Planhat vs Act
Side-by-side trajectory, velocity, and editorial themes.
Planhat doubles down on automation — Portals, Task dependencies, AI steps, OAuth — for scaled CS ops.
Planhat's recent stream skews heavily toward automation infrastructure for customer-success teams. New advanced Task dependencies, automated end-to-end Portal setup, full execution logs for Automation Runs, and live company-field merge tags in Dashboards and Presentations all reduce the manual per-account work that defines mid-tier CSM tooling. OAuth connections enter Labs, replacing API-key plumbing for integrations.
The product is moving from a health-score-and-playbook CS platform toward a low-code automation backbone for customer-success orgs. Recent additions of frontier LLMs (Claude Sonnet/Opus 4.6, GPT 5.4) into AI Automation steps, combined with portal-creation building blocks, position Planhat as a CS workflow engine that runs without per-account human babysitting.
Expect more native AI step types (action-taking, deeper retrieval), OAuth graduating out of Labs into the standard integrations surface, and continued investment in automation observability — failure analytics, retry policies, version history.
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.
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.
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.
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