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College Planning Software Designed Specifically for Educational Consultants 

MANAGE YOUR BUSINESS, STAY ORGANIZED, AND KEEP YOUR STUDENTS ON TRACK
 
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Organization and Communication Simplified

Promoting your business, managing your clients, and helping students succeed can all come together with CollegePlannerPro.
Provide extensive insight with robust college profiles

Provide extensive insight with robust college profiles

Give your students an in-depth review of colleges that align with their goals. From admission processes and expectations to financial aid opportunities and campus life details, your students will be able to use this information to make well-informed decisions.
Engage Students

Offer engaging programs for students

Connect with your students, keep them engaged, and provide the information they need to stay on track. With streamlined communication and reliable services, your students will remain attentive and stay motivated to reach their goals.
Grow Your Business

Expand your IEC business

Grow your IEC business with CollegePlannerPro and turn your prospects into clients. With a clear business plan, an advanced IEC solution, improved collaboration, and more, your prospects will quickly recognize the value of your services.

Trusted by Counselors Worldwide

Over 3,000 independent educational counselors use CollegePlannerPro to succeed in their business, and you could be one of them.
Colleen Reed
CollegePlannerPro is the best investment I’ve made in my business and it is my best selling feature (besides my witty personality) when introducing my practice to families. At family information meetings, I hand the CPP controls over to the student so they can see how easy it is to navigate. They click away on the Testing and Colleges tabs and are blown away by the information at their fingertips. I love students booking their own meetings with the Schedule a Meeting feature. The students love being in control of their list and their process. CPP is empowering for families and an awesome tool for keeping my business running smoothly.

Colleen Reed, American College Consulting

See CollegePlannerPro in Action

Discover how CollegePlannerPro can help you grow your business and deliver superior consulting experiences. 

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User Friendly Features

A platform designed with you and the success of your business in mind.

College Profiles

Customizable college profiles to provide the insight and transparency that your students need.

Files and Folders

One place to store all files, accessible from anywhere, to keep organization simple.

Time Tracker

Keep track of the time spent with each student to streamline invoices.

Broadcast Emails

Send out announcements with attachments to your prospects and clients—track metrics to see who’s opened them so you always have a pulse on your audience.

Billing and Invoicing

Invoice clients and keep track of payments with our intuitive interface.

Calendar and Alerts

Send out automated text and email reminders to students and parents and keep track of upcoming meetings or scheduled events.

Software Customization for Streamlined Processes

Manage each student's profile with all of the information you’ve collected to enjoy an organized and easy-to-navigate profile page. 

Website_Student Profile Page for Home Page (1)

Join the community of over 3,000 counselors

Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro. It’s innovative, intuitive and ever-evolving. For over five years, CPP has helped us to grow from 25 clients to close to 400. Students and parents find it resourceful and our team of college coaches appreciate the ease of connectivity and wealth of information.

Shereem Herndon-Brown, Strategic Admissions Advice, LLC

One of our planners had to step away due to a personal emergency and CollegePlannerPro was crucial. It enabled us to step in, open her account for every student, and see exactly where she was in the process thanks to the Checklists. We saw all conversations and all meetings planned. We never dropped one student during that process thanks to CollegePlannerPro.

Terri Streetman, The College Planning Center

CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves and utilizes client feedback to initiate change.

Kathy Cronan & Sandy McMaster, My College Hunt, LLC

When I position myself to prospective clients, the two biggest pieces are finding a great fit (financial, social, academic) and managing the process. When I show them CollegePlannerPro, it really sets us apart compared to others. It’s unbelievable.

Nicole Gracie, UniVarsity

A significant number of my students say “wow” as they are storing documents and entering calendar items. Their use of it is very telling. They’ve told me that they trust this system more than their school system. There’s a cool factor. Students are very impressed by it and the wow factor is a really great thing.

Rick Cameron, Higher Ed Advisory

I want to tell you that this very non-techie, scared of anything new, consultant loves CollegePlannerPro, as do my students and parents. More importantly, I actually can do it! I almost gave up at first because it seemed so daunting, but once you get everything set, it becomes very easy. It looks so professional, and it helps keep me and my students organized and on task.

Vita Cohen, Cohen College Consulting

I knew from the get go that CollegePlannerPro was an important tool for me…From the very beginning it’s been outstanding. It works. Customer service is great. In the beginning the team was quickly able to integrate feature requests which really felt good. Rarely am I in a position where I feel heard in that way. I love it. I’m very opinionated about CollegePlannerPro. There’s no way I could use anything else.

Steven Mercer, Ed.D., Mercer Educational Consulting LLC.

At family information meetings, I hand the CPP controls over to the student so they can see how easy it is to navigate. They click away on the Testing and Colleges tabs and are blown away by the information at their fingertips. I love students booking their own meetings with the Schedule a Meeting feature. The students love being in control of their list and their process. CPP is empowering for families and an awesome tool for keeping my business running smoothly.

Colleen Reed, American College Consulting

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