SurroHub vs. Salesforce for surrogacy agencies
Salesforce can be shaped into almost anything, which is why some larger agencies run on it. The question is how much building, and how much upkeep, it takes to get there.
Short answer: Salesforce is the most customizable CRM there is, but a surrogacy agency gets nothing surrogacy-specific out of the box. Someone has to design the objects, journeys, forms, portals and permissions, then keep them working. SurroHub ships with all of that already built for surrogacy and egg donation, and most agencies are live in about a week.
What Salesforce does well
Salesforce is powerful, scalable and backed by a huge ecosystem of apps and consultants. If you have an in-house admin, complex reporting needs, or other parts of your business already on Salesforce, it can be shaped to fit almost any process.
Where it strains for a surrogacy agency
- You build it, you own it. Surrogates, intended parents, egg donors and matches all have to be designed as custom objects and relationships, usually by a consultant.
- Ongoing administration. Every new form field, workflow step or report becomes an admin task. When the person who built it leaves, the knowledge often leaves too.
- Portals cost extra effort. Giving surrogates, intended parents and donors their own login means building and maintaining community or portal pages on top.
- Time to value. A custom implementation is often measured in months, not days.
| SurroHub | Salesforce | |
|---|---|---|
| Built for | Surrogacy and egg donor agencies | Any business, configured by you |
| Surrogacy objects | Surrogates, intended parents, egg donors and matches built in | Custom-built |
| Workflows | Journey checklists that advance and message on their own | Powerful, but configured by an admin |
| Portals | Branded surrogate, IP and egg donor portals included | Built and maintained separately |
| AI | Surro, an assistant that knows each profile, built in | Available, configured for your data |
| Setup | We import your data; live in about a week | Typically a consultant-led project |
When Salesforce is still the right call
If you are a large organisation with a Salesforce team already, need it to talk to many other enterprise systems, or want to design every object yourself, Salesforce gives you that freedom.
What you get with SurroHub
- Four profiles, one place. Surrogates, intended parents, egg donors and matches each get a complete profile: stage and sub-steps, every answer, document and message.
- Workflows that run themselves. Tick a step and the next one starts, messages go out on their own, and late steps are flagged before anyone has to ask.
- Profile sharing. Intended parents browse the surrogates and egg donors you share in their portal; surrogates browse families on their phone.
- Profiles that build themselves. Surro, the built-in AI assistant, lays out a polished profile from what is on file, ready to share as a link or PDF.
- Contracts and e-signatures, messaging in 38 languages, scheduling, and branded portals for surrogates, intended parents and egg donors.
- Live in about a week. Send your spreadsheets, files and forms in any format; we import them and set you up.
See SurroHub for yourself
Surrogacy and egg donor agency software: one place for surrogates, intended parents, egg donors and matches, with branded portals and a built-in AI assistant.
Frequently asked questions
Is Salesforce good for surrogacy agencies?
It can be, if you have the budget and people to customize and maintain it. Nothing surrogacy-specific comes out of the box, so the agency designs the records, journeys, forms and portals.
Is SurroHub a Salesforce alternative?
Yes, for surrogacy and egg donor agencies. SurroHub comes with surrogate, intended parent, egg donor and match profiles, workflows, applications, e-sign contracts and portals already built.
How long does it take to switch to SurroHub?
Most agencies are live within about a week of sending us their data, contracts and workflows in whatever format they have.