Yardstick Research tear-sheet / higher education CRM cohort

Methodology · how we score · rubric weights in plain sight · vendors received this sheet seven days before publication and could flag factual errors, never rankings

Ivy & Ocelot (by Gravyty)

Identity

Total score: 71 / 100

Headline numbers

Metric Value Evidence
Free tier? No [VENDOR-CLAIMED - https://www.gravyty.com/]
Pricing Not disclosed; hard penalty applied [UNKNOWN - https://www.gravyty.com/]
Total institutions served (all Gravyty products) 2,750+ [VENDOR-CLAIMED - https://www.gravyty.com/]
Languages supported 106+ [VENDOR-CLAIMED - https://www.gravyty.com/ivy-ocelot/]
Compliance standards claimed SOC 2, HIPAA, FERPA, GDPR, TX-RAMP, State-RAMP [VENDOR-CLAIMED - https://www.gravyty.com/technology/compliance-accessibility/]
Encryption standard AES-256 in transit and at rest [VENDOR-CLAIMED - https://www.gravyty.com/technology/compliance-accessibility/]
Accessibility WCAG 2.1 Level A & AA [VENDOR-CLAIMED - https://www.gravyty.com/technology/compliance-accessibility/]
Named SIS integrations Ellucian Banner, Colleague, PeopleSoft, Jenzabar [VENDOR-CLAIMED - https://www.gravyty.com/ivy-ocelot/]
Named LMS integrations Canvas, Blackboard, Moodle, D2L Brightspace [VENDOR-CLAIMED - https://www.gravyty.com/ivy-ocelot/]

Dimension scores

Dimension Score Weight Weighted Evidence
AI capability depth 3.2/4 15 12.0 [VENDOR-CLAIMED] Conversational AI trained specifically for higher education; multilingual support in 106+ languages; no-code flow builder; continuous learning from interaction history. AI-native score 75 in D1. Gaps: no published accuracy benchmarks for chatbot response quality; no disclosed LLM stack; the consolidation of Ivy.ai and Ocelot raises integration quality questions (two different AI architectures unified into one product is non-trivial); no peer-reviewed research on Ivy.ai or Ocelot intervention outcomes analogous to Mainstay's RCT record. [https://www.gravyty.com/ivy-ocelot/]
Workflow integration depth (SIS/LMS) 2.4/4 25 15.0 [VENDOR-CLAIMED] Named SIS integrations: Ellucian Banner, Colleague, PeopleSoft, Jenzabar. Named LMS integrations: Canvas, Blackboard, Moodle, D2L Brightspace. Named CRM integrations: Salesforce, Slate, Raiser's Edge NXT. Also: financial aid systems, Flywire, Touchnet. Integration breadth covers the major higher-ed SIS environments but depth is chatbot-context access (answering questions about student records, course availability) rather than bidirectional CRM workflow sync. Workday Student not named. 2.4/4 reflects solid breadth but limited workflow depth relative to native-SIS vendors. [https://www.gravyty.com/ivy-ocelot/]
Vertical specialization 4.0/4 15 15.0 [VENDOR-CLAIMED] Higher education is the core market; Gravyty also serves nonprofits and K-12 but the Ivy & Ocelot product is explicitly higher-ed focused. 2,750+ institutions across the Gravyty portfolio; chatbot expertise in enrollment, financial aid, advising, housing, and registration is higher-ed-specific. [https://www.gravyty.com/]
Implementation + time-to-value 3.2/4 10 8.0 [VENDOR-CLAIMED] No-code flow builder enables rapid chatbot configuration without IT dependency for content updates. Multi-channel deployment (chat + SMS + WhatsApp) is faster than full CRM implementation. Single use case go-live (admissions Q&A or financial aid FAQ) achievable within weeks. Compared to SIS-ecosystem vendors, implementation footprint is light. [https://www.gravyty.com/ivy-ocelot/]
Data + compliance posture (FERPA) 3.2/4 15 12.0 [VENDOR-CLAIMED] FERPA compliance claimed; SOC 2, HIPAA, GDPR, TX-RAMP, State-RAMP also claimed. AES-256 encryption, regional data residency options. Gaps: SOC 2 type (Type I vs. Type II) and audit date not publicly disclosed; FERPA compliance is vendor-claimed without a public attestation URL; ISO 27001 not mentioned; HITRUST not mentioned. The Ivy.ai + Ocelot consolidation under Gravyty may mean FERPA data processing agreements were written under different legal entities - institutions should confirm DPAs were updated under the Gravyty entity. [VENDOR-CLAIMED - https://www.gravyty.com/technology/compliance-accessibility/]
Pricing + scalability 3.2/4 5 4.0 [UNKNOWN] No pricing disclosed. Hard penalty (−10 points) applies per the Yardstick rubric. Multi-channel scale (chat, SMS, WhatsApp, email) is built-in rather than add-on, which is favorable for institutions expecting high conversation volume. Scalability for 106+ languages is a genuine differentiator for institutions serving international student populations. [https://www.gravyty.com/]
Vendor strength + named-customer evidence 4.0/4 15 15.0 [VENDOR-CLAIMED] 2,750+ institutions across the Gravyty portfolio; the combined Ivy.ai + Ocelot history spans a decade of higher-ed chatbot deployment; Ivy.ai specifically had a large named-institution customer base in US higher education before the Gravyty consolidation. The breadth of institutions across the portfolio is the strongest customer-count signal in the chatbot sub-category of this cohort. Specific Ivy & Ocelot-only institution count not separated from the portfolio total. [https://www.gravyty.com/]
Total 100 81.0 − 10 (hard) = 71

Pricing detail

Ivy & Ocelot (Gravyty) does not publish pricing. No rate card, no pricing page, and no third-party confirmed pricing is available. This constitutes a hard pricing-transparency penalty (−10 points) per the Yardstick rubric.

Pricing is negotiated per institution. The multi-product Gravyty portfolio (Ivy & Ocelot, Graduway, Raise, Advance) creates bundling opportunities for institutions interested in combined student success and advancement engagement, but also makes standalone Ivy & Ocelot pricing harder to estimate. Institutions should clarify whether they are pricing the chatbot product only or a broader Gravyty suite.

Integrations

From the public product page at gravyty.com/ivy-ocelot/:

SIS integrations: - Ellucian Banner - Ellucian Colleague - Oracle PeopleSoft - Jenzabar

LMS integrations: - Canvas (Instructure) - Blackboard (Anthology) - Moodle - D2L Brightspace

CRM integrations: - Salesforce - Slate (Technolutions) - Raiser's Edge NXT (Blackbaud)

Payment / financial systems: - Flywire - TouchNet

Integration approach: Integration is chatbot-context focused - the platform accesses SIS and LMS data to provide accurate answers to student questions (enrollment status, course availability, financial aid status, account balances). Integration depth is not a bidirectional workflow sync with advisor caseload management; it is a read-access layer for student self-service contexts. Workday Student is not named on the public integrations list.

Multi-channel surface: Chat (web), SMS, WhatsApp, email, social media, voice/telephony (call deflection and routing). The breadth of channels is the widest in this cohort and is a genuine differentiator for institutions serving diverse student communication preferences.

Editorial assessment

Ivy & Ocelot by Gravyty is the product of consolidating two previously independent higher-ed chatbot brands - Ivy.ai and Ocelot - into a unified platform under the Gravyty portfolio company. Both Ivy.ai and Ocelot had substantial institution customer bases and complementary technical approaches before consolidation; the combined product inherits that reach and is positioned as a single pane of glass for multi-channel student engagement. The 2,750+ institution claim across the Gravyty portfolio is the broadest customer-count in the chatbot category of this cohort, though it includes institutions using Gravyty's fundraising and alumni tools (Graduway, Raise) that may not be Ivy & Ocelot customers.

The channel breadth - chat, SMS, WhatsApp, email, social media, voice - is the product's clearest differentiator. No other vendor in this cohort provides native WhatsApp integration, and the 106-language support is unmatched among cohort peers. For institutions with large international student populations or first-generation students who prefer mobile and messaging channels over web portals, this surface breadth is material.

The SIS/LMS integration dimension (2.4/4) reflects a real constraint: the integrations enable chatbot accuracy (the bot can answer questions about a student's specific enrollment, holds, or course availability because it has read access to SIS data), but they do not provide the bidirectional workflow sync that an advising CRM requires. An advisor using Ivy & Ocelot cannot manage a caseload, schedule appointments, file progress reports, or track intervention history with the same depth as Navigate360 or Ellucian Advising. The platform is a student self-service and engagement layer, not a primary advising management system.

The Gravyty consolidation raises one ongoing question that procurement teams should investigate: the combined entity now serves higher ed (Ivy & Ocelot, student success) and advancement/fundraising (Graduway, Raise, Advance) from the same platform. The recent blog coverage (May 2026) focused heavily on fundraising products. Institutions purchasing Ivy & Ocelot specifically for student engagement should confirm product roadmap priority for the student-success chatbot vs. the advancement side of the portfolio.

Best for

Right-of-reply

Ivy & Ocelot (by Gravyty) received this tear-sheet seven calendar days before publication of the Yardstick Research 2026 Yardstick Report, including all measured numbers, sample outputs, and editorial assessment. Gravyty was given the opportunity to flag factual errors - incorrect pricing, misquoted feature availability, outdated screenshots, factual misstatement in the editorial assessment. Gravyty was not given the opportunity to request a score revision, dispute the rubric or its weights, withdraw from inclusion, negotiate ranking placement, or suggest changes to the editorial assessment beyond factual correction. Where Gravyty flagged a factual correction, the correction was applied if verified and noted here; where Gravyty disputed scoring, the dispute is recorded in the appendix but the score stands. Silence from the vendor during the right-of-reply window was treated as no objection.

Sources

Gravyty first-party: - https://www.gravyty.com/ - https://www.gravyty.com/ivy-ocelot/ - https://www.gravyty.com/about/ - https://www.gravyty.com/blog/ - https://www.gravyty.com/technology/compliance-accessibility/

Ivy.ai (predecessor): - https://ivy.ai/