Product Update Blog

Elevate: Create New "Flow Projects" from Coaching Plans

Update on May 30, 2025 by Henrik Öquist

Coaching is one of the highest-leverage activities in sales leadership. And now, it just got a little easier to set your team up for success.

We’ve added an enhancement to Coaching Plans in Elevate: the ability to create and name a new Flow project directly during the setup process. Now, you can easily and smoothly create and name a new project on the fly while building your Coaching Plan.

Why It Matters

This seemingly small but impactful change improves usability, saves time, and reduces friction—ensuring coaching plans translate into actionable, personalized guidance. But the impact of that? Definitely not small. When it comes to driving behavior change, how you implement structure matters as much as having the right strategy in place.

A Quick Peek at What’s Coming

This update is part of our early access rollout of Flow Projects—a flexible way to organize and manage all the projects and workflows that support and run alongside your sales teams. These can augment collaboration between marketing, operations, backoffice, recruitment and more. While still in limited early access, you can reach out to your Membrain contact to learn more. We'll be sharing more details broadly soon.

If you have any questions about this update, please contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Small Tweaks, Big Wins: May Product Enhancements You’ll Love

Update on May 28, 2025 by Henrik Öquist

Not all product updates need fireworks to make a real impact. Sometimes, it’s the quiet improvements.

The ones that save you clicks, clarifies your workflows or that just feel right. Those can often be the ones that deliver the most value.

This month, we’re rolling out several upgrades that make Membrain more intuitive, flexible, and efficient for sales professionals. Here's what’s new:

View Settings Dialog: Customize Your Workspace

You can now more easily tailor how you view your data across Prospects, Sales Projects, Account Growth, Tickets, and Flows. The new “View Settings” dialog lets you:

  • Choose view modes (List, Kanban, Growth Grid, Timeline)
  • Pick which fields to display (where applicable)
  • Control sort and group options (including actually sorting the grouping!)

But perhaps the biggest of these is the ability to toggle Automatic Priority Sorting and "snoozing" prospects and similar. It's now easier than ever to see what matters most to you.

Access Full Field Histories—Rich Text & Plain Text

We’ve expanded version history so you can retrieve full HTML or plain text field content from the past 365 days. Whether you’re reviewing a Coaching Plan or revisiting a deal note, your data is preserved and accessible from the History button. No more second-guessing or retyping lost information. Clear, confident retrieval when you need it.

New Floating Toolbar for Faster Text-Editing

Formatting text in Membrain just got a lot easier. A new floating toolbar appears when you make selections in custom rich-text fields, letting you:

  • Bold, italicize, underline
  • Change text color and alignment
  • Format consistently across Coaching efforts, dashboards, and more

This helpful little toolbar will gradually roll out in various contexts in Membrain over the next few releases.

First & Last Name Fields in Forms

You now have the option to split the “Name” field into separate First and Last Name fields on your forms. Toggle this option in Form Field Settings for more accurate and consistent data entry. More flexibility, cleaner data, and fewer awkward entries.

System Setup Gets Smarter with “Recent” Section

The System Setup menu now includes a “Recent” section that surfaces the pages you’ve accessed most recently. Less clicking around. More getting things done. Especially helpful for power users and sales ops pros.

These enhancements may not be flashy, but they’re designed to make your daily workflow smoother, faster, and just plain better. As always, we hope they feel helpful, and would love your feedback on what else we can improve to you give the best possible tool to help drive B2B sales growth.

If you need any 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.

Introducing the Contact Duplicate Clean-Up Tool

Update on May 26, 2025 by Henrik Öquist

Duplicate contacts are a real nuisance. They clutter your CRM, skewing your data, and slowing down your team. Finding the right contact, with the right contact details can be a pain.

The new Contact Duplicate Clean-Up Tool is a great help in this! Similar to the recently released tool that did the same on the Company level it offers new ways to identify, manage, and merge duplicate contacts inside Membrain.

Accessed from the Contact list’s "..." menu, the new “Find Potential Duplicates” can be found for any Admin in Membrain, and you can find duplicates based on:

  • External Identifiers
  • LinkedIn profiles
  • Email comparisons
  • Phone number matching

Contact Duplicate Cleanup tool

Why It Matters

In B2B, data quality isn’t a luxury it’s a distinct competitive advantage. This new tool ensures your contact list stays clean and your outreaches stays accurate. When you remove distractions and inaccuracies from your CRM, your team is free to do what they do best: sell with confidence, clarity, and consistency.

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.

Take Control of Time: Schedule Imports & Reports Multiple Times Per Day

Update on May 26, 2025 by Henrik Öquist

For sales teams operating in high-stakes B2B environments, timing is everything.

That’s why we’ve supercharged Membrain’s Automated Imports & Reports capabilities, allowing for hourly updates that make it easier than ever to stay aligned, proactive, and responsive. And the best part? You don’t need to be a developer to do it.

So What's New?

We’ve introduced a new “Hourly” schedule type for both imports and reports.

Now, users can:

  • Schedule multiple runs per day with pinpoint precision.
  • Select specific days of the week for execution.
  • Define custom “From Time” and “To Time” windows, ensuring reports and data syncs occur only when they’re most relevant.

The existing “Weekly” schedule type has been renamed to “Daily” in the UI to better reflect its functionality, without disrupting any of your existing workflows.

Product Update Schedule Multiple Imports and Reports 2

Why It Matters

Let’s be honest, most traditional CRM systems are built to store information, not to drive sales effectiveness.

Sales teams today need systems that adapt to their rhythm, not the other way around. With this update, Membrain puts more control in your hands, so data and reports arrive exactly when you need them—no sooner, no later.

More frequent reporting means: More powerful analytics, faster course corrections and better alignment across departments. Ultimately it means smarter, faster decision-making.

This update helps arm your sales processes with actionable, dynamic, and beautifully effective insights, giving your team the clarity and confidence to win.

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.

Enhanced Document Management with Custom Fields and some other extra updates

Update on May 6, 2025 by Henrik Öquist

In B2B sales, documentating our efforts is naturally very important. Done right, it gives clarity and improves collaboration, both internally and with our partners, customers and other external collaborators.

Managing this documentation should be something that should support your strategy, which is why we’re introducing powerful Custom Fields support for Documents in Membrain. 

What’s New?

  • You can now use Document Custom Fields, similar to custom fields in other parts of Membrain.
  • We’ve also redesigned the Document Categories UI, making it easy to select and apply relevant Custom Fields, view and click-to-edit fields directly from the Document Preview.

Why It Matters

Complex B2B sales require clarity, consistency, and speed. This update helps sales professionals:
  • Find what they need—faster
  • Maintain data integrity across projects
  • Unlock deeper insights from documention in your sales efforts
By streamlining document management, we enable salespeople to collaborate more effectively, reduce communication issues, improve project clarity and stay focused on advancing deals.
This update aligns with our mission to make strategy execution easy and to optimize every part of the sales process. Custom Fields in documents might sound like a small tweak—but it’s a big leap toward smarter workflows and better outcomes.
 
Additional Updates

Native Meeting Notes: Keep Conversations Where They Belong

We’ve introduced a dedicated “Meeting Notes” field inside the Activities section—giving every sales rep a native, structured space to capture key insights right within Membrain. Notes are now visible to the whole team. This small but powerful addition streamlines collaboration, improves follow-up, and keeps critical conversations where they belong—within your process. By adding your own meeting notes, or entering Zoom, Teams or Fathom summaries in this field you can supercharge the clarity of your sales efforts.

Quick LinkedIn Search: Less Clicking, More Connecting

We’ve added a “Search LinkedIn” link directly inside the LinkedIn field edit dialog. You can now instantly launch a LinkedIn search for a contact and their company. It’s a simple shortcut that saves time, speeds up contact enrichment, and helps sales teams connect faster with the right people.

 

Smarter Activity & Process Progress Grouping in Dashboard Graphs & List Views

We’ve expanded Dashboard graphs and list views with new grouping options for “Activity” and “Last Process Progress Date” across all key categories (prospects, sales projects, account growth projects, etc). These additions provide deeper visibility into sales motion—making it easier to spot engagement trends, coach more effectively, and act on timely insights to optimize execution.

Easier Access to Secondary Emails in the Composer

We’ve upgraded the Email Composer to list all secondary email addresses as individual, selectable rows. Now reps can quickly find and choose the right contact email —saving time, reducing errors, and keeping communication flowing smoothly.

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

Elevate Skill Assessments on the Go

Update on May 5, 2025 by Henrik Öquist

At Membrain, we believe that executing your strategy shouldn't stop when you step away from your desk. With a recent update to Membrain Elevate, you can can now open, complete, and submit skill assessments seamlessly from Membrain Go, the Membrain mobile app. A simple, streamlined way to stay on track with skill development—anytime, anywhere.

Here's what you'll love:

  • Mobile-First Experience: Skill assessments are optimized for use on Membrain Go—no compromises, no confusion.
  • Seamless Submission: Complete an assessment in just a few taps, with a smooth, intuitive workflow that fits busy schedules.
  • Real-Time Progress Tracking: Stay aligned with development goals without needing to boot up a laptop.

Why It Matters

In complex B2B sales, how you coach, develop, and support your teams is a competitive advantage. By making it easy to complete skill assessments on mobile, we help salespeople:
  • Stay accountable to personal growth goals.
  • Build better sales habits faster.
  • Keep momentum during busy workdays and field visits.
Sales excellence happens when growth is part of the daily rhythm—not a separate event. This update ensures that learning travels with your team, right in their pocket.

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.

Membrain Forms: Richer Content, with Stronger Spam Protection

Update on May 4, 2025 by Henrik Öquist

At Membrain, we believe that every interaction matters, and your forms are no exception. This release, we have two updates that make your Membrain Forms smarter and sharper: Rich-Text Editing and Google reCAPTCHA Integration.

 

Make Every Form a Conversation Starter: Rich-Text Editing Now Available

Sales organizations deserve tools that empower them to tell compelling stories. That's why we've introduced Rich Text Support to the Text Block component in Membrain Forms.

What you can do now:

  • Format Text in a pleasant, more engaging way: Bullet lists, bold text, structure your text in an easier to read way.
  • Linking Capabilities: Insert hyperlinks that guide your prospects to the right resources.
  • Image Embedding: Bring your forms to life with embedded images for a more visually engaging experience.

Why it matters:

When forms feel static, engagement drops. Rich content isn't just about looking good—it’s about making forms more dynamic, informative, and human. By crafting visually appealing, resource-rich forms, your sales team can drive better engagement and boost conversion rates.

 
Keep Your list of Prospects Clean: Google reCAPTCHA Toggle Now Live
Spam has no place in B2B sales, but it's a constant challenge to keep it at bay. To help you focus on authentic leads, we're introducing an easy-to-use Google reCAPTCHA toggle within Membrain Forms settings.
 Product Update Captcha

How it works:

  • Simple Toggle: Enable or disable reCAPTCHA for any form with a single switch.
  • Built-in Protection: Once activated, a reCAPTCHA check appears before form submission, verifying genuine human interaction.

Why it matters: 

Your sales team should spend time nurturing real deals, not sorting through spam. With reCAPTCHA enabled, every form submission should ensure authentic prospects. The result? Cleaner data, a more engaged sales team and a more effective, focused sales process with less time wasted on bots and spam.
With Rich Text Editing and Google reCAPTCHA, Membrain Forms become an even more powerful asset for your team. 

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

New Company "Find Duplicates" Tool

Update on May 3, 2025 by Henrik Öquist

Duplicate data has long been the silent killer of sales productivity. Sneaking in, it messes up internal communication and and bloats CRM databases with clutter. To help with this we’re rolling out a new Company Data Clean-Up Tool designed to help your team work with better data.

Product Update Find Duplicates

How does it work?

1. Merge or Exclude with Precision
From the Companies list, simply click the "..." found at the top right part of the screen. There you have a new option of "Find Potential Duplicates". You’ll now see side-by-side comparisons, along with one-click options to Merge or Exclude entries.

2. Smarter Matching with Fuzzy Search
We’ve built in a normalization engine that ignores company suffixes like AB, Oy, LLC, Ltd, Inc. and special characters. You can also look at things like the website address and if you're using it in your organization, the "external identifier" field.

3. Intuitive Tab Organization
View duplicates by matching rule or filter out those excluded from review with new tabbed navigation. You’re in control of your clean-up workflow.

4 .Mark as Non-Duplicate
You can mark false positives as “non-duplicates,” keeping the list clean and easily workable.

Why It Matters

This new tool helps your sales team focus on the right companies, with cleaner data, faster. No more duplicate outreach. No more “Oh, I didn't see that you had already called them.” Just sharp execution—and more closed 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.

Keep It Clean Without Losing Insight: Archive Your Win/Archive Reasons

Update on April 17, 2025 by Henrik Öquist

Sales strategies evolve. So should the tools that support them. We’ve introduced a much-needed enhancement to how you manage Won and Archive reasons in Membrain—you can now archive outdated reasons without losing historical data.

 

What's New?

Previously, the only way to remove an old reason was to delete or merge it—risking the loss of valuable insights. Now, you can simply archive reasons that are no longer relevant.
  • Archived reasons are hidden from dropdowns and selection menus
  • All historical data remains intact and accessible in reports
  • No need to compromise between data cleanliness and data integrity

Product Updates Archive Reason 2

Why It Matters

This update gives you the flexibility to optimize your strategy over time while keeping your system clean and relevant. It also ensures:
  • Better reporting accuracy, with full context
  • Smarter coaching conversations, backed by historical trends
  • A smoother experience for users selecting reasons during project wrap-up
Sales excellence is in the details. And this small but powerful change helps you maintain a high-performance, insight-driven sales environment. Have things you'd love to tidy up? Head to your Settings and start archiving today.

 

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

Done the "Write Way": Rich Text Editing Just Got an Upgrade

Update on April 16, 2025 by Henrik Öquist

When you're in the zone—coaching, documenting, planning—the last thing you need is a clunky text editor slowing you down.

That’s why we’ve improved the rich text editing experience across Membrain, removing clutter, standardizing formatting, and introducing smarter shortcuts. Whether you’re writing in a Coaching Plan or adding detail to a dashboard, you’ll now enjoy a streamlined, modern, and intuitive editor designed to keep your message sharp and your image professional.

PU Rich Text Editor Update

What's Changed?

  • Simplified the font, size and color options
  • Standardized formatting to allow only clean, consistent styles (h1–h3, bullets, separators)
  • New keyboard shortcuts:
    • Tab and Shift+Tab for indentation
    • * + space to start a bullet list
    • --- + space to insert a separator
  • Smarter context menus to remove separators and info panels in one click
These changes (mostly) apply to:
  • Rich Text Custom Fields
  • Coaching Activities & Plans
  • Dashboard Text Components
But you'll find little improvements throughout Membrain.

Why It Matters

A simplified editor means faster execution, less distraction, and a more professional, consistent voice across your sales content. It supports your team in executing their process more effectively and helps you optimize communication without micromanaging formatting. This is part of our ongoing mission to reduce friction and help sales teams focus on what matters—coaching, enabling, and growing. Ready to give it a try? Jump into a Coaching Activity or custom field and enjoy the fresh new experience.

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

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