A surrogacy agency CRM that keeps going after the match.
mysurro gives a surrogacy agency the parts of a CRM it needs, built around the surrogacy journey: one list for surrogate and intended parent applications, matching, recruiter and referral tracking, a directory of clinics and attorneys, and staff roles by branch. Unlike a general CRM, the record does not stop at the sale. The same case carries on through the pregnancy, in the staff workspace and in the parents’ and surrogate’s app.
Why a general CRM falls short for surrogacy
A general CRM is built around one customer moving through a sales pipeline. A surrogacy agency works with two applicants who have to be matched to each other, and the important work starts after they sign: clearances, transfers, insurance, appointments, and payments that run for more than a year.
Agencies that use a general CRM usually end up keeping the real case in spreadsheets, email, and chat. mysurro keeps the applicant record and the case in one place, so nothing has to be copied over when a match is made.
Applications in one list
Surrogate and intended parent applications arrive in one Applications list, whether they were filled out in the mysurro app or on your website's application forms. Staff review each one, update its status, and the applicant sees the new status in the app.
When a surrogate's application is approved, staff mark her as available for matching. Only surrogates marked available appear to intended parents browsing profiles, and their contact details stay hidden until a match is confirmed.
Matching, then the case
The Matches page pairs intended parents with a surrogate and assigns case managers. From that moment the match is the case: milestone tasks, appointments, documents, messages, and payment schedules all hang off it. See mysurro case management for what happens after the match.
Recruiters and referrals
Each recruiter gets a code and sign-up links for surrogates and for intended parents, so every application that comes through a recruiter is credited to them.
Surrogates and intended parents can also refer people from inside the app. Each referral arrives as a submission for staff to review and follow up.
Frequent contacts and messages
A shared directory keeps the clinics, doctors, attorneys, insurance brokers, and escrow firms the agency works with, searchable by name, phone, email, or address. Messages with surrogates and intended parents, including each match's group conversation, sit in the same workspace, and birthday and holiday greetings can go out automatically.
Branches and staff roles
Access is set by role, so each person sees the cases that are theirs:
- Admins see and manage everything.
- Finance managers see all cases, with limited editing, and run payments.
- Branch managers see only their own branch's applications and cases.
- Case managers see only the matches assigned to them.
Agencies with more than one office can set up branches and assign managers to each.
What mysurro is not
- It is not a general sales CRM. It has no deal pipeline or marketing email campaigns; it is built around applications, matches, and cases.
- It does not decide who qualifies or who should be matched. Staff make those decisions.
Questions, answered.
Last updated November 14, 2026
What is the best CRM for a surrogacy agency?
One built around applications, matching, and the case that follows. mysurro handles surrogate and intended parent applications, matching, recruiter and referral tracking, and staff roles, and the same record carries on as the case through birth, in the staff workspace and the mobile app.
Can applications from our website come into mysurro?
Yes. Applications filled out on the agency website’s forms arrive in the same Applications list as the ones submitted in the app.
Can we track which recruiter brought in an applicant?
Yes. Each recruiter has a code and sign-up links for surrogates and intended parents, and applications that come through them are credited to that recruiter.
Can a branch manager see other branches’ cases?
No. Branch managers see only their own branch. Case managers see only the matches assigned to them.
More of the platform
See how mysurro fits your agency.
Book a demo with the Babytree Surrogacy team. Parents and surrogates can download the app.