Currently In Early Access

Insight Engine

Sales teams aren’t short on data, they’re short on clarity. Insight Engine turns your process and pipeline data into timely, contextual guidance directly inside your workflow.

No reports to pull. No dashboards to interpret.
Just clear signals on where to focus and what to do next, so your team makes better decisions earlier without losing the human edge.

See Insight Engine

CRM systems were built to store data. We built Insight Engine to guide behavior.

Generic AI tools generate content without understanding your sales reality. Insight Engine is built inside Membrain and understands your defined sales process, your playbooks, your pipeline behavior, and your real customer conversations. It uses this context to guide sales professionals toward better conversations, better decisions, and better outcomes.

That’s what makes the guidance relevant, precise, human, and grounded in how you sell.

 
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Under the Hood of the Insight Engine

Insight Engine is the intelligence layer built into your sales execution. Designed to surface timely insights, enrich your view of every opportunity, and guide your team with intelligent, human-centric support at every step.

Insights

Proactive Insights

Contextual, digestible and actionable insights across every workflow.

dataenrichment

Data Enrichment

Enrich and expand your data foundation without leaving Membrain.

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Membrain AI

Compose, summarize, automate and enrich, while staying true to your voice.

Proactive Insights

No more hunting for reports or guessing next steps. The Insight Engine proactively delivers contextual, digestible insights across key moments in your sales process.

Get instant answers to:
How healthy is my pipeline?
Where should I focus today?
Will this deal close this month?
Why did we win, or not?

Insights appear when and where you need them: in Membrain Guide, Daily Digests, Elevate coaching sessions, win/loss reviews, and more.
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Data Enrichment

Search and add companies directly within Membrain, powered by your preferred external data provider. Find strategic “lookalike” accounts and enrich them with contact data, all without leaving Membrain.

What you’ll be able to do:
 Add new companies with one click
 Discover similar/twin accounts
  Find missing stakeholders and enrich your prospects with high-quality contact data
 Map ownership structures and industry clusters for better targeting

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Membrain AI

Every feature in Membrain AI is designed to empower your salespeople and coaches to act faster, think clearer, and sell more effectively without ever losing the human touch.

With Membrain AI you can:
  Ask AI and get instant answers
 Supercharge you messaging with AI Compose
 Get top-notch summaries with AI Summarize
 Fine-tune your writing with AI Rewrite
 Let AI help you automate what slows you down

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Ask Real Sales Questions.
Get Instant Answers.

Examples of questions you can get answered by the Insight Engine. 

What is the health of my pipeline?

 

Get answer 

See which deals are at risk, where you’re over-indexed, and what segments are stalling, so you can rebalance and act with confidence.

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Who are we missing in this deal?

 

Get answer 

Get live stakeholder mapping that highlights missing roles, engagement gaps, and decision-maker visibility, so you can build a complete buying group and increase your win rate.

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What are the key decision drivers in this project?

Get answer 

See the real reason behind a win or loss, key decision drivers, competitor impact, and pivotal moments summarized in one view. Learn fast, coach smarter, and turn every deal into a growth opportunity.

AI Insights WinLoss (3)

Where can we find more high-fit accounts?

Get answer 

Discover clusters, similar to your perfect-fit customers, using Membrain's AI search combined with data from external providers for more effective prospecting.

Find Similar companies (600x360)

What should I do next in this deal?

 

Get answer 

Identify missing stakeholders, declining engagement patterns, or too long time spent in certain stage, all surfaced in real time.

 

Who should I re-engage this week?

 

Get answer 

Get a list of prospects where the next step is an email or a LinkedIn connection to stay on top of your prospects.

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Quote Icon
The most interesting insights are already in your system, Insight Engine just brings them to you.
George Brontén, Founder, Membrain

Want to increase effectiveness while keeping the human touch?

Let's connect and see what Membrain can do for your business.
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Insight Engine FAQ

What is Insight Engine in Membrain?

Insight Engine is an AI-powered sales intelligence layer built into Membrain that guides B2B sales behavior using real execution data. It analyzes your sales process, methodology, activities, stakeholder engagement, and outcomes to deliver contextual, actionable insights directly inside your workflow.
Unlike traditional CRM systems that store data, Insight Engine turns data into guided action.

How is Insight Engine different from CRM reporting tools?

CRM systems are designed to capture and store data. Insight Engine is designed to interpret it and guide behavior.
Instead of requiring managers to pull reports or analyze dashboards, Insight Engine proactively surfaces risks, opportunities, stakeholder gaps, and next best actions inside Prospecting, Pipeline, and Account Growth workflows. It replaces manual analysis with real-time, contextual sales guidance.

How is Insight Engine different from ChatGPT or generic AI sales tools?

Insight Engine differs from generic AI tools because it operates inside your structured B2B sales environment.
While tools like ChatGPT lack process awareness, Insight Engine understands your defined sales stages, qualification criteria, methodology, content, calendar activity, wins, and losses. This deep contextual understanding enables precise, behavior-driven recommendations aligned with how your team actually sells.
AI is only as powerful as the context it understands.

What are the three pillars of Insight Engine?

Insight Engine is built on three pillars: Data Enrichment, Membrain AI, and Proactive Insights.
  • Data Enrichment expands your database with enriched contacts, companies, and lookalike accounts.
  • Membrain AI supports sellers with contextual AI Compose, AI Summary, AI Rewrite, Ask AI, Messaging Center, and AI-powered automations.
  • Proactive Insights surface pipeline risks, stakeholder gaps, process signals, and next best actions directly inside daily workflows.
Together, they turn data into intelligent execution.

What can you do with Membrain AI inside Insight Engine?

Membrain AI provides embedded AI tools designed for complex B2B sales execution.
Users can:
  • Generate AI summaries of deals and accounts
  • Compose and rewrite contextual emails and content
  • Ask AI questions about prospects, timelines, and deal gaps
  • Create reusable AI prompts enriched with process and stakeholder context
  • Automate field updates and workflow triggers with AI
All capabilities are grounded in your sales process and methodology.

What types of insights does Insight Engine generate in the pipeline?

Insight Engine generates contextual insights across Prospecting, Sales Projects, and Account Growth.
It surfaces:
  • Pipeline health and balance indicators
  • Stalled or at-risk deals
  • Stakeholder engagement gaps
  • Win/loss-related signals
  • Missing data and enrichment opportunities
  • Recommended next best actions
Insights are delivered directly in the workflow, helping teams act immediately instead of interpreting static reports.

Is Insight Engine included in Membrain plans?

No. Insight Engine is a separate platform upgrade and is not included in standard Membrain plans.
It must be purchased and enabled for the customer account. Organizations can control user access, AI functionality, and external data usage through permissions and Insight Engine settings.
This ensures full governance and transparency over AI use.

How do Insight Engine credits work and what actions use credits?

Insight Engine uses a monthly credit system to power AI actions and data enrichment.
Credits are consumed when users perform AI-powered tasks (such as AI Compose, AI Summary, AI Rewrite, Ask AI, or Auto Fill) or when enriching data like adding companies, contacts, emails, or phone numbers.

Smaller AI actions typically cost 1–3 credits, while advanced enrichment actions (like direct dial phone numbers) cost more.

Credits reset monthly based on the selected package, and unused credits do not roll over.

How does Insight Engine protect customer data and ensure AI security?

Insight Engine follows the same security and compliance standards as the Membrain platform, including SOC 2 compliance.

AI functionality is strictly opt-in. When enabled, only the data necessary to complete a specific AI task is securely transmitted to the configured AI provider. Access to Insight Engine is controlled through permissions and settings, allowing organizations to manage who can use AI features and external data enrichment.

Customers retain full control over how data is used, transmitted, and governed.

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