Users
Membrain offers two types of User accounts: Full Users Accounts and Lite User Accounts. Full User Accounts are for users that will take an active ownership within one of the distinct products.
Lite Users Accounts can be active within the CRM and also collaborate with the Full Account users in each of the products, via assigned steps, tasks, meetings and more.
Products
Membrain offers three distinct products that can be combined in any way you see fit. Each product is optimized to support a specific workflow. Underpinning our powerful products, we include our complete CRM platform at no extra cost.
Select all three products to access the Full Suite at a 25% discount:
Prospecting
Engage and qualify prospects with ease using our guided Prospecting Campaigns to supercharge your prospecting efforts.
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Active Pipeline
World-class Pipeline and Opportunity Management help guide
your sales teams to unprecedented success.
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Account Growth
Grow your existing customers and partners by leveraging our Account Growth capabilities.
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Full Suite selected for
user/month
Includes Dynamic Process Tools, Sales Analytics+ & The Content Hub
CRM - Always Included
0 per User/Month
The Membrain core platform includes many advanced capabilities which are shared across all products.
CRM CAPABILITIES
Companies & Contacts
Your CRM database with all your Companies & Contacts
Automated Excel Reports
Automatically export reports from Membrain to your email or Google Drive
Automated Imports
Automatically import data from Google Drive or a REST API
Custom Fields
Customize your objects with a large number of useful custom field types
Multi-Currency Support
Go international with support for multiple currencies
Multiple Sales Teams
Define your Sales Teams, assign coaches and set team-wide goals
User Rights Management
Use a role-based rights management system that allows you to configure what your salespeople can do and see
Documents
Upload documents in the right context for easy access
Activities
Powerful activity list allows you to group, filter and sort
PRODUCTIVITY
Sales Calendar
Our unique Sales Calendar keeps you in control of your time management
Task Management
Use tasks to get things done, set deadlines, assign owners, and track progress
Sales Inbox
The Sales Inbox is a unique take on email with intelligent sales context
Email Templates
Use powerful email templates to save time when communicating
Email Snippets
Combine pre-written snippets with your own personalized content quickly and easily
Email Tracking
Track who engages with your emails
Team Collaboration
Use powerful comments and mentions to interact with your team in the right context
Membrain Meet
Share your calendar with the world and let others book meetings without the back-and-forth emails
Assigned Tasks
Assign tasks to people inside and outside of your organization
INTEGRATIONS
ActiveCampaign
Two-way contact sync with advanced capabilities
Constant Contact
Two-way contact sync with advanced capabilities
Gmail
Send and receive email using your Gmail account
Google Calendar
Two way calendar sync with your Gsuite Calendar
Hubspot
Use our robust two-way sync to drive leads into deals
Mailchimp
Two-way contact sync with advanced capabilities
Microsoft Teams
Easily create Microsoft Teams meetings from within Membrain
Microsoft Office365
Two-way Calendar sync and Email support with Office 365
Salesforce
Leverage our powerful two-way sync to make the most out of Salesforce and Membrain combined
Zendesk
Sync tickets, companies and contacts with Zendesk
Zoom
Easily create Zoom meetings from within Membrain
+ 100's more
We support Zapier for integrating with 100's if not 1000's of other products
Add-Ons
Customize Membrain with advanced add-ons for your specific needs
Dynamic Process
Actively guide your team through situational playbooks to help your team navigate complex sales environments.
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Sales Analytics+
Intelligent Sales Analytics power a data-driven approach, improving both forecast accuracy and win-rates.
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Content Hub
All of your sales content (internal and external) at your fingertips, including engagement tracking.
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Clearpath Promise
Membrain's Clearpath Promise is your path to a simple, predictable, successful implementation at a fixed price.
Our Clearpath Promise removes the usual hazards - ballooning costs, poor user adoption, and endlessly extended timelines. We on-board you at a fixed price. Guarantee with a proven track record of consistently high user adoption and sales effectiveness success. Step on-board today!
$5,000 one-time fee, per team
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Lite vs Full Account?
Learn more about the differences between Full Accounts and Lite Accounts.
Not everyone on the team may need all the capabilities. So why do vendors charge you the same for everyone using the system?
All your users are not salespeople but may be instrumental to win and keep customers. CRM assistants, technical resources, project managers, and other team members may get a somewhat limited Membrain license.
Lite users can:
Access all CRM information about companies, contacts &
information in Prospects, Sales Projects and Account Growth Projects
Edit CRM information, such as contact details or company information
Use Membrain’s task management tools & calendar. Share and sync calendar with the sales team and creating notes
Send emails using templates and snippets, email tracking, use Membrain Meet, and many other productivity boosters
Use the mobile app Membrain Go
Use Membrain comments to coordinate and collaborate with the sales team in every single deal and account
Complete process steps needing their expertise that are specifically assigned to them. A huge team-selling win!
Lite users can't:
Manage, qualify or disqualify prospects, change prospect information or progress the prospecting process
Manage, win or archive sales projects, change sales project information or progress the sales process
Manage, start or end account growth projects, change project information, or progress the account growth process
Be an admin, account manager, or coach for a team or have sales goals
Have access to analytical tools, or receive the weekly pipeline health report email
Import and export information, or do batch changes in the database
