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. Join us on October 22, 2025 at 3pm CEST / 9am EDT for 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.
Need more help with this update? Contact us via the in-product chat, or reach out to us by email at support@membrain.com.
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