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”, or
• 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.

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

A Quick Peek at What’s Coming

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.

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.

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

Why It Matters

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.

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.

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.

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

• Find what they need—faster
• Maintain data integrity across projects
• Unlock deeper insights from documention in your sales efforts

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.

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

• Stay accountable to personal growth goals.
• Build better sales habits faster.
• Keep momentum during busy workdays and field visits.

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.

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

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.

 

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: 

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.

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.

How does it work?

Why It Matters

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.

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?

Why It Matters

• Better reporting accuracy, with full context
• Smarter coaching conversations, backed by historical trends
• A smoother experience for users selecting reasons during project wrap-up

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.