In addition to the previously announced Quotes and upcoming Flow capabilities, this release brings a wave of improvements designed to make Membrain more intuitive, more precise, and more powerful for your teams. From sharper data visualization to clearer filters and smarter automation, here’s what’s new.

Filtering & Status Management: Cleaner, Smarter, More Accurate

We’ve overhauled project filters to make them more intuitive and actionable:

• Status Filter Update Across Project Types - A refreshed look and feel on the absolutely central "Status" filters in Membrain.
• New Won/Archived Reason Filter - Split from the old Status filter, you can now filter sales projects by Won and Archived reasons directly, with clear headers and options.
• New Disqualified Reason Filter for Prospects - Prospect disqualification reasons now live in their own filter, making it easier to review and act on disqualified leads.

The result is cleaner filters, less confusion, and more accurate reporting across prospects, sales projects, account growth, tickets, and flows.

Automation & Workflow Enhancements: Less Friction, More... Flow

We’ve streamlined how your teams work inside Membrain, from automation steps to document handling.

• Track Email Template Usage - Template usage in Automations and Process Events is now logged, so you can see when and where templates are applied.
  
  
  
  
  
• Personalized Tasks in Automations - Add dynamic placeholders in the Create Task step of Automations. Tasks can now auto-fill with recipient, project, or company info, making them more informative without manual editing.
  
  
  
  
• Multi-Select in Process Rules - Process Rules for next activities now support multi-select Types and Activity Types, increasing flexibility in how you design workflows.
  
  
• Documents: Add Links as Resources - The old “Upload Document” button is now “Add Document”, with the ability to upload files or create links. Links are treated as a new document type, making external resources easier to manage and share.
  
  

Custom Axis Controls for Graphs in Account Growth projects

Set your own min/max values on line, column, and bar graphs inside Account Growth projects. This helps you highlight meaningful data ranges without distortion, ensuring trend analysis stays sharp and relevant.

Together, these enhancements give you finer control over data visualization so you can interpret insights with clarity and confidence.

Need help with this updates? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Sales may be the heartbeat of your business, but it doesn’t operate in isolation. Marketing, Customer Success, HR, and Operations all play a critical role in driving growth. Too often though, they’re scattered across disconnected tools, Slack or Teams threads, spreadsheets and scribblings on a whiteboard somewhere. That’s about to change.

Membrain Flows is around the corner, and it’s designed to bring structure, clarity, and consistency to every team in your organization. From marketing campaigns and event planning to onboarding new hires and launching new products, Flows connects your strategy to execution, all inside a single, revenue-connected platform.

Imagine:

• Every task, every piece of content, every handoff living inside the process
• Teams aligned, no matter the function
• Visibility across the business, with work tied back to outcomes that matter

Quoting is one of the key daily activities in B2B sales, but for too long, it’s been happening outside of Membrain in disconnected spreadsheets, PDFs, or standalone tools.

This creates friction, slows down deals, and makes it harder to execute your sales process inside the platform where the rest of your strategy lives. That changes today.

We're launching Quotes, a native quoting experience right inside of Membrain. Sales teams can now create, send, and track professional, branded quotes directly inside Membrain. No more context-switching. No more chasing down the latest version. Just a streamlined quoting experience that keeps everything tied to your sales projects.

No more bouncing between tools. Whether you’re:

• Moving through a sales step,
• Reviewing a product list,
• Managing documents, or
• Looking at the global quote list

…you can now create and send quotes right where you’re already working. Some capabilities will be live as you're reading this, but we have more coming up!

Format and Send Quotes With Ease

Membrain Quotes is designed to be simple, fast, flexible, and professional:

• Simple settings and inputs for effortless design
• Reusable branded templates with logos, colors, and the right information
• Quotes that are always consistent, always on-brand

Once ready, you can share via email, direct link, or (soon) downloadable PDF.

Stay in the Loop With Real-Time Tracking

Every quote you send comes with built-in visibility:

• Get notified when a quote is viewed
• Track buyer engagement
• Keep leaders and teams aligned with full activity history in the project timeline

Find Every Quote, Fast

Membrain keeps your quoting process organized and searchable:

• Centralized Quote List with searchable IDs and filters
• View by all kinds of information. Filter by user, team or any custom field
• Always know what’s been sent, what’s outstanding, and what’s next

Why This Matters

By embedding quoting directly inside Membrain, we’ve removed one of the biggest sources of sales friction. Now you can:

• Keep momentum by quoting in the flow of your process
• Ensure consistency with branded templates
• Gain visibility into every quote created and sent
• Track outcomes and follow up at the right time

This is quoting the way it should be: seamless, simple, and fully aligned with your sales strategy.

Need help with this update? Learn more about Quotes here, head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

This update introduces a series of small but powerful enhancements across Membrain to help your team work smarter and stay focused on the right opportunities.

"People do buy from people" - Improvements to Contacts

• Make Default Contact Fields Required
  You can now make default contact fields (like Email, Position, Phone) required when creating a contact on both Desktop and Membrain Go.
• Hide Additional Contact Fields in Creation Dialog
  Admins can now hide the Title, Phone, and Mobile Phone fields in the contact creation dialog while still allowing enrichment suggestions.
  
  
• “Left Company” Option in Org Chart
  Quickly mark a contact as having left the company directly from the organizational chart’s menu.
  
  
  
• Local Time in Contact Preview
  See a contact’s local time at a glance in the preview dialog by hovering over any contact's name, with visual indicators for working hours.
  
  
• Set or Clear Contact Titles in Automations
  Automations can now update or clear the Title field for contacts, helping keep job role data accurate for targeted outreach and better lead prioritization.

Search Updates and Improvements

Global and Related Search now prioritize more intuitively. Perfect matches to what you search for comes first, then “starts with” matches, followed by “contains” matches for projects, companies, and contacts. You can also search for messages in the Sales Inbox by sender’s email address on both Desktop and Go. This helps find emails not just from "Steve", but from "steve@customer.com" just as easily. Very handy in some cases!

Weekly Goals Now Count Weekdays Only

Weekly Goals now spread evenly across Monday–Friday, making progress tracking more intuitive for activity-based targets.

Manually Save Emails from Sent Folder

Sales Inbox now includes an Import Other Email button, letting you save emails sent from Outlook or Gmail to Membrain even after sending. Great to be able to go back and save that one key email you missed saving at the time of sending.

Open & Click Counts in Sent Mail

Sent Mail now shows how many times an email has been opened or clicked, with distinct status labels for quick reference. Being able to easily see who has opened and clicked multiple times on emails you've recently sent is key to spot a highly engaged stakeholder.

Activity Subject in Process Step Tools

Activity tools in Process Steps now display the activity subject before the open/clear actions for easier scanning. Seeing things like the activity for appointments, subject line for emails instantly helps track key activities connected to your process steps.

New Filters for Owner or Contact

Filter Prospect, a Sales project, or an Account growth, and Tickets by Owner or Contact for faster targeting. Very helpful to see all the deals and projects you're working on at the same time, not just the ones you're the Owner of.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In this release, we’re delivering a set of enhancements designed to give sales leaders, analysts, and managers more control, more clarity, and more flexibility when working with dashboards and performance graphs.

From deeper customization to smarter layouts, here’s what’s new:

Set Custom Baselines for Better Clarity

You can now set custom baseline and maximum values for line, column, and bar graphs. Whether you want to start your Y-axis above zero to focus on meaningful trends or lock percentage scales between 0% and 100% for consistency, you’re in control.This carries through to your PDF exports as well, keeping reporting clear and consistent.

New Levels of Flexibility in Performance Graphs

Performance Graphs now support both "Segment By" and "Show By" options. This means you can view your data by date, by user, or flip between them to match your analysis needs. Column, donut, and number graphs benefit from the new flexibility, while table graphs now support axis flipping for an even clearer view.

More Options in your Dashboard Grid

We’ve upgraded the dashboard grid from 6 to 12 columns for far greater layout precision. Now you can fine-tune component sizes to better fit your story. 

Whether you’re building compact data tiles or full-width visualizations, Membrain dashboards are ready for it. On top of that, the Y-axis resolution has doubled, giving you finer vertical sizing control for that perfect dashboard composition.

New Prospect & Project Insights in Activity Graphs

Activity Graphs now let you show by, segment by, and list by new contextual fields like "Stage", "Next Step and more. This update is also available in the activity list view, giving yet another dimension to your analysis of the activities of your team. This addition bring pipeline context directly into your activity analytics, helping you track where actions are happening in the sales process and identify where coaching or intervention might be needed.

Product-Level Insights in Revenue Graphs

Product Revenue graphs now include a dedicated "Product" field for better clarity and more precise analysis. You can group and filter by root product in both graph and list views, making it easier to see which products are driving results and adjust your strategy accordingly.

These updates put more analytical power in your hands—whether you’re fine-tuning a single chart, building a management dashboard, or diving deep into product-level performance.

If you want to explore these changes in action or see how they can elevate your reporting, reach out to your Membrain contact, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Tracking customer activity is one thing. Understanding it in context is another. With this release, Membrain makes it easier than ever to see, segment, and act on how engaged your prospects and customers really are.

A Clearer View of Interaction Quality

The new Activity Level and Engagement Level scores simplify complex interaction data into easy-to-read visual indicators. Whether you’re looking at a Prospect, a Sales project, or an Account growth plan, you’ll now see:

• Activity Score – The intensity and volume of your recent activities with that contact, company or account.
• Engagement Score – The resulting engagement. Is the prospect or customer opening that email? Are they replying? Are they visiting your website, viewing that content you sent them? Are they joining  conversations and meetings?

There is also a combined view where you can see both dimensions side-by-side, helping you instantly spot where activity is high but engagement is lagging. Or vice versa. 

This intelligent score also factors in time, so if exciting customer engagement has started to go quiet lately, the score will drop to reflect that. This update gives you the tools to consistently stay on top of your most important sales efforts.

Graph & Dashboard Support

To bring these scores to life throughout Membrain, we’ve added "Activity Level" and "Engagement Level" as "Segment By" and "Group By" options for bar, column, donut, and list graphs across dashboards and process views.

Now, you can visualize how activity and engagement vary across your pipeline, which segments are thriving and which need attention and much more. 

In Prospects, Sales project, and Account growth views and contexts, you can filter by Activity Level or Engagement Level. Options range from None, Very Low and all the way to Very High, giving sales reps a fast way to zero in on hot opportunities, or re-engage those at risk of going cold. 

A More Informative Timeline

These updates aren’t just about scores and charts. They also make the timeline of interactions clearer and more useful, so you can track patterns, compare performance, and take action with confidence.

Activity and engagement are the heartbeat of your sales process. With these new scores, graphs, and filters, you can measure that heartbeat and diagnose its health, ensuring you can make the right moves to keep deals alive and moving forward.

Need help with this update? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We have recently rolled out a suite of enhancements across Membrain that are all about one thing: making your daily experience smoother, sharper, and more intuitive.

From surfacing key settings to boosting coaching workflows, here’s a look at the latest updates that will help your team execute better than ever.

Visual Enrollment Clarity in Automations

Automations now have a more visual and helpful first element in place, a clickable node labeled “Automatic Enrollment Enabled”, giving instant visibility and access to enrollment settings. No more guesswork or menu-diving, just clear control at a glance.

Navigate Replays with Your Keyboard

Reviewing your Active Pipeline or Account Growth Grid? Now you can speed through it with keyboard shortcuts. Left/right arrows to move across views and Spacebar to play/pause animations. Faster navigation means better coaching and quicker insights, especially during pipeline reviews.

Historical Users Now Available in Elevate

Need to review coaching data from a former team member? You can now select “Historical Users” in the Elevate overview page, bringing it in line with other Membrain views. It’s a small change that unlocks big insights for long-term coaching and performance analysis for the learning organization.

Floating Text Toolbar Expanded

Editing just got easier everywhere. We’ve expanded the floating toolbar to more places across Membrain: emails, coaching plans, templates, and process descriptions. This puts formatting tools right where you need them, cutting clicks and keeping you focused.

Meeting Notes in Membrain Go

For salespeople on the move, you can now add, view, and edit meeting notes directly from Appointments in Membrain Go. Notes stay tied to the appointment and accessible across devices, making it easier than ever to stay on top of your game, even when you're not at your desk.

Each of these features is designed to reduce friction, reveal new insights, and support your sales excellence journey. Membrain is here to help you sell how you want to sell.

Which of these features are you most excited about? If you want a deeper look at how these can support your team, head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

No-shows and last-minute meeting cancellations waste time and can totally derail a deal.

Now, Membrain helps you stay one step ahead with automatic meeting reminders.

You can now configure email reminders to be sent before scheduled appointments, tailored to your workflow and meeting type. Here's how it works:

• Set up reminders in the Calendar tab under My Settings
• Choose timing from on how long before the meeting you want it to be sent
• Apply reminders to specific Activity Types or keep it broader for all your meetings.

Membrain will do the rest, automatically notifying your meeting guests so they show up prepared and on time.

Why It Matters

A missed meeting isn't just a hiccup. It breaks momentum, delays deals, and drains energy from your pipeline. These reminders ensure that your prospects are informed, engaged, and more likely to follow through.

This is a key improvement to supports high-impact selling by reducing friction and increasing consistency in this key detail of the sales process. Reliability builds trust and trust wins deals.

Need help with this update? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Forms just got a whole lot more powerful. You can now embed Score cards directly into Membrain Forms, giving you structured, number-based output without sacrificing ease of use or clarity for the person filling out the form.

Simply adding a Score card as one of the fields to the form will add dropdowns for all the Score card questions. Boom! It's that quick and easy.

Score card questions will now display as individual single-select options inside your forms. These questions are grouped by category, with each category appearing as a header to keep your form clean and well-organized.

Each response still generates a numerical score in the background. That means you get the simplicity of single-select questions with the analytical power of a number field, but without the limitations of unstructured numerical inputs.

So how does this help?

Before, single-selects were great for structure but couldn't produce numerical metrics. Number fields gave you metrics but lacked boundaries, making consistency hard to enforce and wreaking havoc on your reports and handovers.

With this update, revenue teams can:

• Consistently score and assess prospects during form-based engagements
• Create structured evaluation forms for meetings, demos, capture quantitative feedback or NPS collection
• Use the resulting data to drive coaching, improve forecasting, and optimize execution. All the good stuff!

It’s a cleaner, smarter way to gather insights that actually inform decisions.

This is just one more way Membrain is making it easy to execute your process, coach to win, and build a high-performing sales team powered by data that makes sense.

Need help with this update? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

New to Membrain this week is the ability to create Email Activities from both Automations and Process Events. 

You can optionally also enable read & click tracking to get deeper engagement insights and you have direct access to full email content from the activity streams and story streams in Membrain. Just as you would with a normal email send manually.

In complex B2B sales, missing the “who-sent-what-when” can mean the difference between a smooth customer experience and a fumbled follow-up that causes friction and disrupts a deal. No more wondering if that automated email actually got sent or got read, it'll be clearly visible and the engagement insights will come in through the Beacon just as a normal email.

One Feature, Two Use Cases

• Automations: When used in ongoing sequences that are “always ready”
• Process Events: Classic triggered events based on specific sales actions

This ensures consistent tracking and visibility whether you’re running evergreen automated playbooks or workflows that react to specific changes as they happen.

What’s New?

• New toggle in Send Email steps (both internal & external): Turn on Email Activity creation
• Activity Type selector: Choose how the Email Activity is categorized
• Optional read tracking: Know if/when recipients engage
• Change log links: Quickly view full email content and tracking data

Everything is designed to be visible, accessible, and aligned with your team’s needs.

Need help with this update? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.