We’ve made Score Card Questions and Groups available as conditions in Process Events and Rules, enabling more tailored and automated workflows.

What’s new?

You can now select Score Card groups or individual questions to trigger specific process actions. For example, you can create rules that act on overall scores or individual answers in a Score Card, ensuring your processes adapt to customer fit, deal risks, or other key factors.

How does it help you?

This new flexibility makes it easier to build smarter workflows that respond dynamically to key indicators in your Score Cards.

💡 This can be useful for scenarios such as:

• Ideal Customer Fit: Trigger additional steps if a Score Card indicates the customer isn’t an ideal fit.
• Deal Risk Management: Activate playbooks when specific answers in a "deal risk" Score Card highlight areas of concern.
• Tailored Sales Processes: Automate follow-ups based on scores to ensure no detail is missed.

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

We’ve enhanced Elevate with powerful new options for Recurring Coaching Sessions (1-on-1) and Group Sessions, giving you more control over how you manage your coaching activities.

What’s new?

Now, when creating a Coaching Activity, you can easily set it to recur by selecting one of several predefined patterns or building a custom schedule. These can be weekly, bi-weekly, or entirely tailored to your needs, like recurring meetings every Tuesday and Friday until a specific date.

Additionally, you can now create Group Sessions directly from the Calendar or Overview. This makes it simpler than ever to plan sessions for multiple people with just a few clicks.

How does it help you?

These updates make it seamless to plan ongoing coaching activities, helping you save time and stay consistent with your engagement.

💡 This can be useful for scenarios such as:

• Recurring Coaching: Schedule a weekly 1-on-1 session with your sales manager or set up a recurring team meeting to review deals, pipelines, and progress.
• Group Coaching: Organize team training sessions with an external sales expert or set up recurring workshops for your sales team.

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

Stay on top of important updates with our new Direct Email Notification Settings, ensuring you never miss critical events.

Why track engagement?

Understanding engagement is key to optimizing your sales efforts. The Timeline helps you visualize interactions over time, revealing trends and gaps so you can refine your approach. Whether it’s meetings, email activity, or content views, these insights help you focus on what drives success.

What’s new?

You can now opt-in for direct email notifications for:

• Membrain Meet Requests
• Assigned Tasks
• Comments & Mentions
  

These settings are found under "My Settings," and toggling them will send you immediate email alerts in addition to regular notifications within Membrain.

What does it do?

• Timely Alerts: Get instant email notifications for the events you care about.
• Customization: Choose exactly which notifications you’d like to receive by email.

How does it help you?

You’ll always stay informed of key actions, helping you respond faster and more effectively.

💡 This can be useful for scenarios such as:

• Important Requests: Receive immediate notifications for tasks and Meet Requests.
• Timely Responses: Stay on top of comments or mentions with email alerts.

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

The Activity & Engagement Timeline just got better, offering even greater visibility into how your prospects and customers engage with your content.

Why track engagement?

Understanding engagement is key to optimizing your sales efforts. The Timeline helps you visualize interactions over time, revealing trends and gaps so you can refine your approach. Whether it’s meetings, email activity, or content views, these insights help you focus on what drives success.

What’s new?

We’ve added new engagement metrics, including:

• Website Views (via Beacon)
• Meet Views & Requests (tracked automatically on the Meet page)
• Content Hub Item Views (clicks on shared content)
• Email Reads & Link Clicks (tracked emails)
• Membrain Forms Submissions
  

These activities appear in grouped summaries on the Timeline, with the ability to drill down for more details on Form Submissions.

How does it help you?

By adding these data points to the Timeline, you can better understand your prospects’ interest and identify which activities move deals forward.

💡 This can be useful for scenarios such as:

• Holistic Engagement Insights: Track website views, content interactions, and email engagement alongside meetings to see the bigger picture.
• Optimized Outreach: Use engagement patterns to refine your approach and focus on what matters most.

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

We’re excited to introduce Pinned Views as a fresh, powerful way to streamline your CRM experience. This new feature is designed to help you organize and access the most important views and dashboards for your team with ease.

What is it?

Pinned Views allows you to pin specific views and dashboards directly to your workspace, making it easier than ever to access the data that’s most relevant to your team. Each team can pin up to five views per module, giving you full control over your team's most important metrics.

What does it do?

This new feature centers around team-focused organization, making sure your most important information is always a click away. You’ll be able to pin and organize views in a way that best supports your team's unique needs. The interface has been redesigned with an easy-to-use layout, making it simple to manage your pinned items and keep everything neatly organized.

How does it help you?

• Simplifies Access: No more searching through menus to find the right views.
• Team-Focused Organization: Each team can have its own set of pinned views, aligning the interface with your team’s workflow.

This is an entirely new way to organize your CRM workspace, allowing you to save time and stay focused on what matters most.

💡 This can be useful for scenarios such as:

• Team-Specific Workflows: Each team can have its own organized views, tailored to its needs.
• Avoiding Accidental Deletions: Ensures your most important views are always available.

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

Managing duplicates is now easier than ever with our new Contact Merge feature.

You can merge contacts from the same company, ensuring your contact list stays accurate and organized. Plus, you can select which data gets transferred during the merge to keep everything in order.

💡 This can be useful for scenarios such as:

• Cleaning Up Duplicate Entries: Merge contacts to keep your CRM free of duplicates.
  

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

We’ve made it easier to customize your system’s visual identity. You can now upload up to eight branded images, ensuring your CRM aligns with your company’s unique style.

💡 This can be useful for scenarios such as:

• Brand Consistency: Keep your system on-brand with custom images.

Want to learn more about Brand Center? Take a look at this Help Center article, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’re thrilled to introduce a brand new Activity & Engagement Timeline that gives you a clearer, more insightful way to track and analyze engagement trends. This is a major update designed to make your CRM experience more intuitive and impactful.

What is it?

The new Activity & Engagement Timeline is a full-scale redesign, giving you an entirely new view of your engagement data. It offers a comprehensive overview of all interactions, whether you’re tracking engagement over weeks, months, quarters, or even years.

What does it do?

This timeline shows your engagement activities in an easy-to-read, visually engaging format. Hovering over key points gives you more detailed insights into transitions, helping you spot trends and identify where focus is needed. 

How does it help you?

With this new timeline, you'll be able to:

• Track engagement progress more clearly and intuitively.
• Identify patterns or gaps in your engagement efforts over time.
• Make better-informed decisions about how to prioritize and adjust your outreach strategies.

This is a major upgrade that will help you stay on top of your engagement metrics and ensure that you’re making the most of your CRM data.

💡 This can be useful for scenarios such as:

• Identifying Long-Term Trends: Spot patterns in engagement over longer periods.
• Adjusting Engagement Strategies: Make data-driven decisions to optimize your outreach efforts.
  

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

Organizing and presenting content should be a seamless experience, and with the latest update to Content Rooms, you now have even more flexibility to structure your content exactly how you want.

Multiple Sections -

You can now add and organize as many sections as you need, giving you full control over how content is presented. Sections can be named for better clarity, and you can choose between different display modes, including Hero, Gallery, or List.

Drag and Drop Management -

Rearranging content is easier than ever. Simply drag and drop items within or between sections. You can preview up to three items per section, with an option to view more content with a simple click.

Enhanced Editing Tools -

The new "Sort Sections" tool lets you quickly reorder your sections, while the "Delete" feature allows you to remove any section (except the last one) with a click.

These improvements make organizing and sharing content a breeze, offering you the flexibility to present it the way you see fit.

💡 This can be useful for scenarios such as

• Customizing Content Layouts: Present your content in a format that fits your needs, whether for a team, client, or broader audience.
• Effortless Content Management: Easily rearrange and update your content without hassle.
  

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

Setting up content for every activity can take time. 

To make things easier, we’re introducing two new features: Coaching Plan Templates and Default Content in Elevate Activities. 

Both features help you get a head start with pre-made templates, so you can dive straight into your coaching without starting from scratch.

💡 Use cases:

• Coaching Plan Templates: Lets you use ready-made templates for tasks and journals, speeding up the setup of your coaching plans.
• Default Content in Elevate Activities: Provides a pre-filled setup for each activity, saving you time on creating repetitive content.

What this means for you❓

• Quick Start: Both features give you a head start with pre-filled content, so you can jump into coaching right away.
• Flexibility to Customize: You can still adjust the content to fit your needs.

These updates are designed to make your coaching process smoother and save you time.