STEPS is a customizable CRM built specifically for surrogacy agencies and designed around your workflows, your processes, your team, and your goals.
Built on Zoho’s powerful technology platform, STEPS gives your agency the flexibility to automate more, work smarter, integrate AI, and continue evolving as technology changes.
Review – Review cases and identify missing information.
Summarize = Turn records, notes, and communications into useful summaries.
Answer – Ask questions about your agency and get answers from your data.
Automate – Reduce repetitive work and keep processes moving.
STEPS is a customizable software platform built specifically for surrogacy and egg donor agencies. It brings your GC and IP Inquiries, journeys, communications, documents, financial information, tasks, and workflows together in one CONNECTED system.
Instead of managing your agency across spreadsheets, emails, documents, and disconnected programs, your team can manage the entire journey from ONE place.
STEPS gives your team one place to see where every GC, IP, and journey stands, what has been completed, and what needs attention next.
Tasks, communications, documents, appointments, financial information, and important case details stay connected to the appropriate record, helping your team spend less time searching for information and more time supporting clients.
Yes. STEPS is designed around the way your agency already works. We customize your system to reflect your terminology, processes, stages, and workflows, making it easier for your team to understand and adopt.
We also provide training to help your staff become comfortable using STEPS and managing everyday changes within the system.
STEPS can automatically capture new inquiries and applications, evaluate each inquiry and mark it as Qualified or Not Qualified, organize each lead in one place, and help your team manage follow-ups throughout the process.
Automated emails, reminders, tasks, and workflows help ensure no inquiry gets overlooked, while reporting shows you where leads are coming from, how they are progressing, and which marketing efforts are driving results.
The cost of STEPS depends on the level of customization your agency needs. We work with you to build a system around your processes rather than forcing your agency into a standard software package.
Unlike platforms you lease indefinitely, you can purchase STEPS so your agency owns its customized software.
This gives you greater control over your system and helps reduce your dependence on ongoing software leasing fees.
Yes. STEPS can support agencies at different stages of growth, from smaller teams to established organizations managing many active journeys.
Because the platform is customizable, you can start with the processes and tools your agency needs today and continue adapting the system as your agency grows.
Yes. Emails, notes, tasks, appointments, and important client information can be connected directly to the appropriate record, giving your team a clear view of each client’s history and current status.
Automated reminders and communications can also help your team follow up consistently while still providing the personal support that is so important in surrogacy and egg donation.
Yes. Customization is a foundation of STEPS. You can configure your stages, terminology, forms, fields, workflows, automations, reports, and other processes around how your agency operates.
Your agency shouldn’t have to change how it works to fit its software. STEPS is designed to fit the way your agency works.
What sets us apart is our 40+ years of hands-on experience in the surrogacy and egg donor field. We use that expertise to help you design the perfect software package, tailored to support your team, streamline your processes, and serve your clients more effectively.
In many cases, yes. Integration depends on the system you currently use, but STEPS can connect with many outside applications and services.
We can review the systems your agency currently relies on and determine which should be integrated, replaced, or brought into your STEPS environment.
We provide training during implementation, so your team understands both how to use STEPS and how your customized system has been configured.
We also encourage agencies to have more than one staff member trained to manage everyday changes. Because you own and control your system, your agency is not dependent on us for every adjustment you want to make.
See how STEPS can bring your workflows, team, data, automation, and AI together in one system designed specifically for surrogacy.
