Legacy Plus plan & New Professional plan
This comparison is specifically for current members on a Legacy Plus plan considering their upgrade to Professional plan.
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Professional Plan
Your client list has grown and you need simple automations that will streamline your current process. Feel the advantage of a student portal that student's actualy use. Text messages sent and retrieved form your desktop and phone. Admissions probability that guides you to guide your students better, more efficiently. Or establish group programs that simplfy your product-services. Your practice can continue growing here!
Looking for a fresh start or the innovation necessary to run a college planning process with ease, the Professional plan integrates; Google drive, appointment scheduling, student/counselor calendar-sync, automated parent progress summarys, reporting, broadcast channels, advanced service delivery options with automated routine assignments with timelines. The high school course planning, college readiness, accounting, communications, year-over-year matriculation analytics, will add time back to your day.
Present your clients with an organized service delivery process that keeps you focused on one-student-at-a-time while maintaining all of your relationship management, throughout the year.
Plus plan
The Plus plan is no longer sold and is considered a legacy plan that only existing subscribers hold. Consider upgrading from your plus plan to the new Professional plan.
Or stay where you are. Nothing about your current plan or features has been changed.
Join our peer-community events to learn more about strategies for using CounselMore to simplify your management tasks and grow your client list.
| Professional | |
|---|---|
| Storage size | Unlimited Student Records |
| Pricing | $176 Monthly (current promotion 25% off) $132 |
| Portal Capacity | 1 Counselor License ($45 additional counselor license can be added) 1 Student Portal & 2 Parent Portals ($25 each additional parent after the second) |
| Key Differences | Legacy Plus | Professional |
|---|---|---|
| App Tracker Overview | No | Yes |
| Generate Assignments from App Tracker | No | Yes |
| Opt-in Admit scatterplot | No | Yes |
| Export App Tracker Account Report | No | Yes |
| Export Assignments Report | No | Yes |
| Different Meeting Types Auto-gen Assignments | No | Yes |
| Custom Reporting Services | No | Yes |
| What Are My Chances Export | No | Yes |
| Search & List Bulidng | Legacy Plus | Professional |
|---|---|---|
| Search by Name | Yes | Yes |
| Search by Major | Yes | Yes |
| Search by Filter | Yes | Yes |
| Gap Year Database | Yes | Yes |
| Summer Program Database | Yes | Yes |
| Tag Colleges by Topic | Yes | Yes |
| 250+ Datapoints Per College | Yes | Yes |
| Custom Notes to Student | Yes | Yes |
| Add your own data/schools | Yes | Yes |
| Multiple Student Search | Yes | Yes |
| Search by Notes Keyword | Yes | Yes |
| Save Search Filters | Yes | Yes |
| App Tracker | Legacy Plus | Professional |
|---|---|---|
| Custom Tracker Per Student | Yes | Yes |
| Template Setup | Yes | Yes |
| App Tracker Export | Yes | Yes |
| Color Coding | Yes | Yes |
| Progress Tracking | Yes | Yes |
| Essay Prompts | Yes | Yes |
| Custom Columns | Yes | Yes |
| App Tracker Overview | No | YES |
| Generate Assignments from App Tracker | No | YES |
| Management Tools | Legacy Plus | Professional |
|---|---|---|
| Student login tracking | Yes | Yes |
| Biography Banners (app planning mimics CommonApp [TM]) | Yes | Yes |
| Unlmited Active, Prospect, and Archived Student Records | Yes | Yes |
| Candidate Shaping Assessments | Yes | Yes |
| Student Account / Password manager (Common App, FAFSA, College Portals, etc...) | Yes | Yes |
| Testing Records (SAT, ACT, Subject, etc...) | Yes | Yes |
| Participation/Activities (maps fields to resume template) | Yes | Yes |
| Recommendations Tracking | Yes | Yes |
| Repetoire (for Art students) | Yes | Yes |
| Course Progression Planner | Yes | Yes |
| Bio Export to Google Drive | Yes | Yes |
| Course Progression export to Google Drive | Yes | Yes |
| Unlimited Contact Records | Yes | Yes |
| Tag students to optimize the hand out assignments, files, and more. | Yes | Yes |
| Broadcasting Messages (by Grad year, HS, Tag) | Yes | Yes |
| Sibling Family Management | Yes | Yes |
| Referal Tracking | Yes | Yes |
| Multiple sorting / filtering options | Yes | Yes |
| Export App Tracker Account Report | No | YES |
| Export Assignments Report | No | YES |
| Assignment Modules | Legacy Plus | Professional |
|---|---|---|
| Manual Email Assignment summary send | Yes | Yes |
| Release Assignments by Start Date | Yes | Yes |
| Student & Parent views | Yes | Yes |
| Set Due Dates | Yes | Yes |
| Includes Videos, PDFs, photos, etc. | Yes | Yes |
| Bulk Assign Assignments | Yes | Yes |
| Advance Date Assingments | Yes | Yes |
| Print Assignment Report | Yes | Yes |
| Auto Assignment Email | Yes | Yes |
| Scheduling | Legacy Plus | Professional |
|---|---|---|
| Calendly (recommended) | Yes | Yes |
| Acuity | Yes | Yes |
| Calendar Sync | Yes | Yes |
| Events View in Dashboard | Yes | Yes |
| Auto Generate Prospect Students | Yes | Yes |
| Meeting Reminders | Yes | Yes |
| Meeting automations | Yes | Yes |
| Different Meeting Types Auto-gen Assignments | No | YES |
| Google Drive | Legacy Plus | Professional |
|---|---|---|
| Student Data Sync | Yes | Yes |
| Student Document Upload | Yes | Yes |
| Upload Files from Google | Yes | Yes |
| Upload Files from Desktop | Yes | Yes |
| Files Share Management | Yes | Yes |
| Bulk Assign Files | Yes | Yes |
| Template Document Setup | Yes | Yes |
| Reporting | Legacy Plus | Professional |
|---|---|---|
| Assignment Overview (across all students) | Yes | Yes |
| Admissions Results | Yes | Yes |
| Clients by year | Yes | Yes |
| App Tracker Overview | Yes | Yes |
| Financial Summary (AP/AR) | Yes | Yes |
| Expense Log | Yes | Yes |
| Export Users | Yes | Yes |
| Invoice Report | Yes | Yes |
| Custom Reporting Services | No | YES |
| What Are My Chances | Yes | YES |
| What Are My Chances Export | No | YES |
| Opt-in Admit scatterplot | No | YES |
| Client Communications | Legacy Plus | Professional |
|---|---|---|
| Email Students and Parents | Yes | Yes |
| Text Message Students and Parents | Yes | Yes |
| In App Chat | Yes | Yes |
| Per College Conversations | Yes | Yes |
| Broadcasting Messages and Texts | Yes | Yes |
| Draft Email Storage | Yes | Yes |
| Text Forwarding | Yes | YES |
| Email Read Receipts | Yes | YES |
| Automated Assignment Email | Yes | Yes |
| Accounting | Legacy Plus | Professional |
|---|---|---|
| Time Tracking | Yes | Yes |
| Send Invoices from Portal | Yes | Yes |
| Custom Payment Link | Yes | YES |
| Create packages and bundles | Yes | YES |
| Automated Invoices (based on time tracked) | Yes | YES |
| Branding | Legacy Plus | Professional |
|---|---|---|
| Student / Parent Portal | Yes | Yes |
| Invoices | Yes | Yes |
| Progress Summaries | Yes | Yes |
| College Reports | Yes | Yes |
| Additional Branding | Legacy Plus | Professional |
|---|---|---|
| Integrated Scheduling | Yes | Yes |
| Google Suite Integration | Yes | Yes |
| Customize Portal Invites | Yes | Yes |
| White Label | No | Contact Us |
| Custom Integrations | No | Contact Us |
