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 in 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 or membership products 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.
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.
