Software designed exclusively for Educational Consultants

One intuitive place to manage your business, stay organized, and keep your students on track.

Organization and Communication Simplified

All the elements of college consulting come together with CollegePlannerPro.

Stay Organized

Get rid of clunky paper files. Consolidate everything you need for your business, and access it anywhere.

Engage Students

Connect with your students, keep their attention, and deliver the information they need to keep them on track.

Grow Your Business

Grow your emerging business with CollegePlannerPro and effectively turn your prospects into clients.

Trusted by Counselors

Over 1,000 Independent Educational Consultants use CollegePlannerPro to excel their business.
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

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Key Features

Features designed with you and your business in mind.

College Profiles

Customizable College Profiles to deliver your students the information they need.

Files and Folders

One place to store all your files, accessible from anywhere. Exchanging files with your students has never been so simple. 

Time Tracker

Track the time you spend with your students and easily create invoices.

Broadcast Emails

Send out announcements including attachments to your prospects and clients and track who has opened them.

Billing and Invoicing

Invoicing clients and tracking payments made easy with a simple and intuitive interface.

Calendar and Alerts

Automated text message and email reminders to students and parents. Quick reports of upcoming meetings and scheduled events.

A glance at the customization potential

All the information you’ve collected and communicated with clients is available within each student’s comprehensive, easy-to-navigate profile page. Student information has never been so easy to find.

Join the community of over 1,000 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

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

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

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

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

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.

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

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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