Problem
Three regional CRMs, Excel sheets passed between admissions and finance, a 3-week reporting lag, and a 14-person ops team spending more time fixing data than serving students.
Education · Operations
From three CRMs and a 14-person ops team to a single HubSpot revenue system, AI-driven student support and weekly executive reporting.
Three regional CRMs, Excel sheets passed between admissions and finance, a 3-week reporting lag, and a 14-person ops team spending more time fixing data than serving students.
A 6-week audit produced a single target operating model: HubSpot as the system of record, an integration layer for legacy bookings, and an AI support copilot on top of years of student tickets.
HubSpot Operations Hub configured across all five countries. n8n integration layer for legacy systems during cutover. AI copilot built on Claude that handles 70% of inbound student questions and routes the rest with full context. Weekly automated exec dashboards replacing manual reports.
Ops cost down 60% year-over-year. Student NPS up from 42 to 57. Admissions team redeployed to advisory work. The CFO now gets the same numbers in real time that used to take three weeks.