HubSpot Implementation for CUSP

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By replacing StyleTech with HubSpot, CUSP now runs marketing, sales, service, and finance from a single platform, unlocking smoother operations, improved visibility, and a scalable foundation for growth.
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Future-Proofing Operations with HubSpot

Unity Schools Partnership is a multi-academy trust of primary, secondary, and special schools across East England. They work collaboratively to raise aspirations, remove barriers, and ensure every child can thrive, while celebrating the unique character of each school community.

Within the trust, CUSP is a widely adopted, evidence-based curriculum now used in hundreds of schools across the UK and internationally. To continue scaling effectively, CUSP needed to replace its legacy CRM with a more powerful, integrated platform.

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CUSP

The Challenge

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Outgrowing disconnected tools and needing a CRM built for bespoke, project-led sales

StyleTech was no longer fit for purpose. Data was siloed across systems; WordPress for marketing, Xero for finance, and manual processes for operations. This fragmented setup made it difficult for teams to collaborate, track performance, and prepare for the future.

CUSP needed a single platform that could:

  • Replace StyleTech with a scalable CRM
  • Integrate data across marketing, sales, service, and finance
  • Provide better reporting and visibility for key steams
  • Support operational efficiency and long-term growth

With ambitious plans for growth and an ever-expanding user base, it was clear that the organisation needed a centralised CRM that could bring everything together and provide a stronger foundation for the future.

CUSP

What we did

To overcome these challenges, we implemented HubSpot as CUSP’s centralised CRM, carefully migrating data and configuring the platform to support every department.

  • 1

    CRM Migration

    Migrated all StyleTech data (schools, contacts, deals) into HubSpot, with associations built between MATs and schools for clear visibility.

  • 2

    Marketing Hub

    Imported 11,191 WordPress contacts and prepared email tools for campaigns (pending final sending config).

  • 3

    Sales Hub

    Configured lead and deal pipelines, enabled quotes functionality, and synced Xero products with filtering options.

  • 4

    Service Hub

    Introduced ticketing to centralise operational requests and enquiries.

  • 5

    Xero Integration

    Connected invoices directly into HubSpot for finance and ops visibility.

  • 0

    Process Improvements

    Cleaned and deduplicated data, set up associations, and built dashboards to improve clarity beyond what StyleTech could offer.

     

CUSP

The impact

The move to HubSpot has transformed how CUSP manages its operations. By replacing StyleTech with a single, integrated platform, the organisation now benefits from clearer data, smoother processes, and stronger collaboration across departments.

  • Unified platform - One CRM for marketing, sales, service, and finance.
  • Streamlined operations – Centralised ticketing and cleaner data.
  • Improved visibility – Real-time dashboards and synced invoices.
  • Accurate data – Deduplication and structured associations.
  • Scalable growth – A flexible system built for expansion.


With silos removed and processes simplified, CUSP can now operate more effectively and focus on scaling with confidence.

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