Product Update Blog

Take Control of Time: Schedule Imports & Reports Multiple Times Per Day

Update on May 26, 2025 by Henrik Öquist

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.

Product Update Schedule Multiple Imports and Reports 2

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.

Enhanced Document Management with Custom Fields and some other extra updates

Update on May 6, 2025 by Henrik Öquist

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

Complex B2B sales require clarity, consistency, and speed. This update helps sales professionals:
  • Find what they need—faster
  • Maintain data integrity across projects
  • Unlock deeper insights from documention in your sales efforts
By streamlining document management, we enable salespeople to collaborate more effectively, reduce communication issues, improve project clarity and stay focused on advancing deals.
This update aligns with our mission to make strategy execution easy and to optimize every part of the sales process. Custom Fields in documents might sound like a small tweak—but it’s a big leap toward smarter workflows and better outcomes.
 
Additional Updates

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.

Elevate Skill Assessments on the Go

Update on May 5, 2025 by Henrik Öquist

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

In complex B2B sales, how you coach, develop, and support your teams is a competitive advantage. By making it easy to complete skill assessments on mobile, we help salespeople:
  • Stay accountable to personal growth goals.
  • Build better sales habits faster.
  • Keep momentum during busy workdays and field visits.
Sales excellence happens when growth is part of the daily rhythm—not a separate event. This update ensures that learning travels with your team, right in their pocket.

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.

Membrain Forms: Richer Content, with Stronger Spam Protection

Update on May 4, 2025 by Henrik Öquist

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

Sales organizations deserve tools that empower them to tell compelling stories. That's why we've introduced Rich Text Support to the Text Block component in Membrain Forms.

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.

 
Keep Your list of Prospects Clean: Google reCAPTCHA Toggle Now Live
Spam has no place in B2B sales, but it's a constant challenge to keep it at bay. To help you focus on authentic leads, we're introducing an easy-to-use Google reCAPTCHA toggle within Membrain Forms settings.
 Product Update Captcha

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: 

Your sales team should spend time nurturing real deals, not sorting through spam. With reCAPTCHA enabled, every form submission should ensure authentic prospects. The result? Cleaner data, a more engaged sales team and a more effective, focused sales process with less time wasted on bots and spam.
With Rich Text Editing and Google reCAPTCHA, Membrain Forms become an even more powerful asset for your team. 

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.

New Company "Find Duplicates" Tool

Update on May 3, 2025 by Henrik Öquist

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.

Product Update Find Duplicates

How does it work?

1. Merge or Exclude with Precision
From the Companies list, simply click the "..." found at the top right part of the screen. There you have a new option of "Find Potential Duplicates". You’ll now see side-by-side comparisons, along with one-click options to Merge or Exclude entries.

2. Smarter Matching with Fuzzy Search
We’ve built in a normalization engine that ignores company suffixes like AB, Oy, LLC, Ltd, Inc. and special characters. You can also look at things like the website address and if you're using it in your organization, the "external identifier" field.

3. Intuitive Tab Organization
View duplicates by matching rule or filter out those excluded from review with new tabbed navigation. You’re in control of your clean-up workflow.

4 .Mark as Non-Duplicate
You can mark false positives as “non-duplicates,” keeping the list clean and easily workable.

Why It Matters

This new tool helps your sales team focus on the right companies, with cleaner data, faster. No more duplicate outreach. No more “Oh, I didn't see that you had already called them.” Just sharp execution—and more closed deals.

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.

Keep It Clean Without Losing Insight: Archive Your Win/Archive Reasons

Update on April 17, 2025 by Henrik Öquist

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?

Previously, the only way to remove an old reason was to delete or merge it—risking the loss of valuable insights. Now, you can simply archive reasons that are no longer relevant.
  • Archived reasons are hidden from dropdowns and selection menus
  • All historical data remains intact and accessible in reports
  • No need to compromise between data cleanliness and data integrity

Product Updates Archive Reason 2

Why It Matters

This update gives you the flexibility to optimize your strategy over time while keeping your system clean and relevant. It also ensures:
  • Better reporting accuracy, with full context
  • Smarter coaching conversations, backed by historical trends
  • A smoother experience for users selecting reasons during project wrap-up
Sales excellence is in the details. And this small but powerful change helps you maintain a high-performance, insight-driven sales environment. Have things you'd love to tidy up? Head to your Settings and start archiving today.

 

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.

Done the "Write Way": Rich Text Editing Just Got an Upgrade

Update on April 16, 2025 by Henrik Öquist

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.

PU Rich Text Editor Update

What's Changed?

  • Simplified the font, size and color options
  • Standardized formatting to allow only clean, consistent styles (h1–h3, bullets, separators)
  • New keyboard shortcuts:
    • Tab and Shift+Tab for indentation
    • * + space to start a bullet list
    • --- + space to insert a separator
  • Smarter context menus to remove separators and info panels in one click
These changes (mostly) apply to:
  • Rich Text Custom Fields
  • Coaching Activities & Plans
  • Dashboard Text Components
But you'll find little improvements throughout Membrain.

Why It Matters

A simplified editor means faster execution, less distraction, and a more professional, consistent voice across your sales content. It supports your team in executing their process more effectively and helps you optimize communication without micromanaging formatting. This is part of our ongoing mission to reduce friction and help sales teams focus on what matters—coaching, enabling, and growing. Ready to give it a try? Jump into a Coaching Activity or custom field and enjoy the fresh new experience.

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.

Everyday Workflow Just Got Smoother: Smarter Activity Filters, Recurring Meetings & More

Update on April 15, 2025 by Henrik Öquist

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. 

PU Recurring Meetings

Smarter Filters = Better Focus

Three new filters make it faster to find exactly what you need:
  • 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

Directly from the call interface, you can now instantly create a Task or send an Email. Just click the dropdown next to “Create” and keep your momentum going—without breaking flow.

Create Follow-Ups With Fewer Clicks

Need to schedule a follow-up to an existing appointment? It’s now just a click away via the three-dot context menu or by right-clicking on a meeting, the new appointment automatically inherits the right context and people.
PU Create Follow-Ups with Fewer Clicks

One-Click Call Buttons Next to Meeting Participants

If a participant has a phone number, you’ll now see a Call button right next to their name in the activity dialog. One click opens the Call dialog, pre-filled with the participant and the most relevant project or process.
PU Call Button

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.

Streamline Your Sales Automation with Embedded Zap Creation

Update on April 14, 2025 by Henrik Öquist

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?

On the Zapier Integration page, you’ll now see a prominent “Add Zap” button. Click it, and a sleek iframe dialog appears—right on top of your current page—letting you create new Zaps without ever leaving Membrain. Inside this dialog, you’ll find:
  • 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.

Elevate Comes to Membrain Go for the First Time

Update on March 25, 2025 by Henrik Öquist

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. 

Membrain go

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.

 

More updates to Membrain

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