Menu
Surrogacy and egg donation agencies are labor-intensive practices, with staffing expenses consuming a significant portion of the budget.
What if we told you we could significantly reduce your business running costs, improve your professional image, and achieve excellent client satisfaction? Sound too good to be true? Think again!
At Infertility Portal, we have used 40+ years of experience in third-party services to create a unique range of products that we expect will revolutionize your agency.
A ‘CRM’ is a Customer Relationship Management system, which is designed to streamline and automate time consuming and complex processes. It can also massively improve customer perception and satisfaction by ensuring your business is run efficiently and responsively. All of those currently time-consuming processes of managing your surrogates, egg donors, Intended Parents, Insurance, Finances, Marketing, and just about everything else that is involved in the egg donor or surrogate process of having a child are handled and managed via an intuitive system. With only a few hours of training, you will wonder how you managed!
For the first time, we have created a custom-designed system tailored to your specific needs and can save you tens of thousands of dollars in efficiency in the process.
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.
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.
We have launched three CRM products aimed specifically for the Third-Party Reproduction market:
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.
