Membrain Features
Platform (8)
Customization
Based on 78 Membrain reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 72 Membrain reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Based on 73 Membrain reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 60 Membrain reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 54 Membrain reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Based on 58 Membrain reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Based on 70 Membrain reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 54 Membrain reviews.
Sales Force Automation (9)
Contact & Account Management
Based on 123 Membrain reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Based on 82 Membrain reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Based on 128 Membrain reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Based on 129 Membrain reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 106 Membrain reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 110 Membrain reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 87 Membrain reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Based on 83 Membrain reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
As reported in 89 Membrain reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Marketing Automation (3)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 80 Membrain reviews.
Lead Management
Based on 104 Membrain reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
As reported in 35 Membrain reviews. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 87 Membrain reviews.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 84 reviewers of Membrain have provided feedback on this feature.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 87 Membrain reviews.
Call Center Features
As reported in 76 Membrain reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 80 reviewers of Membrain have provided feedback on this feature.
Integration (3)
Data Import & Export Tools
Based on 70 Membrain reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 55 Membrain reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
Based on 58 Membrain reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (3)
Social Collaboration Features
Based on 80 Membrain reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Based on 77 Membrain reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Based on 95 Membrain reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 116 Membrain reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 122 Membrain reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Based on 105 Membrain reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Content Management (5)
Content Import
Based on 59 Membrain reviews and verified by the G2 Product R&D team. Ability to import sales and marketing collateral built outside of the solution
Content Creation
As reported in 51 Membrain reviews. Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation. This feature was mentioned in 61 Membrain reviews.
Advanced Search
Able to easily search, locate, and retrieve relevant content. This feature was mentioned in 63 Membrain reviews.
Content Storage
Provides the ability to store and organize content. This feature was mentioned in 59 Membrain reviews.
Analytics (4)
Reporting
As reported in 72 Membrain reviews. Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
As reported in 69 Membrain reviews. Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Based on 64 Membrain reviews. Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
As reported in 59 Membrain reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Training (4)
Knowledge Base
Based on 46 Membrain reviews and verified by the G2 Product R&D team. Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Based on 45 Membrain reviews and verified by the G2 Product R&D team. Offers content and training for new hires within the tool.
Playbook Creation
Based on 42 Membrain reviews and verified by the G2 Product R&D team. Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Based on 36 Membrain reviews and verified by the G2 Product R&D team. Records users' practice or live pitches for future reference and improvement.
Feedback (6)
Review
Based on 41 Membrain reviews and verified by the G2 Product R&D team. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Based on 42 Membrain reviews and verified by the G2 Product R&D team. Provides a scorecard to display team and/or individual performance.
Coaching Card
Based on 40 Membrain reviews and verified by the G2 Product R&D team. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Based on 40 Membrain reviews and verified by the G2 Product R&D team. Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Based on 44 Membrain reviews and verified by the G2 Product R&D team. Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Based on 44 Membrain reviews and verified by the G2 Product R&D team. Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 50 Membrain reviews.
Triggers
Based on 56 Membrain reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Based on 40 Membrain reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements. 48 reviewers of Membrain have provided feedback on this feature.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates. 68 reviewers of Membrain have provided feedback on this feature.
Custom Reports
Based on 63 Membrain reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance.
Dashboards
Based on 78 Membrain reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Based on 70 Membrain reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 62 Membrain reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals
Employee Structure
Based on 60 Membrain reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Based on 61 Membrain reviews and verified by the G2 Product R&D team. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Integrated Workflows (7)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. This feature was mentioned in 30 Membrain reviews.
Email Tracking/Automation
Based on 28 Membrain reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 24 reviewers of Membrain have provided feedback on this feature.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 21 reviewers of Membrain have provided feedback on this feature.
CRM Integration
Based on 25 Membrain reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 27 Membrain reviews.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 23 Membrain reviews.
Repeatability and Reportability (5)
Content Management
Based on 25 Membrain reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
As reported in 24 Membrain reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Based on 22 Membrain reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 28 Membrain reviews.
Gamification
Provides gamifaction features to rank sales reps on performance 19 reviewers of Membrain have provided feedback on this feature.
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 21 Membrain reviews.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 23 reviewers of Membrain have provided feedback on this feature.
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 21 reviewers of Membrain have provided feedback on this feature.
Buyer Intelligence
As reported in 19 Membrain reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
Machine Learning
Based on 20 Membrain reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 37 Membrain reviews.
AI Text Summarization
Based on 10 Membrain reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 13 Membrain reviews.
Agentic AI - CRM (7)
Autonomous Task Execution
Based on 12 Membrain reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 12 Membrain reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 12 Membrain reviews.
Adaptive Learning
Based on 12 Membrain reviews. Improves performance based on feedback and experience
Natural Language Interaction
As reported in 12 Membrain reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 11 reviewers of Membrain have provided feedback on this feature.
Decision Making
Based on 12 Membrain reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.





