SurroHub vs. Zoho CRM for surrogacy agencies
Zoho CRM is affordable, flexible and part of a large suite of business apps, so many small agencies consider it. Here is where it fits and what it takes to make it work for surrogacy.
Short answer: Zoho CRM is a general-purpose CRM with custom modules, Blueprint process automation, workflows, portals and an AI assistant, and Zoho sells many companion apps such as Zoho Sign. It has no surrogacy features out of the box, so an agency (or a Zoho partner) designs the records for surrogates, intended parents, egg donors and matches and builds the journeys, forms and portals. SurroHub is a surrogacy and egg donor agency platform with all of that already built, and most agencies are live in about a week.
What Zoho CRM does well
Zoho CRM is a mature, widely used CRM. You can add custom modules for any kind of record, map processes step by step with Blueprint, automate tasks with workflow rules, lay out pages without code, give outside people portal access, and use Zia, Zoho's AI assistant. It connects to the rest of the Zoho suite, including Zoho Sign for e-signatures, which is a separate app. For an agency that likes to build and has someone who enjoys configuring software, that flexibility is real.
What you have to build
- The surrogacy data model. Surrogates, intended parents, egg donors and matches, and how they link, are custom modules and relationships you design.
- The journey. Every stage and sub-step from application to delivery is a Blueprint or workflow you configure and maintain.
- Applications and qualification. Long surrogate and donor applications, and the answers that should flag or disqualify, are built in forms and rules.
- Portals and profile sharing. Letting intended parents browse surrogate and donor profiles, and surrogates see their own checklist, means configuring portals and permissions carefully.
- Several apps, several subscriptions. E-signatures, forms, scheduling and texting often live in separate Zoho apps or third-party tools.
Some surrogacy-specific products are themselves built on Zoho; STEPS is one. That route gives you a Zoho system already shaped for surrogacy, which you then customise and own.
| SurroHub | Zoho CRM | |
|---|---|---|
| Built for | Surrogacy and egg donor agencies | Any business, configured by you or a partner |
| Surrogacy records | Surrogates, intended parents, egg donors and matches built in | Custom modules you design |
| Journey | Workflows from application to delivery, ready to use | Blueprint and workflow rules you configure |
| Applications | Surrogate, egg donor and IP forms with red, orange and yellow flags | Web forms and rules you build |
| Contracts | E-sign built in, with merge fields from the profile | Zoho Sign, a separate app |
| Portals | Branded surrogate, IP and egg donor portals included | Configurable portals |
| Setup | We import your data; live in about a week | Your own build, or a partner project |
When Zoho is still the right call
If your agency already runs other parts of the business on Zoho, has an in-house person who loves building in it, or wants to design every field and process itself, Zoho CRM gives you that control. If you would rather start on software that already knows what a surrogate, a match and a transfer date are, SurroHub is built for that.
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.
Want the facts in one place? SurroHub by the numbers: what it is, who built it, and what agencies run on it today.
See SurroHub for yourself
The surrogacy and egg donor agency platform: one place for surrogates, intended parents, egg donors and matches, with branded portals, workflows, e-sign contracts and a built-in AI assistant.
Frequently asked questions
Can a surrogacy agency use Zoho CRM?
Yes. Zoho CRM can be configured for surrogacy with custom modules, Blueprint processes, forms and portals. Expect to design and maintain that setup yourself or with a Zoho partner.
Does Zoho have a surrogacy template?
Zoho CRM itself has no surrogacy features out of the box. Some surrogacy products, such as STEPS, are built on Zoho and come pre-configured.
Is SurroHub a Zoho alternative for surrogacy agencies?
Yes. SurroHub replaces the CRM and the add-on apps agencies usually pair with it: applications, workflows, e-sign contracts, portals, profile sharing, messaging and scheduling.
Can I move my data from Zoho to SurroHub?
Yes. Export your modules and send them in any format; we import them and set your agency up, usually within a week of receiving everything.