Global Search returns fewer than 10 results (or doesn’t find a top match) you’ll now see an “Expand to similar matches” option.

One click broadens the search to surface less-perfect but potentially relevant matches, helping you uncover what you need faster.

It’s particularly useful when you’re dealing with:

• A project, company name or contact you only partly remember
• Minor spelling differences or variations
• Accents or diacritics, especially in names from other languages
• Those days when your keyboard skills aren't up to scratch ;)

Keep momentum in your workflow

This update means fewer searches starting over, less guessing at the right spelling or wording, and more time getting on with the task at hand. And as soon as you edit your search, the expanded mode switches off automatically so you can start a fresh search.

It’s a small improvement, but one that removes a common friction point in everyday work. We hope you enjoy it!

Understanding product revenue shouldn’t mean piecing together information from different parts of your sales process.

With our new Product Revenue Graphs, you can take a deeper look at the revenue, products, and commercial activity happening across Membrain.

The new graphs bring together Product Rows from Sales Projects, Quotes, and Orders, giving sales leaders a more complete view of where revenue is coming from and how it’s developing over time.

See the full picture

Whether you want to understand what your sales team is selling, what’s being quoted, or what has actually been ordered, Product Revenue Graphs give you more flexibility to explore the data.

This is particularly valuable for organizations syncing Quotes and Orders from external ERP systems into Membrain. ERP data that previously sat outside the day-to-day sales picture can now be analyzed alongside sales activity, projects, companies, and account growth.

That opens up questions like:

• Which products are driving the most revenue?
• How does quoted value compare with realized revenue?
• Which products are gaining momentum across the pipeline?
• What are our customers actually buying?
• How does product revenue change over time?

More flexibility for deeper analysis

The new Product Revenue Graphs provide significantly more flexible filtering, making it easier to focus your analysis on the data that matters. You can explore product revenue across different sales processes, companies, projects, Quotes, and Orders, and look at measures such as revenue, profit, quantity, price, cost, and discounts.

For sales leaders, this means moving beyond high-level pipeline numbers and getting a clearer view of what is actually driving revenue and where there may be opportunities, gaps, or changes worth acting on.

Get started faster with new templates

Not sure where to start? We’ve also added a collection of Product Revenue Graph templates to the Dashboard Library. They provide ready-made starting points for common analysis, from revenue by product and fiscal quarter to profit from Orders and quoted value over time.

AI has become part of how we work. The challenge is making sure it has the right context.

With this release, Membrain takes a big step forward with our MCP Connector, allowing your preferred AI tools such as Claude and ChatGPT to connect with Membrain and work with your sales information that matters.

And we’re bringing that same power directly into Membrain with the new Membrain AI Assistant.

Turn Your AI Into a Revenue Expert

Without business context, AI can only give you generic advice. With secure access to Membrain through our built-in MCP Connector, your preferred AI tools can understand what’s happening across your sales organization, and help you act on it.

Get insights like:

• Which opportunities are most likely to close and which have stalled
• Which accounts need attention or are showing signs of risk
• How your pipeline is developing and what’s happening across your sales activities

And take action directly in Membrain:

• Update opportunities and account information
• Create Tasks and other activities
• Enrich and update Stakeholders  

Meet your new Membrain AI Assistant

You don't always want to leave Membrain to get help from AI. That's why we're also introducing Membrain AI Assistant, always available directly from the Main Menu.

The AI Assistant gives you access to this power right where you’re working, with the context of the Membrain page, project, prospect, or account you’re currently viewing.

That means you can ask for help without having to explain everything from scratch. The Assistant can use the context around you to help you understand what's happening, find information, and take action in Membrain.

Early access starts now

Customers with an Insight Engine subscription get early access to Membrains AI Assistant and MCP capabilities from August 28. This gives you the opportunity to connect Membrain with Claude, ChatGPT and other MCP-compatible tools and start exploring what’s possible.

This marks a significant step forward in how you work with Membrain, and we're excited to see what you do with it!

Not all pipeline changes are created equal.

A deal that changes value once during its lifetime is usually nothing to worry about. But a value that is constantly increasing, decreasing, or being re-estimated can be an early indicator of uncertainty, changing customer requirements, or forecasting risk.

That's why we've introduced Value Change Count - a new metric that helps sales managers quickly identify how often the value of a Sales Project has changed over time.

Spot Deal Volatility at a Glance

Value Change Count is now available throughout Sales Projects Dashboards and List Views, making it easy to see the number of times a Sales Project's value has been updated.

Much like the existing Closing Date Change Count, this new field provides valuable context that goes beyond the current value of a deal. While some changes are expected as opportunities develop, frequent adjustments can highlight deals that need closer inspection, additional coaching, or a more realistic forecast.

Filter and Highight the Sales Projects that Matter Most

Value Change Count isn't just visible. It can also be used to filter your pipeline.

Using the same familiar filtering options as Closing Date Change Count, you can quickly find opportunities where deal value has changed:

• A specific number of times
• More or less than a chosen threshold
• Within a defined range

Whether you're reviewing forecast accuracy, identifying unstable opportunities, or preparing for pipeline reviews, it's now much easier to surface the deals that deserve additional attention.

We hope this new metric gives your team even greater visibility into pipeline health and helps you make more confident, data-driven sales decisions.

Great coaching starts with great conversations. But preparing for those conversations often means gathering information from multiple places, reviewing activities, checking goals, assessing pipeline health, and deciding what to focus on next.

With this release, we're making that process dramatically easier.

Ask AI is now available throughout Elevate, bringing AI-powered coaching assistance directly into the places where coaching happens. Whether you're reviewing a coachee, updating a coaching plan, or reviewing coaching activities, AI powered coaching is only a click away.

Smarter Coaching Plans

Ask AI is now built directly into Coaching Plans, giving both managers and reps instant coaching support without leaving the plan they're working on.

Using the context of the coaching plan, Ask AI can help you:

• Identify areas for improvement
• Suggest coaching priorities
• Recommend next steps
• Generate questions to guide your next coaching conversation

Instead of starting with a blank page, you'll have intelligent suggestions tailored to the current coaching context.

AI Support Inside Coaching Activities

Coaching doesn't just happen during scheduled sessions. It happens every day. That's why Ask AI is now available directly within Coaching Activities.

Whether you're reviewing a completed activity or preparing a new one, Ask AI can help generate insights and recommendations based on the activity and the surrounding sales context.

It's a faster way to turn observations into meaningful coaching actions. 

AI That Understands Each Individual

Ask AI is now available directly from an Individuals Coachee Page, giving managers and coachees coaching guidance that's grounded in the individual's current performance and development.

When you start a new Ask AI session, Insight Engine automatically builds context using information such as:

• Active coaching plans
• Goal attainment and progress
• Prospecting performance
• Active Pipeline health
• Account Growth performance
• Recent coaching activities
• Team and role information

Every new AI session also suggests three coaching prompts, chosen at random from topics such as:

• Performance
• Habits & Behaviors
• Learning & Growth
• Coaching Plan Progress
• Good vs. Improvement Needed
• Self-Coaching Questions

Whether you're preparing for a one-to-one, reviewing performance, or helping someone overcome a challenge, you'll always have meaningful coaching conversations ready to go.

Empower Better Self-Coaching

Ask AI isn't just a tool for managers. It can also help Individuals take ownership of their own development. By using the context available on the Coachee Page, Ask AI can provide personalized guidance that encourages regular self-reflection, helps reps prepare for coaching conversations, and identifies practical opportunities for continuous improvement.

• Reflect on recent performance and identify strengths and areas for improvement
• Prepare for coaching sessions with personalized insights and discussion points
• Receive practical suggestions for what to focus on next
• Track progress against coaching plans and personal goals

We hope these new AI-powered coaching capabilities help your managers spend less time preparing and more time helping their teams grow, improve, and reach their potential. 

Researching and summarizing are some of the most powerful capabilities in Insight Engine - but until now, they had to be initiated one project at a time.

Of course those repetitive tasks can quietly drain your valuable time. This update cuts the busywork and gives it back to you.

In this update, we're bringing extra flexibility to List Views Batch changes, Process Events, and Automations. Whether you're working with a handful of projects or hundreds, it's now easier than ever to generate the insights you need, exactly when you need them. 

1. Run AI Research and AI Summarize Across Multiple Projects in Seconds

Need to prepare for a pipeline review? Research a new target account list? Refresh project summaries before a team meeting?

You can now select multiple projects directly from a List View and run AI Research or AI Summarize in bulk via a Batch change. This gives you flexibility and control in choosing which projects you want to include in your routine.

• List View Batch AI Research

Available in Prospects, Sales Projects, and Account Growth Projects, you can research any number of selected projects using your own Custom Research prompt or one of three built-in research types.

Choose between:

• • Company Overview
  • Company News
  • Industry Trends & News

Instead of researching each project individually, Insight Engine handles them all in one operation, giving your team consistent, up-to-date intelligence in a fraction of the time.

• List View Batch AI Summarize

AI Summaries can now be generated in bulk across Prospects, Sales Projects, and Account Growth Projects, Tickets and Flow Projects

Choose between:

• • Your Default Summary prompt
  • Any Custom Summary prompt that's applicable to the selected projects

It's the fastest way to bring an entire portfolio of projects up to date before customer meetings, account reviews, or sales coaching sessions.

2. Let Your Sales Process Trigger AI Automatically

AI becomes even more powerful when it happens automatically, when triggered. That's why we've introduced AI Research and AI Summarize as new Process Event Actions.

Now, whenever a project reaches a key milestone in your sales process, Membrain can automatically trigger AI in the background.

3. Build AI Into Your Automations

We're also extending these capabilities into Automations, making it easier to build intelligent, self-updating workflows.

This means research and summaries can be generated automatically on a schedule that suits your team, keeping projects enriched with relevant context while reducing manual effort.

AI That Fits Naturally Into Your Workflow

These updates are all about making AI available where your team already works.

Instead of stopping to manually trigger research or summaries, you can now:

• • Research dozens of projects at once
  • Generate summaries in bulk
  • Automatically research projects as they move through your process
  • Build AI directly into your automations
  • Keep projects continuously updated with fresh insights

The result is less repetitive work, more consistent information, and more time spent acting on insights instead of generating them.

We hope these new capabilities help your team unlock even more value from Insight Engine by making AI research and AI Summarize a seamless part of your everyday sales workflow.

We've all been there. Toggling between screens, mentally piecing together where your prospects actually stand, trying to figure out which process needs attention right now. It's the kind of friction that eats into selling time and makes coaching conversations harder than they need to be. 

Thats why we've introduced the Prospecting Overview

The new Overview view mode gives you a high-level snapshot of your entire prospecting efforts, organized by process and packed with the metrics that matter.

Here's what you'll see at a glance:

• New: Prospects added in the last 14 days
• Open: Active prospects, complete with health indicators
• Progress: Movement over the past 14 days
• Activity: Recent or upcoming engagement (14-day window)
• Outcomes: Qualified, disqualified, and converted prospects (30-day view)

Each process displays its owners, so you know exactly who's driving what. And every metric is clickable so you can drill into any bucket to see up to 100 prospects in that category, ready for review or action.

Why This Matters

Whether you're a rep trying to prioritize your day or a manager looking for more insights on overall prospecting efforts, the Prospecting Overview surfaces what you need immediately:

• Which prospecting processes are generating the most new opportunities?
• Where are prospects becoming inactive or stalled?
• Which teams are creating the most momentum?
• Are qualification rates improving or declining?
• Where should managers focus coaching efforts?

It's the difference between hoping you're focused on the right things and knowing you are.

Built for Clarity

We designed this view because prospecting shouldn't feel like archaeology. Your pipeline health, activity patterns, and conversion signals should be visible the moment you need them, without having to dig to find them.

The Overview is available now. Head into Prospecting, switch your View settings to Overview Mode (or simply go to the newly added Overview Tab), and see your entire prospecting efforts come into focus. Read more about the benefits of this new Overview feature in our Help Center!

Creating personalized, relevant sales emails at scale has always been difficult. Until now.  With this latest Insight Engine update, you can now embed AI-generated prompts directly inside your email templates allowing Membrain to dynamically generate personalized messaging automatically when the email is loaded.

That means sales teams can create outreach that feels more relevant and human, without manually rewriting every message. 

What’s New?

• Personalization tokens
• Content Hub items
• Standard template content

When the template is opened manually or through an Automation, Insight Engine generates the AI-driven content in real time.

And whats more, Embedded AI Prompts work in Automations and Manual email composition when loading templates, giving teams the flexibility to improve personalization across both one-to-one outreach and scalable sales sequences.

Excited to give it a try?

Here are just a few ideas that you can start working with today:

• Personalized opening paragraphs based on the customer or opportunity
• Follow-up summaries after meetings or calls
• Tailored value propositions by industry or role
• Suggested next steps based on deal stage
• Prospecting emails that feel less templated and more authentic

We hope you enjoy these new AI-powered email capabilities and the new ways they help your team create more meaningful conversations at scale. 

Searching in a CRM should feel effortless. But too often, finding the right project, company, or stakeholder means digging through broad results, retyping the same searches, or trying to remember exactly where something lives.

This update is designed to change that with the introduction of Search Scope Filters and Recent Search History for Membrains Global Search. 

Search Smarter with Search Scope Filters

Not every search needs to look everywhere. Sometimes you know exactly what you’re trying to find, you just need a faster way to narrow in on it. A new multi-select filter directly inside Global Search, allows you to choose exactly where you want to search before you even hit enter.

You can now quickly scope searches across:

• Prospects, Sales Projects, Account Growth Projects
• Tickets or Flow Projects
• Companies & Contacts

And the best part? Membrain remembers your preferred search scopes between sessions, so the experience becomes more personalised the more you use it.

Jump Back Into Recent Searches Instantly

We’ve also made it much easier to revisit the searches you use most often.

Global Search now includes a Recent Searches dropdown that gives you instant access to your last 10 searches. Simply open the dropdown, select a recent search, and Membrain immediately reruns it for you.

It’s a small change that removes a surprising amount of friction from everyday work, especially if you are constantly moving between accounts, projects, and conversations throughout the day.

We hope these new search improvements help you move through Membrain faster, find the right information more easily, and spend less time navigating, so you can stay focused on more important things. 

Your CRM is only as valuable as the quality of the data inside it.

But keeping company and contact information accurate has traditionally meant a lot of manual effort, usually by opening records one by one, chasing missing details, and relying on teams to remember to update data at the right time. 

This latest update changes that completely.

With new Batch Enrichment capabilities and powerful Enrichment Automations, Membrain now makes it dramatically easier to keep your sales data fresh, complete, and actionable. Both automatically and at scale.

Batch Enrich Companies and Contacts in Seconds

Need to refresh firmographic data before a campaign? Preparing account lists for outreach? Cleaning up stale records across your Projects pipeline?

Now, with Batch Enrichment, you can update multiple records in just a few clicks directly from your
List Views. Once enrichment is triggered, processing runs asynchronously in the background, allowing users to continue working while updates are completed automatically.

Enrich Directly from Projects

We’ve also brought enrichment directly into Project List Views.

From Prospects, Sales Projects, or Account Growth Projects, you can now bulk enrich related companies and contacts without opening each project individually.

Automation That Keeps Your Data Fresh

Perhaps the biggest leap forward in this release is the introduction of Enrichment through Automations.

Enrichment is no longer something teams have to remember to do manually. It can now happen automatically as part of your workflows.

Sales Operations teams can add an “Enrich” Automation Step to automatically update company and contact information behind the scenes using your configured external data provider through Insight Engine.

This opens the door to incredibly powerful workflows:

• Automatically enrich new prospects when they enter the pipeline
• Keep stakeholder information updated throughout active Projects
• Ensure contact records are continuously maintained without manual intervention
  
  

By combining automation with scalable enrichment workflows, Membrain helps ensure your sales organisation is always working from the best possible information. And when your data gets smarter automatically, your team can focus on what really matters: building relationships and winning deals.