---
title: Membrain Reviews
meta_title: 'Membrain Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 224 reviews by the users' company size, role or industry
  to find out how Membrain works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 224
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Membrain Reviews
**Vendor:** Membrain  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 224
## About Membrain
Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain&#39;s sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform&#39;s user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape.



## Membrain Pros & Cons
**What users like:**

- Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption. (26 reviews)
- Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines. (17 reviews)
- Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success. (17 reviews)
- Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction. (15 reviews)
- Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization. (14 reviews)
- Users find Membrain **intuitive and user-friendly** , enabling effortless navigation and effective sales processes. (12 reviews)
- Users value the **easy customization** of Membrain, enabling tailored solutions that enhance their sales processes and efficiency. (11 reviews)
- User-Friendly (10 reviews)
- Easy Setup (9 reviews)
- Efficiency (9 reviews)

**What users dislike:**

- Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity. (11 reviews)
- Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered. (9 reviews)
- Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively. (5 reviews)
- Users desire more **features and customization** in Membrain, especially for graphs and email formatting options. (5 reviews)
- Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively. (4 reviews)
- Steep Learning Curve (4 reviews)
- Unintuitive Interface (4 reviews)
- Users report **email integration issues** that hinder communication, with large emails and limited automation options. (3 reviews)
- Lack of Integrations (3 reviews)
- Limited Customization (3 reviews)

## Membrain Reviews
  ### 1. Fantastic sales framework solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dick B. | Försäljningschef, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2020

**What do you like best about Membrain?**

The possibility to work with and develop the sales and prospecting processes are fantastic. In our company we need to continuously develop and adapt our sales process to align with different customers buying journey. For this Membrain is the best I have ever came across.

**What do you dislike about Membrain?**

So far I really can't find a true downside for Membrain. Of course there is roome for improvement. Personally, I would appriciate a little bit more automation features But I believe it's important that you as a possible customer are aware of and understand the idea behind. If you don't do that you could possibly end up with a disappointment.

**Recommendations to others considering Membrain:**

Invest time into fully understanding the logic and idea behind Membrain. I personally believe that, especially, value selling companies has a lot to learn from the creators of Membrain.

**What problems is Membrain solving and how is that benefiting you?**

We are able to continuously evaluate and develop/adopt to our customers different behaviors and align the sales team in the work.

  ### 2. A CRM You Want to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael  K. | Founder / CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2023

**What do you like best about Membrain?**

Membrain is designed to help salespeople sell better. This design intent influences everything from the easy process setup to all the other add-ons and integrations. It's designed to improve the effectiveness of salespeople.

**What do you dislike about Membrain?**

I've yet to find something about it that doesn't help me get better.

**What problems is Membrain solving and how is that benefiting you?**

I know exactly where I stand on all deals, and my pipeline is accurate.  The processes and methodologies align with the strategy. I am more effective and focused. Also, account management is now actionable inside Membrain so we don't waste time building other reports and presentations that are never used again.

  ### 3. Fluid and uncluttered CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gary W. | Manager, Sales and Channel Partnerships, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2023

**What do you like best about Membrain?**

Membrain is the least redundant CRM I've used. The design is intuitive and modern, making it easy to use and pleasant to view. The features make sense and flow into each other.

**What do you dislike about Membrain?**

The app has no night mode! Automatic email importing is also a little finicky and unreliable but it works most of the time.

**What problems is Membrain solving and how is that benefiting you?**

Membrain solves our problem of tracking prospecting, sale cycles, and account management. Having one functional app for this purpose provides a central hub to conduct work out of.

  ### 4. tool very user friendly and it helps for overview and for the day to day work

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2023

**What do you like best about Membrain?**

how it is strcutured for pipeline management

**What do you dislike about Membrain?**

it is not connected to ctual sales data of the company - so not possibile to check actual performance vs target

**What problems is Membrain solving and how is that benefiting you?**

it helps to monitor activties on going

  ### 5. Actually Helps you sell + Easy to use/customize

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2023

**What do you like best about Membrain?**

Unlimited customizable process that work! It's very simple to make each process custom to your company, without unnecessary IT involvement. Adoption rates are high after our onboarding.

**What do you dislike about Membrain?**

Nothing. It's working seamlessly. Once users were fully onboarded, it's become part of our daily activity use and our sales process.

**What problems is Membrain solving and how is that benefiting you?**

Ease of use, Easy visualization, on the spot coaching...all customizable.  We can easily forget stages and steps in a sales process, but Membrain holds us to our processes and actually shortens the sales cycle.

  ### 6. Great Experience and Great CRM!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2022

**What do you like best about Membrain?**

Ease of use and ability to coach through CRM. Accountability works well with the structure of the sales process.

**What do you dislike about Membrain?**

Sometimes the company hierarchy is difficult to manage. Wish duplicate prospects would be cleaned up and monitored by Membrain Team.

**What problems is Membrain solving and how is that benefiting you?**

Walking through specific steps prior to meeting with prospects. Benefits include accurate tracking while working sales projects.

  ### 7. Makes sales enablement easy to implement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sharon T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about Membrain?**

Sales coaching  and the user app friendly

**What do you dislike about Membrain?**

Pricing if the product and not popular in my country

**What problems is Membrain solving and how is that benefiting you?**

Assisting with forecasting of sales and closing

  ### 8. Young user, but has already made a huge impact on sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ian M. | Digital Marketing &amp; SEO Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 18, 2022

**What do you like best about Membrain?**

How creative the CRM is,  it makes the sales process visually appealing and easy to navigate.  It grows with us and our growing sales team.

**What do you dislike about Membrain?**

Nothing to really dislike at all, there are a few filters that i wish we could add but other than that small thing nothing.

**Recommendations to others considering Membrain:**

If you are searching for a new CRM that's easy to use with up to date technology,  Membrain is for you.

**What problems is Membrain solving and how is that benefiting you?**

Data hygiene,  easy to manage sales projects, tasks, opportunities, and new clients.

  ### 9. very good, simple to use and a lot of configurations

**Rating:** 5.0/5.0 stars

**Reviewed by:** otis t. | sales administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Membrain?**

super simple to use. the amount of configurations possible to make the system match exacly my own needs is amazing.

**What do you dislike about Membrain?**

some things are missing where you dont have a central database with different buinesses to use. you need to register every new prospects and company

**What problems is Membrain solving and how is that benefiting you?**

membrain are solving a lot. almost everything yu ask them to do, which is very good and helpful. theres always a possibility to get all the info in to the system

  ### 10. Sales manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel T. | Customer success, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 25, 2022

**What do you like best about Membrain?**

The ability to build detailed sell processes.

**What do you dislike about Membrain?**

It could be a little less complex. For example when creating dashboards and filters.

**Recommendations to others considering Membrain:**

Great team behind the solution and it´s the best tool I have worked with.

**What problems is Membrain solving and how is that benefiting you?**

Back to what I like most and that is the sales processes. It´s really powerful when new employees are joining and they can get guided all the way. This is so so good!

  ### 11. Feedback

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2022

**What do you like best about Membrain?**

Customizable format, design your processes to accommodate your business  based on needs

**What do you dislike about Membrain?**

Sometimes too many Options. Less is more
I while I appreciate custom fields there are so many. I'd rather have less options to choose from. In a busy work day I don't have time to be so detailed

**What problems is Membrain solving and how is that benefiting you?**

Assists in organization skill
Keeps my sales projects in my face- 
Reminders are helpful
Task option are a benefit

  ### 12. Good to keep information organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2022

**What do you like best about Membrain?**

Good to keep information organized, and easy to navigate even for new users. They are happy to communicate if we want to add new features to keep track of our business.

**What do you dislike about Membrain?**

We wanted to automate for specific data to be synced from Salesforce into Membrain, but it did not fully work out. The good side - it is really easy to import those data manually, and we did not have any errors while doing that.

**What problems is Membrain solving and how is that benefiting you?**

Keeping information organized - both for the Sales team and Account Managers. When the projects are handed over, it is really easy to follow up on all the necessary info to successfully work. Also, easy for Top managers to do an in-depth check of the progress/status of accounts.

  ### 13. Super easy UI and Effective dashboard

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mohammed Sohel M M. | C, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 25, 2022

**What do you like best about Membrain?**

Membrane offer easy and effective fillters to easily get the clear picture of current sales pipeline and future projections as well as good graphical information

**What do you dislike about Membrain?**

The only problem with I find you can't edit headers according to your requirement also I understand it's data protection but fetching data in Excel form would be also easy

**What problems is Membrain solving and how is that benefiting you?**

Membrane offers good overall picture of current pipeline and sales figure helps management to figure out future projections

  ### 14. Vice President of Custer Sales

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Furniture | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Membrain?**

Our sales managers are now able to see areas in the sales process our account managers are having difficulty with and can help coach them through those obstacles.

**What do you dislike about Membrain?**

Some of the steps in the baseline sales process feels redundant.  Internally, we need to work on the timing of when an opportunity gets flagged as yellow or red based on our sales cycle, which is an internal issue we need to address rather than depending on the timing automatically set by Membrain.

**What problems is Membrain solving and how is that benefiting you?**

We are now able to realize opportunities that may not be a good fit for us, or that we may not win, and we can move away from those opportunities and focus on others that we can win.

  ### 15. Tech start-up using Membrain

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Membrain?**

All in one solution that has become the centre of our universe - used not only by sales and customer success but also other teams for sharing data and reports

**What do you dislike about Membrain?**

Sometimes not as intuitive as we would like but overall it is user-friendly.

**What problems is Membrain solving and how is that benefiting you?**

connects teams together with a single view of the truth creating consistency, connects with other systems to create efficiencies e.g. contract management

  ### 16. Great CRM software, very easy to use with great customisable features.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Membrain?**

Membrain can be easily customised to our exact business needs making the data as accurate as possible.

**What do you dislike about Membrain?**

sometimes it is complicated when all emails show up related to the company when trying to look at just the project. maybe this could be separated,

**What problems is Membrain solving and how is that benefiting you?**

Membrain can show what our highest demanded products are and compare it to trends in the past.

  ### 17. Amazing

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt S. | Vice President Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2022

**What do you like best about Membrain?**

Ease of use for the CRM and an amazing customer service team.

**What do you dislike about Membrain?**

We don't dislike anything with Membrain. Everything works properly

**Recommendations to others considering Membrain:**

If you are tired of the one size fits all bait and switch CRM options out there...Membrain is the option for you. 

I highly recommend paying a little extra for the additional onboarding and setup.  Brenda, Markie, Nate, and the rest of the team are truly amazing to work with.

**What problems is Membrain solving and how is that benefiting you?**

Having a sales team that actually wants to use the system is refreshing. The UX experience is easy to follow, and the automation makes it easy for the team to close more deals with a repeatable and easy-to-follow process.

  ### 18. Membrain is Best CRM I have Used.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Merle H. | Senior Account Executive, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 15, 2019

**What do you like best about Membrain?**

Love the feature that lets me know when my email was opened by prospect or customer.

**What do you dislike about Membrain?**

One thing that comes to mind is the year of the task doesnt show up so when you see you have 3 tasks listed for the customer and one could be in two years maybe because it will time to renew their contract. The other two could be either over due or next week.  You see the month and date but not the year without opening the task.

**Recommendations to others considering Membrain:**

Implement immediately.  This is by far the best one I have used.

**What problems is Membrain solving and how is that benefiting you?**

No problems. Easy to use and operate.  I couldnt imagine a better CRM.

  ### 19. Finally I found a smart, fun and flexible All in solution to support our business in a modern way.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria H. | Chief Sales Officer - Europe, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2022

**What do you like best about Membrain?**

The Solution covers all needed processes to streamline and control your customer's experience and collaboration. With Membrian´s possibility to use the  API connectivity, it provides a seamless workflow and is easy to use for everyone who has access to the system. Marketing, sales, support, and management. Including the Membrain app, we don't miss out on any interaction with our customers or in our internal communication. 
Our experience from the first contact to where we are now is very professional and well performed with fantastic support.

**What do you dislike about Membrain?**

In all system there is room for improvment but so far there is nothing I would like to add. Membrain works continusly on improving the system and they are keeping us in the loop all the time.

**Recommendations to others considering Membrain:**

The investment of Membrain´s onboarding is worth every penny. The ROI is favorable for your company. 
Membrain is, without doubt, a system for the sales/ marketing and management team to use because it's easy and fun.

**What problems is Membrain solving and how is that benefiting you?**

The soultion, together with the data we register, will enhance our value proposition and business proposition and monitor and improve our own customer experience. We can grow endless in Membrain´s platform.

  ### 20. Smooth and helps us sell more!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tomas W. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Membrain?**

The sales project view and the Customer Success process (called Accoung Growth).

**What do you dislike about Membrain?**

Nothing in particular to be honest, i dont know.

**What problems is Membrain solving and how is that benefiting you?**

Clarifying where we should focus our sales power and motivates us to get there.

  ### 21. Membrain helps us solve all our Account Management, Sales cycle needs trough their customisable CRM.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristaps G. | Demand Generation Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about Membrain?**

The customizability and integrated workflows

**What do you dislike about Membrain?**

Small amount of integrations and the capabilities of existing integration s

**What problems is Membrain solving and how is that benefiting you?**

It helps us being organised and keeping pulse on our accounts and prospects

  ### 22. Best sales automation platform.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pradyumna B. | Lead Researcher, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 13, 2022

**What do you like best about Membrain?**

Sales Enablement Focus (process combined with content) The high adaptability & flexibility - Easy to adjust to the actual required activity streams of the sales executives CRM & LMS in one piece.

**What do you dislike about Membrain?**

The contents in a page is 25 to 100,if this can be maximized to 500 or 1000 then that will be of great use. Sometimes it takes like to load contact and page expires.

**What problems is Membrain solving and how is that benefiting you?**

Arranging of leads or contact s and keeping them in a proper order, working on those contacts.overwiew and ease to manage prospect lists, create sales projects and tracking  pipeline of sales,creating of report and dashboard.

  ### 23. Easy To Use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kenny M. | Senior Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2022

**What do you like best about Membrain?**

I like how I can see all of my projects in one view.

**What do you dislike about Membrain?**

I dont like the fact that I cannot sort out my Tasks by timezone even if they are labeled

**Recommendations to others considering Membrain:**

Smart choice for any sized business

**What problems is Membrain solving and how is that benefiting you?**

Keeps the pipeline organized.  I am able to track the progress of each account very fast

  ### 24. Membrain gave us the ability to streamline and optimize our sales process. Great product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Johan E. | Commercial Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2021

**What do you like best about Membrain?**

Makes complex sales fun with a crips and clear process. The ability to integrate with various services and continously improve the way of working without a lot of work or cost is incredible. In my work as a sales manager with a team spread out geographically Membrain has become the natural and most important aspect of our sales collaboration. The team appreciates the guidance and structure and for myself I enjoy having both control and being able to change our way of working easily. We use the Sales Projects for our complex sales, Account Growth for our strategic account planning and follow up and product revenue import to track the actual value of our customers. And it just works!

**What do you dislike about Membrain?**

Hard to find anything to dislike since Membrain has really worked great in our organization. Sometimes the level of automation could be higher and thereby replacing the manual work done, but that is just a minor flaw.

**What problems is Membrain solving and how is that benefiting you?**

We wanted our sales team to work more streamlined and avoid the unhealthy business that previously proved to hurt our financial status.

  ### 25. last 5 years worked with membrain , this is extensive software in CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rajagopal G. | Team Manager -Business Development , Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2022

**What do you like best about Membrain?**

Prospect, Pipeline, and analytics, email

**What do you dislike about Membrain?**

there are more filed  that need to update but that is also good

**What problems is Membrain solving and how is that benefiting you?**

Helped lot of lost case to win

  ### 26. Complete sales enablement platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashutosh K. |  Sr. Cloud HR Advisor, Human Resources, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2022

**What do you like best about Membrain?**

It has all of the right dashboards, analysis, behavior tracking, sales report. Prospect view, integration with HubSpot CRM works well. good tracking for managers and also leaders.

**What do you dislike about Membrain?**

It lags sometimes and loads lately. But gets rectified soon

**What problems is Membrain solving and how is that benefiting you?**

a cloud-based sales automation platform with CRM functionality. The solution provides pipeline management, prospecting, lead scoring, automation with Hubspot CRM.

  ### 27. Great CRM Tool for sales team and whole organizations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2022

**What do you like best about Membrain?**

It's a tool that enables CRM teams through key options like prospecting, pipeline, account growth and so on. With all these options our team was focused on b2b sales.

**What do you dislike about Membrain?**

Integrations options could be a little bit difficult in some cases. We had an in-house developed solution we had some issues trying to integrate it to membrain.

**Recommendations to others considering Membrain:**

If you are thinking about a better b2b sales process, Membrain is the solution.

**What problems is Membrain solving and how is that benefiting you?**

Tracking the sales process was difficult before Membrain; but now, we have real control over our sales process, letting us get a better and improved b2b sales process

  ### 28. Easy Way To Optimize Business Sales & Strategy from Membrain

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trishali  S. | Business Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 08, 2021

**What do you like best about Membrain?**

Membrain optimizes your sales strategy, providing you with a custom-built toolset to reach sales targets, track behavioral data and optimize win rates. Put the power of data-driven sales into the hands of our business sales team without having to build a tool from scratch. It helps to gain situational awareness across for entire organization, so we can drive execution towards increased revenue and increased performance!

**What do you dislike about Membrain?**

When we started using Membrain than we faced some customization and report generation issues but after taking the help of customer support, It's working fine. Membrain is good for businesses to improve business sales.

**Recommendations to others considering Membrain:**

Membrain shows how you can reach your sales target through an easy to use interface and with real time analytics so we can see where our team needs improvement. We should use it for our business to boost productivity.

**What problems is Membrain solving and how is that benefiting you?**

Membrain is a sales enablement platform that helps our business to accelerate sales pipeline growth, improve success rates and optimize sales strategies through a comprehensive suite of sales tools. Membrain's dashboards help you track our performance, gain visibility into how we are selling, and identify opportunities for improvement, so We have purchased the packages of Membrain CRM to produce results. We can easily keep track of your sales performance. Monitor business deals and pipelines at a glance to find out if we are on track for success. Identify areas where our team is struggling so we can take corrective action and improve their win rate.

  ### 29. Membrain has been transformational for our business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael T. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2020

**What do you like best about Membrain?**

The ability to build out our own processes and customer support.

**What do you dislike about Membrain?**

I don't dislike anything about Membrain.

**Recommendations to others considering Membrain:**

Nil.

**What problems is Membrain solving and how is that benefiting you?**

We had two areas that we identified as requiring improvement:

(i) We needed greater insight and understanding of our sales process and areas that were performing well and areas where things could be improved.

(ii) As we onboarded new sales staff, we needed them to hit the ground running. This meant that we needed to capture and share the knowledge from existing sales staff to newcomers quickly and effectively.

Membrain allowed us to embed repeatable, measurable prospecting and sales processes. This has made it easier to onboard new sales staff, and identify where and how our processes can be improved. The ability to build out our own processes has also allowed us to apply and utilise Membrain in other, non-sales related, areas of our business. This in turn has given us a level of insight into areas of our business that we've never previously had.

  ### 30. Amazing product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel P. | Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 24, 2022

**What do you like best about Membrain?**

Ease of use and the visuall sales process. 

The team at Membrain is very professional with fantastic support.

Fantastic onboarding!

**What do you dislike about Membrain?**

I don't dislike anything with Membrain as of now.

**What problems is Membrain solving and how is that benefiting you?**

Keep track of our sales performance, projects and activities. Helps our business to accelerate our sales pipeline growth.

  ### 31. Great product and great experience.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim O. | Senior Sales Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

I find it helpful that Membrain keeps my emails and documents with the sales projects. Membrain helps me keep organized throughout the day.

**What do you dislike about Membrain?**

Working through the email flow and filing emails takes a minute to get used to it. I would not say I dislike it, but it does take time.

**What problems is Membrain solving and how is that benefiting you?**

Helping with Organization and sales projections.

  ### 32. Membrain is a game changer. The process and strategy has helped guide my Business Development team.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Geoff M. | Vp of business development, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2022

**What do you like best about Membrain?**

I love the videos to help clarify Speed on Base quality.

**What do you dislike about Membrain?**

The process is very beneficial, but there are some redundantcies.

**What problems is Membrain solving and how is that benefiting you?**

Membrain is helping us make sure we don't miss any details.

  ### 33. the tool is very user-friendly and it is to modify according to your sales needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2021

**What do you like best about Membrain?**

overview of the sales performance and active pipeline

**What do you dislike about Membrain?**

to get access to the visit report. it is less user friendly than others tools

**What problems is Membrain solving and how is that benefiting you?**

it helps me to have a trace of all contacts had in the past, avoiding getting in touch again with the same companies that do not fit with our business

  ### 34. Great tool for managing processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

Ability to output data in various different formats, views, dashboards etc.

**What do you dislike about Membrain?**

Some of the functionality is not intuitive or easy to see eg how to attach a document to an appointment, however, once you know it's fine.  Also some of the views have hidden sorting which I cannot understand.  Small niggles in an otherwise excellent system.

**What problems is Membrain solving and how is that benefiting you?**

I manage a large number of clients so I need a system which will keep all the information about each client and allow me to follow up in a timely manner.

  ### 35. CRM re-defined

**Rating:** 4.5/5.0 stars

**Reviewed by:** Octavio F. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 01, 2021

**What do you like best about Membrain?**

The possibility to personalize sales scenarios & workflows for different solutions and products.

**What do you dislike about Membrain?**

That the contacts in Membrain doesn't sync with the office 365 contacts.

**What problems is Membrain solving and how is that benefiting you?**

Sales efficiency. Salespeople are more productive

  ### 36. Great experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** Isobel A. | Membership Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

The staff are very supportive and the product is great. It's really improved our processes

**What do you dislike about Membrain?**

The reports are very difficult to build.

**What problems is Membrain solving and how is that benefiting you?**

Keeping track of prospects

  ### 37. Great product, great onboarding help

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2021

**What do you like best about Membrain?**

The simplicity and that you can make changes to processes easy but you still have templates to start with.

**What do you dislike about Membrain?**

Getting started and use it for everything is hard but beneficial in the end.

**What problems is Membrain solving and how is that benefiting you?**

Reminders and automating our work flows with email templates and pushing the customer forward or can earlier realize that it is not the right fit with our products.

  ### 38. Amazingly Flexible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2019

**What do you like best about Membrain?**

Flexibility of membrain allows me to customize for my not-so-standard requirements

**What do you dislike about Membrain?**

the email integration and notifications system

**Recommendations to others considering Membrain:**

I highly recommend Membrain for CRM and multiple uses

**What problems is Membrain solving and how is that benefiting you?**

We are using Membrain to track all our proposals and as a bit of a database for same. The ability to fully customize was a game changer compared to our initial look at the competition

  ### 39. Great

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

I like the user interface the most...thanks

**What do you dislike about Membrain?**

If more complex features and integration with other software is required, the team is supportive but I've had experience with in-house software development and priorities are easier to set with internally managed CRM systems.

**Recommendations to others considering Membrain:**

Enjoy the experience

**What problems is Membrain solving and how is that benefiting you?**

Project management; link with email so don't need to upload project documents and email chains

  ### 40. Have badly needed a CRM solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew G. | QA/RA/HR, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2020

**What do you like best about Membrain?**

the sales process is embedded in the CRM

**What do you dislike about Membrain?**

Email from Membraine is poor.   Difficult to format and drop in screen shots.

**What problems is Membrain solving and how is that benefiting you?**

1)  it is addressing what every CRM should do...help me manage my customer interactions
2)  The single greatest thing about Membrain, if I can see it throught, is Membrain's potential to help me
- capture my sales process
- reinforce the use of my sales proces
- provide metrics of activites completed in my sales process...which provides data I need to make informed decisions regarding modifications to my sales process

Note:  I tried, but could not get the screenshot to upload.

  ### 41. Great

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

Support getting started, usability, easy to change settings etc

**What do you dislike about Membrain?**

More fonts needed in the email. more connections to other solutions

**What problems is Membrain solving and how is that benefiting you?**

We have a solid sales process, we are able to set dashboards up to follow KPI:s. Userfriendly, everyone seems to like it

  ### 42. Ingram / Jim Hall review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2021

**What do you like best about Membrain?**

The product has exceeded expectations, more importantly, the people backing it are true professionals.

**What do you dislike about Membrain?**

At times the "help" functionality can be confusing. A bit heavy with red flag status perhaps.

**Recommendations to others considering Membrain:**

Come for the process-driven approach and stay for the Analytics and tools.

**What problems is Membrain solving and how is that benefiting you?**

Process clarity. Analyzing our performance. Presenting easy-to-understand reports to leadership is one clear benefit.

  ### 43. an extensive source of data to make your operations solid and effective based on CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 30, 2020

**What do you like best about Membrain?**

I love this software because it is programmed to boost the efficiency of companies, to achieve optimal performance and quite useful for the productivity that characterizes each company, specifically in an area based on sales, which is one of the qualities that most call my attention, highlighting that it acquires an extensive list of functions, precisely in management in each feature work that acquires an entire organization, becoming a CRM system, very sophisticated in wide variations, or rather to their work performance.

**What do you dislike about Membrain?**

We can consider, that it is not a complete software, for the basic functions of CRM, as much for the management of relations with the client, like the improvement of the sales of each organization, because it would be incredible that this system, implements an option of use, that allows to establish more productive operations, according to the economic value, more than everything to foment abilities and to send electronic mails to different users and to distribute a good content of marketing.

**Recommendations to others considering Membrain:**

It is ideal for any establishment, since it adapts in a very considerable and fast way, which allows us to increase the performance of the operations that are executed internally, including that it offers multiple managements of different functions, to take a balanced administration in each labor field, that your organization carries out, emphasizing that it is one of the software of CRM, with more skillful determinations based on the managements, which allows to acquire solid and useful information, for strict and wide business environments.

**What problems is Membrain solving and how is that benefiting you?**

We currently use this software on a large scale, because it presents stable functionalities that are very useful to us, mentioning its wide methods of management, that adapts adequately to all our active departments in their said productivity, guaranteeing a very consistent source of data in its majority, for a superior intelligence in each field, and offering considerable services, to a wonderful success rate, more than anything in the support areas, because we have had very satisfactory results with the interactions with each user, to solve any of their problems that may arise.

  ### 44. simplify the complex sales process with Membrain

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shailesh N. | Regional Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2019

**What do you like best about Membrain?**

The best thing about membrain is that you don't need to remember anything related to your MOM, Meeting schedules, call schedules and Task, it also helps you to create the handy template such as Introduction Email, follow up email and Proposal template which standardize your sales process completely

**What do you dislike about Membrain?**

Some times it doesent load in low bandwidth, also the app have some limitations in terms of the data update, and while saving the address of a Prospect save button go so low in the bottom that you won't be able to see it. please fix this bug, it should automatically navigate us to the prospect address using GPS of the mobile application, many times it throws authentication error with gmail, multiple times we need to test the connection between membrain and gmail to check.  Mobile application also doesent work on less bandwidth or low network, kindly upgrade it so that it can be referred anywhere and should be handy to use

**Recommendations to others considering Membrain:**

please improve address update fields in membrain its not proper

**What problems is Membrain solving and how is that benefiting you?**

1. Meeting schedules
2. Sales pitch
3. Template standardization
4. Reminders
5. Task
6. Configuration of custom sales process


  ### 45. Best CRM...ever!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonas O. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2020

**What do you like best about Membrain?**

Really the ability it gives me and my team to been on top of it all! Working in a hectic but joyful environment, makes every minute count and Membrain takes all the important stuff and makes it visual! And what you can see and measure, you can control! Selling is always a pleasure but with Membrain, its just on another level.

**What do you dislike about Membrain?**

So far...nothing! And Im in for 12 years...

**What problems is Membrain solving and how is that benefiting you?**

Control over Pipeline but also getting the tool needed for Team- and Cross-Selling

  ### 46. Membrain has enabled us to create simple, structured processes which generate insightful data.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jack N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2020

**What do you like best about Membrain?**

The ability to create bespoke interactive processes, which incorporate commentary and lessons that our users can benefit from as we they undertake the process. This makes for a much clearer onboarding experience as the data is fed to you as you move along.

**What do you dislike about Membrain?**

Nothing comes immediately to mind. Which is not to say Membrain is perfect - but nothing glaring makes Membrain hard to use.

**What problems is Membrain solving and how is that benefiting you?**

Formalising the approach that our sales teams across different jurisdictions was one of the main goals of using Membrain. By doing so, we've now been able to develop a clearer process and understanding for the team.

  ### 47. Membrain has helped grow my teams sales!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2020

**What do you like best about Membrain?**

I like seeing the whole teams next steps

**What do you dislike about Membrain?**

I wish only one person could use specialized tools without having to pay for the entire teams access to said special tools

**What problems is Membrain solving and how is that benefiting you?**

Everyone is on the same page. Important steps in our complex sales process are not missed as often s the used to be.

  ### 48. Exceptional sales tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Farming | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 10, 2020

**What do you like best about Membrain?**

Membrain makes it so easy to stay organized and on top of your projects. I love all of the information I can note, keep track of, and compare within the companies on my list.

**What do you dislike about Membrain?**

I have not been successful in finding companies/contacts by searching with their phone number. At times I do not have their number saved so when they call and do not leave a voicemail I would like to be able to type it into Membrain to see who called.

**What problems is Membrain solving and how is that benefiting you?**

Our team is becoming more and more organized with this tool.

  ### 49. Useful and helpful tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 15, 2019

**What do you like best about Membrain?**

I like the Dashboard the best.  We can keep track on sales projects, sales goals etc by creating difference types of reports to get overall results.

**What do you dislike about Membrain?**

Nothing really, probably the least thing I like is if you create a list of projects on the dashboard, you cannot see the whole list unless you scroll down.  But the advantage of this is you can export to Excel which then gives you a clear view on everything.

**Recommendations to others considering Membrain:**

If you want a useful tool that can help keep track of sales projects, contact details and company details, I would recommend this.  Most handy tools with this is the pipeline, story stream and the dashboard to create reports.

**What problems is Membrain solving and how is that benefiting you?**

It's difficult to keep track on sales projects with the sales team.  Membrain helps us keep a lot of important information for us to keep track of things.  Also keeping data of contacts and companies is a huge help.

  ### 50. Unbeatable versatility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 04, 2020

**What do you like best about Membrain?**

The ability to configure the sales process they way you operate is incredible. So often software developers try to get you to conform to their way of doing it and then you go to great expense to customize their "cookie cutter" approach. Membrain provides a level of customization that is rarely seen.

**What do you dislike about Membrain?**

It is primarily a B2B system and we also handle B2C. The team at Membrain have been great and we have a workaround but at the end of the day it is a workaround.

**What problems is Membrain solving and how is that benefiting you?**

Bringing transparency and accountability to a sales team. Better viability for cross selling opportunities, increased team cooperation.


## Membrain Discussions
  - [Hidden costs?](https://www.g2.com/discussions/hidden-costs) - 1 comment, 1 upvote
  - [Email &amp; calendar integration?](https://www.g2.com/discussions/email-calendar-integration) - 2 comments, 1 upvote
  - [How does implementation work?](https://www.g2.com/discussions/how-does-implementation-work) - 1 comment, 1 upvote
  - [User types?](https://www.g2.com/discussions/user-types-f2149bdb-b912-40f3-9a5f-7aceec0e1aa1) - 1 comment, 1 upvote
  - [How is Membrain different from Salesforce?](https://www.g2.com/discussions/how-is-membrain-different-from-salesforce) - 1 comment, 1 upvote

- [View Membrain pricing details and edition comparison](https://www.g2.com/products/membrain/reviews?filters%5Bnps_score%5D%5B%5D=5&page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-14+04%3A46%3A02+-0500&secure%5Bsession_id%5D=15b11806-47e0-4bd4-a416-c74d90cd1a14&secure%5Btoken%5D=a39ef47cbd53efaa81e6480bf94b80c76f869203bf82d3cbe4332bb7d82dd93f&format=llm_user)
## Membrain Integrations
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)
  - [Constant Contact](https://www.g2.com/products/constant-contact/reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Fathom](https://www.g2.com/products/fathom-video/reviews)
  - [Fortnox](https://www.g2.com/products/fortnox/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Oneflow](https://www.g2.com/products/oneflow/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)
  - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Membrain Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Third-Party Integrations

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Additional Functionality**
- Performance Metrics
- Feedback Management
- AI Copilot
- Reporting & Statistics
- Mobile Access
- Collaboration Tools
- Gamification
- Automatic Transcription
- Call Recording
- Sales Reports
- Real-Time Analytics
- Commenting/Notes
- Built-in Course Authoring
- Learning Paths/Tracks
- Assessment Management
- Video Conferencing
- Conversation Intelligence
- Call Monitoring
- Goal Setting/Tracking
- Workflow Management
- Learning Management
- Content Management
- Training Management
- Document Management
- Content Library
- Recommendations
- Activity Dashboard
- Call Tracking
- Performance Management
- Onboarding
- Search/Filter

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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