From Stacker to Softr: How Elite Retirement Built a Fortune 500-Ready CRM in Days

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5 months ago
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Technology Elite Retirement Alliance case study Softr CRM platform no-code CRM for financial services Softr vs Stacker white-label CRM solutions Airtable integration sales automation tools Fortune 500 CRM Tony Davis interview custom CRM development

Website Link Below:
https://get.softr.io/07e5rg8vpndl

Discover how Elite Retirement Alliance, a SaaS fintech leader, transformed B2B sales automation by building custom white-label CRMs with Softr and Airtable—replacing Stacker for faster, no-code solutions. Faced with Fortune 500 clients’ stringent demands, CVO Tony Davis leveraged Softr’s real-time Airtable sync, granular permissions, and dynamic PDF workflows to create a platform that streamlines retirement plan sales. Key results: 140+ users, rapid deployment, and plans to double growth. Features like proposal tracking, BI dashboards, and Zapier integrations empower sales teams to close deals faster. Tony shares: “Softr’s speed let us go from idea to live CRM in minutes—no coding!” Learn how Elite’s platform cuts through IT barriers, offering Fortune 500 firms agile, scalable tools.

#NoCode #Softr #CRM #FinTech #SaaS #SalesAutomation #Airtable #B2B #WhiteLabel #Fortune500

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