See it in action

The best demo is the one you watch at 10pm in your slippers.

Watch a short demo, then bring a real student record in and try it for yourself.

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30-day free trial Cancel anytime Since 2016

Pick the door that looks like your practice.

A counselor at her kitchen table Emerging

Launching it on your own.

Most emerging consultants are transitioning from homegrown spreadsheets. For some this is a side-gig, others full practice — we've seen all the on-ramps.

  • 14-minute self-paced tour, no meeting required
  • Bring a real student in during your trial
  • 30-day trial · cancel anytime
Emerging - Demo tell me more or meet your peer mentor
Two counselors reviewing a student record on a tablet Established

Have a thriving practice.

You've got students, families, and a decade of outcomes — in spreadsheets, in CPP, or in another tool that's stopped earning its keep. Bring the whole practice over without losing a thing.

  • Migrate from CPP, Naviance, spreadsheets, or another CRM
  • Build balanced lists based on your own historical data in minutes
  • Leverage AI Assist to populate student records in seconds
Established - Demo or tell me more
A counseling department meeting Enterprise

Running a large team.

Sub-user permissions, the Manager Suite, firm-wide reporting, and pricing that gets better with each seat. Worth a 30 minutes of real conversation.

  • Practice visibility and accountability
  • Counselor-controlled records, by design
  • Counselor capacity and analytics
  • Nonprofit pricing built around your population
Enterprise - Demo tell me more or send us a note
Watch the 4-minute List Builder demo

Build a balanced college list, in the time it takes to make coffee.

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If you'd rather book a live walkthrough

Here's what the
live demo actually looks like.

No slide deck. No discovery call gauntlet. You bring a real student in your head — we screen-share the part of CounselMore that solves for that student.

  • 1
    You tell us about one real student.

    Their list, where they're stuck, what would unblock you. We pick the part of CounselMore that solves it.

  • 2
    We show you the App Tracker live.

    It's the feature that hooks most counselors. We open it on a real demo account, not a polished mockup.

  • 3
    You ask the awkward questions.

    Pricing, migration timelines. Honest answers.

  • 4
    We hand you the trial — or not.

    If we're a fit, you walk away with a trial set up and a first-week plan. If we're not, we'll say so.

Or skip the meeting entirely — start a 30-day trial now and book the demo later if you need it.

Demo FAQ

Questions counselors actually ask.

Honest answers. If you don't see yours, send us a note.

Is the live demo a sales pitch?
No. It's a screen share with a real counselor on our team, walking through the part of CounselMore that solves for one real student you have in mind. We don't have an sales funnel — the person on the call is the person who'll help you onboard.
Can I just start the trial and skip the demo?
Yes — and we'd rather you did. Click Start your free trial , bring a real student record in, and try it for a planning cycle. 30 days, cancel with a click. The full feature set is unlocked.
Can I bring my team to the demo?
Please do. For multi-counselor firms, school departments, and nonprofits, we recommend at least one decision-maker plus one counselor who'll actually use it day-to-day. Book the team demo (above) — it's built for this.
Do I need to prepare anything?
One real student in your head — their college list, where they're stuck, what's burning your time. We'll show CounselMore against that student. No deck, no questionnaire, no homework.
What if I'm coming from CPP, Naviance or a spreadsheet?
Simply bring your CSV file and our team will take care of the rest. As for team transition, your specially trained account manager will co-pilot your team training and transition.
Coming from CPP, Naviance or a spreadsheet?

Migration is a phone call, not a project.

We import from spreadsheets and other CRMs. No problem. Our team brings your student records, college lists, and historical outcomes over for you.

30 days or less, typical migration
3,000+ counselors in the community
2016 counselor owned and operated
Book your migration call now. Slots are limited. See the full feature list
Ready when you are

Together we know more, together we counsel more.

Bring a real student record in. Run a planning cycle. Decide for yourself. If we're not a fit, walk away — no credit card holds, no recovery emails for six months.

Start your free trial Book a demo
30-day free trial Cancel anytime Since 2016