The tools you need to track, manage, and measure success

Find out how scholarship providers are using Overgrad to close opportunity gaps and achieve extraordinary outcomes. Student tracking, aid letter analysis, document storage, automated term bill processing, family engagement, college planning, communications, and quality advising frameworks all in one place.
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A CRM designed to drive outcomes

  • checkCase Management Tools
  • checkData Share Agreement Management
  • checkText & Email Messaging
  • checkCustom Fields & KPIs
  • checkMilestones
  • checkStudent-Facing Accounts
  • checkTerm Bill Data Capture
  • checkDocument Locker
  • checkFinancial Aid Analysis

All the power of a custom CRM, none of the hassle

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Repeatable Processes

Milestones and custom workflows let you tailor Overgrad to build scalable, repeatable processes that will save you time and increase the quality of your supports.

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Data Capture

Eliminate reliance on forms, custom objects, and unruly spreadsheets with tools that simplify and centralize student data. Automate term bill data entry with powerful tools built for you.

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SMS + Email

Text messaging and email are built right into Overgrad, supporting both one-to-one and one-to-many communications. Want to communicate with a parent? We got that, too.

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Case Management

Streamline case management—track student progress, communicate over SMS, deliver personalized support, and ensure every student stays on the path to success.

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Document Locker

Securely store  important documents like transcripts, term bills, and financial aid forms in one centralized location, ensuring scholarship providers have easy access to the materials they need

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Simplify your operations, amplify your results

Save time, reduce costs, and deliver better outcomes with tools designed to empower your staff and scale your impact. Overgrad streamlines student tracking, student aid processing, communications, and reporting—so you can focus on transforming lives, not managing systems. Make your processes easier, your team happier, and your programs more effective.

CRMs weren't designed scholarship providers, until now

Simplified Tracking

Easily monitor student progress with an intuitive interface that puts every milestone front and center.

K-20 Success

Support every student’s journey from kindergarten to career with tools built for long-term success.

Integrated Communication

Effortlessly engage students and families with built-in tools for texting, email, and real-time updates.

Incredible Community

Join a network of passionate educators and leaders committed to sharing best practices and driving outcomes.

Let’s Build a Better Future, Together

At Overgrad, we get it. The challenges are real, but so are the triumphs. We’ve been there, and we built this platform to make your life easier—so you can make their lives better. Whether you’re helping students find their next step or working to improve outcomes across your organization, Overgrad is here to make it all possible.

Your students deserve the best. So do you.

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Learn how top orgs use Overgrad to drive postsecondary success