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 We’ve introduced a much-needed enhancement to how you manage Won and Archive reasons in Membrain—you can now archive outdated reasons without losing historical data.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.

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.

What's Changed?

Why It Matters

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.

Sales success isn’t built on big wins alone—it’s forged in the daily rhythms of consistent, focused work. That’s why we’ve delivered a series of thoughtful workflow enhancements that make the Membrain experience even more intuitive and powerful for sales teams. 

These updates may seem small on their own, but together they streamline your day, reduce friction, and help your team execute your process more effectively. Here’s what’s new:

Schedule Recurring Appointments—Right From the Start

Set a meeting to repeat daily, weekly, bi-weekly, or monthly directly at creation, just like you would for a coaching activity in Elevate. 

Smarter Filters = Better Focus

• Location Filter: Quickly refine your activity list or scope down graphs to see appointments by location, really handy to differentiate between on-site meetings and virtual ones, for example.
• Subject Filter: Search across emails, calls, appointments, tasks, and notes by Subject. Find the right conversation or follow-up instantly.
• Ticket Filter: Need to track progress on customer issues? You can now filter activities based on related Tickets, making it easier to stay aligned and informed across sales and support touchpoints.

Faster Follow-Ups After Calls

Create Follow-Ups With Fewer Clicks

One-Click Call Buttons Next to Meeting Participants

Why It Matters

These changes are designed to help sales teams execute your process and optimize time across the board. When your tools fit the way your team works—not the other way around—you get better results with less effort. Ready to try them out? Dive into your Activities, Calls, Appointments, and see what’s new. 

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

We’re excited to announce a powerful enhancement to Membrain’s Zapier integration—you can now add Zaps directly within Membrain through an intuitive embedded experience!

What's New?

• A guided setup with real-time feedback and support
• A smoother, faster experience for building automations
• No more context-switching between platforms

(Read more about Membrain & Zapier's integration here.)

Why It Matters

This feature isn’t just about convenience—by embedding automation directly into your workflow, Membrain makes it easier for teams to execute their sales process without distractions.

Automating repetitive tasks means sales professionals can stay focused on high-value activities, while managers gain back time to coach more effectively. And because the automation setup is now embedded and streamlined, it becomes much simpler to optimize your strategy by aligning your tools directly with how your team sells.

Ready to create your first embedded Zap? Head to the Zapier Integration page and try it out today.

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

For the first time, Elevate is now available on Membrain Go, making coaching and performance tracking more accessible on mobile.

New Features for Elevate on Membrain Go

Implement Overview

• View Performance Scores, Coaching Plans, and upcoming One-on-One or Group Sessions.
• Click on a user box to open their User Page.
• Search users quickly.

Custom Metric Check-In

• Access check-ins from "My Elevate" (Goals tab) or Check-in notifications.

Create One-on-One Sessions

• Schedule coaching sessions directly in Membrain Go.

Create Journal Entries

• Log important notes and reflections on the go.

Create Coaching Notes

• Add coaching notes from your Elevate page, a team member’s Elevate page, or a project page where you're the owner or coach.

With Membrain Go, your coaching tools move with you—giving you the flexibility to support your team and stay on top of performance from anywhere. Download Membrain Go today on the App Store or Google Play. 

Need help with these updates or want to learn more about Elevate or Membrain Go? Take a look at our Help Center articles,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

The Fortnox integration is now available as a preview, providing an early look at how it connects Membrain with your accounting system into Membrain, making it easier to connect sales and accounting operations.

This follows the same approach as our ConnectWise and Microsoft Business Central integrations.

What This Feature Does

• Sync Companies – Automatically match companies in Membrain with customers in Fortnox.
• Reduce Manual Data Entry – Keep records updated without extra work.
• Align Sales and Accounting – Ensure financial records reflect sales activities.

• Saves Time – Eliminates the need for duplicate data entry.
• Reduces Errors – Ensures accurate financial reporting.
• Improves Workflow – Keeps sales and accounting teams aligned.

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.

We’ve introduced a new way to manage Win, Archive, and Disqualify Reasons in Process Settings. This update gives you greater control over how your team categorizes sales outcomes.

What’s New?

• Customize Outcome Reasons – Define specific reasons for each Sales or Prospecting Process.
• Updated Outcome Tab – A cleaner layout for better usability.
• More Accurate Reporting – Keep only relevant reasons in your data.

How It Works

• Allowed Win Reasons and Allowed Archive Reasons for Sales Projects.
• Allowed Disqualify Reasons for Prospects.

3. By default, all reasons are available. Selecting specific reasons ensures better data tracking.

This update helps sales teams maintain structured and relevant sales data, improving decision-making and reporting.

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.

Managing your sales processes just got easier. We’ve introduced key enhancements to Process Events, giving your team more automation and control over workflows. These updates ensure that processes are executed seamlessly, keeping prospecting, sales, and account growth initiatives aligned and effective.

What’s New?

Set Process, Stage, and Step from Process Events

You can now assign a process, stage, and step to a project directly from an event, making it easier to ensure that the right workflow is followed at the right time.

• Select the process, stage, and step while setting up or editing an event.
• The default process is automatically selected for efficiency.
• Available for most events, ensuring that transitions between process stages are structured and clear.

This makes executing processes more streamlined and automated, ensuring sales teams follow best practices without extra manual work.

Add Internal Stakeholders from Process Events

Managing stakeholders within a process is now more flexible. You can now add internal stakeholders directly from Process Events, just like in Automations.

• Assign internal stakeholders to key process events to enhance collaboration.
• Helps keep all relevant team members informed and engaged in the right stages of a project.

Set Status from Process Events

You can now update a project’s status directly from Process Events, just like in Automations.

• Change project status dynamically based on event triggers.
• Ensures that projects are properly categorized, including disqualifications or moving them out of circulation when necessary.

Why it Matters

These updates bring more flexibility and efficiency to sales execution. With these new capabilities, you can:

• Automate workflow transitions without manual intervention.
• Improve alignment between sales activities and business objectives.
• Ensure team collaboration and stakeholder visibility at critical stages.

Get Started Today 

Log in to explore these new Process Event capabilities and see how they can streamline your workflow. For more details, visit our Help Center or reach out to our support team at support@membrain.com.

We’re making Zapier even more powerful with new updates that give you greater control over your sales data and automation workflows. These enhancements ensure smoother data synchronization, better tracking of prospects, and new triggers to streamline your processes.

What’s New?

1. Create New Prospects Even if One Already Exists

You can now create a new Prospect in Zapier, even if one already exists for a specific Company in a specific Process.

• We’ve added the “Create Only If” options found in Process Events to Zapier.
• This gives you more flexibility to track multiple prospects without missing sales opportunities.

2. Add and Update the Country Field for Companies

Keeping company data consistent across platforms is now easier with support for the Country field in Zapier.

• You can now add or update a Company’s Country field through Zapier.
• The Country name must match Membrain’s predefined list to work properly.
• Zapier provides tools to adjust data formatting if needed.

3. New Triggers for Company and Contact Creation

We’re introducing new triggers in Zapier that automatically fire when a new Company or Contact is created in Membrain.

• Use these triggers to automate follow-ups, update external systems, or start workflows when new records are added.
• This saves time and ensures that key actions happen instantly without manual input.

Why it Matters

These new capabilities allow you to:

• Capture more prospects without limitations.
• Keep company data accurate and up to date across systems.
• Automate key tasks when new records are created.

Start Automating Smarter

These updates are now available in Zapier. Log in and start optimizing your sales workflows today. If you need help getting started, visit our Help Center or reach out to our support team at support@membrain.com.

Keeping a consistent coaching rhythm is key to long-term sales success. With this latest update to Elevate, we’re making it easier for coaches and managers to track ongoing coaching activities and maintain a structured coaching cadence.

What’s New?

We’ve added visibility for recurring coaching activities directly in the Coaching Insights tab. This ensures that scheduled coaching sessions are easily accessible, helping sales leaders maintain accountability and alignment within their teams.

Key Benefits

• Stronger Coaching Cadence: Keep track of scheduled coaching sessions to ensure regular check-ins and meaningful progress.
• Improved Team Alignment: Helps managers reinforce a structured approach to coaching that supports continuous development.
• More Efficient Coaching Sessions: Ensures that ongoing coaching efforts stay on track without missing key follow-ups.

With this update, coaching becomes a deliberate and strategic practice rather than an ad-hoc effort. By maintaining a structured coaching rhythm, teams can drive more consistent improvements in sales performance.

Have a question about this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.