CRM

The Central Database for Your Customer Information.
The CRM is included for free in Prospecting, Active Pipeline & Account Growth.

CRM - Your Central Database

Shared access to customer information keeps everyone on the same page, and the customer at the heart of your efforts.

What sets Membrain's CRM apart is the beautiful and easy-to-use interface that offers an environment that salespeople and employees want to work in.

Key Capabilities

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Companies & Contacts

Manage companies and contacts in a fast and efficient way. 

  • Find information quickly with a global search
  • Smart lists with inline edits, filters, and grouping support
  • Save your favorite lists as views

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Data Enrichment

Membrain automatically finds company and contact details like addresses and social media accounts for you.

  • No need for endless copy and pasting
  • Just add the website address, or email address
  • Enrich existing companies with a single click

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Custom Fields

Make it your own by easily adding custom fields so your people always have the exact information they need, when they need it.

  • Add specific information to any company or contact
  • Filter and group your information easily
  • From simple select lists to calculation fields

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Productivity Tools

Membrain offers a compelling suite of productivity tools that enables your users to live in the CRM.

  • Email with templates and tracking
  • Calendar with full sync to Google and Microsoft
  • Tasks with the ability to delegate to anyone

    Learn More

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Simplified Data Imports and Reporting

See the bigger picture of your business's success right from inside Membrain.

  • Imports data from other business-critical systems
  • View, track, and analyze within Membrain
  • Add prospects from outsourced lead generation companies

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"The Beacon"
Detailed Visitor Insights

The Beacon gives you live insights when prospects and customers interact with your website as well as the ability to automatically create new Prospects in Membrain.

  • Easy-to-implement tracking code
  • Engagement statistics
  • Automatic prospect creation

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Automation

You can now effortlessly enroll prospects, manage projects, update fields, and even send notifications, saving you time and effort.

  • Declutter your process by enabling unique steps to flow
  • Enable practical support for your team by automating the simple steps
  • Tailor your process as broad or as specific as you like, adapting it along the way

Learn More

Integrations

Our platform integrates with leading technologies, including calendars, email, marketing automation, customer success platforms, and more. See all our integrations

 

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Membrain CRM FAQ

Who is Membrain CRM for?

Membrain CRM is built for B2B companies selling in complex, consultative environments where success depends on strong methodology, consistent execution, and meaningful customer interactions. It’s ideal for sales teams who value structure, coaching, and long-term growth over high-volume transactional activity. Membrain helps organizations committed to elevating their people and building a repeatable, effective way of selling.

How will Membrain CRM help me improve my sales effectiveness?

Membrain goes far beyond traditional CRMs that simply track activities. It provides the structure, guidance, and insights your team needs to consistently execute your strategy. By visualizing your sales process, highlighting risks, surfacing leading indicators, and reinforcing best practices, Membrain helps salespeople focus on the right opportunities and behaviors. The result: stronger execution, better coaching, improved forecast accuracy, and more predictable growth.

What makes Membrain stand out from other CRM or sales enablement platforms?

Membrain goes beyond traditional CRMs by focusing on execution, not just data storage. It helps sales organizations embed their strategy and methodology into daily behaviors. Membrain provides structure, guidance, and insights that drive the right actions, empowering teams to sell and grow more effectively. Trusted by the world’s top sales experts, it’s the only platform designed for sustainable B2B growth.

What should you look for when picking a B2B CRM tool?

When selecting a CRM for a B2B sales team, look for a platform that supports how you sell. That means it should guide your methodology, provide clarity in complex deals, help salespeople make better decisions, and make coaching easier. It should offer leading indicators, not just reports, and equip teams with actionable insights rather than data overwhelm. Ease of use, visual clarity, and support for coaching and continuous improvement are must-haves for any modern B2B sales organization.

Can I embed my sales methodologies or sales processes in Membrain CRM?

Yes. Membrain is designed to embed your unique way of selling directly into the platform. You can tailor stages, milestones, qualification criteria, playbooks, and content to reflect your methodology. Every salesperson receives clear guidance on what to do next, why it matters, and how to execute effectively. This turns your sales process into a shared framework that drives consistency, skill development, and repeatable success.

What integrations does Membrain CRM support?

Membrain integrates seamlessly with the tools your team already relies on, including email and calendar systems, and marketing platforms. With an open API and Zapier support, you can connect Membrain to hundreds of systems to create a fully aligned sales tech ecosystem. The goal is simple: keep your team focused on selling, not wrestling with disconnected tools.

How does Membrain handle data security and privacy?

Membrain is SOC2 Type 1 compliant, ensuring the highest standards of data security, availability, and confidentiality. 

Membrain Is CRM and Sales Enablement Combined. When HOW You Sell Matters!

A three-time Top Sales CRM winner, a Top Sales Tool for five years straight and named the Top Sales Enablement Technology three years in a row. Membrain is the only software named as a G2 Crowd High Performer in each of the CRM, Sales Performance Management, Sales Coaching and Sales Enablement categories.