Case Study: Elite Retirement Alliance accelerates custom CRM delivery with Softr

Achieving unprecedented time to market speed with a custom Sales CRM solution

Elite Retirement Alliance, a SaaS fintech company serving B2B sales automation needs in financial services, needed a way to build secure, branded white-label sales CRMs for SMB and institutional clients. Their challenge was delivering gated access, granular user permissions, and fast custom turnaround without depending on internal IT or dev teams, after struggling with other no-code tools and weak real-time Airtable syncing.

Softr provided the solution by powering custom CRM portals, proposal workflows, dashboards, and user knowledge bases with real-time Airtable sync, Table/List blocks, and Zapier integrations. With Softr, Elite launched custom portals in hours instead of weeks, supported 140+ users across three active projects, doubled CRM adoption, and became faster at selling and managing retirement plan services.

Elite Retirement Alliance

Tony Davis

Chief Visionary Officer