Alongside our bigger, more recent updates, we’ve also shipped a set of smaller but meaningful improvements across Membrain. These updates focus on the details that make everyday work smoother, with cleaner data and faster sales execution.

Individually, they’re subtle. Together, they help teams work with more clarity, confidence, and momentum.

Here’s what’s new.

More Analytics for Quotes, Orders and other Document types

As we expand our ERP integrations offerings, we've also made it easier to manually bring commercial data from other business systems into Membrain, as well as making it easier to analyze once it’s there.

• You can now bulk import Quotes and Orders with deduplication rules for companies and line items, keeping data clean from the start.
• A new Quote/Order Date field is available across lists, filters, dashboards, and AGP/Flow graphs, giving you more options for date-based analysis and making reporting far more powerful.
• We’ve also expanded filtering options so companies can be filtered and segmented based on related documents, like Quotes and Orders.
• New filtering capabilities means Documents can be identified and managed more precisely using Document Name and Key-range filters.

These updates help you quickly spot trends in quoting and ordering activity, track momentum over time, and ground forecasts in real data without relying on spreadsheets or manual cleanup.

Sales / Active Pipeline

We’ve made some further improvements around Products and Quote creation, by removing friction from some of the most common sales tasks.

• Quotes can now be created directly from the Products dialog inside Sales Projects, making it faster to move from discussion to proposal.
• When adding products, sellers can also load items from existing Quote Templates or previous Quotes, ensuring consistency while saving time.

These changes mean you spend less time building commonly requested quotes and more time moving deals forward. reducing errors and keeping deals aligned with how your organization sells.
We hope you enjoy these smaller updates, and are excited to give them a try! Reach out to us if you would like to learn more or have any questions.

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

Booking meetings is an important part of everyday sales work. It should be fast, clear, and feel professional, for you and for the people you invite. With this Membrain Meet update, we’ve focused on exactly that.

From today, you'll notice a modernized booking experience, a powerful set of new team-based setup options, and enhanced styling to better reflect your unique company brand. Together, these improvements make it easier to book the right meeting with the right people, supporting a smoother and more professional booking experience.

Let's take a closer look at what this Membrain Meet update brings:

New Meet Pages built for how sales teams actually work

Sales meetings don’t all look the same, and now your booking pages don’t have to either. With our brand new Meet Pages feature, admins can create dedicated booking links designed around real sales scenarios, making it easier for your contacts to reach the right people without extra coordination.

Depending on how your team works, Meet Pages can now be configured in four distinct ways:

Random

When speed and availability matter more than who takes the meeting, Random Meet Pages automatically assign each booking to any available user. This works well for high-volume inbound requests such as demo sign-ups or first-touch meetings, where fast response times are key and any qualified team member can handle the conversation.

Round Robin

Round Robin Meet Pages evenly distribute meeting requests across a selected group of users. This is ideal for sales teams that want to balance workload fairly while still responding quickly to inbound interest, ensuring no one is overloaded and everyone stays engaged.

Select

In situations where the relationship or expertise matters, Select Meet Pages allow the visitor to choose exactly who they want to meet with. This is useful for scenarios like named account ownership, regional responsibility, or specialist roles, giving prospects clarity and control while keeping the booking process smooth and professional.

Group

Group Meet Pages make it easy to book meetings that require multiple people at once. Only time slots where all selected users are available are shown, making it simple to schedule conversations involving, for example, a salesperson and a solution specialist, without the usual back-and-forth.

Together, these Meet Page types give sales teams the flexibility to support modern, team-based selling while making it easy for contacts to book the right meeting in just a few clicks.

A smoother booking experience for your contacts

Personal Meet Pages now feature an updated visual design that creates a smoother, clearer booking experience for invitees. The functionality remains familiar, but the presentation is cleaner and more intuitive, helping contacts quickly understand availability and book with confidence.

It’s a subtle but important upgrade that reduces friction at a critical moment in the buyer journey.

Meet pages that look as professional as you do

Both Personal Meet Pages and the new custom Meet Pages now support enhanced styling options. This makes it easier to apply branding, colors, and visual adjustments that align the booking experience with your company’s unique identity.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll be happy to help.

As we continue to strengthen Membrain’s ERP integrations, the goal remains the same: bring critical commercial data out of back-office systems and into the sales workflow where it can actually support better decisions.

With this release, Orders from ConnectWise can now be synced directly into Membrain, giving sales teams access to accurate, up-to-date order information without manual entry or guesswork.

From order creation to sales insight. Automatically.

Once enabled, Orders created in ConnectWise are automatically synced to Membrain. Changes stay in sync, ensuring that what sales sees reflects what’s actually been sold.

This creates a clearer connection between:

• What has been ordered
• What’s happening in ongoing sales activities
• How accounts and opportunities are progressing

Instead of switching systems or relying on outdated snapshots, sales teams can work with real order data alongside their daily execution.

Why this matters

Order data is essential for understanding revenue, forecasting, and account health, but only if it’s visible where sales works.

By syncing Orders from ConnectWise into Membrain:

• Manual data entry is reduced
• Errors caused by stale or incomplete information are minimized
• Sales teams gain better visibility into what’s actually been sold
• Leaders can make decisions based on real commercial outcomes

This update is another step toward closing the gap between sales execution and financial reality and making Membrain the place where those worlds come together.

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

Salespeople rarely work with just one phone number per contact. Mobile, direct, office, old numbers, new numbers. Real life is more complex than a single field can handle.

With this release, we’re introducing a more flexible and structured way to work with phone numbers in Membrain, making it easier to reach the right person, understand context at a glance, and use contact data more effectively across the platform.

Read on to learn how you can use 2 new capabilities to make your life easier.

1. Add multiple phone numbers to a contact

Contacts can now have multiple phone numbers, allowing you to capture all the relevant ways to reach a person, without juggling numbers or overwriting information.

What this means for you:

• Keep mobile, direct, and any other relevant numbers in one place
• Preserve context instead of replacing data
• See which phone number was used for previous calls

2. Use Phone tags for clarity and control

A brand new feature we've introduced is Phone Tags. Each phone number can now be labeled with Phone Tags such as Direct, Mobile, Active, or Do not use (or whatever makes sense for your team). These tags make it easy to understand which number to use and when.

More importantly, Phone Tags are not just visual labels. They can be used for segmentation and filtering, turning phone data into something you can actually work with and analyze.

Practical use cases:

• Quickly find contacts with an active direct number
• Exclude “do not use” numbers from outreaches
• Keep your CRM data clean and up to date easily

Why this matters

As sales organizations grow more complex, single-value contact fields stop being helpful. Multiple phone numbers and clear context for each are the norm, not the exception.

This update makes Membrain better reflect that reality, while also improving data quality and usability across reporting, segmentation, and daily sales work. It’s a foundational step toward making contact data more structured, more actionable, and more aligned with how B2B sales actually happens.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll be happy to help.

We’re happy to announce a new enhancement to Membrain’s workflows: the ability to include items from the Content Hub directly within email templates in Automations!

With this update, you can seamlessly add valuable content to your automated email sequences, ensuring every email sent is packed with useful, relevant information.

Who does this update bring value to?

This may sound like a small update, but it's a powerful one that brings value across your whole organisation. It empowers Sales Teams to execute their strategies more efficiently, Marketing teams benefit from more dynamic and personalized campaigns for targeted audiences. And Customer Success and Support teams stay in touch more easily by automating reachouts with relevant content to the right customers at the right time.

When you think about it, all teams have some kind of repeatable, automatable email workflow that can be streamlined using content-rich automated email sequences. What springs to mind for you?

Here are just some ideas to get your creative juices flowing:

Sales teams: Automatically enroll certain stakeholders into an email sequence that contains preloaded engaging content to help them understand the value of your offerings.

Marketing teams: Segment companies and contacts based on industry, vertical, or location, and create email templates with relevant Content Hub collateral, making automating these wider outreaches a breeze.

Customer Success Teams: Based on Products sold or Account Growth priorities, send white papers, case studies, or supporting documentation to help support your existing customers and nurture the growth of your existing accounts.

At Membrain, we’re committed to continuously improving your sales enablement experience. This update is another step toward making your automation smarter, richer, and more effective, and we hope you like it!

Learn more about Automations here and the Content Hub here. Or, if you prefer a conversation about your unique setup, reach out to your Customer Success Advocate or email us at support@membrain.com.

We’re excited to announce an update to our revenue analysis capabilities that further bridges the gap between ERP data and sales pipelines within Membrain.

Building on our Native Quote tool and the ability to sync Quotes and Orders from your ERP, you can now include the value of Quotes and Orders as direct sources for Potential & Value metrics directly in Account Growth projects. This opens up a world of capabilities for more accurate, data-driven analysis of both future and realized account revenue.

From disconnected data to actionable insights

Before now, critical revenue data was scattered, or lived exclusively in an ERP, disconnected from current sales activities and forecasting. With Quotes and Orders now feeding Account Growth, that data becomes part of the same conversation as pipeline, opportunities, and execution.

This means Account Growth can now reflect:

• Potential revenue based on Quotes 
• Realized value based on Orders

How does this benefit you?

• More accurate account forecasting
  See quoted potential and confirmed orders side by side with ongoing sales activities to understand where revenue is truly heading - not just what’s in the pipeline.

• Better prioritization of accounts
  Using the visual Growth Grid, identify Accounts with high quoted potential but low order conversion and focus coaching or resources where it will make the biggest impact.

• Clearer progress tracking over time
  Track how quoted potential turns into real revenue within defined periods, making Account Growth an even more powerful tool for strategic decision-making.

• Stronger account reviews and coaching
  Managers can discuss growth using real ERP-backed numbers while reviewing sales execution, activities, and momentum in the same view.

Why this matters

This update further bridges the gap between ERP truth and sales execution. By bringing Quotes and Orders into Account Growth calculations, Membrain helps sales organizations move beyond guesswork toward forecasting and decision-making grounded in reality.

We look forward to seeing how this enhancement helps you drive smarter sales decisions and more accurate forecasting.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll help you get started.

Recently, we expanded our native ERP integrations by adding support for syncing Quotes and Orders from Microsoft Business Central into Membrain - bringing critical commercial data out of back-office systems and into the sales workflow.

Today, we’re continuing that journey.

Introducing one-way Quote & Order sync from Fortnox

Our Native Fortnox Integration already syncs Company data seamlessly. With this latest update, Quotes and Orders from Fortnox can now automatically sync into Membrain, giving sales teams access to up-to-date ERP data without manual entry, spreadsheets, or double work.

Why this matters

In many organizations, ERP data has traditionally been disconnected from daily sales activities. That disconnect creates blind spots—especially when it comes to understanding what’s been quoted, what’s been ordered, and how that aligns with pipeline and account plans.

By syncing Quotes and Orders from Fortnox into Membrain:

• Sales teams gain real-time visibility into commercial progress
• Leaders get clearer, more reliable forecasting 
• Managers can coach more effectively
• Manual imports and data entry are removed

Part of a broader ERP integration strategy

This Fortnox integration builds directly on our recent enhancements to ERP connectivity and is another step towards bringing clarity to sales activity vs’ financial reality. If you’re using Fortnox as your ERP, we hope you’re excited to get started and enjoy the benefits this update brings.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll help you get started.

We’ve been rolling out a series of smaller enhancements designed to remove friction from your daily workflows and make it easier for sales teams to stay aligned, organized, and focused.

Here’s a quick look at what’s new.

Decline & Propose a New Time — directly from your Membrain calendar

You can now decline a meeting invite and propose a new time in a single action, right from the calendar.

This means less back-and-forth and fewer messy email threads. Just a faster, cleaner way for sales teams to get meetings back on track so they can focus on moving deals forward.

Clearer time zone handling on invitation response 

To reduce confusion when coordinating across regions, all meeting invite views now display the participant’s own time zone (if it’s set in Membrain). This small improvement adds clarity where it matters and minimizes scheduling mistakes, especially for global teams.

Preferred time format used in more places

Reminder notifications now automatically use each user’s preferred 12- or 24-hour time format for clearer, more intuitive communication. We’ve also made some other small improvements to the reminder email layout to make it easier to read at a glance. These small adjustments help ensure tasks and appointments are understood quickly, reducing errors and helping teams stay on top of what matters.

Milestone Step Completed Date is now available in AGP & Flow graphs

Following our recent update that added “Milestone Step Complete Date” to Dashboards and Lists, these fields are now also available in AGP and Flow graph components. This gives teams deeper visibility into progression timing across processes, making it easier to identify bottlenecks, understand pacing, and coach toward more consistent execution.

Need help with this update? Reach out to us via the in-product chat or reach out to your Customer Success Advocate.

We’re excited to announce a powerful new enhancement to Quotes in Membrain: the ability to incorporate Content Hub collateral directly into your Quotes.

This feature allows you to add relevant sales collateral (e.g. white papers, case studies, product sheets) from your Content Hub into Quotes, giving prospects more context and resources, all in one professionally branded experience.

Key Updates

• Easily add Content Hub collateral to Quotes
  Quote Templates (and individual Quotes) now include a section where you can select and order Content Hub items you wish to include in the Quote, before sending.
• Clear, Visual Display in Quotes
  Collateral appears in an “Additional Content” section when viewing or previewing a Quote, complete with thumbnails and item names for clarity
• Automatic View Tracking
  Once a Content Hub item has been viewed, you'll get tracking data so you know when your prospect is actively engaging with your Quote and its contents.

How does it help you sell more effectively?

By adding relevant collateral to your Quote, you give prospects the clarity and confidence they need to move forward. You'll spend less time searching for the right materials, and buyers receive a more complete, professional proposal experience. And with automatic tracking on every shared item, your team also gains insight into which content resonates, helping you refine your approach and improve win rates over time.

Ready to get started?

This new feature is live now, so give it a try today! Learn more about it over in our Help Center or reach out to your Customer Success Advocate to get started.

Our native integration with Microsoft Dynamics 365 Business Central already removes friction by keeping key ERP data connected to your sales workflows.

Today, we’re extending that capability even further. Sales teams can now access Quotes, Orders, and related Products directly in Membrain, bringing the clarity, accuracy, and context needed to execute with confidence.

What does this mean for you?

Syncing Quotes and Orders gives salespeople real-time visibility into what’s actually happening commercially without waiting for updates, checking the ERP, or relying on manual entry.

With this richer Business Central data flowing into Membrain:

• Salespeople gain real-time visibility into commercial details
• Leaders get clearer, more reliable forecasting 
• Managers can coach more effectively
• Organizations overcome problems like low transparency, manual work, and data fragmentation

How it helps

By extending the Business Central integration, we’re continuing to eliminate friction, increase clarity, and empower your team to execute your strategy with precision.

We hope you're as excited about this update as we are! You can learn more in our Help Center or reach out to us via the in-product chat, and we'll be here to help!