STEPS brings your agency’s cases, people, communications, documents, forms, workflows, financial information, and automation together in one customizable CRM. Instead of managing information across disconnected systems, spreadsheets, emails, and documents, your team can manage the entire journey from one platform.
Store every email sent or received with the client record so your team can see the full communication history in one place.
See the full conversation history
Help staff get up to speed quickly
Respond to clients with confidence.
STEPS can automate the repetitive tasks that keep your team busy, while helping ensure important steps are never missed.
Automatically respond when a new inquiry or application is received.
Send emails and text reminders for appointments, deadlines, and next steps.
Automatically create tasks and follow-ups based on where someone is in your process.
Trigger actions as cases move through screening, matching, medical, legal, pregnancy, and beyond.
STEPS turns the information your team enters every day into a clear view of your agency. See where cases stand, what needs attention, how your team is performing, and where opportunities may be getting lost.
See where every journey stands, from screening through delivery.
Quickly identify outstanding documents, requirements, and next steps.
Turn your agency data into reports that help you make better decisions.
Track leads, conversions, referral sources, and other information that helps your agency grow.
Many surrogacy software platforms operate on a subscription or leasing model, meaning you keep paying but never truly own the system. With our specialized solution, you own your platform outright: no ongoing leasing fees, no risk of losing access, and full control over your data.
Your information stays private and secure, stored within your own dedicated system, not in a shared database with other agencies. Only you and your team can access your records, protecting the confidentiality of your intended parents, surrogates, and donors.
With STEPS, you’re not just using software; instead, you’re investing in a customizable, secure platform that grows with your agency.
See how STEPS can support your agency, from purpose-built software to AI and customized solutions.
