Knowing what you sell is useful. Knowing when it’s coming in is what makes it a forecast.

With this release, the new Product Revenue Graphs can group and segment your data by Sales Project Starting Date and Closing Date, so you can see how product revenue develops over time.

From filtering by date to grouping by date

Until now, the Starting and Closing Dates of your Sales Projects were available in these graphs as filters, as sort options and as columns in list graphs. They’re now also available as grouping and segmentation dimensions.

That small step changes what a graph can show you. Instead of narrowing your data to a time period, you can lay the revenue out along it, and split it by product, customer or anything else you already use.

What you can see

• Revenue by closing date. See which products make up the revenue you expect to land, and when.
• Revenue by starting date. See which products your newest projects are bringing into the pipeline.
• Both, segmented. Combine either date with the other fields available in the graph to compare and spot patterns.

A quick example

You’re preparing a forecast review. You open your dashboard, build a Product Revenue Graph, and group it by Closing Date. Then you segment it by product.The graph shows which products dominate the revenue due to close next, and which periods lean heavily on a single product. If one product carries most of an upcoming period, that’s a conversation worth having before the review rather than during it.

Give it a try today

Create a new Product Revenue Graph on your dashboard, or open an existing one, and look for Starting Date and Closing Date among your grouping options. Our Help Center has guides to get you started, and the team is always happy to help.

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Your best customers already show you who to target next. With Find Look-A-Likes, Membrain uses AI to find companies that closely match the accounts you win with, so you can spend your time on prospects that fit.

From one great account to a list of strong matches

Pick a company you’d like more of, and Find Look-A-Likes returns a list of similar companies, ranked by how closely they match.

Each result shows:

• A match score, so the strongest fits are at the top
• The AI’s reasoning, explaining why the company is a good match
• Key company details such as industry, company size, location and website, so you can judge relevance without extra research

Companies already in Membrain appear in a condensed form, so you can see right away what’s new to you.

Guide the search your way

You can use any company as the starting point for your search. You can also add your own instructions to steer the AI, for example to focus on a specific country, segment or type of business. The more you tell it about your target market, the more relevant the results.

Right where you need it

Find Look-A-Likes is available wherever the idea is likely to come up:

• Right-click on any Company, Prospect, Sales Project or Account Growth Project
• From the Create Prospects and Create Companies menus
• At the moments that count, such as when a Sales Project is won or a Prospect is qualified

Then select the companies you want and create Prospects for them in one step.

Try it today

Find Look-A-Likes is part of Insight Engine and is available from today. To learn more, visit the Help Center, and as always, our team is happy to help you get started. 

Activities show what’s really happening in every deal. This release makes them easier to work with in two ways: you can now focus the Activity Stream on the period that matters, and the Activity Types you use most are closer to hand.

Filter the Activity Stream by date

The Activity Stream now has a new Filter dialog.

You can still narrow the stream by Activity Type, and you can now also choose the period you want to see:

• All Time to see the full history
• Rolling Range to see the last or next number of days you choose
• Fixed Range to see a specific start and end date

With a rolling range, you can look back at everything that’s happened in the last 30 days, or look ahead to what’s coming up in the next 7.

Favourite your most used Activity Types

Most salespeople rely on a handful of Activity Types every day. You can now mark those as favourites, so they’re easy to reach whenever you log something.

You can favourite and unfavourite Activity Types wherever you choose one:

• Create Note, Task or Appointment
• Log a Call
• Write Email

It works just like favourites elsewhere in Membrain, so there’s nothing new to learn. Your list simply fits the way you work.

A quick example

Before a quarterly review with a key customer, you open the Account Growth Project and set the Activity Stream to show the last 90 days. The calls, meetings and emails that shaped the relationship this quarter are right there, without the older history getting in the way. After the review, you log your notes, and your favourite “Quarterly Business Review” Activity Type is right at the top, ready to select.

Try it today

Both improvements are available now. To learn more, see Activity Stream and Creating Activities in the Help Center, and as always, our team is happy to help.

In B2B sales, understanding true results is about more than just the revenue. It's also about the margins behind it. Revenue graphs can now be filtered by discount rate and profit margin, so you can quickly see which products are priced well and which aren't.

Two new filters, one clearer picture

Until now, you could filter revenue graphs by Discount and Profit as amounts. That shows how big a discount or profit is, but not how big it is compared to the price. Percentages fix that, so you can compare small and large product rows side by side.

Here's what each new filter does:

• Discount Rate filters by the percentage discount applied to a product row, so you can spot discounting patterns across products, teams and time periods.
• Profit Margin filters by the profit percentage on a product row, so you can see which products earn their place in your deals and which ones put pressure on your margins.

Both sit alongside the existing Discount and Profit filters, so you can choose to review the details in the way that suits you best.

Built for product rows

Both filters work on individual product rows, not on the totals of a whole quote or order. For example, filtering for a discount rate above 15% shows every product row discounted by more than 15%, whatever the discount on the quote as a whole. This makes the filters precise. You see exactly where the discount or margin sits, not an average that hides it.

A quick example

As a sales manager, you're preparing for the monthly pricing review. You open the Dashboard, add a revenue graph for the current quarter and set the Discount Rate filter to show product rows discounted by more than 20%. Grouped by product, the graph shows that most of the deep discounts sit on two products. You then switch to the Profit Margin filter to find rows below 10%, and come to the review with specific deals to discuss and a clear starting point for next week's coaching conversations.

Try it today

The new filters are available now in your revenue graphs in the Dashboard. To learn more about building and configuring graphs, visit the Help Center.

Our team is always happy to help you set up the views that matter most to you.

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A lot of useful sales knowledge lives in spreadsheets: account lists, pipeline exports, quarterly sales reports. It's valuable, but it's rarely quick to scan.

With this release, Ask AI in Content Hub now supports Excel (XLSX) files. Ask a question, and Ask AI can read the spreadsheet and answer from what's actually in it.

One question, across your content

Ask AI in Content Hub works by finding the content most relevant to your question, then reasoning over it to give you an answer. With XLSX added, that now covers four kinds of content:

• Excel spreadsheets (XLSX)
• Word documents (DOCX)
• PDF files
• Content Cards - (custom internal guidance resources unique to Membrain’s Content Hub)

You don't need to convert anything first. Upload the file as it is, and Ask AI reads it as it would any other content in your Content Hub.

What this makes possible

Spreadsheets are where a lot of sales material hides in plain sight, and Ask AI now helps you get to the point faster. It can summarize what a sheet contains, answer specific questions about it, and pull out what matters.

Common uses include:

• Account lists: which accounts fit a particular profile or region?
• Pipeline data: what's the status across a set of deals?
• Sales reports: what changed between periods, and what drove it?

A quick example

A quarterly sales report sits in your Content Hub as an Excel file, with dozens of rows covering regions, products and revenue. You have a team meeting in ten minutes, and you haven't opened it yet.

You ask Ask AI which regions grew fastest last quarter and which products were behind it. It finds the report, reads the data and gives you a clear answer. You walk into the meeting with the numbers in your head, without scrolling through a single sheet.

Give it a try today

Open Content Hub, select Ask AI, and put a question to your spreadsheets. Our Help Center has guides to get you started, and the team is always happy to help.

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The best answers come from the details: the proposal you sent, the requirements the customer shared, the exact products and pricing on the table.

With this release, Membrain's AI Assistant and our MCP Connector gain access to two new kinds of detail: the documents stored in your projects and the product rows on your Sales Projects. Ask from inside Membrain, or from your preferred AI tool such as Claude or ChatGPT, and the answer can draw on both.

Documents, in context

Projects collect important material over time, such as proposals, RFPs, contracts, meeting decks and technical specs. Your AI can now list the documents in a project and then read the contents of the ones that matter for your question.

So when you ask about a Sales Project, the answer can draw on what's actually written in those files. It uses them alongside the activities, stakeholders and process data your AI already works with. That gives you more detailed, more accurate answers, grounded in your own project material.

Every product row, at a glance

Your AI can now also read the product rows on a Sales Project.

For each row, it sees:

• Name, Product and Description
• Quantity and total Revenue
• Unit Revenue, Unit Cost and Unit Discount
• Recurring Details, such as "every 3 months for 12 months"

This means your AI can answer questions about what's being sold, margins, discounts and recurring revenue directly from the Sales Project. Access is read-only, so your product information is safe and stays exactly as your team set them up.

A quick example

You have a pricing discussion tomorrow with a customer who has been reviewing your proposal. You open the Sales Project and ask the AI Assistant to help you get you ready for the call.

It lists the documents attached to the project and reads the proposal PDF and the customer's requirements document. Then it checks the product rows: three equipment lines, a services package, and a support agreement billed every 3 months for 12 months.

A minute later you have a summary of what was proposed. It shows where the proposal and the requirements don't quite line up, and which line items already carry the biggest discount. You walk into the call knowing where you have room to move and where you don't.

Available for everyone, from today

Both capabilities are part of every Insight Engine package, including our Basic Package for all customers. Open a project and ask the AI Assistant about its documents or products, or try the same question from your connected AI tool. Our Help Center has guides to get you started, and the team is always happy to help.

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Meeting prep and meeting follow-up both take time, and both usually happen manually.

In our latest release, the AI Assistant adds two prebuilt recommendations to its workflow, so this help shows up on its own, right when it's useful, without having to go look for it.

Before the meeting: get up to speed faster

Preparing for a meeting usually means digging back through notes, emails, and old calls to remember where things stand.

When you have a meeting coming up in the next week, the AI Assistant now surfaces a Prepare For Meeting recommendation on its own. Click it, and it pulls together relevant context and talking points, right in your AI session, no need to set anything up or ask for it first.

After the meeting: turn notes into next steps

Follow-up is easy to put off, and easy to lose track of once a few days pass.

Now, whenever you log a call, meeting, or note with enough detail, the AI Assistant offers a Create Tasks recommendation based on it. Review the suggestions, adjust the deadline or owner if needed, and create the ones you want, attached directly to that activity.

A quick example

Take an existing customer you're working with to expand into new territories. After a meeting with them, the AI Assistant scans the meeting notes and suggests a set of tasks: sending over the proposal you discussed, researching growth opportunities in new regions, and following up on KPIs and goals with your contact. You check the two that matter most, leave the third for later, and create them in a couple of clicks.

The following week, ahead of your next call with that same client, the AI Assistant already has a Prepare For Meeting recommendation waiting, before you've even opened the project.
Two workflows, built into the AI Assistant, showing up exactly when they're useful. 

Its available to try now!

Open a project with an upcoming meeting, or a recent activity with some detail in it, and see what the AI Assistant recommends. Want to see what else it can do? Our Help Center has guides to get you started, and the team is always happy to help.

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Until now, finding new companies to target, tracking down the right contacts, and turning them into real prospects often meant stepping outside your CRM.

A separate data tool here, a spreadsheet there, and a lot of manual copy-pasting to get any of it into Membrain. Insight Engine changes that.

Company and Contact discovery is now built directly into Membrain, so you can go from "who should we be talking to?" to a qualified Prospect in your pipeline, without switching tabs.

Discover, right where you work

From inside Membrain, you can now:

• Find new Companies filtering by industry, size, location, and more
• Find Contacts at those companies, with filters for seniority, keywords, and location, to name a few filters available
• Add what you find straight into Membrain. Review your search results before selecting the one's of interest, and add as a Company and Contact, or jump straight to creating a Prospect, ready to enter your process.

It really is that simple. The data you discover becomes actual Leads or CRM records in a couple of clicks.

A quick example

Say you're expanding into a new vertical.

You open your Prospects list, select Find New Contacts, and set two things at once: the kind of companies you're after (industry, size, location, etc) and the kind of people you want to reach (seniority, job title, skills, etc). Instead of running two separate searches, Insight Engine matches them together and hands you a list of contacts at companies that actually fit what you're looking for.

From there, it's just a matter of picking the ones worth pursuing. You select the contacts you want, add them straight into Membrain, and even create prospects as you go.

Once you're done, a quick link takes you straight to everything you just added, so you can hand it off to your outreach process without hunting for it.

That's a morning's worth of prospecting research, done in a few clicks!

Give it a try today

Head to a Prospect or CRM List and look for Find New Companies or Find Contacts to get started. Or jump over to our Help Center where there's plenty to get you started, while our support team is always happy to help.

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This weekend, Insight Engine takes its place at the heart of Membrain, built in for everyone.

This Basic package brings a core set of Insight Engine's capabilities as standard to every Membrain customer, so working smarter becomes part of everyone's daily routine. 

If you're already on a paid Insight Engine package, you're already set up with the full experience. You keep your chosen credit allowance and every premium capability, exactly as before. And as you'll see below, this weekend's release brings you plenty that's genuinely new too. 

Built in, for everyone

Until now, Insight Engine has been something teams needed to sign up to. From this weekend, a starting layer of it is simply part of Membrain.

Every Customer gets 500 credits a month to put toward core capabilities across Proactive Insights, Data Enrichment and Membrain AI. That's enough to:

• Ask your AI Assistant a question in a View you're in and get instant guidance
  (e.g "How healthy is my pipeline?", "What should I do next in this deal?")
• Generate an AI Summary of a project before a call
• Use AI Compose to get a first draft of an email or note started in seconds
• Find contacts and companies to grow your pipeline
• Give your favorite AI tool (like Claude or ChatGPT) secure access to Membrain via our MCP Connector

New this weekend

Alongside tis rollout, we're also shipping a fresh set of upgrades that make the AI Assistant and your daily workflows noticeably sharper:

• Meeting prep, done for you.
  Got a meeting in the next 7 days? The AI Assistant now proactively offers to prepare you for it, surfacing context and talking points right in your AI session.
• Turn conversations into tasks automatically.
  After a call, note, or meeting, the AI Assistant can now suggest follow-up tasks straight from what was discussed, ready for you to create and assign with one click.
• Find, then follow through.
  Found new Contacts or Companies? A quick link now takes you straight to a list of everything you've just added, so nothing gets lost after the search.
• A simpler, more secure way to connect Claude.
  If you're using our MCP Connector, you can now authenticate individually via OAuth, no API key required, just point Claude at your Membrain URL and approve access.

Room to grow when you're ready

This Basic level gives you access to a core set of Insight Engine capabilities. It’s not a demo or a time-based trial, but a starting point for exploring what’s possible. 

A selection of enhanced capabilites stay reserved for paid packages, like Contact Phone Enrichment, Batch Enrich/Summarize, Auto Summarize, Auto Fill in Automations, Custom Metrics, and AI-powered Automation steps, plus more.

So if these sound exciting to you, or 500 credits a month and 100 MCP calls feels like a taste rather than enough, that's a good sign, and worth a conversation with our team.

Try it this weekend

Log in, open a project or your Pipeline View, and ask your first question. Curious what else is on offer? Our Help Center has guides to get you started, and the team is always happy to help you figure out what's next. We can't wait to see what you do with it. 

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!