The Only Surrogacy & Egg Donor Agency Software YOU Own - Forever.
Designed by industry veterans, for the next generation of professionals.
Infertility Portal has been part of the fertility and surrogacy community for decades. Today, we bring that experience to the industry in two ways:
Managing recruitment, intake, matching, legal, medical, financial, and emotional logistics requires hundreds of moving pieces. Your team is constantly juggling tasks, communicating with clients and professionals, tracking deadlines, training staff, and making sure important details do not fall through the cracks.
That is why agencies turned to CRM technology in the first place. But a CRM is not what it used to be. Originally, a CRM was primarily a place to store and organize information. Then automation and workflows transformed the CRM, allowing it to send emails, create tasks, generate documents, track processes, and help staff work more efficiently.
AI agents represent the next evolution. Instead of simply storing information or following predefined workflows, AI agents can work alongside your staff. They can review cases, identify missing information, summarize histories, draft communications, monitor processes, answer questions, surface potential concerns, and recommend what needs attention next.
And this is where something even more important happens. As you build and refine those agents around your agency’s workflows, policies, processes, documents, and standards of care, they begin to capture the institutional knowledge your agency has developed over years of helping create families.
STEPS brings your agency’s operations together in one customizable platform. And because you own your STEPS platform, the workflows, automations, AI agents, and institutional knowledge you build become part of your business, not someone else’s platform.
Unlike generic software or subscription platforms, STEPS mirrors the actual workflow of a surrogacy or egg donor agency because it was created by someone who has built, run, and sold agencies and understands the real-life operational and ethical challenges involved.
When you own STEPS, you are not buying software that becomes outdated. STEPS is built on Zoho, a global technology platform that continually invests in improving its software, security, automation, integrations, and artificial intelligence.
Your Zoho One license gives your agency:
Your $49 monthly Zoho license gives each employee access to the underlying technology ecosystem. Your agency owns the customized STEPS platform we build on top of it.
That distinction becomes even more important as AI advances. Zoho can continue investing millions of dollars and hundreds of thousands of development hours into the underlying technology. Your agency can take advantage of those advances while continuing to build its own workflows, automations, AI agents, and institutional knowledge inside STEPS.
