The Only Surrogacy Agency Software You Own - Forever.

Empowering Surrogacy Through Smart Software & Shared Knowledge

Designed by industry veterans, for the next generation of professionals.

3 women working on CRM for a surrogacy agency

1. What is STEPS?

STEPS is a customizable platform built exclusively for surrogacy agencies — designed to help you manage, track, and streamline every journey from first inquiry to final delivery.  Whether you’re supporting intended parents, gestational carriers, or your team, STEPS gives you full control, automation, and clarity—all in one place.

 

STEPS isn’t just another business tool—it’s built specifically for your agency’s needs:

  • No Monthly Software Fees
  • No charges based on client volume
  • No Shared Databases
  • No more juggling spreadsheets – your entire agency’s data is now at your fingertips
  • 100% Customizable to fit your agency’s unique workflow.
  • No forced system updates

 

Your agency has complete control, full customization, and enterprise-grade security.

 

Easily transition from your current software, spreadsheets, or documents to a smarter solution.  Fast, hassle-free, and with minimal disruption and maximum efficiency.

Infertility Portal's CRM on a computer screen showing the Intended Parent Module
2 woman and man looking at iPad

2. Global Surrogacy Updates

Alongside our specialized CRM software designed for surrogacy agencies, we are proud to offer a curated collection of infertility articles and blog postings.    Our articles break down complex concepts into clear, easy-to-understand language.   We also provide practical guidance based on real-world experience, including surrogate and donor screening best practices and tips for navigating agency operations.

 

What truly sets our content apart is our global perspective: we regularly publish legal updates on surrogacy laws across dozens of countries, including proposed legislation, recent court rulings, and procedures for finalizing parental rights.

 

Infertility Portal serves as your one-stop resource for staying informed and connected.   Our platform helps you keep up with the ever-evolving global surrogacy landscape, without hours of research or fact-checking.  That way, you can stay focused on running your agency and supporting the families you serve.

Running a surrogacy agency is complex, but we make it easier.

 

Managing intake, matching, legal, medical, and emotional logistics is no small feat.  You are constantly juggling tasks, training new staff, maintaining your unique process, ensuring client satisfaction, and keeping your team aligned.   In the midst of it all, important details can fall through the cracks, leading to missed follow-ups, delayed communication, and lost opportunities.

 

That is where our 40+ years of hands-on experience in the field of surrogacy come in.

 

We’ve developed STEPS—Surrogacy Tracking & Engagement Platform Software, a customizable, affordable solution built specifically for agencies like yours.   Whether you’re managing clients, monitoring pregnancies, assigning tasks, or tracking profile views,  STEPS brings it all together—organized, automated, and fully in your control.

 

It’s more than software.  You own the software, control your data, and shape the platform to meet your team’s exact needs.  Our software is built by professionals with decades of hands-on experience in the surrogacy field, so every feature serves a real-world purpose.

 

Ready to bring clarity and structure to your agency?  Start with STEPS.

Our platform has a built-in AI feature that allows users to incorporate artificial intelligence to automate repetitive tasks.

Icon for AI i

Down-to-Earth & Relatable

Our solutions are practical, and our advice is straightforward. No tech jargon or unnecessary complexity.

We Pioneered this Field

We believe in the importance of creating a family. That's why we're passionate about helping agencies reach their goals.

Simplicity with Confidence

Our user-friendly STEPS software system ensures that even beginners can navigate it effortlessly.

Customization Is Key​

No two surrogacy agencies are the same. That’s why we create software that mirrors your process—not someone else’s.

Affordable Excellence

We deliver powerful, professional-grade software that’s affordable—so every surrogacy agency can access the tools they need to succeed.

Inspiring Progress

We're driven by the belief that your dreams are within reach, and we're here to help you reach them. Your success is our success.

Karen Synesiou

Founder

Jo Duffy

Founder

We Help You So You Can Create Families

The Faces Behind Our Success

Bemefit of STEPS

STEPS

  •  You own it 100%
  • $49 per employee per month (Zoho fee)
  • Customized for YOUR agency
  • Your data is fully isolated
  • Scale to 500,000+ records
  • No shared environment
  • Updates when YOU want them

OTHER CRMs

  • They own it, you pay a monthly subscription forever
  • Hundreds or thousands per month, and costs increase with client volume
  • No customization
  • Shared environment for all agencies
  • Majority-rule updates you can’t control
  • You never stop paying
  • Vendor accesses data to count active clients.

 

STEPS is the only surrogacy CRM built by a real agency founder

with almost four decades of experience in the field.

 

Unlike generic software or subscription platforms, STEPS mirrors the actual workflow of a surrogacy agency because it was created by someone who has built, run, and sold agencies and understands the real-life operational and ethical challenges involved.

 

Why pay Zoho $49 per employee per month?  Because Zoho Makes STEPS Future-Proof:

 

  • Continually updated by a global team of thousands of developers
  • Military-grade security & redundancy
  • HIPAA-ready architecture
  • Mobile apps included
  • Constant innovation in workflows, automation, and AI 
  • The Zoho One license includes powerful tools like:
    • Zoho Sign — comparable to DocuSign, (typically costs $25 – $30 per employee)

    • WorkDrive — comparable to DropBox, (typically $20 – $25 per employee for 5 TB)

  • These built-in apps eliminate the need for multiple outside subscriptions, creating significant savings for agencies 

  • STEPS grows stronger every year without requiring expensive monthly software fees.

 

 

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