We’ve been rolling out a series of smaller enhancements designed to remove friction from your daily workflows and make it easier for sales teams to stay aligned, organized, and focused.

Here’s a quick look at what’s new.

Decline & Propose a New Time — directly from your Membrain calendar

You can now decline a meeting invite and propose a new time in a single action, right from the calendar.

This means less back-and-forth and fewer messy email threads. Just a faster, cleaner way for sales teams to get meetings back on track so they can focus on moving deals forward.

Clearer time zone handling on invitation response 

To reduce confusion when coordinating across regions, all meeting invite views now display the participant’s own time zone (if it’s set in Membrain). This small improvement adds clarity where it matters and minimizes scheduling mistakes, especially for global teams.

Preferred time format used in more places

Reminder notifications now automatically use each user’s preferred 12- or 24-hour time format for clearer, more intuitive communication. We’ve also made some other small improvements to the reminder email layout to make it easier to read at a glance. These small adjustments help ensure tasks and appointments are understood quickly, reducing errors and helping teams stay on top of what matters.

Milestone Step Completed Date is now available in AGP & Flow graphs

Following our recent update that added “Milestone Step Complete Date” to Dashboards and Lists, these fields are now also available in AGP and Flow graph components. This gives teams deeper visibility into progression timing across processes, making it easier to identify bottlenecks, understand pacing, and coach toward more consistent execution.

Need help with this update? Reach out to us via the in-product chat or reach out to your Customer Success Advocate.

We’re excited to announce a powerful new enhancement to Quotes in Membrain: the ability to incorporate Content Hub collateral directly into your Quotes.

This feature allows you to add relevant sales collateral (e.g. white papers, case studies, product sheets) from your Content Hub into Quotes, giving prospects more context and resources, all in one professionally branded experience.

Key Updates

• Easily add Content Hub collateral to Quotes
  Quote Templates (and individual Quotes) now include a section where you can select and order Content Hub items you wish to include in the Quote, before sending.
• Clear, Visual Display in Quotes
  Collateral appears in an “Additional Content” section when viewing or previewing a Quote, complete with thumbnails and item names for clarity
• Automatic View Tracking
  Once a Content Hub item has been viewed, you'll get tracking data so you know when your prospect is actively engaging with your Quote and its contents.

How does it help you sell more effectively?

By adding relevant collateral to your Quote, you give prospects the clarity and confidence they need to move forward. You'll spend less time searching for the right materials, and buyers receive a more complete, professional proposal experience. And with automatic tracking on every shared item, your team also gains insight into which content resonates, helping you refine your approach and improve win rates over time.

Ready to get started?

This new feature is live now, so give it a try today! Learn more about it over in our Help Center or reach out to your Customer Success Advocate to get started.

Our native integration with Microsoft Dynamics 365 Business Central already removes friction by keeping key ERP data connected to your sales workflows.

Today, we’re extending that capability even further. Sales teams can now access Quotes, Orders, and related Products directly in Membrain, bringing the clarity, accuracy, and context needed to execute with confidence.

What does this mean for you?

Syncing Quotes and Orders gives salespeople real-time visibility into what’s actually happening commercially without waiting for updates, checking the ERP, or relying on manual entry.

With this richer Business Central data flowing into Membrain:

• Salespeople gain real-time visibility into commercial details
• Leaders get clearer, more reliable forecasting 
• Managers can coach more effectively
• Organizations overcome problems like low transparency, manual work, and data fragmentation
  
  

How it helps

By extending the Business Central integration, we’re continuing to eliminate friction, increase clarity, and empower your team to execute your strategy with precision.

We hope you're as excited about this update as we are! You can learn more in our Help Center or reach out to us via the in-product chat, and we'll be here to help!

In complex B2B sales, timing shapes everything. From forecast accuracy to prospect engagement, follow-up discipline, and even the overall customer experience.

When timelines reflect real working days, not just calendar days, teams operate with more clarity and confidence. That’s why we’re expanding business-day logic across Membrain. 

With new support for BusinessDaysBetween in Calculation Fields and Business Days in Prospecting Wait Steps, your metrics become more realistic, your outreach sequences stay perfectly paced, and your workflows stay aligned with how your team actually works.

This release brings 2 new updates:

• Calculation Fields now offer a new "Business Days Between" function
• Prospecting Sequences now allow for "Business Days" in Wait Steps

1. Calculation Fields and "Business Days Between" function

What's New

The new BusinessDaysBetween function calculates the number of weekdays between two dates, automatically excluding weekends. It plugs directly into your existing Calculation Fields, enabling precise business-day math across key points in your process, allowing for:

• Accurate analysis of milestone-to-milestone duration, eg, Time from Quote request to Quote sent 
• Improved Responsiveness on New leads, Meetings, Key stakeholder interactions, etc
• Specific Workflow-triggering calculations

2. Prospecting Wait Steps and "Business Days" option 

Momentum matters in prospecting. But when a “3-day wait” stretches over a weekend, sequences lag, conversations stall, and opportunities could be missed.

What’s New

Prospecting Wait Steps can now be set to Business Days, aligning them with the same business-day logic already available in other areas throughout Membrain. It's now possible to:

• Choose the number of Business Days as a wait period in any prospecting sequence
• Automatically exclude weekends
• Maintain consistent timing with the logic already used in Calculations and Rules
• Keep outreaches aligned with real working days for both sender and recipient

Make Your Strategy Easier to Execute

By bringing business-day awareness into calculations and prospecting sequences, we’re giving sales teams clearer guidance, more accurate data, and tighter workflows.

If you’d like help applying these new capabilities to your workflows or strategy, our support team is here to help. Or take a look at this HelpCenter article.

In a complex B2B sales environment, visibility into when key milestones are reached is crucial. It’s what helps sales leaders coach effectively, identify bottlenecks early, and ensure that progress aligns with process.

That’s why we’re introducing Milestone Step Completion Dates in project list views and dashboards as a new way to track, report, and analyze milestone progress directly inside Membrain.

What’s New

You can now select all Milestone Steps as fields in list views and dashboards, focused specifically on Steps Completed Date. Any step in any of your sales processes that is using the "Milestone" process tool will now be available in this new way outside of the project itself.

Here’s what that means:

• Add milestone step completion fields to any list view (for Prospects, Sales Projects, Account Growth projects or Flows!)
• Use these fields in dashboards for tailored reporting
• Filter, sort, and compare completion dates across projects or team members
• Build custom views that highlight where progress is happening, or where it’s stalling

These fields integrate seamlessly with existing analytics, making milestone data a first-class citizen in your reports and dashboards.

Why It Matters

This enhancement directly tackles a huge challenge in sales management, knowing where deals really stand in the process. Quickly spot when milestones are completed, get clarity on progress and gain process adoption insights that fuel more consistent, predictable execution.

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 complex B2B sales, one of the hardest things is knowing where progress is happening and where attention is needed next. Too often, valuable insights are buried in activity logs or scattered across tools, leaving sales leaders to rely on instinct instead of data.

Step Completed Filter

While there are a myriad of tools in Membrain to track the progress through your sales processes, tracking specific steps in your sales process just became a lot easier.

The new Step Completed filter lets you pinpoint projects that have reached specific process steps within a given time frame. For example: Identifying all deals that completed “Qualification” or “Proposal Sent” in the last 30 days.

How It Works

• Add the "Step Completed" filter to an existing view you want to add it to, or create a new one
• Select one or multiple steps across your sales processes
• Choose a preset or custom date range (e.g., This Week, Last 30 Days, or use a Custom Range)
• Membrain then shows only the projects in your pipeline, your prospects or account growth projects where those specific steps were completed within that window.

Field Updated Filter

CRM's are often a graveyard of data, something we at Membrain have tried to be a part of solving for over a decade. Stale or incorrect data can cause frustration, confusion, adoption issues and makes it harder to reach your sales targets. 

Data in motion though, tells a story. The new Field Updated filter helps sales teams identify which Projects, Companies, or Contacts have seen recent updates to critical fields — whether that’s a change in Decision Maker, Next Step, Forecast, or Deal Value.

How It Works

• Add the new "Field Updated" filter to a view
• Choose the field you want to track
• Pick a date range (e.g., Today, This Week, Last 30 Days)
• Membrain surfaces all the results showing where that field was updated during that period

Why It Matters

These filter provides instant clarity into momentum within your pipeline, your prospecting efforts or in your account management execution. It helps salespeople and managers keep tabs on what’s shifting in their data, and respond in real time.

Most organizations struggle to connect activity to progress, and this update offers powerful tools to bridge that gap.

Use it to:

• Catch recently reprioritized accounts (for example: when Customer Category changes in Account Growth)
• Identify new or re-engaged contacts for follow-up
• Audit data quality and consistency before key reviews
• To trigger Automation enrollment when certain steps are completed or fields are updated

Sales organizations often struggle with stale or untracked updates that lead to poor forecasting and missed opportunities. This filter ensures that recent changes don’t go unnoticed, turning data movement into meaningful action.

• The Step Completed filter shows where real progress is being made.
• The Field Updated filter shows where data (and potentially priorities!) are changing.

Together, they help sales teams move from reaction to intention, coaching to reality, and data to action, all within the context of the sales process.

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 complex B2B sales, wins are rarely the work of just one person. Big deals often involve multiple contributors, from sales executives and account managers to solution specialists and customer success leads.

For organizations that have made this an integral part of how they operate, it's a challenge to manage this in traditional CRM solutions. All the credit goes to a single “owner,” leaving teamwork invisible and performance data incomplete.

This update brings shared revenue attribution to Sales Projects, ensuring accurate recognition and goal tracking, and transparent reporting across your team. This is one of those updates that is huge for organizations that work this way, and if you don't work that way, no worries.

This is all a process setting that can be turned on if and when it's helpful.

How Revenue Split Works

Revenue Splits allow sales managers to allocate portions of a deal’s total value among internal team members. You can:

• Enable Revenue Splits per Process via Process Settings (disabled by default)
• Access the Revenue Split editor from the “Value” dialog or via the split icon next to the deal value (when a revenue split is already set up)
• Include multiple internal stakeholders (Lite Users excluded)
• Ensure the total split always equals 100%
• When viewing a single user’s pipeline, Membrain automatically shows revenue split details next to total and weighted pipeline values.

The deal owner is included automatically, but now everyone contributing to the win can be acknowledged and measured.

Integrated Into Goals, Reports, and Analytics

This isn’t just a visual feature, Revenue Splits are fully integrated into Membrain’s analytics and goal tracking.

Split revenue flows into:

• Pipeline Value and Weighted Pipeline Value
• Performance Graphs
• Goals and Goal Attainment calculations
• Elevate dashboards and Weekly Reports
• Notifications and analytics tied to goal performance

Every report, target, and trend now reflects the reality of shared effort.

With Revenue Splits, Membrain ensures your analytics, goals, and forecasts reflect reality, not just ownership as a field in a CRM database. It’s another step to support collaborative, transparent sales execution.

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.

Here are some of the small but mighty improvements that help your team sell smarter, collaborate better, and communicate with clarity. 

View Colleagues’ Holidays in Calendar

You can now see the holidays of other users when viewing their calendars, even across multiple people. This helps teams plan meetings without conflicts and stay mindful of regional or personal holidays, improving coordination, productivity, and client engagement.

Brand Colors in the Email Composer

We’ve refreshed the color picker in the Email Composer to include your brand colors. This small but powerful update makes it easier to stay visually consistent and on-brand in every message, saving time and ensuring a unified look across all your team’s communications. Plus, it makes you look pretty cool.

Custom Axis Controls for Performance Graphs

Dashboards and reports now offer advanced axis controls for line, column, AND bar graphs. Set custom min and max values to focus on meaningful data ranges, eliminate misleading zero baselines, and maintain consistent percentage scales. A really helpful tool to improve clarity, insight, and visual precision in every chart.

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.

Great conversations drive great sales outcomes, but capturing what matters from those calls often takes more time than the call itself.

With the new Fathom integration, Membrain automatically brings structured, insightful meeting summaries straight into your workflow. You can finally stop copy-pasting meeting notes, no hunting through recording tools, or your post-its on your desk. Instead, just enjoy clear insights where your team already works. Automatically.

What’s New

• Automatic sync of Fathom meeting summaries into Membrain as rich-text notes
• Foundational participant stats, such as talk time per person
• Automatic stakeholder matching across Prospects, Sales Projects, and Account Growth Projects
• Improved participant detection, combining Fathom and calendar data for better accuracy
• Seamless integration with Membrain’s auto-relate logic, ensuring summaries land in the right place every time

Why It Matters

This integration closes the gap between your conversations and your execution. Sales teams can now:

• Instantly review meeting insights without leaving Membrain
• See who was engaged during the meeting, and what was covered
• Coach more effectively with objective data
• Follow up faster, with context already connected to the right projects

With Fathom and Membrain working together, every meeting becomes a source of clarity, consistency, and continuous improvement, instead of another admin task.

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.

You already use Membrain to run sales workflows with clarity and consistency. Now, imagine doing the same for marketing, HR, operations, or product launches, without switching tools.

That’s what Flows brings: a powerful, flexible framework for processes across your entire business. Watch the Flows Launch Webinar to see how cross-functional teams can start driving aligned execution inside Membrain. 

What Is a Flow, and Why It Matters

Flows turn any repeatable process, whether simple or complex, into a structured, accountable, visible workflow inside Membrain. As our Help Center explains, it gives your teams a defined way to manage everything from basic checklists to multi-step projects.

In practice, that means instead of juggling parallel tools or siloed initiatives, your whole organization can operate in one system, while keeping sales at the center of coordinated execution.

Some example use cases:

• Marketing campaign execution
• Event planning
• New hire ramp-up
• Product launches
• Delivery or service handoffs
• Recruiting processes
• Structured business planning

These examples also come out of the box, as you can find them as helpful templates to easily get started and tweak them to fit your specific business and needs. Flows helps eliminate manual coordination, improves visibility, and ensures work stays aligned with measurable business outcomes. 

How Flows Works: Parent Types, Structure & Stakeholders

When building a Flow, you start by choosing a Parent Type—that determines how the Flow attaches to your data model. The Help Center lays out these options:

• Company Flows: Behaves like most things in Membrain do, you can access and update information on a company level.
• Contact Flows: for individual-based processes. This can be used for recruitment processes and similar.
• User Flows: For internal organizational routines where access to Membrain is needed (onboarding, checklists, learning & development)
• None: In the context of Membrain this is highly unique, and can be used ffor initiatives that span teams or functions without direct entity linkage. Instead you can keep it incredibly simple, or leverage relationship fields to push complexity to the limits and bring clarity across the many layers of your organization.

Within a Flow, you define Stages and Steps as you would in for example Sales Projects or Account Growth Projects. Each Step can include checklists, required fields, attachments, actions, tools (e.g. timelines, graphs), and responsibilities. Add Stakeholders to ensure the right people are involved at each step. Here you will find the process capabilities you are used to, and a few unique additions.

Flows can also surface visual components such as graphs, timelines and trends that help tracking and analytics live inside the process rather than as an afterthought.

What Flows Helps You Achieve

Here’s what Flows puts within reach:

• Cross-team alignment by giving every department a shared process framework
• More consistent execution across functions, not just sales
• Traceability & accountability, so nothing falls through the cracks
• Better planning & forecasting when non-sales work is tied to outcomes
• Scalability, so your operations grow in lockstep with your sales engine

In short: Flows embeds structure where gaps or chaos currently exist, without replacing what already works in your sales engine.

Join the Webinar & Get Started

Don’t miss the Flows Launch Webinar on Oct 22, 2025 (3 pm CEST / 9 am EDT). We'll walk through real-world use cases, product demos, and the launch roadmap. 

Ready to dive in early? You can get started with Flows by going to System Setup > Flow in your Membrain workspace. The eLearning package, the “Getting Started with Flows” Help Center article are great companions to guide setup and early experiments. If you need additional resources to get started we can also provide professional services to help you get going.

Updated Oct 24, 2025 - Watch the Replay:

Need more help with this update? Contact us via the in-product chat, or reach out to us by email at support@membrain.com.