We run a simple software business providing high-intent leads to our clients. We use HubSpot to manage our clients, but looking at our cost, it’s becoming harder and harder to justify using this tool.

Everything is now a paid upgrade. You pay them for license, and they try to sell you more stuff. It’s like the first payment was just a ticket to getting more bills!

Have more contacts? Send quotes from the CRM? Another payment. Not to mention the ridiculous commission they charge. It also seems to have gotten worse with every change/update they do.

I honestly don’t think Hubspot cares about small businesses like us. Their yearly contract is already expensive, and the rates just increase year after year.

Anyone else feel this way? I think we’re gonna start looking for alternatives once our contract ends.

We recently tried to simplify our demo booking flow and accidentally pushed a routing rule that sent all signups straight into the calendar, regardless of fit or region. For a short window, even enterprise leads were getting booked with the wrong owners. Marketing initially thought we had improved conversion rates, because demo bookings suddenly increased. But once we looked closer, a big chunk were duplicates, misrouted, or completely irrelevant meetings. The worst part is one of our highest priority target accounts went through the broken flow during that window.

Does anyone know how would we fix this?

Is there a way to limit what a user can see in a report? For example, Sales Rep A should only be able to see their own numbers and not Sales Rep B's.

I tried setting the dashboard permission to View Only and filtering the report with Deal Owner = Me, but users can still edit the filter. They can't save the changes, but they can temporarily view other reps' data by changing the filter. Is there a way to prevent that?

Setting up AEO for a client, where I oversee ~10 brands. Is the 50 prompt limit overall, or does that count reset by each brand? At this point, I'm not sure if all brands will be needing set up, but it'll be good to keep in mind. (Plus, I've kept this one close to the vest and haven't mentioned the feature to our users, who are laser-focused on their tasks and haven't explored AEO yet, and I know when I bring it up later this week the interest level is going to be high).

Any helpful tips RE: prompts & allotment of limits is so appreciated in advance!

Three hours, twenty smart properties, built the regular way, hand-written prompts pulling from company activity to enrich records automatically. Tools used, current stack, that kind of thing.

Checked each one as it was built, not after. Opened it up, looked at what source the answer actually came from, not just whether a value populated.

Good thing I did. Most of the problems were in properties sourced from transcripts and activities specifically. A rep name-drops a competitor's stack on a call, or an outbound email uses another customer as a proof point, and the model reads that mention and quietly assigns it to the company being enriched. Association isn't attribution. The activity being on the record doesn't mean the content is about that company.

Tried to fix the prompts myself first. Didn't hold. Tried it with Claude too. Same result.

What actually worked was going through Breeze's assistant one prompt at a time. Not one fix, twenty separate passes, since what each property needed to capture wasn't the same. Same underlying logic every time, different ask. Took a while, but got every single one to only pull from the right sources.

None of this was live. Nothing populated on a real record before it was caught, since it was all still in testing.

Worth saying plainly: an empty field tells you what you don't know. A wrong one tells you the wrong thing with total confidence, which is worse for anyone downstream trusting the field.

If you're building smart properties on activity-based sources, transcripts especially, check the source before you check the output. I'll drop the prompt structure that ended up working in the comments if anyone wants it.

Looking for a contractor that can help build some HubSpot landing pages quickly. Thx