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Act

CRM
Velocity6.3

CRM and marketing automation for small businesses with contact management

act.com ↗

Act! pivots from CRM-only to payment processor while modernizing its Cloud UX.

crmpaymentsux modernizationsmbembedded finance
◆Current state
Act! is in the middle of a methodical Cloud modernization, rebuilding list views, navigation, and notifications to match the consistency users expect from modern CRMs. Alongside that polish work, Act! has just shipped Act! Payments via Propelr — turning the CRM into a place where credit card transactions close, not just leads. The product is still recognizably a small-business CRM, but its surface area is widening.
◆Where it's heading
The release cadence shows two parallel tracks: weekly UX rationalization (notification center, list parity, faster task editing) and category expansion through embedded financial services. Act! is following the same playbook HubSpot and Pipedrive have run — keep the legacy users happy with quality-of-life work while quietly bolting on revenue-bearing features that compete with Stripe-adjacent SMB tools. Payments is the most directional move in years.
◆Prediction
Expect deeper payments integration next — recurring billing tied to opportunities, dunning workflows from the contact record, and likely a payments-driven pricing tier that monetizes transaction volume rather than seats.

◆Recent moves

  1. 21d ago

    Accept Payments with Act! Advantage

    ⚡ SPARK

    The headline launch of Act! Payments cements the shift from CRM-as-record-keeper to CRM-as-transaction-engine, with quotes and event bookings now collecting card payments inline.

  2. 29d ago

    Accept Payments with Act! Advantage

    A duplicate ingestion of the same Act! Payments announcement from one week earlier — same content, no new information.

  3. 1mo ago

    Notification Center and List Experience Enhancements

    Notification context and list-row interactions get sharper — Contact/Company names surface inline on alerts, and double-clicking a row opens its details view, cutting friction in everyday CRM hygiene work.

  4. 1mo ago

    Notification Center and List Experience Enhancements Date of Release 02/27/26 This update enhances usability across Act!

    Duplicate ingestion of the Notification Center / List Experience enhancements release — no new content beyond the prior entry.

  5. 1mo ago

    Notification Center and Added Email Campaign Support

    A centralized Notification Center replaces interruptive alarm pop-ups with a bell-icon inbox split between general updates and reminders, modernizing one of the more dated Act! interaction patterns.

  6. 1mo ago

    Notification Center and Email Campaign Support

    Duplicate ingestion of the Notification Center release — same content republished a day later under a slightly different title.