Onboarding, programs, assessments and invoicing running on one client portal, built around how your practice actually delivers rather than how a generic course platform expects it to.
Eight things coaches and consultants tell us on the first call, and what each one looks like after launch.
Client delivery spread across docs and decks
Notes, resources and results in one place per client
No client-facing home for the engagement
Each client has a branded portal for the whole engagement
Onboarding done by email
Agreement, intake and first booking done in the portal
Progress invisible to the client
Clients see their goals, action items and scores move
Invoices chased manually
Invoices go out through Stripe and mark themselves paid
Assessment results in spreadsheets
Scored online and rolled into a dashboard on submit
Coaches on different tools
Every coach works from the same workspace and records
Software that doesn't fit your workflow
Built around how your practice actually delivers
Clients, coaches, assessments and admins each get their own branded view, and every session, result and payment updates the same database.
One home for the whole engagement: onboarding tasks, session notes, shared resources, assessment results, progress and invoices, all under your brand.
Clients sign, answer the intake and book their first session without an email thread, then find every note, resource, result and invoice in one place, so nobody has to ask what comes next.
Every coach sees their own roster, upcoming sessions and client progress, and logs notes once instead of copying them into three tools.
Each coach sees their roster, today's sessions and every intake, and logs notes and action items once. The client sees them straight away, with nothing copied between tools.
Clients complete scored assessments online and results roll straight into a dashboard, ready for the next session and for AI-drafted summaries.
Clients answer scored assessments on any device, and results land on a dashboard against their baseline, with a draft summary the coach reviews before it is shared.
Stripe subscriptions, program enrollment, coach assignment and revenue in one view, so running the firm stops depending on a spreadsheet.
Programs, coach assignments and Stripe invoices sit in one view, so you can see who has paid, which card failed and what renews next month without a spreadsheet.
Your team and clients never see our name or a vendor’s. The same system, dressed as your business.
Off-the-shelf coaching software is built for the average coach. This is built for your firm.
The brief, the stack, and the problem solved.
A SaaS coaching platform built with Softr, Airtable, Stripe, and Supabase that enables coaches to manage scheduling, payments, client onboarding, and business operations through a centralized portal.
A centralized internal tool for managing RFPs, vendor onboarding, and procurement workflows, streamlining the entire proposal and evaluation lifecycle for organizations.
A documented, developer-ready Airtable schema and Softr app architecture (ERD, table/field definitions, wireframes, visibility/role model, automation opportunities and a prioritized Phase 1-3 backlog) enabling a 2-day Phase-1 build for founder-facing fundraising cockpits.
An executive-facing cultural diagnostic MVP built in SOFTR with Airtable, delivering six perception-based modules and a polished dashboard within a rapid build window.
Automated AI system for collecting, analyzing, and delivering market research insights from multiple online sources.
A private, invitation-only membership platform built with Softr and Airtable for secure professional networking and collaboration
Designed and built a secure Softr-based client portal that enables families to organize sensitive information, manage important documents, and securely share access with trusted advisors.
Rebuilding a franchise discovery and sales ecosystem in Softr with a centralized database, native automations, reusable interfaces, and scalable white-label functionality for franchise brands.
Narrated tours of portals Portalcrafter built on Softr, shown with sample data.
60+ clients since 2023. Here are three of them, word for word.
“Vaibhav saved me. I tried everything to fix my Softr/Airtable portal and he got it sorted straight away, at a very reasonable rate. He finished exactly when he said he would and was great to deal with. I plan to hire him again for future automations.”
“Vaibhav delivered outstanding work on a complex automation and dashboard project. He's solution-oriented, communicates clearly, and consistently delivers high-quality results. The integration across Softr, Airtable, Make.com and Stripe was handled professionally and efficiently. Highly recommend.”
“Vaibhav delivered on a very tight timeline and got our Softr app polished and launch-ready. He handled multiple pages and made sure the product felt consistent and mobile-first. Communication was clear, and he had a strong eye for UI/UX. Would hire again.”
The same four phases as every Portalcrafter build.
Walk us through how the work runs today. Fixed quote in 24 hours, mutual NDA on request.
Clickable wireframes, the Airtable schema and role permissions. You sign off before we build.
You watch it come together on staging, with your own data, users and rules.
Your domain and branding, a training session for your team, and support after go-live.
The same four packages as every Portalcrafter build. Each card says what it means for a business like yours, so you can see where you land before the call.
Best for solo founders, small teams
For a coaching or consulting practice: one portal for one audience, like a client portal.
Fixed price and date agreed before we start
Best for growing teams, agencies
For a coaching or consulting practice: a client portal and a coach workspace, on your own domain.
Fixed price and date agreed before we start
Best for marketplaces, complex logic
For a coaching or consulting practice: the full system, with assessments, Stripe billing, coach management and a client portal.
Fixed price and date agreed before we start
Best for founders validating an idea
For a coaching or consulting practice: testing a new idea, like a paid program or a diagnostic, before you commit.
Fixed price and date agreed before we start
Usually not. Payments stay in your own Stripe account, and we either connect the scheduler you already use or build booking into the portal. We agree which tools stay before kickoff, and build the client portal, coach workspace and reporting around them.
Yes. A new client signs the agreement, answers the intake questions and books a first session in the portal. The coach sees the answers on their roster before the first call, so nothing is chased by email.
Fixed price. Fixed date. You own everything we build: the Airtable base, the Softr frontend and every automation we configure.
Your call is with Vaibhav Garg, founder. He scopes every build and sets the fixed quote himself..png&w=1920&q=75)
