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!

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!