Watch a short demo, then bring a real student record in and try it for yourself.
Emerging
Most emerging consultants are transitioning from homegrown spreadsheets. For some this is a side-gig, others full practice — we've seen all the on-ramps.
Established
You've got students, families, and a decade of outcomes — in spreadsheets, in CPP, or in another tool that's stopped earning its keep. Bring the whole practice over without losing a thing.
Enterprise
Sub-user permissions, the Manager Suite, firm-wide reporting, and pricing that gets better with each seat. Worth a 30 minutes of real conversation.
Short, focused screen-recordings by counselors who actually use CounselMore. Play any one right here — no sign-up, no email gate.
A 4-minute walkthrough of the College List Builder — the feature most counselors fall in love with first. Scattergrams, reach/target/accessible methodology, side-by-side comparisons. Then start a free trial and try the rest for real.
Application season doesn’t have to be hurried and stressful — it can be strategic, deliberate, and methodical. Experience the difference efficiency makes with the CounselMore methodology.
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Navigate the labyrinth of college admissions like a pro with our definitive guide on “College List and App Tracker: Settings.” A must-watch for newcomers ready to begin expertly crafting college lists.
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This customer owns a tutoring company specializing in college guidance and uses CounselMore for all student assignments. They initiate client onboarding by welcoming parents to the Parent Portal.
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Unlike anything found on the internet, this college list builder works because it understands exactly what educational consultants and college counselors are attempting to deliver to their clients.
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As a new independent educational service provider, you have the option of an Associate plan to manage client intake, task management, and communications. Connecting Google Drive is also included.
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CounselMore’s tools — including a dynamic student list and app tracker — simplify this process. Advisors can create visual tracking grids and generate tasks that are sent to students via regular emails.
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Stop chasing payments. With CounselMore, you’ll find invoicing your customers is easy — choose any payment processing system that’s best for your company.
Watch on YouTubeNo slide deck. No discovery call gauntlet. You bring a real student in your head — we screen-share the part of CounselMore that solves for that student.
Their list, where they're stuck, what would unblock you. We pick the part of CounselMore that solves it.
It's the feature that hooks most counselors. We open it on a real demo account, not a polished mockup.
Pricing, migration timelines. Honest answers.
If we're a fit, you walk away with a trial set up and a first-week plan. If we're not, we'll say so.
Or skip the meeting entirely — start a 30-day trial now and book the demo later if you need it.
We import from spreadsheets and other CRMs. No problem. Our team brings your student records, college lists, and historical outcomes over for you.
Bring a real student record in. Run a planning cycle. Decide for yourself. If we're not a fit, walk away — no credit card holds, no recovery emails for six months.
