Students
Student profiles & files
A complete profile for every student — tasks, notes, contacts, and files and folders shared securely with the family.
Features
Students, planning, billing — everything in one place.
Student management, family collaboration, college planning, scheduling, and billing — the operational backbone built specifically for independent educational consultants.
30-day free trial · No credit card required
3,000+
IECs run their practice on CollegePlannerPro
1
platform replacing 4–6 disconnected tools
2009
built by IECs, for IECs — 17 years in
30 days
free trial, no credit card required
The platform
Every workflow, built for how IECs work.
Not a generic CRM bent to fit college counseling — every workflow here is built for how IECs actually work.
Planning
College lists & Fiske Guide
Build college lists with tagging, pull in Fiske Guide profiles and ratings, and generate printable, branded college reports.
Communication
Broadcast email & messaging
Broadcast emails with open tracking, text messaging, and a message board — conversations consolidate to each student’s profile.
Scheduling
Scheduling, simplified
Share your availability and a booking link to eliminate the back-and-forth — even for prospective clients.
Deadlines
Tasks, calendar & alerts
Student tasks, checklist templates, and automated text and email reminders that keep students and parents on track.
Business
Billing, invoicing & time
Track billable time and send invoices linked to the student — the business side lives where the work already does.
The family portal
A portal families actually want to use.
One place for students and parents — tasks, deadlines, college research, communication, documents — so they stay informed, you stay organized, and the family experience becomes a selling point for your practice.
- Students stay on track with shared tasks and deadlines.
- Parents stay appropriately involved without overstepping.
- Families remark on the portal — and become referrals.
MP
M. Patel — Family Portal
PARENT & STUDENT · LAST OPENED 2 HRS AGO
Upcoming tasks
Common App essay draft
Due Fri · 3 days
SAT score release
Mon · 6 days
UC personal insight
Next Fri · 10 days
College list · 7 schools
Reach3
Target3
Likely1
College research
Fiske Guide and college data, where you actually work.
College profiles, Fiske Guide ratings, side-by-side comparative reports, and customizable college lists — all built into the platform. Help families pick a fit without spreadsheet exports or tab juggling.
- Full Fiske Guide integration with current ratings and write-ups.
- Build, share, and revise college lists with families in real time.
- Generate comparative college reports families can take home.
FISKE
Comparative report · 3 schools
SHAREABLE WITH FAMILY · PDF EXPORT
| School | Fiske | Accept | Net cost |
|---|---|---|---|
| Tufts | ★★★★ | 10% | $38k |
| Northeastern | ★★★★ | 7% | $42k |
| UMass Amherst | ★★★ | 62% | $22k |
Built for IECs
Built for the way IECs actually work.
From a solo practice to a multi-counselor firm — the platform grows with you without losing the personal touch families notice.
Teams
Multi-counselor ready
Standardize workflows across counselors and keep visibility as the practice grows.
Scale
Scales with the practice
Solo consultant or multi-counselor firm — same platform, more seats, same core.
Forward
Continuously evolving
Athena AI essay feedback and a steady release cadence keep the platform forward, not legacy.
Now integrated · Athena AI
AI essay feedback, with the counselor still in control.
Athena helps IECs deliver structured, high-quality essay feedback faster — without sacrificing the personalization students need. Integrated directly with CollegePlannerPro and Google Docs.
Learn about AthenaThe first time I rebuilt a fountain pen at twelve, I didn't think of it as engineering — I thought of it as listening. Each part has a function, and the pen tells you when one isn't doing it.
By the time I was fourteen I had…
Athena
3 notes Counselor review pending
"CollegePlannerPro helps keep my students, my staff, and me totally organized. I can’t imagine managing our practice and advising students without it — students and parents love that everything is in one place."
See the platform built for your practice.
A 15-minute walkthrough of how CollegePlannerPro fits your workflow. No pitch — just clarity.
Strong concrete image. Consider whether “listening” sets up the rest of the essay or risks becoming a thesis the body doesn't pay off.