We’ve made some meaningful improvements to how you build and manage AI prompts inside The Insight Engine. 

The prompt creation experience is now cleaner and more structured, making it easier to control how your inputs are processed.

Drag and Drop Capability

With a new drag and drop capability, you can organise the various context you add in a deliberate order, which directly impacts the quality and relevance of the output. This gives you far more control over how insights are generated. 

With Contexts, you decide exactly what information goes into your AI prompt.
Easily select things like:

• Your specific instructions 
• Process Information like Process Progress, Data Fields, Stakeholder information and Recent Activity
• Additional context from The Messaging Center and The Content Hub
• And a broader Websearch if required

Sub Prompts

This release also introduces Sub Prompts. A concept that allows you layer your prompts and introduce additional prompts making it easier to standardise logic, experiment with variations, and build more sophisticated AI-driven workflows without starting from scratch each time.

Want to learn more about how to build powerful AI Prompts in Membrain?
Read our helpful article on Best Practices, or check out our e-Learning courses to help get you up get the most out of AI Prompts in Membrain instantly.

In this newest update, we’re bringing richer, real-time visual insights directly into the heart of Membrain, giving you instant clarity on pipeline health, prospect activity, and performance trends. Combined with some new and powerful tools, this update is all about turning data into decisive action faster than ever. 

Turn Data Into Decisions At a Glance

We understand that Sales leaders don’t have time to dig through reports. You need to see what's happening, instantly. That’s exactly what these new visual insights deliver.

1. Prospect Overview: Spot Trends Before They Become Problems

Right at the top of the Prospects Overview Insights, you’ll now find dynamic graphs that bring your prospecting activity to life.

* Track new prospects added over the last 30 days
* Instantly see how many are currently open
* Understand qualification trends with a combined view of qualified and disqualified prospects

2. Sales Project Overview: Real-Time Pipeline Intelligence

With new analytics at the top of the Sales Project Overview Insights, you can:

* Monitor how your pipeline is growing over time
* Understand the true value of your weighted pipeline
* Track wins and spot performance trends as they happen

Get more granularity, effortlessly

With the new “Show All” capability, you can expand any Insight Category into a fully filtered list view in a single click. This new option offers a seamless path from high-level insight to detailed action, helping you make real progress on the things that matter most.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll be happy to help. 

As the Membrain platform continues to evolve, so should the way you interact with your data. So today, we're rolling out a new, more intuitive way to navigate Membrain, making it easier than ever to find what you need and stay focused on what matters. 

Introducing Tabs - Key Views at your fingertips

Views have been an integral part of Membrain for years, but they've always felt a little out of reach. With the introduction of Tabs you can now seamlessly switch between the Views that are most important to you, with a single click. By making Favorited, Pinned, and Default views easily accessible, we're helping you spend less time searching for key information, and more time acting on what matters.

What exactly is a View?
A View is a saved configuration (often in a List) that defines how your data is displayed, allowing you to focus on specific information for the task at hand. It brings together filters, sorting, grouping, and visible fields into a single, tailored perspective. With multiple Views, you can quickly switch contexts without losing time on configuration.

The new Tab functionality shows a selection of the following Views:

• Favourited - Views you have marked as your personal favourite
• Pinned - Views pinned by your Admin to show information important to your organisation
• Default - Views created by Membrain to highlight useful key concepts

And with the Navigator now just a click away, you can seamlessly manage all your Views, and easily access your recently visited Projects, in a heartbeat.

View Settings - Redesigned for Speed and Clarity

We’ve also taken a closer look at how you configure your Views, and simplified it.

View Settings and Filters are now combined into a single, inline component, positioned conveniently on the right side of each View. This keeps everything you need within reach, in one place:

• Quick access to Sort, Group, and View Mode
• A clear and logical way to apply filters
• The ability to collapse sections while keeping key controls accessible

Even when minimized, key controls remain accessible, allowing you to adjust your View without losing context.

Learn more!

There's plenty of information on both these updates and other capabilities over on our Help Center, go check them out!

 We hope you enjoy these updates to how you work in Membrain, and as always, we'd love to hear your feedback. Email support@membrain.com if you'd like to share your thoughts, have questions or would like a walkthrough.

The Insight Engine is here. And you, our Customers, got the first look.

Last Friday, we officially unveiled the Insight Engine in our launch webinar. If you were there live, thank you for being part of it. If not, you haven’t missed your chance - watch the full recording below.

Don't miss our "Try it" or "Buy it" offer!

Along side the launch, we also announced an Early Bird Offer, only available to existing customers, and running throughout the month of April.

Book a time with us today to take advantage of this limited time offer. 

What exactly is the Insight Engine?

Insight Engine is an AI-powered sales intelligence layer built into Membrain that guides B2B sales behavior using real execution data. It analyzes your sales process, methodology, activities, stakeholder engagement, and outcomes to deliver contextual, actionable insights directly inside your workflow.

Insight Engine is built on three pillars: Data Enrichment, Membrain AI, and Proactive Insights.

As an existing Membrain customer, what does this mean for you?

AI is only as good as the context it understands. And for B2B sales organizations, there is no better context than Membrain. You’ve already done the work. You’ve spent time building structured Prospects, Sales Projects, and Account Growth Projects. You’ve defined your processes. Captured your best practices. Tracked your customer interactions.

For you, the Insight Engine doesn’t start from zero. It starts from your reality.  

The Insight Engine is now available for purchase, and once enabled, becomes available throughout Membrain, embedded directly into the workflows where your sales teams already work.

Ready to discover Membrain's Insight Engine? Head on over to our website - Insight Engine to learn more, or reach out to your Customer Success Advocate or support@membrain.com to start the conversation.

Join us on March 27 for a webinar on how this proactive sales ally can provide you with actionable insights. Register here.

Introducing Visual Mode for Email Style Templates: Design Polished, Branded Emails Without the need for coding.

At Membrain, we know that great sales communication is more than just words. It’s about making every message look professional, consistent, and on-brand. That’s why we’re excited to announce a powerful new update to our Email Style Templates: the all-new Visual Mode.

With Visual Mode, you can now design beautiful, branded emails through an intuitive, code-free interface, complete with live preview and customizable branding options. What’s more, you can make these new Email Styles available across your entire organization, so everyone can benefit from them easily!   

Key Benefits Include:

• Effortless customization of logos (size, alignment, inclusion)
• Background image options to make your emails stand out
• Color and font controls for body text and headings
• Live preview that shows exactly how your email will look as you build it
• Option to include the subject line as a title for added clarity
• Ability to send test emails to verify appearance across different email clients

Real-Life Use Cases

1. Sales Enablement Teams:
Quickly roll out branded email templates that your entire team can use, ensuring consistent messaging and professional appearance without waiting on design resources.

2. Busy Sales Reps:
Need to tailor an email template for a specific campaign or client? Visual Mode lets you make on-the-fly adjustments to colors, fonts, and logos. All while seeing the results live.

3. Marketing & Sales Collaboration:
Marketing can create visually compelling templates that sales can trust and easily customize, bridging the gap between strategy and execution.

Get Started Today

Ready to try it out? Head over to your Email Style Templates and start designing with Visual Mode today! As always, we love hearing your feedback. Reach out anytime and let us know how this new feature is helping your team win.

We’re excited to introduce Insight Engine - Membrain's latest Platform Upgrade. Unlike traditional CRM systems that store data, Insight Engine turns data into guided action.  

What exactly is the Insight Engine?

Insight Engine is an AI-powered sales intelligence layer built into Membrain that guides B2B sales behavior using real execution data. It analyzes your sales process, methodology, activities, stakeholder engagement, and outcomes to deliver contextual, actionable insights directly inside your workflow.

Insight Engine is built on three pillars: Data Enrichment, Membrain AI, and Proactive Insights.

As an existing Membrain customer, what does this mean for you?

AI is only as good as the context it understands. And for B2B sales organizations, there is no better context than Membrain. You’ve already done the work. You’ve spent time building structured Prospects, Sales Projects, and Account Growth Projects. You’ve defined your processes. Captured your best practices. Tracked your customer interactions.

For you, the Insight Engine doesn’t start from zero. It starts from your reality.  

The Insight Engine is now available for purchase, and once enabled, becomes available throughout Membrain, embedded directly into the workflows where your sales teams already work.

Ready to discover Membrain's Insight Engine? Head on over to our website - Insight Engine to learn more, or reach out to your Customer Success Advocate or support@membrain.com to start the conversation.

Join us on March 27 for a webinar on how this proactive sales ally can provide you with actionable insights. Register here.

At Membrain, we're committed to providing tools that not only support your sales process but also enhance it. Today, we're excited to announce a significant enhancement to Membrain Forms: the introduction of Membrain Form Styles. 

Now, you can easily create reusable style templates for Membrain Forms that are both functional and reflective of your unique brand, all without the need for technical expertise. 

 What's New?

• Style Selector: Within the Membrain Form Editor's Design Tab, you can now choose between "Use Membrain Form Styles" or "Custom CSS." This gives you the flexibility to build in a way thats comfortable to you.

• Predefined Styles: You can now select from a range of predefined styles, including the default Membrain style or any custom styles you've created.

• Live Preview: As you adjust styles, a live preview within the Membrain Forms Style dialog lets you see changes in real-time, ensuring your forms look exactly as you envision.

• Brand Center Integration: We've reorganized the Brand Center to include "Default Styles," such as Default Quote Styles, Default Meet Page Styles, and Default Membrain Form Style, streamlining your branding process and making it easier to apply your unique branding across more Membrain tools.

Why It Matters

This enhancement makes it easy to create professional, branded forms while reducing reliance on experts with design skills. By simplifying the styling process, you can focus on whats important - engaging with your network more effectively and offering a more cohesive brand experience across the board.

For more information on this update, visit our Help Center, contact us via the in-product chat, or reach out to us at . 

We’re excited to share the recent phone number updates we rolled out to the desktop version of Membrain are now fully supported in Membrain Go - our mobile app for sales teams on the move.

This means you get the same streamlined experience managing multiple phone numbers and phone tags whether you’re at your desk or out in the field. 

What’s Included in Membrain Go

With this update, Membrain Go brings parity with the desktop experience for phone number handling:

• Multiple numbers per contact:
  You can now reach all relevant numbers on a Contact right from your phone, just as you would on desktop.
• Phone Tags for clarity:
  Each phone number can be tagged, like “Direct", “Do not use”, or whatever makes sense to your organisation, helping you immediately understand which number to use and why, all within the app.
• Easily Switch numbers:
  We've also improved how you can switch between saved numbers from your mobile, making it even easier to keep in contact while away from the office or your desktop setup.

We're excited about the value this brings to our Membrain Go users, ensuring your CRM reflects real-world workflows wherever you are - in meetings, traveling, or between appointments.

Reach out to us at support@membrain.com with your feedback or questions. And if you or your team have not discovered Membrain Go yet, let us know and we'd be happy to give you a walkthrough of Membrain Go and its capabilities. 

Alongside our bigger, more recent updates, we’ve also shipped a set of smaller but meaningful improvements across Membrain. These updates focus on the details that make everyday work smoother, with cleaner data and faster sales execution.

Individually, they’re subtle. Together, they help teams work with more clarity, confidence, and momentum.

Here’s what’s new.

More Analytics for Quotes, Orders and other Document types

As we expand our ERP integrations offerings, we've also made it easier to manually bring commercial data from other business systems into Membrain, as well as making it easier to analyze once it’s there.

• You can now bulk import Quotes and Orders with deduplication rules for companies and line items, keeping data clean from the start.
• A new Quote/Order Date field is available across lists, filters, dashboards, and AGP/Flow graphs, giving you more options for date-based analysis and making reporting far more powerful.
• We’ve also expanded filtering options so companies can be filtered and segmented based on related documents, like Quotes and Orders.
• New filtering capabilities means Documents can be identified and managed more precisely using Document Name and Key-range filters.

These updates help you quickly spot trends in quoting and ordering activity, track momentum over time, and ground forecasts in real data without relying on spreadsheets or manual cleanup.

Sales / Active Pipeline

We’ve made some further improvements around Products and Quote creation, by removing friction from some of the most common sales tasks.

• Quotes can now be created directly from the Products dialog inside Sales Projects, making it faster to move from discussion to proposal.
• When adding products, sellers can also load items from existing Quote Templates or previous Quotes, ensuring consistency while saving time.

These changes mean you spend less time building commonly requested quotes and more time moving deals forward. reducing errors and keeping deals aligned with how your organization sells.
We hope you enjoy these smaller updates, and are excited to give them a try! Reach out to us if you would like to learn more or have any questions.

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.

Booking meetings is an important part of everyday sales work. It should be fast, clear, and feel professional, for you and for the people you invite. With this Membrain Meet update, we’ve focused on exactly that.

From today, you'll notice a modernized booking experience, a powerful set of new team-based setup options, and enhanced styling to better reflect your unique company brand. Together, these improvements make it easier to book the right meeting with the right people, supporting a smoother and more professional booking experience.

Let's take a closer look at what this Membrain Meet update brings:

New Meet Pages built for how sales teams actually work

Sales meetings don’t all look the same, and now your booking pages don’t have to either. With our brand new Meet Pages feature, admins can create dedicated booking links designed around real sales scenarios, making it easier for your contacts to reach the right people without extra coordination.

Depending on how your team works, Meet Pages can now be configured in four distinct ways:

Random

When speed and availability matter more than who takes the meeting, Random Meet Pages automatically assign each booking to any available user. This works well for high-volume inbound requests such as demo sign-ups or first-touch meetings, where fast response times are key and any qualified team member can handle the conversation.

Round Robin

Round Robin Meet Pages evenly distribute meeting requests across a selected group of users. This is ideal for sales teams that want to balance workload fairly while still responding quickly to inbound interest, ensuring no one is overloaded and everyone stays engaged.

Select

In situations where the relationship or expertise matters, Select Meet Pages allow the visitor to choose exactly who they want to meet with. This is useful for scenarios like named account ownership, regional responsibility, or specialist roles, giving prospects clarity and control while keeping the booking process smooth and professional.

Group

Group Meet Pages make it easy to book meetings that require multiple people at once. Only time slots where all selected users are available are shown, making it simple to schedule conversations involving, for example, a salesperson and a solution specialist, without the usual back-and-forth.

Together, these Meet Page types give sales teams the flexibility to support modern, team-based selling while making it easy for contacts to book the right meeting in just a few clicks.

A smoother booking experience for your contacts

Personal Meet Pages now feature an updated visual design that creates a smoother, clearer booking experience for invitees. The functionality remains familiar, but the presentation is cleaner and more intuitive, helping contacts quickly understand availability and book with confidence.

It’s a subtle but important upgrade that reduces friction at a critical moment in the buyer journey.

Meet pages that look as professional as you do

Both Personal Meet Pages and the new custom Meet Pages now support enhanced styling options. This makes it easier to apply branding, colors, and visual adjustments that align the booking experience with your company’s unique identity.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll be happy to help.