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 call 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 call 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 call insights without leaving Membrain
• See who was engaged on the call, 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 call 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.

When we launched Membrain Quotes, our goal was simple, to bring quoting right into the sales process where it belongs.

And just in those few weeks, teams have been building, sending, and tracking quotes right inside Membrain, with fewer clicks and better visibility than ever before. We've also gotten a lot of feedback, and we now have a ton of updates that stems from that great feedback.

This release takes Quotes to the next level. Based on real-world use and direct feedback from you, we’ve introduced a series of improvements that make quoting faster, smarter, and more connected, across both desktop and Membrain Go.

Quote Process Tool: Create Quotes Directly From Your Sales Steps

A major upgrade for teams who want quoting deeply integrated into their workflows. You can now add a Create Quote tool directly into process steps, making it simple to create or link quotes directly from your sales process.

When setting it up, you can select a quote template during setup for consistency and to make it easy for everyone on the team to pick the right starting point. This gives sales teams a seamless quoting experience embedded right in your processes.

No switching views, no manual linking, just quoting in flow with your process.

More Personalized Quotes: Embedded right inside your process & templates

Quotes now support dynamic personalization using data from Sales Projects, Companies, and the contacts that are Stakeholders in this projects. That means project fields, company details, and stakeholder information (like name, title, and email) can automatically populate into your quotes, ensuring accuracy and reducing manual entry. Every quote becomes more personalized, more relevant, and less prone to error.

Quote Templates: Attachments, Layout Improvements & Preview

Quote Templates are more capable and easier to work with than ever before:

• Attachments in Templates: Add and organize attachments in Quote Templates, and have them automatically copied into new quotes created from that template.
• Document Category Moved: The “Document Category” selector has been repositioned in the left column for a more natural layout.
• Preview in New Window: You can now preview Quotes and Quote Templates in a full, distraction-free window to see exactly what your customer will receive.
• Maximize Rich Text Dialog: One of those small, but oh so nice improvements, editing descriptions or terms just got easier as you can now expand the editor for a better writing experience.

Quotes in Account Growth & Dashboards

Quotes are a key part of your revenue processes, and now you can connect to them easily in your revenue analytics. Product Revenue graphs in Account Growth and Dashboards now let you choose between Sales Project Products (default) and Quotes as two different sources of data.

This helps you visualize revenue across different stages, from forecast to done deal, giving sales leaders a clear and more accurate view of the pipeline and the revenue therein.

Membrain Go: View Quotes On the Move

Quotes are now accessible in Membrain Go, ensuring you can stay connected wherever you are.

• Read-Only Quote Details: Quickly reference key quote information from mobile, with a clean read-only view.
• Quote Viewed Notifications: Tap a notification to open the quote directly in Go.
• Attachment Access: View and download all attachments related to a quote directly from the Documents page.

This makes quote visibility and responsiveness seamless, whether you’re in the office or on the go.

Why This Matters

This release cements Quotes as a core part of Membrain’s sales platform. Deeply integrated, beautifully branded, and accessible everywhere. From templates and personalization to analytics and mobile access, it’s designed to make quoting easier, faster, and more aligned with how sales teams actually work.

Create. Personalize. Share. Track. Close.

Quotes in Membrain now do it all . And can I say it? They do it, beautifully.

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.

Dashboards are at their best when they tell a clear, visual story, and sometimes that means combining big-picture views with more detailed breakdowns. With this release, you can now do exactly that.

Introducing the new Vertical Group component, which lets you stack 2–4 graphs vertically inside your dashboards. Combine larger graphs with smaller supporting ones, create side-by-side comparisons, or design layouts that put multiple KPIs in context, all without losing clarity.

What’s New

• Add 2–4 vertically stacked graphs in a single dashboard component
• Mix and match graph sizes for flexible layouts
• Combine Vertical Groups with existing components to build more sophisticated dashboards

Why It Matters

This enhancement makes dashboards more powerful and customizable, giving sales leaders the ability to:

• Monitor multiple KPIs in one view
• Put supporting data right next to headline metrics
• Coach more effectively with clearer, more contextual insights

Now you can tell a sharper story with your data and give your team the visibility they need to execute with confidence.

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.

Software automation is most powerful when it truly fits the rhythm of your business. With this release, we’re introducing two key enhancements that give you greater control and flexibility when using Automations and Rules.

Schedule-Based Auto Enrollment

Auto Enrollment now supports a “Schedule” option alongside the existing interval-based setup. This means you can:

• Select specific days of the week, and
• Define exact times of day for enrollments to run

This makes it easier to align automation with your team’s workflow, ensuring that enrollments happen exactly when you want them to. With this update you can now do things such as:

• Run outreach sequences on weekdays only so prospects don’t get emails or tasks on weekends
• Trigger enrollments at specific times of day (for example, 8:30 AM) so they land when your reps are ready to take action.
• Align enrollments with campaign launches or events by scheduling them to kick off on exact days, ensuring flawless timing and coordination.

Business Days in Rules

In addition to the ol' classic minutes, hours and days, we’ve added “Business Days” as a new unit for time-based rules. Instead of counting weekends, Membrain can now help you:

• Automatically handle Saturdays and Sundays
• Trigger actions only on working days
• Ensure rules stay in sync with your team’s real-world schedules

This allows you to do things such as:

• Create a follow-up reminder 3 business days later so an email sent Friday triggers a reminder on Wednesday, not Monday.
• Ensure stage progression checks happen on business days only, so stalled deals are flagged when managers and reps are actually working.

Together, these updates give you more sophisticated scheduling patterns that reflect how teams actually work. No more unnecessary weekend triggers or awkward Monday cleanups, just buttery smooth, predictable automation that keeps sales momentum moving.

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 our last release, we introduced Quotes in Membrain, giving sales teams the ability to create, send, and track professional quotes directly inside their workflows.

With this update, we’re expanding on those foundations and adding refinements that make quoting even better. More flexibility, more branding options and easier to share. Many of these enhancements come directly from the feedback we’ve received, helping us improve where it matters most.

Quote Style Templates

Quotes should always reflect your brand. With Quote Style Templates, you can now define and use branded layouts that keep every proposal consistent and professional. As an admin, you can set these up in System Setup.

• Customize logo placement, size, and images
• Tailor backgrounds, fonts, and colors
• You can also set a default style template in the Brand Center

This ensures every quote feels polished and aligned with your company identity.

Export Quotes to PDF

You can now export any quote to PDF directly from the “…” menu found in the upper right-part when working on a Quote. The output mirrors the sharable web version as closely as possible and is optimized for digital sharing or printing. In certain sales scenario this is a clincher and we're happy to be able to offer this options.

Attachments in Quotes

Quotes often need supporting material, and now you can add attachments directly within a Quote. Upload, rename, sort, and download files alongside the main proposal. Clients receive everything in one place, making quotes more complete and reducing back-and-forth. Appendixes, terms of use, all that fine print that is key to ensure a Quote covers every criteria needed are all natural usecases for this capability.

Brand Center Enhancements

To support all these improvements to Quotes, the Brand Center has been updated and you can now add up to 10 brand colors and reorder them with simple drag-and-drop sorting to keep your color palette neat and organized. These expanded brand settings prepare the ground for more customization across Membrain, starting with Quotes.

This release builds on the recent Quotes launch by making them easier on the eyes, easier to share, and more complete. Together, these enhancements make Quotes an even more powerful part and a smoother experience of your 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 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
• 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.