Non-profit caseloads grow faster than headcount.

Serve more students with the staff you have.

College-access organizations carry caseloads that quickly outgrow their original tools. Achieve keeps every student’s milestones, deadlines, documents, and outcomes in one record — so advisors spend their time advising, and your team can report to funders from the same place it does the work.

Standard task banks and milestones mean every student receives the same quality of support, whether the caseload is twelve or twelve hundred.

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List of features related to student and scholarship management, each with a yellow checkmark bullet point, including caseload views, repeatable milestones and task banks, pre-filled deadlines, documents and forms in one place, outcome tracking, and time tracking and financial reporting.

300+

HOURS A YEAR SAVED ON ADMIN WORK

Based on average figures reported by Achieve subscribers.

1,200+

COLLEGE AND VOCATIONAL SCHOOL PROFILES

10,000+

AUTOMATION POSSIBILITIES

Based on other Zapier approved tools.

Achieve is one system with three jobs: run operations, guide the student, keep the record.

Admin work that does itself

  • E-sign contracts in-platform — no third-party signature service.

  • Business phone and texting, plus broadcast email — port your existing number if you have one.

  • Time tracking ensures you know where your time is spent

  • Guided data migration handled by your customer success manager

  • Calendar sync with Acuity and Calendly

  • Student trackers allow you to see where every student is in the process, under every advisor

From first list to final decision

  • Application trackers pre-filled with deadlines and requirements, including scholarships and special programs.

  • Three ways to build a college list — Achieve’s own search tool, a trained AI chatbot, or partner tools from Nerd Apply.

  • College profiles with quantitative and qualitative overviews.

  • College data powered by Peterson’s, kept current.

  • Financial aid award packages compared side by side.

  • Decision and outcome tracking from general admissions through scholarships.

  • Customizable curriculum and task banks, with one-off tasks and reminders you set.

Everyone’s on the same page

  • Student view that is simple and intuitive, so families actually use it.

  • Document storage for files and Google Docs, accessible to advisors and students.

  • Zapier-approved integration connecting Achieve to more than 6,000 tools you already use.

  • Personalized onboarding from a dedicated customer success manager on every plan.

  • Form integrations to seamlessly track everything from intake forms from final surveys.

— Straight Answers

Questions we get asked before the demo.

If yours is not here, ask it directly — customersuccess@simplysucceediec.com

  • Our pricing page has a request form for you to complete. That will help us deliver a quote just for your organization’s needs!

  • Your existing client information, documents, and data are migrated from your previous systems, which helps make the transition seamless. This process usually takes 8-10 business days for CBOs.

    Those plans also include personalized onboarding, where your dedicated Customer Success Manager will configure Achieve around your workflows.

    All that to say is that the timeline varies depending on how complex your current systems are. On average, it takes about a month to get up and running. However, we can speed up or slow down to align with your schedule!

  • Let us know! We have a suggestion form right on your Achieve dashboard and encourage you to let your Customer Success Manager know if you have a specific request.

    Subscribers have a direct voice in the roadmap (which is always available for users to view!).

  • Yes, absolutely! We personalize what individual counselors see to meet the needs of your organization. Admin users will be able to see everything, on both a macro & micro level.