Field Notes
Apr 17, 20264 min read

HubSpot Isn't Enough Anymore: What We Use Instead

SMBs are hitting HubSpot's AI ceiling. Here's the stack we actually run for revenue-share clients who need more than basic drip campaigns.

Matt Merrill
Matt Merrill

Co-Founder & Head of Product, GetLatest AI

A guide published by Reliqus on AI marketing automation tools beyond HubSpot caught my attention this week. They're tracking what they call the "2026 landscape" of alternatives. The timing makes sense. We've had three separate founder calls this month where the conversation went the same way. They hit a wall with HubSpot's AI features. They asked us what we actually use.

So here's the honest answer.

HubSpot built a great CRM. Their marketing automation works fine for basic nurture sequences. But when you need AI that does more than "write a slightly better email subject line," you start looking elsewhere fast.

The ceiling is real

We operate GTM automation for SMBs on revenue-share agreements. Our incentives line up with our clients. If the stack doesn't perform, we don't get paid.

What we've learned is that HubSpot's AI layer is designed for the median user. It helps you write cleaner copy. It suggests optimal send times. It groups contacts based on basic behavioral signals.

None of that moves revenue enough to matter for a company doing $2-10M ARR that's trying to reach their next inflection point.

The founders we work with need AI that can research accounts, personalize outreach at scale without sounding like a bot, and adapt messaging based on live signal data. HubSpot doesn't do that. It was never built to.

What we run instead

Our stack varies by client, but the core components stay consistent.

Make (formerly Integromat) handles our orchestration. We use it to connect data sources, trigger workflows, and move information between tools. It's more flexible than Zapier for complex logic, and cheaper at scale. A typical client workflow might pull LinkedIn activity, cross-reference it with firmographic data, and push personalized messaging sequences through their outreach tool.

n8n is what we use when clients want self-hosted automation. Some industries have data residency requirements. Others just prefer owning their infrastructure. n8n gives us the visual workflow builder of Make with the control of custom code.

Clay has become our go-to for data enrichment and AI-powered research. It can scrape company websites, pull technographic data, and generate genuinely useful personalization. Not the "I see you went to Ohio State" garbage that makes prospects roll their eyes. Actual relevant observations about business challenges.

Instantly or Smartlead handle cold email infrastructure. We used to run everything through HubSpot, but deliverability was inconsistent and the sending limits cramped our style. Dedicated cold email tools manage warmup, rotation, and inbox management better than HubSpot ever will.

ActiveCampaign is what we recommend when clients want a marketing automation platform that goes deeper than HubSpot. Their visual builder is more powerful. Their conditional logic handles complexity better. And their pricing doesn't penalize you for growing your database.

Why this matters for SMBs

If you're running a company between $2M and $10M revenue, you're in a specific spot. Big enough that manual processes kill your team's bandwidth. Small enough that enterprise tools feel like overkill.

HubSpot positions itself as the solution for this segment. And for pure CRM functionality, it's solid. The problem is their AI roadmap keeps promising more than it delivers.

HubSpot Academy's lesson on marketing automation and AI teaches the basics well. But basics don't close deals anymore. Your competitors have access to the same HubSpot features you do. The playing field is flat.

The edge comes from building something custom. Something that combines multiple data sources and AI models into workflows your competitors can't copy.

A concrete example

Last quarter we onboarded a B2B SaaS client doing $4M ARR. They'd been using HubSpot for three years. Marketing team of two. Their outbound process looked like this:

  1. HubSpot contact creation
  2. Manual LinkedIn research
  3. Generic personalization tokens in emails
  4. HubSpot sequences with basic branching

Conversion rates were under 1%. The team was burned out.

We rebuilt their stack in three weeks.

Clay now researches each account automatically. It pulls recent news, funding announcements, LinkedIn posts, and technographic data. Make orchestrates the workflow. Instantly handles email delivery with proper warmup. n8n runs custom logic for their enterprise accounts where data security matters.

Their reply rate tripled. Meeting bookings doubled. The marketing team spends their time on strategy instead of manual research.

The trade-offs

I want to be clear about what you give up.

HubSpot is easier to learn. Your team probably already knows it. Training someone on Make or n8n takes longer. You'll need someone technical on your team or on contract.

HubSpot support picks up the phone. Open source tools and smaller platforms don't. You're trading convenience for capability.

And integration takes real work. We've spent hundreds of hours building templates and playbooks. If you're starting from scratch, expect a learning curve.

When HubSpot is still the right choice

Not everyone needs this stack. If you're earlier stage, under $1M ARR, HubSpot's native tools are probably fine. The complexity we're describing would slow you down more than help.

If your sales motion is simple and your deal sizes are small, sophisticated AI automation might not pay for itself.

But if you're in that $2-10M range with a complex sales cycle, multiple buyer personas, and a need to scale outbound without scaling headcount, you've probably already felt HubSpot's limits.

What to do next

Start by auditing your current workflows. Where are humans doing work that should be automated? Where is HubSpot falling short?

Then look at the alternatives I mentioned. Make has a free tier. n8n is open source. Clay offers trials. You can test without committing.

The founders winning right now aren't using better tactics. They're using better infrastructure. HubSpot was the right choice five years ago. The game has moved on.

Your stack should too.

Matt Merrill
Matt Merrill

Co-Founder & Head of Product, GetLatest AI

Matt is the co-founder of GetLatest AI and Helix. Product obsessive who believes AI should feel like magic, not a migraine. Writes about product design, AI UX, and what separates real automation from theater.

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