For College Access Organizations & CBOs

Purpose-Built vs. Salesforce-Based

One choice compounds complexity. The other removes it.

CoPilot brings College Possible's expertise on Salesforce. Overgrad delivers the same outcomes without the platform dependency.

The Salesforce Question

CoPilot re-implements student success on Salesforce. Overgrad delivers the same outcomes without the platform dependency.

Licensing costs compound every year
Execution depends on admin availability
Student experience must be custom-built
The Alternative

Same outcomes. No Salesforce required.

Overgrad delivers college access tracking, FAFSA completion, and alumni persistence without licensing fees or admin overhead.

Cost Comparison

Example: 200 students, 5 staff users

Overgrad
$13,990
Year 1 Total
  • Annual Platform$10,490
  • Implementation$3,500 (fixed)
  • Salesforce Licenses$0
  • Admin Overhead$0
CoPilot
$18,900+
Year 1 Total
  • CoPilot Platform$11,400+/yr
  • Salesforce Licenses~$7,500/yr
  • ImplementationVariable
  • Admin ExpertiseRequired

Excludes ongoing admin time

CoPilot starts at $11,400/year per Salesforce AppExchange. Salesforce Education Cloud licenses typically run $1,500/user/year.

The Real Difference: Execution Without Salesforce

Salesforce-based tools work. Until execution depends on infrastructure.

Execution doesn't stall when staff changes No admin bottleneck
No backlog of custom work No queue of tickets to change behavior
Programs launch on real timelines No CRM abstraction layer
Costs don't compound over time No dependency stack to maintain

Same outcomes. No Salesforce required.

When CoPilot Makes Sense (and When It Doesn't)

  • You already run Salesforce org-wide
  • You have internal Salesforce admin capacity
  • You expect ongoing customization work

If those describe your organization, CoPilot is a reasonable choice. If not, you're buying infrastructure you don't need.

Where Overgrad Differs

Purpose-built means no Salesforce overhead.

My College Journey Welcome, Jordan! APPLICATION PROGRESS 8 of 12 FAFSA STATUS Complete Quick Actions My Colleges Documents Deadlines Message 1 Self-Service Students update info 2 Mobile-First Works on any device 3 Real-Time Sync Data flows to staff 4 Docs Upload Share transcripts 5 College Lists Build & manage 6 Messaging 2-way with staff
01. Student Portal

Students Can Self-Serve

CoPilot is staff-only with no student-facing portal. Overgrad includes a student portal where students can manage college lists, track applications, and update their information.

  • Student-facing mobile-friendly portal
  • Self-service application tracking
  • College list management
  • Document upload and sharing
02. Self-Service

No Admin Required

CoPilot's customization requires Salesforce admin expertise. Overgrad is designed for non-technical users to configure workflows, fields, and reports without coding.

  • No-code workflow builder
  • Self-service field configuration
  • Report builder for any user
  • Changes go live immediately
Workflow automation illustration showing trigger-condition-action structure Workflow Automation Active Draft Paused Workflow Structure TRIGGER CONDITION ACTION TASK FALLBACK ESCALATE FLOW TYPE Entry Wait Send Assign ENROLLED Active MESSAGES Sent TASKS Created AUTOMATIONS Running TRIGGER TYPES DELIVERY STATUS Tracked RESPONSE HANDLING Configured

Which Platform Fits?

CoPilot works if:

  • Salesforce is already non-negotiable
  • You accept ongoing admin and customization work
  • You're prepared to invest in infrastructure long-term

Choose Overgrad if:

  • You want outcomes without infrastructure
  • You don't want execution tied to admins
  • You want systems that work immediately and stay stable

The question isn't which platform is better. It's whether you want a Salesforce dependency.

See Overgrad Without Salesforce Complexity

Schedule a demo to see how Overgrad delivers college access tools without licensing overhead.