Running a surrogacy or egg donation agency is labor-intensive, with staffing costs consuming a significant portion of your budget. What if you could streamline your operations, reduce costs, and improve client satisfaction—all without adding extra work for your team?
Too good to be true? Think again.
At Infertility Portal, we have combined 40+ years of third-party reproduction experience to build a specialized software package designed exclusively for surrogacy and egg donation agencies.
Unlike generic software, you own this system—no leasing, no long-term contracts. It is fully customizable to fit your agency’s unique workflow so that it works the way you do, not the other way around.
Setting up a fully customized system takes 3-4 months, but your team does not have to wait for the completed project. As each segment is completed, staff can begin using it immediately.
Many agencies start with their initial surrogate application on their website. That form will directly feed into the system, allowing them to instantly track inquiries and communicate with surrogates—all within the software. From there, additional automation and features are implemented, making the transition smooth and manageable.
For the first time, a custom-designed system is available to surrogacy and egg donation agencies—one that helps you reduce manual work, stay organized, and scale your business.
Ready to see how easy the transition can be? Contact us to schedule a free Demo.
Our approach is rooted in efficiency, affordability, and ensuring you have full access to your data, while addressing the specific needs of your practice.
Whether you realize it or not, most big corporations and businesses already use CRMs to manage your data. Ever wondered how customer services know who you are just from your phone number and can impressively quote your history on the spot? That’s a CRM system. Typically, these systems can prove extremely costly, but you can now have one for a reasonable monthly fee or purchase the CRM outright.
With just one or two mouse clicks, you can effortlessly send requests for information or questionnaires. The data returned will automatically populate the client’s CRM record, complete with attached PDFs. You won’t need to search for documents; everything associated with the client is neatly organized under the ‘Attachments’ tab within their record.” Our goal is to deliver innovative, yet user-friendly tools tailored specifically for our field.
No more digging through your inbox to find important conversations!
With our specialized software for surrogacy agencies, every email sent or received is automatically stored under the client’s record. Simply click the Emails tab, and you will see the full conversation history—no searching, no scattered messages, just everything in one place.
This feature is especially valuable when:
✔️ One staff member is covering for another—they can quickly review past emails and get up to speed.
✔️ A new hire joins your team—they can carefully read past correspondence and understand the surrogate’s or intended parent’s needs without missing details.
✔️ A client calls the office—you can instantly check the last interaction and respond with confidence.
Our software keeps you organized, improves response times, and ensures you never lose track of important communication.
With a CRM, the pre-built reminders, automated emails & SMS messages ensure you will NEVER forget to follow up with a client.
It is often difficult to keep track of all the inquiries your agency generates and when to follow them up. Our CRM can help with automation.
The status of each of your cases can be determined at a glance. No more searching spreadsheets or losing track of your cases.
Many software solutions for surrogacy agencies operate on a leasing model, meaning you are paying indefinitely without ever truly owning the system. With our specialized software, you own your platform outright—no ongoing leasing fees, no risk of losing access, and complete control over your data.
Your information is secure and private because it’s stored within your own system, not in a shared database with other agencies. This means only you and your team have access, ensuring the confidentiality of your intended parents, surrogates, and donors.
With our software, you invest once and have a system that grows with you—fully customizable, secure, and truly yours.
We have launched three CRM products aimed specifically for the Third-Party Reproduction market:
We specialize in creating custom-designed CRM systems tailored to any industry. Our expertise enables us to develop solutions that meet the unique needs of various fields, ensuring enhanced efficiency and client satisfaction.
CRM stands for Customer Relationship Management. It is a software system that helps a business become more organized by managing and nurturing its incoming leads more effectively, tracking communications, and automating many routine administrative tasks that consume valuable staff time.
A CRM system can help an agency stay organized by centralizing customer data, streamlining tasks and workflows, and providing a clear view of intended parents, surrogates, and egg donor interactions. It ensures that information is readily accessible, reducing manual effort and improving efficiency in managing customer relationships.
Our CRM is designed to be user-friendly and offers intuitive interfaces. We anticipate your staff will use the CRM within a few hours of their training! Switching and learning a new system can be difficult for some staff. However, we strive to mimic your existing flow process to avoid any stress to your staff. Of course, there will be automation involved and some flow upgrades.
For each intended parent, surrogate or egg donor lead, a record is created in the CRM. Automation will assist staff is pursuing these leads. After several attempts at contacting the lead, the system can be automated to follow-up for a period of time set by you. Our CRM tools will help you operate more efficiently. For example, you can send an intended parent various emails, which include your current wait time, information about current matches, a newsletter, etc.
The answer to this question depends on how much you customize your CRM. We train nominated agency staff to be able to implement some changes themselves. It really is quite easy to make changes to our CRM as your needs grow. Most changes you will eventually be able to implement yourself.
Yes, a CRM system can be suitable for egg donor and surrogate agencies of all sizes, ranging from small businesses to large enterprises.
Each staff member can see prior communication history with the client, as well as data such as their journey status, their country of residence, who they are matched with, the IVF clinic and other professionals working on the case, etc. This overview of the case is available on the home page of each record, ensuring that all data is the most recent and is instantly available. In addition, automatic reminders can be sent to follow-up on calls or emails, ensuring no communication with a client is overlooked.
Each agency is unique, and therefore, we built our CRM to be adaptable to your needs. As your agency grows, our CRM will be able to accommodate your growth. Currently, our system can handle up to a limit of 500,000 records.
This will depend on your existing software and system, but usually the answer is “yes”. Our system offers various API addresses which helps with integration. We are happy to discuss our system with your current software manager.
We recommend that each agency nominates at least 1 person from each department for training, and then that person can train his/her colleagues. We encourage each agency to train at least 2 staff members.
