The features you already know & love
Everything you rely on, in one place
- Broadcast messaging
- Text, email & chat
- Assignments
- Time tracking
- File management
- Scheduling
- Invoicing
- Student portals
For College Planners with an established practice
You've built something worth protecting.
You didn't get here by accident. What you need now isn't a transformation. It's a platform that respects what you've built — and helps you deliver it reliably, every time.
Trusted by 3,000+ counselors
Since 2016
Counselor owned
AI Assist · Migration
47 students imported
- Spreadsheets parsed
- Transcripts ingested
- Resumes mapped
Ready in
4m 12s
When the platform shifts beneath you
When the tool you rely on stops feeling reliable.
You built your practice around a process that works. You know what great guidance looks like — and you deliver it, season after season.
But somewhere along the way, something shifted.
When a platform changes underneath you — especially in ways driven by outside interests rather than by college planners — your trust shifts. And the college planners who contributed their professional history to that platform start asking a question they probably should have asked earlier:
Whose interests does this platform actually serve?
Built for serious counselors
We built this for counselors who take their work seriously.
You're not looking for a platform to tell you how to do your job. You've figured that out. What you're looking for is a platform that gets out of your way and lets you do it — consistently, reliably, and without surprises.
Migration
Migration is a snap.
Use AI Assist to import your data — spreadsheets, resumes, transcripts. Your records populate automatically. Meet with us to configure your account and take the repetitive work off your plate.
And the features you get nowhere else
★ Only on CounselMore
- Native mobile app for you & families
- AI Assist to auto-populate records
- List building on timestamped data
- Lists built on your own outcomes
- Credit card processing
- Automated invoicing
- Zapier — 5,000+ app connections
- And more
"
The mobile app means my students get notifications directly on their device. And I can communicate with them while I'm on-the-go.
Tamra Kerns
Established counselor
"
What's even more important is that my students and their parents love it.
Lee Bierer
Bierer Consulting & Publishing
"
I was thrilled not having to reinvent each communication for topics I walk through with every student.
Terri Muri
Established counselor
The data
The moment the room goes quiet.
You've been doing this long enough to know the moment a family stops second-guessing and starts listening.
It happens when you show them something they couldn't find on their own. A family asks about a specific school for a student with a 3.6 GPA, strong extracurriculars, and an ACT of 32. You don't consult a ranking. You don't rely on memory. You open CounselMore and show them exactly what happened to students who looked just like theirs — from your own practice, de-identified and documented.
That is not a feature. That is the difference between a good counselor and a great one.
And it's available to you on the platform you already pay for — the moment you join CounselMore.
- No rankings
- No guidebooks
- No embarrassing spreadsheets
Students like Maya — your practice
3.6 GPA · ACT 32 · Strong ECs · CS major
Filter
GPA 3.4–3.8
ACT 30–33
CS / Engineering
Northeastern University
'24 ED
Accepted
University of Michigan
'23 EA
Accepted
Purdue University
'25 EA
Scholarship
Cornell University
'24 RD
Waitlisted
Carnegie Mellon
'22 RD
Declined
Penn State
'25 EA
Accepted
How it works
Three steps. No surprises.
1
Trial
Start your free trial
Bring over a real student and see how it works.
AI Assist auto-populates your student record from spreadsheets, transcripts, and more in minutes. Jump into the student portal with a click to see what they see. Build a college list backed by your application outcomes data. Most established counselors recognize within the first few weeks that this is what their practice has been missing. Meet with us live to answer any questions.
AI Assist record import
Live walk-through with us
No credit card to start
2
Onboard
Bring your practice over
Onboard your existing students. AI Assist populates all your student records in minutes.
Import your process. Connect your tools. We know you're not starting from scratch — and we don't treat you like you are. Broader migration assistance is available upon request.
Bulk record import
Tool integrations
Migration assistance on request
3
Advise
Advise with the confidence your experience deserves
Your instincts are sharp. Your process works. CounselMore gives you the data, the structure, and the deliverables to prove it.
300 college data points across 3,800 schools. Today's urgent items front and center. Account-wide status by grad year. Roll-up reporting on assignments across students. App tracker status reporting across students (drill down into any one of them). College-level reporting. Capacity reporting. Your own custom database.
Grad Year Progress
Grad Year Progress Overview
?
Filter by student...
Class of 2027 (9)
Student
Last Login
Next Meeting
Assignments
Essays
App Tracker
Julian
2 days ago
None scheduled
Junie
5 days ago
None scheduled
Ace
8 hours ago
None scheduled
Emery
11 days ago
None scheduled
Finn Wolfe
1 day ago
None scheduled
Candace
Never
None scheduled
Auggie
Never
None scheduled
70–100% Complete
30–69% In Progress
1–29% Needs Attention
Not Started
Assignments
Assignments View
Files View
App Tracker View
Assignments
?
Student
Next
Meeting
Meeting
Last
Login
Login
Assignment
Group
Due
Date
Date
Status
Actions
Harry
-
Feb 16, 2026
1) UNOFFICIAL HIGH SCHOOL TRANSCRIPT & Course Progression Planner
2025 COLLEGE READINESS CURRICULUM
Feb 16,
2026
2026
Active
Harry
-
Feb 16, 2026
3) ADMISSIONS EVALUATION, HS PROFILE
2025 COLLEGE READINESS CURRICULUM
Feb 24,
2026
2026
Active
Harry
-
Feb 16, 2026
4) APPLICATION ACTIVITIES, AWARDS, HONORS LIST
2025 COLLEGE READINESS CURRICULUM
Feb 25,
2026
2026
Active
Harry
-
Feb 16, 2026
1FA: COLLEGE FINANCIAL FIT
Financial Assignments
Feb 26,
2026
2026
Active
Harry
-
Feb 16, 2026
2FA / 3FA: REVIEW FINANCIAL FIT — Part 1 & Part 2
Financial Assignments
Feb 26,
2026
2026
Active
App Tracker
Assignments View
Files View
App Tracker View
App Tracker
?
Student
Next Meeting
Last Login
Progress
College
Target App Submit
Status
Alex
-
4 days ago
Stanford University
Jul 15, 2026
Not Submitted
Alex
-
4 days ago
Boston College
Jul 15, 2026
Not Submitted
Joanne
-
Never
California State University, East Bay
Click to set ✎
Not Submitted
Joanne
-
Never
California State University, Channel Islands
Click to set ✎
Not Submitted
Ola
-
17 days ago
Tufts University
Click to set ✎
Not Submitted
Student Capacity
Student Capacity
?
Active
23
2025: 1 · 2026: 7 · 2027: 10 · 2028: 5
Prospect
42
2027: 16 · 2028: 12 · 2029: 9 · 2030: 5
Archive
73
2022: 8 · 2023: 12 · 2024: 16 · 2025: 18 · 2026: 19
300 data points · 3,800 schools
Roll-up reporting
Your custom database
What's at stake
What staying where you are actually costs.
Not the chaos costs. Not the growth costs. The quiet costs.
Some platforms have begun making choices that quietly signal where their priorities point. When a tool starts automating the work of the professionals who built it — yes, to help some of them, but also to replace some of them — the college planners still feeding their data into that platform are accelerating something they may not have agreed to.
You don't need to train your AI replacement.
A platform exists that was built specifically for college planners who take this work seriously — and has been here, dependable and counselor-owned, since 2016.
Before you decide
Two things worth considering.
The marketplace is not getting less competitive. The advantages below are the difference between a practice that grows by referral and one that grows by luck.
01
Time spent on data entry is time not spent with families.
AI Assist eliminates that cost entirely — importing records from spreadsheets, transcripts, and resumes in minutes rather than hours.
AI Assist — minutes, not hours
02
Families stop shopping. Start signing.
Show a family de-identified outcomes from your own past students — real results from students who looked just like theirs — and the hesitation disappears. The first meeting becomes the only meeting.
Your outcomes · your edge
These are not small advantages in a marketplace where every counselor is competing for the same families. They are the difference between a practice that grows by referral and one that grows by luck.
Start your free trial — bring one real student →Better college advisors. Better application outcomes. Every student.
Become the one they remember.
Your practice is already good. CounselMore makes sure it stays that way — and gives you the data, the tools, and the platform stability to prove it every season.
Since 2016
Your data stays yours
Cancel anytime