The complete lead CRM for universities.
Run your Iris CRM on Auto-Pilot.
The complete lead CRM for universities. AI nurtures every lead across WhatsApp, Email and SMS, drafting the templates, picking the moment, and walking the student through your funnel. Ask anything in plain English, see the answer as a chart or a list, and build the dashboard that matters to you.
AI at scale,
everywhere you need it
Every page in WhiteBird CRM has its own AI agent, not a chatbot, a context-aware assistant with real tools.
Per-Page AI Agents
5 specialized agents across leads, workflows, campaigns, and templates, each with scoped tools that fetch, create, and automate.
Natural Language Querying
Ask questions in plain English and get formatted tables in under 2 seconds. No SQL, no filters, no training.
AI Workflow Generation
Describe what you want in plain English and watch a complete visual workflow appear on the ReactFlow canvas.
Smart Lead Scoring
AI scores every lead based on engagement, demographics, and behavior patterns, so counselors focus on who matters most.
Presidential visibility,
total clarity
From the Vice Chancellor to the last counselor, everyone sees exactly what they need.
Executive Dashboards
Enrollment funnels, conversion rates, counselor performance, source attribution, all real-time, all in one view.
Counselor Leaderboards
Track response times, conversion rates, and follow-up consistency across your entire admissions team.
Source Attribution
Know exactly which channel, Facebook, Google, walk-in, referral, drives the most conversions.
Global activity · LD-7821 · Priya Sharma
Global Activity Logging
Every call, email, WhatsApp message, and status change logged with full audit trail.
Communication stack,
zero friction
Reach students on every channel they use, SMS, Email, WhatsApp, Voice, from one unified inbox.
Multi-Channel Outreach
Send SMS, email, WhatsApp, and voice calls from the same interface. One student, one thread, every channel.
Template Engine
Mustache-powered templates with dynamic variables, student name, program, deadline, auto-populated from lead data.
Bulk Campaigns
Filter leads by any criteria, compose a message, and send to thousands, with delivery analytics and open tracking.
Visual Workflow Builder
Drag-and-drop ReactFlow canvas with triggers, conditions, actions, and wait nodes. Automate your entire follow-up sequence.
Zero friction
deployment.
Configure CRM to match your institution's exact admission process in hours, not months.
Custom Lead Stages
Define your own pipeline, Inquiry → Contacted → Interested → Applied → Enrolled, or any stages that fit your process.
Form Webhooks
Connect any external form, Google Forms, website widgets, Facebook Lead Ads, to auto-create leads instantly.
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Import & Deduplication
Import CSV/Excel with intelligent field mapping and automatic duplicate detection. Clean data from day one.
Team & Role Configuration
Set up counselor teams, assign leads round-robin, and define who sees what, all from the admin panel.
AI built in.
Not bolted on.
One prompt, five collaborating agents, one outcome. Every page carries a context-aware assistant with real tools.
“Find MBA leads from Delhi who applied this week. Build a follow-up workflow, suggest channels, draft the first message — and tell me where they’re dropping off in the pipeline.”
No setup needed
FAQ
Frequently asked questions.
Everything universities ask us about Iris CRM — and how it fits into the rest of the WhiteBird suite.
What is Iris CRM?
Iris CRM is the complete lead CRM for universities, part of WhiteBird's Iris division for student growth and admissions. AI nurtures every lead across WhatsApp, Email and SMS, drafting the templates, picking the moment, and walking the student through your funnel. Every conversation on every channel lands on one lead, one timeline.
How does Iris CRM use AI?
Every page in the CRM has its own AI agent — five specialized agents across leads, workflows, campaigns, and templates, each with scoped tools that fetch, create, and automate. You can ask questions in plain English and get formatted tables back in under 2 seconds, describe an automation and watch a complete visual workflow appear on the canvas, and let AI score every lead so counselors focus on who matters most. It is AI-native, not a bolted-on chatbot.
Does Iris CRM integrate with our existing systems?
Form webhooks connect any external form — Google Forms, website widgets, Facebook Lead Ads — so leads are created instantly, and CSV or Excel imports come with intelligent field mapping and automatic duplicate detection. Within WhiteBird, Iris CRM shares one database, one AI engine, and one communication stack with Iris Enroll, Apply, and Atlas ERP, so there is no integration tax between products.
How long does Iris CRM take to deploy?
Deployment takes days to weeks — about 15 days — with pre-built modules and guided onboarding. You configure custom lead stages, counselor teams, round-robin assignment, and role-based visibility from the admin panel, so the CRM matches your exact admission process in hours, not months.
What visibility does leadership get into admissions performance?
Executive dashboards show enrollment funnels, conversion rates, counselor performance, and source attribution in real time, all in one view. Counselor leaderboards track response times, conversion rates, and follow-up consistency, while source attribution shows exactly which channel — Facebook, Google, walk-in, referral — drives the most conversions. Every call, email, WhatsApp message, and status change is logged with a full audit trail.
Which communication channels does Iris CRM support?
SMS, email, WhatsApp, and voice calls all run from the same interface — one student, one thread, every channel. Mustache-powered templates auto-populate dynamic variables like student name, program, and deadline from lead data, and bulk campaigns can reach thousands of leads with delivery analytics and open tracking.
Works seamlessly
with the rest of Whitebird.
Iris CRM is part of the Whitebird platform. Data flows automatically between these connected apps. No integration work required.
See Iris CRM in action.
A 30-minute walkthrough, tailored to your institution. We'll show you the exact workflows and answer any question.