How Elite builds custom sales CRM solutions for SMB clients

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The Problem

Elite Retirement Alliance builds white-label sales CRMs for SMBs and institutional clients in the financial services space. Their clients need:

• Secure, branded sales portals with granular user permissions
• Gated access to sales proposals and sensitive documents
• Fast turnaround on custom solutions, without relying on internal IT or dev teams
  

Elite's Chief Visionary Office, Tony Davis, had tried other no-code platforms, but struggled with limited functionality, slower workflows, and a lack of real-time data sync from Airtable.

The Solution

Elite’s team switched to Softr to deliver fast, flexible CRMs tailored to each client. Using Softr, they've built:

• Custom sales CRMs with granular view/edit permissions and secure login
  
• Proposal creation workflows powered by Airtable and Jotform, with dynamic PDF generation
  
• Sales dashboards and BI tools for tracking key metrics and performance
  
• User portals with gated content, knowledge bases, and version-controlled documents
  

Softr’s real-time Airtable sync, Table/List blocks, and seamless Zapier integrations let Elite automate proposal tracking and eliminate duplicate data entry across systems like Salesforce and Microsoft Dynamics.

The Impact

With Softr, Elite has accelerated time to market and scaled their client offerings:

• Built and launched custom portals in hours, not weeks
  
• Supported 140+ users across three active projects — and growing
  
• Enabled partners to sell and manage retirement plan services faster
  
• Doubled CRM adoption by offering white-label solutions tailored to each client's brand and workflow

Elite now relies on Softr as the foundation of its product delivery — and a key differentiator in a fast-moving, competitive market.