umsatz.io
#490 most-usedCRM built to close more deals, faster
umsatz.io is a focused CRM that helps small and mid-sized businesses track contacts, manage deals across pipeline stages, and log sales activities — all in one place. Connect it to Actionist and your agents can create contacts from inbound leads, update deal stages automatically, find and enrich contact records from any source, and trigger follow-up actions the moment a deal property changes — without anyone touching the CRM manually.
Eliminates manual work. Agents eliminate the manual cycle of updating deal stages after calls, deduplicating inbound leads before CRM entry, pulling account context before support responses, and compiling the weekly pipeline report by hand.
What your umsatz.io agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
umsatz.io × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Inbound lead captured and routed before the rep notices
When an inbound lead submits the contact form, the agent calls Find or Create Contact by Email to avoid duplicates, creates a deal at the Qualified Lead stage with the form data, assigns it to the correct rep by territory from a Google Sheets mapping table, and posts the contact card and deal link to the rep's Slack. The rep opens Slack to a warm lead already in the pipeline.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales50 min / weekManual pipeline updates after every call
Reps open umsatz.io after each call to move the deal, log the activity, and set a follow-up task — adding 10 minutes of admin to every sales call.
Sales Agent0 minAgent updates the deal and logs the activity automaticallyThe agent reads the call outcome, moves the deal to the next stage, logs the call activity, and creates the follow-up task — all within about a minute of the call ending, without the rep touching the CRM.
- Marketing40 min / weekManual lead dedup before importing to CRM
The marketing team exports campaign respondents, checks each email against the CRM manually, removes duplicates, and imports the remainder — a process that takes 30 to 60 minutes per campaign.
Marketing Agent0 minAgent runs Find or Create Contact for every respondentThe agent calls Find or Create Contact by Email for each campaign respondent, updating existing contacts and creating new ones automatically — no export, no manual dedup, no import.
- Customer Support30 min / weekLooking up account status before every ticket reply
Support agents switch to the CRM, search for the contact by email, check their deal stage and value, then switch back to the ticket — adding two to three minutes to every customer interaction.
Customer Support Agent0 minAgent delivers the CRM context card before the agent opens the ticketThe agent fetches contact and deal data from umsatz.io and posts the context card to the support channel within about a minute of the ticket arriving — so the agent has the full picture before they start typing.
- Human Resources25 min / weekManually updating candidate contacts after each interview
HR coordinators collect interview feedback from the panel, then manually update the candidate's CRM record with the outcome and next step — a 15-minute process per candidate per interview round.
Human Resources Agent0 minAgent logs interview activities automatically from feedback submissionsThe agent reads submitted interview feedback and logs a call activity against each candidate contact in umsatz.io — interviewer, outcome, and next step recorded without the coordinator opening the CRM.
- Finance60 min / weekWeekly manual deal-to-forecast reconciliation
The finance team exports open deals from the CRM, compares values against the forecast spreadsheet row by row, and flags discrepancies by email — an hour-long process every Monday morning.
Finance Agent0 minAgent reconciles CRM and forecast automatically before the reviewThe agent calls Find Deal by Id for every near-close deal, compares against the forecast, and flags discrepancies in Slack before the finance review — the meeting starts with accurate numbers, not corrective action items.
- Operations60 min / weekBuilding the pipeline report manually each Monday
The operations manager exports pipeline data from the CRM each Monday, pastes it into the reporting spreadsheet, calculates week-over-week changes, and formats the digest — consuming an hour before the all-hands.
Operations Agent0 minAgent compiles and posts the pipeline report before anyone arrivesThe agent calls Find Deal by Id for every open deal, checks activity logs for staleness, and posts the ranked pipeline health report to Slack at 7:30 AM — leadership reads it over their first coffee.
- Legal30 min / weekManually checking contract-stage deal SLAs
The legal team checks each deal in the Legal Review stage by opening umsatz.io, reviewing the activity log, and calculating how many days have passed since the last update — repeated for every active deal each Monday.
Legal Agent0 minAgent flags SLA-breaching deals before the legal team opens their laptopsThe agent reviews all legal-stage deals, checks activity logs for elapsed time, and fires Slack escalations for any deal past the five-day SLA threshold — the legal lead starts Monday knowing exactly which deals need attention.
Calculate what your team saves
Based on umsatz.io's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.
How to plug umsatz.io into Actionist
Pick the connection method that suits your environment.
Connect Actionist to umsatz.io using your API key from the umsatz.io account settings. Once saved, the agent has full access to contacts, deals, and activities.
Log in to your umsatz.io account and navigate to Settings → API to find or generate your API key.
Copy the key. Treat it as a password — do not share it or store it in plain text.
In the Actionist Apps tab, find umsatz.io, paste the key, and click Test connection. Actionist runs a read call to confirm the handshake.
12 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.