Membrain offers a comprehensive suite of tools designed to streamline enterprise sales processes. From opportunity coaching modules to stakeholder mapping, it ensures consistent playbook adherence and provides valuable insights into deal dynamics. The platform also supports compliance with regulations like CCPA, making it a reliable choice for sales teams. Review collected by and hosted on G2.com.

I value Membrain’s opportunity coaching modules and stakeholder mapping the most. It lets me embed our methodology directly into pipeline stages for our lengthy enterprise workflow-automation deals, so reps follow consistent playbooks. The win-loss analytics help me spot recurring deal blockers for training, and stakeholder mapping lets our reps document decision-makers for lengthy enterprise automation deals right within each opportunity record. The coaching modules allow me to assign targeted skill tasks when deals stall, rather than doing generic sales training, and flag gaps before deals slip. I also manage role permissions and audit trails to secure prospect PII and stay compliant with CCPA for our Austin sales group, which Membrain helps me do effectively. Review collected by and hosted on G2.com.

I like how Membrain keeps everything organized in one place. It's easy to keep track of opportunities and follow-ups, and having customer information and sales activity together makes it easier to see what needs attention. It saves me time because I don't have to look through different places to find customer or opportunity details. I can quickly see what has been done, what needs follow-up, and what the next step is. This makes my daily work more organized and helps me stay on top of things. Review collected by and hosted on G2.com.

One area that could be improved is the interface. Some features can take a little time to understand, especially when you are new to the platform. It would be nice if some of the navigation and settings were a bit more straightforward. Some of the menus and settings can feel a little crowded, and it sometimes takes a few extra clicks to get to the info I need. It would be helpful to have a simpler navigation and a more streamlined layout for frequently used features. Review collected by and hosted on G2.com.

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 use Membrain for official purposes, specifically to enhance our customer interface and plan sales strategies based on customer details. I find it very good for storing all the past details about customers, like previous discussions and current status, which can be accessed with a click. I appreciate that it helps me find client details and data without wasting time. Membrain is easy for future planning and allows me to store and share data and white papers effortlessly through email. I especially enjoy the sharing and collection of details, using features like whitepapers and presentations that can be shared with clients or within the team quickly, without needing to open a separate email. Review collected by and hosted on G2.com.

A better user-friendly interface would be more helpful because currently it takes some time to get acquainted with the interface. Review collected by and hosted on G2.com.

I love how much this platform simplifies the CRM experience. It did take me a little time to adjust after moving from Salesforce, but I’d honestly hate to have to go back to the clunky monster that Salesforce felt like. The mobile app is much easier to use and makes it simple to add notes and fill in fields with voice-to-text. Overall, I really love it. Review collected by and hosted on G2.com.

The email feature doesn’t have the same look, feel, or functionality as Outlook, which makes it a bit clunky. Because of that, I honestly haven’t really used it as my go-to tool for creating emails. Review collected by and hosted on G2.com.

Easy to configure to suit your needs. You can record all the details for each deal separately, and you can link emails to each deal. Review collected by and hosted on G2.com.

no field for reminding sales people on when to chase each deal 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.