Manage donor applications, screening, communications, records, intended parents, matching, and more from one customizable system.
From the first donor application through screening, matching, and beyond, STEPS keeps your team, your records, and your communication connected.
Donor applications flow directly into your CRM, where your team can review qualifications, track progress, manage documents, communicate with donors, and coordinate intended parent interest, all from ONE system.
Give intended parents secure access to search non-identifying donor profiles based on the criteria that matter to them.
They can review available donors, save favorites, and identify the donors they are most interested in, while your agency controls what information they can see.
When an intended parent selects a favorite donor, that information flows directly into STEPS, giving your team an immediate view of the donors they are considering.
From the intended parent record, your team can see selected donors and open the individual donor record to review details, status, communication, documents, and next steps.
STEPS integrates AI directly into your CRM to help your team review information, identify missing details, summarize records, and find answers faster.
As AI technology evolves, STEPS can continue adding new capabilities designed around how your agency actually works.
STEPS is a customizable CRM designed to help egg donor agencies manage their entire program in one centralized system. From donor applications and screening to intended parent searches, matching, communications, documents, and case management, STEPS keeps your team organized while reducing repetitive administrative work.
Because STEPS is customizable, the platform is built around your agency’s processes rather than requiring you to change how you work.
Yes. You can integrate your egg donor application or questionnaire with your website so submissions automatically create records in STEPS.
STEPS can also evaluate applicant information, help identify whether applicants meet your agency’s initial criteria, flag missing information, and trigger appropriate follow-up communications.
Yes. STEPS can provide intended parents with a searchable donor portal where they can browse non-identifying donor profiles based on criteria your agency chooses to make available, such as physical characteristics, education, ethnicity, location, and other information.
Your agency controls what information is displayed and which donors are available for viewing.
Intended parents can identify donors they are interested in directly through the donor portal. Their selections are connected to their record in STEPS, allowing your team to quickly see which donors they are considering.
This eliminates separate spreadsheets, emails, and manually maintained donor lists, giving your staff a centralized view of donor interest.
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Absolutely. Every egg donor agency operates differently. STEPS can be customized around your terminology, application process, screening requirements, donor statuses, matching procedures, forms, communications, reports, and internal workflows.
As your agency changes, STEPS can change with you.
Yes. STEPS can automate emails, reminders, tasks, and follow-ups based on where a donor or intended parent is in your process.
For example, your agency can automatically acknowledge applications, request missing information, provide status updates, remind staff of required follow-ups, and maintain ongoing communication with intended parents.
Your STEPS platform operates within your agency’s own secure Zoho environment. Your agency’s records are separate from those of other STEPS clients, and access can be controlled based on each staff member’s role.
Your agency also controls what donor information is made available to intended parents through the donor search portal, allowing you to protect identifying and sensitive information.
STEPS is customized around your agency before implementation, and your team receives training on how to use the platform within your actual workflow.
We also encourage agencies to train designated staff members to make many routine changes themselves. This gives your agency greater independence and allows STEPS to continue evolving as your processes and needs change.
Yes. STEPS can automate ongoing communication with both current and past donors, helping your agency maintain accurate information long after the initial donation.
For active donors, STEPS can send scheduled check-ins to confirm that they are still available and that important information remains current.
For past donors, STEPS can help your agency periodically confirm contact information so you have the most up-to-date details available if future contact is needed, including when donor-conceived individuals reach adulthood and request information where permitted by applicable law or where future contact has previously been agreed upon.
Yes. STEPS turns the information your agency collects every day into reports and dashboards that help you understand what is happening across your business.
You can track donor inquiries and applications, intended parent activity, referral and marketing sources, matching activity, conversion rates, and other metrics important to your agency. Because STEPS is customizable, you can build reports and dashboards around the information you want to measure.
See how STEPS can bring your workflows, team, data, automation, and AI together in one system designed specifically for egg donation.
