CRM

Treat every contact like a member

Forgot about member records. Effortlessly manage prospects, members, billing, and communication in one place—from lead capture to lifetime value.

Fully customizable member records

Finally a CRM designed for memberships

They should call it membership relationship management. Move beyond basic membership records with a complete CRM purpose built for SaaS and membership businesses.

Create custom properties to track any data that you require and easily segment your prospects or members based on any data stored in Outseta CRM.

Migrate your member data

We'll migrate your data and memberships from other CRMs, membership software, or billing tools for free.

Member segmentation

Create segments of members based on any data stored in Outseta CRM—and use it to trigger emails, too.

Create custom properties

Track any data that you like on your member records—from dates to text fields to checklists.

CRM meets payments

Manage payments from your member records

Everyone's sleeping on the integration of CRM and billing tools. Track customer lifetime value directly on your CRM records. Change of cancel subscriptions, issue refunds, and view a full transactional history for each member—all without logging into Stripe.

Issue refunds

Access invoices and issue full or partial refunds without requiring access to Stripe.

Update subscriptions

Easily extend free trials, handle upgrades or downgrades, and change subscription renewal dates directly from your CRM records. No logging into Stripe required!

Track customer lifetime value (CLTV)

Track how much each member has spent with your business in real-time—directly on their CRM record.

Track your sales pipeline

Track every interaction from lead capture to lifetime value

Create pipelines to track your sales. Easily create lead capture or application forms to add prospective members to your sales pipeline.

Setup automated lead nurturing sequences to help convert leads to members, and track every meaningful interaction after they join your membership, too.

Outseta deals kanban board called "Sales pipeline"

Automated lead nurturing sequences

Trigger automated email sequences that nurture leads and drive conversions. New members will be removed from your sequences when they join as members.

Lead capture forms

Build fully customizable lead capture forms that adds leads to your sales pipeline and trigger automated email sequences.

Track user engagement

Create custom events to track how users engage with your product or site directly on their CRM record.

CRM