For college access and success organizations, scholarship programs, and TRIO

Track every student you serve, to and through college.

Your students attend dozens of high schools and hundreds of colleges. Overgrad keeps one record for each of them, verifies enrollment and persistence with the National Student Clearinghouse, and produces the reports your funders ask for. Without the spreadsheets.

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The numbers you report live in five places.

Advising notes in one tool, applications in a spreadsheet, Clearinghouse files in a folder, persistence in someone's head.

What gets in the way
Staff re-key the same student into three systems
Persistence is checked by hand, a college at a time
Every funder report starts from scratch
With Overgrad

One record per student, from first meeting to degree.

Advising, applications, enrollment, persistence, and outreach in one place. The report your funder wants takes a filter and an export.

01

Every student, every school, every college, in one view

See your whole caseload across cohorts, high schools, and colleges. Filter by coach, program, cohort, or any field you define.

  • Students can attend any high school and any college
  • Custom fields, tags, and cohorts for the way your program runs
  • Dashboards for leadership without a data pull
Program visibility illustration showing participant tracking structure Program Visibility Cohort Coach Participant PARTICIPANTS Active MILESTONES On track ATTENTION Flagged OUTCOMES Tracked Priority Queue High priority Attention Attention Milestone On track
Program methodology illustration showing milestone structure and automated workflows Program Methodology Active Draft Milestone Structure Automated Support Active Active Active Delivery Consistency COMPLETION Consistent VARIANCE Low Onboarding Fast MILESTONES Configured AUTOMATIONS Running PARTICIPANTS Enrolled PROGRESS Tracked
02

Your program, delivered the same way by every coach

Set your milestones and checkpoints once. Every coach follows them, every student gets them, and new staff are productive in their first week.

  • Milestones, tasks, and timelines built to your model
  • Reminders and escalations when a student falls behind
  • Two-way texting and email, logged on the student record
03

Enrollment and persistence, verified

With Overgrad Success, enrollment and term-by-term persistence come from the National Student Clearinghouse and land on the student record automatically. Summer melt, stop-outs, and transfers show up while there is still time to act.

  • Clearinghouse matching and reconciliation handled by Overgrad
  • Persistence and completion by cohort, college, and coach
  • Alumni caseloads and outreach from the same record
Coaching efficiency illustration showing prioritization structure and time savings Coach Prioritization Urgent High On track Priority Queue Urgent High Follow up On track Efficiency Gains DATA ENTRY Automated FOLLOW-UPS Scheduled STATUS UPDATES Real-time REPORTING Instant PRIORITIZATION Automated ADMIN TIME Reduced ADVISING TIME Increased
Program outcomes illustration showing persistence tracking and impact measurement Outcomes Tracking All Cohorts Active Alumni Persistence Funnel Enrolled Strong On track Tracked Key Metrics FAFSA High MATCH Strong AID Tracked ROI Positive Alumni Outcomes Tracked Cohort Trends ↑ PARTICIPANTS Tracked OUTCOMES Measured REPORTS Generated TRENDS Improving
04

Reports your funders and board can use

Enrollment, persistence, and completion rates by cohort, ready for a grant report or a board meeting. Built from verified data, so you can stand behind the number.

  • Cohort reports for renewals and annual reports
  • Exports in the format your funder asks for
  • Year-over-year comparison as your program grows

What about Salesforce?

Many organizations we work with run Salesforce. Keep it for donors and fundraising. Overgrad does not do donor management, and we are not building it.

Move the student work to Overgrad: advising, applications, enrollment, persistence, alumni outreach, and the reports that come from them. That is what Overgrad is built for, and it is the work that Salesforce needs the most customization and the most third-party add-ons to do at all.

If you run more than one program, Overgrad handles all of your student-facing work. College access, college success, career programs, and scholarship cohorts can live in one system with different milestones for each.

Overgrad and Salesforce, side by side

Priced by the students you serve

Pricing is based on active students, and smaller cohorts start lower.

Every plan includes unlimited staff accounts, setup, data import, training, and support. Enrollment and persistence verification through the National Student Clearinghouse is part of Overgrad Success.

Get a Quote See what is included

See how it would work at your organization

A 30-minute walkthrough with someone who has set up Overgrad for organizations like yours.

Connect with Us See pricing for organizations