How We Can Work together

One CRM.  Three Ways.  Built Around You.

Your Agency. Your Needs. Your Way.

No two agencies operate exactly the same way.  Whether you are launching a new surrogacy or egg donor agency, replacing disconnected systems, or looking for a better way to manage and grow your agency, STEPS can meet you where you are.

 

  • Starting your agency
  • Ready to replace spreadsheets and disconnected systems
  • Outgrowing your current software
  • Looking for STEPS to be built around the way your agency works.

 

Choose the level of customization and support that fits your agency today.

 

STEPS CRM

 

We offer three flexible ways to work with us, enabling you to choose the level of support that fits your agency today.

 

Three ways to work together

 

OPTION # 1

DO IT FOR ME

 

A Complete, Done-for-You CRM Solution

  •  

Start with a proven STEPS system designed specifically for surrogacy and egg donor agencies.  We handle the setup, implementation, and training so your team can get up and running quickly.

Best for agencies that:

  • Are launching a new agency or program
  • Want proven workflows rather than starting from scratch
  • Want us to handle setup and implementation
  • Need their team trained and ready to go

 

You focus on your agency. We handle the technology.

Option 1

OPTION # 2 

DO IT WITH ME

 

A Collaborative, Fully Customized Approach

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Your agency already has processes that work.  We start there.

 

Together, we map your workflows, terminology, forms, communications, automations, and reporting, then customize STEPS to match how your agency actually operates.

 

Best for agencies that:

 

  • Have established processes and workflows
  • Want technology built around the way they already work
  • Want to collaborate on design and testing
  • Need greater customization, automation, and reporting

 

100% customizable.

100% owned by you.

 

Option 2

MOST POPULAR

OPTION # 3 

DO IT FOR MYSELF

 

Expert Support When You Need It

 

Already managing STEPS yourself but need help taking it further?  This option gives you access to our expertise when you need it, while you remain in control of your system. 

 

  • Purchase a block of support hours
  • Use your hours whenever you need them
  • Get help with customization, automations, reports, forms, and workflows
  • Troubleshoot problems or improve existing processes
  • Schedule sessions when it works for you.

 

You built it.  You manage it.  We’re here when you need us.

Option 3

Which Option is Right for You?

 

Not sure which option fits your agency?  We’ll help you choose the right level of technology, customization, and support.

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