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A 360° View  of Student Success

CoPilot Provides

Insight  to the academic, financial, and social well-being of our students.

Insight into the academic, financial, and social well-being of our students. CoPilot is an industry-leading student information system providing student support professionals/practitioners with a 360-degree view of their students. CoPilot users can track student interactions, monitor student progress, and replace data silos or spreadsheets.

Built on the Salesforce.com platform and highly customizable, CoPilot can grow with your organizations while maintaining data security and integrity. CoPilot empowers users with cloud-based technology and equips them with real-time analytics to prevent students from falling through the cracks. Our team guides organizations through data migration, implementation, and optimization.
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360° View of Student Success

  • CoPilot can capture all aspects of your student’s journey: academic progress, attendance, scholarships and financial aid, college applications, enrollment metrics, degrees/certificates earned, social data, advising sessions and more.
  • Support student progress throughout the cradle-to-career pipeline.
  • CoPilot has automations likes flows to allow you and your team to spend more time with students and less time on data entry.
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Dynamic Reporting and Dashboards

Access accurate information about your students for more targeted interventions with them. Share successes with your team, board, and funders. Utilize indicators and analytics to ensure your team is making informed and timely interventions with the students who need it most.
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Financial Aid Tracking

Keeping track of how students are paying for school is an important part of helping them succeed When students receive their financial reward letters, users can create a record based on this information and categorize the various sources of monetary aid. This includes scholarships, federal grants, work-study, etc. CoPilot’s Financial Aid Tracking is a helpful tool to manage student caseloads and ensure they can continue to attend the school of their choice

360° View of Student Success

CoPilot can capture all aspects of your student’s journey: academic progress, attendance, scholarships and financial aid, college applications, enrollment metrics, degrees/certificates earned, social data, advising sessions and more.

Support student progress throughout the cradle-to-career pipeline.

CoPilot has workflows and automations to allow you and your team to spend more time with students and less time on data entry.

Dynamic Reporting and Dashboards

Access accurate information about your students for more targeted interventions with them.

Share successes with your team, board, and funders.

Utilize indicators and analytics to ensure your team is making informed and timely interventions with the students who need it most.

Financial Aid Tracking

The CoPilot team will be with you every step of the way to ensure optimal use, access to the CoPilot network of users, and long term success.

CoPilot is a student-centered solution built by and for student success providers.

Access a growing network of CoPilot users sharing best practices across the education landscape.

Revolutionary Data Management

College Forward created CoPilot
As a student-focused organization, it is important for our team to be able to easily access all of our student’s information and use it to extrapolate insights about the effectiveness of our program.


Prior to developing CoPilot, much of our student’s information was managed using Excel spreadsheets. This form of data tracking was insufficient on many levels including data quality and data security. These spreadsheets also lacked the capacity to report on an individual student or our program at large. With CoPilot, our organization has a one-stop-shop to view each of our students’ various paths. Our coaches can now provide the right intervention at the right time with a secure and thoughtful data system.

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Resources & Info

Key resources and news to keep you flying with CoPilot.

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