STEPS for Surrogacy Agencies

Why STEPS Is the Right Software for Surrogacy Agencies

Ownership creates Equity. Endless monthly payments are just another Expense.

100% Customized to Your Agency - Built by a Surrogacy Expert

Surrogacy agencies deserve more than generic software tools or expensive subscription platforms.

 

STEPS is the first and only surrogacy-specific CRM that your agency owns outright, designed by an industry expert with nearly 40 years of real-world experience.

 

Built on Zoho’s secure, enterprise-grade infrastructure and customized around your exact workflow,  STEPS gives you long-term control, stability, and creates equity that subscription systems cannot match.

 

STEPS software is an ASSET, not an expense.

Most software companies want you to rent your software forever.  Every month, you pay another subscription fee.   Every year, the cost increases.   And after five, ten, or fifteen years, you still do not own the software, the customizations, or the value you helped create.

 

STEPS is different.

 

When you invest in STEPS, you are building an ASSET for your agency.   As your agency grows, the value of that system grows with it.

 

If you ever sell your agency, a fully documented, customized STEPS CRM with years of data, workflows, forms, templates, and operational processes can increase your business’s value.  It becomes part of the assets and infrastructure that a buyer acquires.

 

Subscription software is an expense.  OWNERSHIP CREATES EQUITY.

 

 

OWNERSHIP MEANS:

 

        • No vendor lock-in
        • No rising subscription fees
        • No penalties for agency growth
        • No unexpected bills
        • No forced contract renewals
        • An Asset on your financial statement.

 

Renting software builds their business.
Owning software builds yours.

Embryo Info Form

Your Agency Is Unique. Your Software Should Be Too.

 

Most platforms offer one standardized system shared by every agency.  Frequently, any changes to the software require majority approval.  This means your workflow is forced to match other agencies’ needs, not your own.

 

STEPS is built specifically for your agency:

 

      • Your forms
      • Your terminology
      • Your intake questions
      • Your workflow stages
      • Your matching process
      • Your follow-up intervals
      • Your statuses, fields, and automations

 

Every STEPS CRM is individually customized.

 

  • No waiting for group votes.
  • No system changes you didn’t ask for.

 

Your software evolves exactly the way you want it to.

Complete Data Isolation & Privacy

 

STEPS runs on a private, isolated database that only your agency can access.

 

Unlike platforms that store multiple agencies’ data in a single shared environment,

 

STEPS ensures that your cases, documents, emails, and records are fully separated and cannot be viewed or accidentally exposed alongside other agencies’ data.

 

With STEPS:

      • Your database is private
      • Your data is not visible to us
      • Your data is not visible to other agencies
      • There is no “shared system glitch” risk
      • Staff access is controlled by your permissions

 

Your clients trust you with their most personal information.  STEPS makes sure its data is protected at every step.

Data Security

 

A Global Technology Powerhouse Supporting a Surrogacy-Focused System

 

Zoho is a multi-billion-dollar global company with thousands of engineers continuously enhancing the platform that powers STEPS.

 

This gives STEPS agencies:

 

      • Enterprise-grade security
      • HIPAA-aware architecture
      • Redundant backups
      • Regular software improvements
      • Mobile apps
      • AI-driven features
      • Scalable storage (up to 500,000+ records)
      • Industry-leading uptime

 

While Zoho provides world-class technology,  STEPS adds the surrogacy-specific intelligence that generic CRMs cannot provide.

 

 

 

STEPS handles the full lifecycle:

 

      • GC Intake
      • GC Module
      • IP Intake
      • IP Module
      • Matching
      • Legal steps
      • Medical milestones
      • Pregnancy Tracking
      • Insurance
      • Travel
      • GC Financials
      • Birth updates

 

 

 

 

Configured for the Entire Surrogacy Journey.

 

Everything is connected.


Everything is automated.


Everything is designed for surrogacy.

 

 

 

Ready to See Why More Agencies Are Switching to STEPS?


Experience a customized, secure, agency-owned CRM built by someone who truly understands your world.

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