Instudi vs CollegePlannerPro
CollegePlannerPro helps you organize a counseling practice. Instudi runs the work for you: every Zoom and Google Meet call becomes notes, action items and a family recap on the right student, and Razy drafts the follow-up, keeps each plan on track and answers from everything your practice knows.
Why counselors choose Instudi
- Every meeting writes its own notes, action items and parent recap. CollegePlannerPro has no notetaker.
- Prep briefs and a weekly brief tell you who needs you before you go looking.
- Razy is built in for every student, not an essay add-on paid per student.
- Gmail, Google Calendar, Drive and Zoom are connected to every student, so nothing lives only in your inbox.
Switching from CollegePlannerPro
- 01Export your students and families from CollegePlannerPro to CSV or Excel. Instudi imports them and flags problems before anything is created.
- 02Connect Google Calendar, Gmail, Google Drive and Zoom in a few minutes.
- 03Your next meeting writes its own notes. We help with the move on a call.
Side by side
Meeting notes
Only in InstudiInstudiA notetaker joins Zoom and Google Meet calls, records and transcribes them, and writes the summary, key points and action items onto the student’s record for a quick review.
CollegePlannerProTyped notes with templates. No AI notetaker or meeting recording.
Meeting prep
Only in InstudiInstudiA prep brief before every meeting, and a weekly brief on who has a deadline coming, who has gone quiet and who is on track.
CollegePlannerProWe found no meeting briefs or weekly briefs.
Family updates
InstudiRazy drafts a parent recap after every meeting and a monthly digest for every family. A counselor approves each one before it is sent.
CollegePlannerProNotes can be emailed to students and parents, plus broadcast emails.
AI
InstudiRazy answers from each student’s meetings, notes, emails and files, and remembers what matters once you approve it. It drafts emails, recaps and invoices, schedules meetings and updates plans, all with undo.
CollegePlannerProAthena: essay review and writing help, licensed separately per student for each admissions cycle.
Plans and action items
InstudiPlaybooks with milestones and goals for every student, and a health signal when someone falls behind. Action items go to counselors, teams, students or parents, with due dates.
CollegePlannerProChecklists, to-dos and templates.
InstudiA shared Gmail inbox: every thread lands on the right student, with owners, snooze, drafted replies and the student’s timeline beside it.
CollegePlannerProBroadcast email, and two-way messages and texts between counselor and student.
Scheduling
InstudiBooking pages for every counselor, synced with Google Calendar, that add the meeting link and the notetaker. The inbox suggests open times when a family asks to meet.
CollegePlannerProBooking through the student portal or a calendar link; outside calendars connect through Cronofy.
Colleges and applications
InstudiCollege lists with live reach, target and likely fit, every round and deadline, status and decisions, and one deadline view across all students.
CollegePlannerProCollege search with Fiske Guide profiles, and application status and decision tracking.
For families
InstudiBooking pages, intake forms and recording consent pages. Families never need another login.
CollegePlannerProA student portal, and a read-only login for parents.
Billing
InstudiRates, invoices built from logged sessions, recorded payments and counselor hours.
CollegePlannerProInvoices, payment plans and a time tracker, with Stripe payments since October 2026.
Based on CollegePlannerPro’s public website and help pages, checked October 2026. Products change; if something here is out of date, tell us at [email protected] and we will fix it.
Common questions
- Yes. Instudi covers students, families, scheduling, plans, applications and billing, and adds what CollegePlannerPro does not have: a notetaker that writes every meeting up, drafted family recaps, prep and weekly briefs, a shared Gmail inbox and Razy, an assistant that knows every student.
- We could not find one on its website or help center as of October 2026. Its AI, Athena, focuses on essay feedback and is sold per student.
- Yes. Export your students and families to CSV or Excel, and Instudi imports them and flags problems before anything is created. Talk to us and we will help with the move.
More comparisons
Get started
Switch to Instudi
Import your roster, connect your calendar and inbox, and run your next meeting on Instudi.
Book a call with us
See Instudi on your own students and families. We’ll walk you through it and set it up with you.