Outseta
All-in-one CRM, payments & membership platform for startups
What is Outseta?
Try OutsetaOutseta is a membership-focused CRM that brings together member records, pipelines, and communication in one place, starting from lead capture and continuing through customer lifetime value. It pairs CRM with payments so you can manage subscriptions, refunds, invoices, and CLTV without having to switch between systems. Built for SaaS and membership businesses, it’s also offered with a 7-day free trial, with access to every feature and no long-term commitment to start.
What does Outseta CRM help me manage for memberships and SaaS businesses?
Outseta lets you manage prospects and members end to end, from lead capture to lifetime value, all in one system. It’s designed for membership businesses, with fully customizable member records and the ability to track customer data, engagement, and interactions while keeping billing and communication connected to each member.
Can I customize member records and segment members based on my own data?
Yes. Outseta lets you create custom properties to track the data you need on member records, and then segment prospects or members based on any data stored in Outseta CRM. You can also use those segments to trigger emails.
How does Outseta handle payments, invoices, refunds, and subscription changes?
Outseta CRM can manage payments directly from member records, including tracking customer lifetime value, viewing a full transactional history, issuing full or partial refunds, and accessing invoices. You can also extend free trials, handle upgrades or downgrades, and update subscription renewal dates without logging into Stripe.
Does Outseta support automated lead nurturing and lead capture forms?
Outseta includes automated lead nurturing sequences that trigger email sequences to help convert leads into members, and new members are removed from your sequences when they join. It also provides fully customizable lead capture forms that add prospects to your sales pipeline and trigger your automated email sequences.
Is it easy to get started if I’m not a developer?
Outseta is set up to help you build member sign-up and sales flows with hosted pages, embeds, or pop-ups, so you can add authentication and lead capture without building a separate login system. You can also start quickly with a 7-day free trial that gives you access to every feature.
Can Outseta replace other CRM or membership tools?
Outseta supports migrating your member data and memberships from other CRMs, membership software, or billing tools for free, so you can consolidate into one membership relationship management system.