Elite’s Softr-built sales CRM platform

So, now that we have a better idea of what Elite Retirement does and why it has chosen Softr as a crucial part of its toolset, let’s go through some details of the platform that Tony and his team have built and are offering to their clients. In short, it’s an advanced sales platform for businesses that offer retirement plans. The platform is white label and can be fully customized to the business’s needs and brand identity, and its main use is the creation and tracking of retirement plan sales.

The platform users (mostly external sales representatives) can sign into the platform and create a new retirement plan proposal with all the relevant details and documents attached to it (e.g. a service agreement that’s eventually signed by the client). Further on, portal users can track the progress of each proposal, update its progress, do reruns (send an updated version of the proposal based on the communication with the client), and eventually close the deal if the proposal has been approved. All the data is stored on Airtable and is made available to company employees through Softr including but not limited to the following features:

granular view and edit permissions (can be fine-tuned for each company based on their specific workflow);
proposal directories and proposal detail pages;
a knowledge base to store all the resources that the portal users need in their daily work;
a business intelligence section with a dashboard to track the important sales metrics, analyze employee performance, and more.

When an existing proposal is generated a dynamic pdf version of the proposal is created, and then stored on Airtable. Softr’s Table block feature allows users to easily access their proposal as well as rerun it if needed.

It’s important to note that in this whole workflow no data is entered twice manually, and all the fields are pre-populated via Airtable, Jotform, Zapier, or other Softr integrations. Thus, Softr’s Table and List blocks allow Tony and his team to display all of these functionality in an easy-to-use and comprehensive way, which lets the end user move through the sales cycles smoothly.

This is just a general overview of the platform’s key features, and, although Elite serves clients from the same industry, their needs, workflows, and scalability requirements can differ, and a unique white label product is developed for each client.