Membrain Reviews & Product Details

Easy to use & really straight forward, the thing I like the most so far, is the active pipeline screen it always keep me on my toes with my active leads. Review collected by and hosted on G2.com.

When I am on the active pipeline screen (is the one I use the most), when I place the mouse cursor on the sales projects shown a window pops out with the project information which is ok, but there's something missing that would be really helpful for me and my organization, that would be the project sales number. In order to get the SP-# I have to access the project and that's kind of a push back when I want to do a quick check.

Updating my review, the best thing of Membrain so far it's the flexibility when it comes to customization based on your needs, for example, the situation exposed in the previous paragraph was really easy to fix thanks to it's customization flexibility.

Latest update, I believe the Comments, Mentions & Reactions notifications system is not that sharp, you can easily miss those notifications, maybe if they are back them up with a notification email will improve their visibility. Review collected by and hosted on G2.com.

The Customer Service is top notch. If you have any questions, they are quick to help and the level of expertise is high. The software is user friendly and has a nice interface. The ability to customize your workflows and processes within the software is strong as well. We even were able to connect in with their API and push and pull data with our own database. Review collected by and hosted on G2.com.

While the customization options are excellent, there is a lot of work to do to customize them and be able to use them well. They have a strong onboarding process, but we did not have a good vision of what we wanted to accomplish until later and then we had to invest a good bit of time to figure out how to customize it for our personal use. Review collected by and hosted on G2.com.

I used Membrain in a previous role as part of a sales team to manage pipelines and track opportunities. What stood out was how structured the platform is around the sales process. It made it easy to follow each stage of a deal, keep notes, and stay aligned with defined sales activities. The interface was clear, and it helped keep everything organized without feeling overwhelming. Review collected by and hosted on G2.com.

It can take some time to get used to the structured approach, especially if you're coming from a more flexible CRM. Some customization options and integrations felt limited depending on the use case, and certain updates required admin involvement. Review collected by and hosted on G2.com.

I like that Membrain was designed by salespeople for salespeople, which makes it intuitive and easy to use. It doesn't require a lot of training to be effective at creating dashboards. Unlike many CRMs, it's robust yet easy to use. It's simple to adjust and optimize for unique sales projects and prospecting. I also appreciate how easily it connects to my objective management group, allowing me to bring assessments into Membrain and coach on sales DNA and skills. Review collected by and hosted on G2.com.

I have not found areas that are deficient in my practice. It is constantly being improved. Review collected by and hosted on G2.com.

I appreciate that Membrain is very customizable. We're in the construction industry that has several competing CRM programs but we've stuck with Membrain for over 10 years due to the customer support, flexibility, and value. Review collected by and hosted on G2.com.

Inability to use or report from custom fields, depending on where you're exporting from. Inability to break down the annual goal into different sizes of quarterly goals. (We have certain quarters requiring more sales, Membrain divides the annual goal evenly)

Can't export history (wins/archive/etc) from a contact. Would like to export our employees win history as a means to verify resumes we use on proposals.

Would like to see more flexibility in the layout on sales projects and contacts. (E.G. - when you create dashboards and have the ability to move them around on the view and change the size, etc.)

Additional information on dashboards in the key area. Not enough info. More customizable graphs in dashboards. Review collected by and hosted on G2.com.

I really like Membrain for its flexibility and a wide range of features, which allows us to customize the CRM to suit our exact needs. Their customer support is excellent and has been very helpful in guiding us through the setup process step by step. It's impressive how they've taken our suggestions for minor additions on board and included them in their future development roadmap. Review collected by and hosted on G2.com.

I think there are a few minor additions that can be added, but even those have already been identified and passed onto their customer support team. They took those suggestions onboard and even included them to their future development roadmap. It was difficult to know where to start with the initial setup, however the team in Membrain were able to guide us through things step by step. Review collected by and hosted on G2.com.

What I appreciate most about Membrain is its intuitive design and high level of customization. I rely on it every day to monitor new projects and oversee customer accounts, and it adapts seamlessly to our unique requirements. The platform is very user-friendly, accessible from both my computer and my phone, and provides excellent visualization tools, including dashboards, graphs, and trend tracking. It enables me to keep all project and customer information organized and easily accessible in one place, which has significantly enhanced our team’s efficiency and collaboration. Review collected by and hosted on G2.com.

Occasionally, the dashboards can be a little slow to load or respond, though I suspect this is due to the large volume of data I’m working with rather than an issue with the system itself. Aside from that, the tool has proven to be both reliable and practical. Review collected by and hosted on G2.com.

Mebrain is process software. It makes business operations, especially around growth, repeatable, predictable, and scaleable.

We've adopted the software in each part of our organization, and have built a core service offering around the product, paired with our IP and training, to sell to our primary customer.

The team is staffed by humans, versus large company drones. They'll take time to hear feedback, and sincerely care about helping you use and adopt the software.

There are quite a few integrations, including Zapier -- which makes it easy to get it talking. The API and webhook documentation is also public, and we've built our own hooks into the software straightforward enough.

Once people are trained, it is easy to see the impact of the software. Much like riding a bike, you are fine once you've practiced.

We use the software in our daily applications, as well with every sale and customer we support. It's the core of what we do.

When it comes to roll out, they have a structured onboarding plan (ClearPath) that should be mandatory, but you can choose to opt out of. When we onboard customers, we also provide an onboarding service. Review collected by and hosted on G2.com.

There is a learning curve, as with every software. Even with our offering, which makes the product fully customized, a customer will get out of membrain according to their investment.

you can't expect to get up and functional with only a couple hours of videos. You need to plan a structured onboarding.

Sometimes it can be difficult to get them to acknowledge a gap or bug in the software -- which leads to frustration. Review collected by and hosted on G2.com.

I use Membrain mainly for prospecting, pipeline management, account management, and reporting.

What I like the most is that the reports are very clear, the platform is highly customizable, and it really guides me step by step to be successful in what I do. On top of that, I can set up small milestones that I can customize along the way, which helps me always know I’m on the right track.

As for improvements, even though Membrain has all the information I need, sometimes it can be a bit difficult to find certain features or resources without digging into the academy.

Overall, Membrain has helped me keep my pipeline more organized, generate better insights, and gain real visibility into my daily progress. It’s a tool that combines structure with flexibility—ideal for anyone looking to consistently improve results. Review collected by and hosted on G2.com.

As for improvements, even though Membrain has all the information I need, sometimes it can be a bit difficult to find certain features or resources without digging into the academy. Review collected by and hosted on G2.com.

That you can organize and set up a structure for almost exactly how you want the system or what you want so see.

I also like the help from your support-team, very good educational and calm and helpful. Review collected by and hosted on G2.com.

It can be a bit hard to get started as a new worker in the system, and to find every piece or handy information. Review collected by and hosted on G2.com.