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.

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
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
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
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
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.

30-day free trial Cancel anytime Since 2016