CounselMore

Emerging Educational Consultants

Up to 5 Active Students for $35, then pay as you go

• 12 months
• Association Member Discounts Available

3 Portals licenses, per student record

• 1 Counselor License
• 1 Student Portal
• 1 Parents' Portal ($25 each additional parent portal after the first)
• Add unlimited Contacts to each student record

Student / Parent Portal database search capabilities

Features

• Search by Name
• Search by Major
• Search by Filter
• Gap Year Database
• Summer Program Database
• Tag Colleges by Topic
• 250+ Datapoints Per College
• Custom Notes to Student
• Search by Notes Keyword
• Add your own data/schools
• Save Search Filters
• Custom Tracker Per Student
• Template Setup
• App Tracker Export
• Color Coding
• Progress Tracking
• Essay Prompts
• Student login tracking
• Biography Banners (app planning mimics CommonApp [TM])
• Unlmited Active, Prospect, and Archived Student Records
• Candidate Shaping Assessments
• Student Account / Password manager (Common App, FAFSA, College Portals, etc...)
• Testing Records (SAT, ACT, Subject, etc...)
• Participation/Activities (maps fields to resume template)
• Recommendations Tracking
• Repetoire (for Art students)
• Course Progression Planner
• Bio Export to Google Drive
• Course Progression export to Google Drive
• Unlimited Contact Records
• Tag students to optimize the hand out assignments, files, and more.
• Broadcasting Messages (by Grad year, HS, Tag)
• Sibling Family Management
• Referal Tracking
• Multiple sorting / filtering options
• Manual Email Assignment summary send
• Release Assignments by Start Date
• Student & Parent views
• Set Due Dates
• Includes Videos, PDFs, photos, etc.
• Print Assignment Report
• Scheduling
  • Calendly (recommended)
  • Acuity
  • Calendar Sync
  • Events View in Dashboard
  • Auto Generate Prospect Students
  • Meeting Reminders
  • Meeting automations
• Student Data Sync
• Student Document Upload
• Upload Files from Google
• Upload Files from Desktop
• Files Share Management
• Assignment Overview (across all students)
• Admissions Results
• Clients by year
• App Tracker Overview
• Financial Summary (AP/AR)
• Expense Log
• Export Users
• Invoice Report
• What Are My Chances
• Email Students and Parents
• Text Message Students and Parents
• In App Chat
• Per College Conversations
• Broadcasting Messages and Texts
• Draft Email Storage
• Email Read Receipts
• Time Tracking
• Send Invoices from Portal
• Custom Payment Link
• Create packages and bundles
• Student / Parent Portal
• Invoices
• Progress Summaries
• College Reports
• Integrated Scheduling
• Google Suite Integration

Fuel for Steady Practice

Unlimited Active Students

• Association Member Discounts Available

3 Portals licenses, per student record

• 1 Counselor License
• 1 Student Portal
• 1 Parents' Portal ($25 each additional parent portal after the first)
• Add unlimited Contacts to each student record

Student / Parent Portal database search capabilities

Features

• Includes features of Apprentice plan

Automate and Thrive

Unlimited Active Students

• Association Member Discounts Available

4 Portals licenses, per student record

• 1 Counselor License
• 1 Student Portal
• 2 Parents' Portals ($25 each additional parent portal after the second)
• Add unlimited Contacts to each student record

Student / Parent Portal database search capabilities

• 1 Additional Counselor License may be added to this plan ($25 additional)

Features

• Custom Columns-build your own database
• Add one school to multi-lists
• Across Account App Tracker Overview
• Bulk Assign Assignments to Groups
• Advance Date "Routine" Assignments
• Auto-send Progress Assignment Email
• Bulk Copy & Load Files
• Connected Master Files
• Custom Reporting Services
• Candidate Shaping Export
• Dynamic Scatterplot
• Text Forward & Private Number
• Custom Payment Link
• Automated Invoices (based on time tracked)
• Customize Portal Invites
• White Label (custom)
• Sync Multiple Student Search
• Custom Columns
• App Tracker Overview
• Advance Date Routine Assingments
• Bulk Assign Assignments
• Auto Assignment Email
• Bulk Assign Files
• Template Document Setup
• What Are My Chances Export
• Custom Reporting Services
• Opt-in Admit scatterplot
• Text Forwarding
• Automated Invoices (based on time tracked)
• Customize Portal Invites
• White Label

For more 5 Counselors or more, the software offers pricing plan on basis of request.