Our Engagement Models

One CRM, Three Ways. Built Around You.

At Infertility Portal, we support agencies in ways that align with their unique needs. We understand that every agency operates differently, with its own challenges, workflows, and goals.

If you are:

Just starting your Agency
Managing your agency through Excel spreadsheets, Google Docs, or disconnected systems
Looking to digitize and organize your existing processes
Already using Zoho and need expert guidance to take it further
Outgrowing your current software because it is rigid, not customizable, and tied to a forever monthly subscription fee.

We’re here to help.

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

To better understand how these engagement models come to life, let’s explore each option in more detail.

Each approach is intentionally designed to support a different stage of growth, offering the right balance of structure, flexibility, and guidance to help you build a system that truly works for your agency.

OPTION # 1

DO IT FOR ME

A Complete, Done-for-You CRM Solution

- We design and build your CRM from the ground up

- We create all templates, forms, and workflows

- We manage the full implementation

- We train your team

You focus on growing your agency. We built the system that supports you.

OPTION # 2

DO IT WITH ME

A Collaborative, Fully Customized Approach

- We collaborate on design & testing

- Your processes guide the system

- We refine & improve workflows

- Fully customized to your agency

100% Customizable. 100% Owned by You.

OPTION # 3

DO IT FOR MYSELF

Expert Support – When You Need It

- Buy a stack of hours

- Use them as needed

- Get expert guidance

- improve your system

All sessions can be recorded for training & future reference.

Which Option is Right for You?

We’ll help you choose the best path based on your agency, your goals, and your timeline.