Plan Comparison

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Apprentice Plan

When you are just beginning to gather your knowledge of schools, you need a place to store all of the information you are learning. You'll find the school list building tools and ability to save your own data, is the strongest foundation to build your practice. 

This plan is a comfortable starting point and price for those exploring the profession or just beginning to build a practice. DIY-parents are welcome too! An all-access entry point to all the tools you need in one place and the community to scaffold your growth. Includes all of the same features as the Associate plan. Begin with 3 students, when ready, add a 4th and a 5th student. When you reach 5 students or your one year anniversary, it's time to celebrate and graduate to the full Associate plan.

Associate Plan

Unlimited student records, means you level up to meet the energy requiered of college list building plus the dynamics of parent/student communications. The Associate plan is the right size for independent college counselors, sole proprietors, private consultants, public contractors, third-party educational services, who manage multiple graduation years or a variety of services at once.

Build your brand with plenty of outward facing reporting giving your practice the polished look you want. Build your services by product using Routine Assignments to establish an equity of services across all of your clients, saving you time and money. Don't have a set of Assignments? Use ours! The entire college readiness process, codified by research, systematized by technology and fully customizable to express each counselor's signature style.

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.

Your 14 day free trial is with the Professional plan. You'll begin receiving on boarding emails that take you through orientation. Start your free training program right away or compare plans below and schedule time with one of our specialists. We will help you find the right plan and price.


Join our peer-community events to learn more about strategies for using CounselMore to simplify your management tasks and grow your client list.


Key differences


Key Differences Apprentice Associate Professional
Custom Columns-build your own database No No Yes
Add one school to multi-lists No No Yes
Across Account App Tracker Overview No No Yes
Bulk Assign Assignments to Groups No No Yes
Advance Date "Routine" Assignments No No Yes
Auto-send Progress Assignment Email No No Yes
Bulk Copy & Load Files No No Yes
Connected Master Files No No Yes
Custom Reporting Services No No Yes
Candidate Shaping Export No No Yes
Dynamic Scatterplot No No Yes
Text Forward & Private Number No No Yes
Financial Fit Tool No No Yes
Custom Payment Link No No Yes
Automated Invoices (based on time tracked) No No Yes
Customize Portal Invites No No Yes
White Label No No Contact Us
Unlimited Contacts Yes Yes Yes
Apprentice Associate Professional
Storage size up to 5 student records, unlimited contacts Unlimited Student Records & Unlimited Contacts Unlimited Student Records & Unlimited Contacts
Pricing $35 Monthly $92 Monthly $176 Monthly
Portal Capacity 1 Counselor License 1 Counselor License 1 Counselor License ($45 additional counselor license can be added)

Detailed feature comparison

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Search & List Bulidng Apprentice Associate Professional
Search by Name Yes Yes Yes
Search by Major Yes Yes Yes
Search by Filter Yes Yes Yes
Gap Year Database Yes Yes Yes
Summer Program Database Yes Yes Yes
Tag Colleges by Topic Yes Yes Yes
250+ Datapoints Per College Yes Yes Yes
Custom Notes to Student Yes Yes Yes
Search by Notes Keyword Yes Yes Yes
Add your own data/schools Yes Yes Yes
Save Search Filters Yes Yes Yes
Sync Multiple Student Search No No Yes
App Tracker Apprentice Associate Professional
Custom Tracker Per Student Yes Yes Yes
Template Setup Yes Yes Yes
App Tracker Export Yes Yes Yes
Color Coding Yes Yes Yes
Progress Tracking Yes Yes Yes
Essay Prompts Yes Yes Yes
Custom Columns No No Yes
App Tracker Overview No No Yes

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Management Tools Apprentice Associate Professional
Student login tracking Yes Yes Yes
Biography Banners (app planning mimics CommonApp [TM]) Yes Yes Yes
Unlmited Active, Prospect, and Archived Student Records Yes Yes Yes
Candidate Shaping Assessments Yes Yes Yes
Student Account / Password manager (Common App, FAFSA, College Portals, etc...) Yes Yes Yes
Testing Records (SAT, ACT, Subject, etc...) Yes Yes Yes
Participation/Activities (maps fields to resume template) Yes Yes Yes
Recommendations Tracking Yes Yes Yes
Repetoire (for Art students) Yes Yes Yes
Course Progression Planner Yes Yes Yes
Bio Export to Google Drive Yes Yes Yes
Course Progression export to Google Drive Yes Yes Yes
Unlimited Contact Records Yes Yes Yes
Tag students to optimize the hand out assignments, files, and more. Yes Yes Yes
Broadcasting Messages (by Grad year, HS, Tag) Yes Yes Yes
Sibling Family Management Yes Yes Yes
Referal Tracking Yes Yes Yes
Multiple sorting / filtering options Yes Yes Yes
Assignment Modules Apprentice Associate Professional
Manual Email Assignment summary send Yes Yes Yes
Release Assignments by Start Date Yes Yes Yes
Student & Parent views Yes Yes Yes
Set Due Dates Yes Yes Yes
Includes Videos, PDFs, photos, etc. Yes Yes Yes
Print Assignment Report Yes Yes Yes
Advance Date Routine Assingments No No Yes
Bulk Assign Assignments No No Yes
Auto Assignment Email No No Yes

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Scheduling Apprentice Associate Professional
Calendly (recommended) Yes Yes Yes
Acuity Yes Yes Yes
Calendar Sync Yes Yes Yes
Events View in Dashboard Yes Yes Yes
Auto Generate Prospect Students Yes Yes Yes
Meeting Reminders Yes Yes Yes
Meeting automations Yes Yes Yes
Google Drive Apprentice Associate Professional
Student Data Sync Yes Yes Yes
Student Document Upload Yes Yes Yes
Upload Files from Google Yes Yes Yes
Upload Files from Desktop Yes Yes Yes
Files Share Management Yes Yes Yes
Bulk Assign Files No No Yes
Template Document Setup No No Yes
Reporting Apprentice Associate Professional
Assignment Overview (across all students) Yes Yes Yes
Admissions Results Yes Yes Yes
Clients by year Yes Yes Yes
App Tracker Overview Yes Yes Yes
Financial Summary (AP/AR) Yes Yes Yes
Expense Log Yes Yes Yes
Export Users Yes Yes Yes
Invoice Report Yes Yes Yes
What Are My Chances Yes Yes Yes
What Are My Chances Export No No Yes
Custom Reporting Services No No Yes
Opt-in Admit scatterplot No No Yes
Client Communications Apprentice Associate Professional
Email Students and Parents Yes Yes Yes
Text Message Students and Parents Yes Yes Yes
In App Chat Yes Yes Yes
Per College Conversations Yes Yes Yes
Broadcasting Messages and Texts Yes Yes Yes
Draft Email Storage Yes Yes Yes
Email Read Receipts Yes Yes Yes
Text Forwarding No No Yes

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Accounting Apprentice Associate Professional
Time Tracking Yes Yes Yes
Send Invoices from Portal Yes Yes Yes
Custom Payment Link Yes Yes Yes
Create packages and bundles Yes Yes Yes
Automated Invoices (based on time tracked) No No Yes
Branding Apprentice Associate Professional
Student / Parent Portal Yes Yes Yes
Invoices Yes Yes Yes
Progress Summaries Yes Yes Yes
College Reports Yes Yes Yes
Additional Branding Apprentice Associate Professional
Integrated Scheduling Yes Yes Yes
Google Suite Integration Yes Yes Yes
Customize Portal Invites No No Yes
White Label No No Contact Us
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