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Comparison · CRM
Act vs Wealthbox
A side-by-side editorial comparison of Act and Wealthbox — release velocity, themes, recent moves, and the top alternatives to consider.
Act vs Wealthbox: at a glance
What is Act?
Act! pivots from CRM-only to payment processor while modernizing its Cloud UX.
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.
What is Wealthbox?
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
Act vs Wealthbox: editorial side-by-side
Act
6.3CRM
Act! pivots from CRM-only to payment processor while modernizing its Cloud UX.
◆ 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.
Wealthbox
7.5CRM
Wealthbox puts 24 prebuilt AI agents on every plan, at no extra charge.
◆ Current state
Wealthbox launched AI Agents on November 4 on all plans: 24 prebuilt agents or ones firms build themselves. It caps a busy stretch: a Developer Portal for AI Assistant integrations with Holistiplan and Nitrogen, the $29 Vault add-on for compliant file storage, CarPlay access to the assistant and Formula Fields in the core CRM.
◆ Where it's heading
Wealthbox has moved from an assistant that answers questions to agents that do work, while charging for storage and compliance rather than AI. Partner integrations through the Developer Portal give those agents more data to act on.
◆ Prediction
Expect agents that use partner data from Holistiplan or Nitrogen, and more prebuilt agents; the entries do not list the 24 or the build tools in detail.
Alternatives to Act and Wealthbox
Other CRM products tracked by Sparkpulse, ranked by recent ship velocity. Each card links to a full editorial trajectory and lets you pivot into a head-to-head comparison with either Act or Wealthbox.
Bitrix24
Bitrix24's public feed is content marketing, not a changelog.
Close CRM
Close turns caller ID into an automatic choice with Local Presence.
Twenty
Twenty 2.57 puts the workspace's own assistant name and avatar into the inbox.
Twenty
Twenty ships 2.56's AI-step permissions overhaul, then a week of patches and tags.
GroupOffice
GroupOffice patches its 26.0 and 6.8 lines on the same day, with notes that say nothing.
See all Act alternatives → · See all Wealthbox alternatives →
Recent activity from Act and Wealthbox
Latest ship moves from both products, interleaved chronologically. ⚡ = editorial spark.
- 5d agoWealthboxIntroducing Wealthbox AI Agents, Included on Every Plan ⚡
- 6d agoWealthboxIntroducing Formula Fields in Wealthbox
- 11d agoWealthboxWealthbox Is Now Available in Apple’s CarPlay
- 12d agoWealthboxIntroducing Wealthbox Vault: Advanced File Storage for Advisory Firms, Plus AI for Client Documents
- 13d agoWealthboxWealthbox Launches Developer Portal for AI Assistant Integrations ⚡
- 13d agoWealthboxWealthbox AI Assistant Now Connects with Holistiplan for Smarter Tax Planning
- 6mo agoActAccept Payments with Act! Advantage ⚡
- 6mo agoActAccept Payments with Act! Advantage
- 6mo agoActNotification Center and List Experience Enhancements
- 6mo agoActNotification Center and List Experience Enhancements Date of Release 02/27/26 This update enhances usability across Act!
- 7mo agoActNotification Center and Added Email Campaign Support
- 7mo agoActNotification Center and Email Campaign Support
Frequently asked questions
What is the difference between Act and Wealthbox?
They serve adjacent needs but don't currently overlap on shipped themes. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 6.3), with 2 editorial sparks in the last 30 days against 0. See the at-a-glance table above for a side-by-side breakdown of velocity, recent sparks, and editorial themes.
Is Act better than Wealthbox?
Sparkpulse doesn't pick a winner — we score release velocity, not feature parity. Wealthbox is currently shipping more aggressively (velocity 7.5 vs 6.3), with 2 editorial sparks in the last 30 days against 0. For your specific use case, the alternatives sections above list other CRM products to evaluate alongside.
What are the best alternatives to Act?
Top Act alternatives in CRM are ranked by recent ship velocity. Browse the "Act alternatives" section above for the current picks, or visit /alternatives/act for the full list with editorial commentary on each.
What are the best alternatives to Wealthbox?
Top Wealthbox alternatives in CRM are ranked by recent ship velocity. Browse the "Wealthbox alternatives" section above for the current picks, or visit /alternatives/wealthbox for the full list with editorial commentary on each.