Product Update Blog

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.

 

Upcoming Fortnox Integration for ERP Efficiency

Update on March 24, 2025 by Henrik Öquist

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.
Why It Matters
  • 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.

Customizable Win, Archive, and Disqualify Reasons in Process Settings

Update on March 23, 2025 by Henrik Öquist

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

1. Go to Process Settings for a Sales or Prospecting Process.
2. Under the Outcome tab, select:
  • 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.

Process Events - New Capabilites For Status, Process/Stage/Step & Internal Stakeholders

Update on March 20, 2025 by Henrik Öquist

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.

RichTextImage_638748767329299796.

  • 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.

More updates to Membrain

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