Umai CRM / Features

UMAI CRM Features

UMAI combines client management, lesson scheduling, staff control and center finances in a single system.

All the information you need in one app — no spreadsheets, paper notebooks or constant reconciliations.

Attendance tracking Interaction history User profiles Status control Onboarding Class rescheduling Notifications Homework Branch management Performance monitoring Payments Feedback AI Assistant Communications

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a section

CRM Finance Schedule & attendance Communications Lessons & homework Automation Branch management Processes & control Roles & access Payroll Advanced analytics Add section +

If a feature or section is missing — let us know.
We improve the system every day based on client feedback.

Automated WhatsApp campaigns by your scenario

Customizable AI assistant for auto-replies

Attendance and status tracking

Smart analytics for every section

Revenue and payroll transparency

Employee performance comparison

And that's not all we keep growing

CRM

A unified management system for learning centers,
schools and kids studios.

Students & clients

All students and clients are stored in a single database with complete information: memberships, attendance, debts, payment history and manager notes.

You always understand the client's status and current situation.

Video tutorial

Groups and user profiles

Groups, schedules and staff are structured within a single company account. The owner adds unlimited users and configures individual access rights for each.

Video tutorial

Security & control

Deployed on our own server in Kazakhstan. Backups and access control.

Your data is protected and always under your control.

Interaction history

The client profile stores the full history: enrollments, lessons, payments, comments and changes.

Nothing is lost — any employee can quickly understand the situation.

Video tutorial

Finance

Shows debts and calculates center revenue automatically.

Payments

Record a student's payment for a membership or service in a few clicks. The payment is saved in history, counted in finances and automatically deducted from the student's balance.

If the membership is fully paid — the amount immediately closes the student's balance.

Video tutorial

Debts

If a student paid partially, the system automatically shows the debt and reminds the administrator.

You see how much each client owes and can leave a comment about payment arrangements.

Video tutorial

Basic income reports

The main page shows the center's actual revenue.

You can view income for today, yesterday, week, month or any period and understand financial results without manual calculations.

Video tutorial

Schedule
& attendance

Class scheduling and attendance tracking —
no journals or spreadsheets.

Class schedule

Manage your center's schedule in a convenient calendar: classes by day, group, teacher and room. Over 10 different calendar views are available for your convenience!

Quickly add lessons, reschedule classes and see room availability across your center.

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Rescheduling & cancellations

Any schedule changes happen without chaos. The system automatically notifies clients and keeps the schedule up-to-date for staff and students.

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Visit tracking

Mark student attendance right during the lesson.

The system automatically deducts lessons from memberships, records absences and shows remaining lessons and debts.

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Communications

Automated client communication without losing control.
Reminders, campaigns, greetings and delivery history — all inside the system.

Client notifications

The CRM automatically sends payment reminders, membership expiration notices and birthday greetings. Messages go out at the right time based on set conditions — without manual oversight.

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Onboarding

Set up automatic welcome messages and information for new clients. The CRM helps quickly engage students in the learning process and maintain contact after the first enrollment.

Video tutorial

Collecting feedback

Receive client responses directly in the CRM via WhatsApp and other channel integrations. Conversation history is stored in the system, simplifying service quality control and call center operations.

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Broadcasts

Create mass messages for selected segments: active only, all clients or specific groups. Send immediately or on schedule and track campaign history.

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Lesson topics
& homework

Stored in the lesson profile and available to parents in the app.

Schedule changes

All lesson changes are recorded in the lesson profile. Rescheduling and edits are immediately reflected in the schedule, and staff only works with up-to-date data.

Video tutorial

Teacher substitution

Assign a substitute right in the lesson without recreating it. Attendance, students and lesson history are preserved, and the new teacher immediately sees the lesson in their schedule.

Homework

The teacher adds lesson topics and homework in the system, and students and parents see them in the mobile app.

Learning history is preserved for each child.

Automation

You pre-configure answers to frequent client questions.
When a keyword appears in a message, the system automatically sends the prepared information.

Trigger notifications
& bot scenarios

Over 18 ready-made scenarios — remind about trial lessons, collect feedback, send follow-ups, assign tasks to staff, monitor NPS and much more.

Video tutorial

Don't miss negative
client feedback

The AI bot automatically analyzes your admin conversations and identifies unhappy clients — complaints, dissatisfaction, disputes.

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Managing a network or
multiple branches

Each branch operates in a separate account with its own financial and management analytics. This allows the owner to see exactly which branch is profitable and which needs attention — without mixing metrics.

Centralized control

Each branch operates in a separate account for clean financial analytics.

The owner can quickly switch between branches in one click and control the entire network without losing transparency.

Video tutorial

Branch reports

Separate analytics for each branch: revenue and expenses, profit, conversion, teacher revenue, room occupancy and membership dynamics.

Video tutorial

Summary metrics

Each branch has its own numbers. You instantly see where there's growth, where there's a dip and where reinforcement is needed.

Video tutorial

Want to test
UMAI CRM for your business?

Sign up and get a 7-day free trial immediately. Full functionality, no restrictions. Our support team will help with setup if needed.

Try for free Ask a question

Processes & control

Task, deadline and staff accountability management in one system.
The owner sees who is doing the work and which tasks need attention.

Tasks

Assign tasks to staff with deadlines and priorities. The Kanban board shows overdue, current and planned tasks.

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Quality control

Sales analytics, conversion rates, reports by managers and staff. You see who closes deals and where leads are lost.

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Staff guidelines

Flexible role and access system. You decide which sections are available to managers, teachers or executives.

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Roles & access

Assign roles to employees and define exactly what they can see and change in the system. Everyone works only in their area of responsibility — no accidental deletions or errors.

Access restrictions
by sections and responsibilities

You configure access to sections yourself: finances, students, schedule, attendance and settings.

The admin won't see salaries, the teacher won't see payments, and the owner controls everything.

Video tutorial

Organized call center operations

Every inquiry is recorded and assigned to a manager. You see who handled the client and who lost them — inquiries stop disappearing from WhatsApp and Instagram.

In-depth analytics for each manager and teacher — conversion rate, client processing speed and time to contract signing.

Video tutorial

Payroll

Automatic salary calculation for teachers and staff based on lessons taught, rates and actual workload. The system accounts for bonuses, penalties, amount limits and generates a transparent statement for the selected period.

Flexible format, any scenario

Set rates per service or per client, use progressive workload intervals, set minimum and maximum payment limits.

The system automatically calculates the total for the selected period based on lessons taught, bonuses and penalties — no manual spreadsheets or recalculations.

Video tutorial

Advanced analytics

All center metrics in one place.
You instantly see: revenue, expenses, student count and who delivers results.

Funnel & conversions

We show the full client journey: from first inquiry to contract signing.

How many signed up for a trial;
How many actually came;
How many signed a contract;
At which stage inquiries are lost, etc.

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Financial analytics

Revenue, expenses and net profit — automatically. You know exactly how much the center earns and where there are debts or underpayments.

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Staff performance

Shows how each teacher performs: group fill rate, student retention, revenue and enrollment duration. You see whose groups are growing and where there are persistent losses.

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Attendance occupancy

See which groups are fully booked and where seats remain. Easily understand where to add students or adjust the schedule.

Video tutorial

Integrations

14 ready integrations with messengers, telephony, payment systems and analytics.
Connect the modules you need in a few clicks — the list keeps growing based on client requests.

Универсальный импорт

Универсальный импорт CSV: создаём учителей, занятия и учеников, и сразу привязываем учеников к занятиям. Проверка дублей включена.

Email

Входящие письма автоматически создают лиды на канбан-доске через IMAP

Kaspi Bank

Приём оплат от клиентов через приложение Kaspi.kz

Aisar App

Омниканальный месенджер для переписки WhatsApp, Telegram и Instagram, а также рассылок и чат-ботов

Wazzup

Ведите переписки WhatsApp, Telegram и Instagram внутри UmaiCRM

Sipuni

Анализ разговоров, контроль пропущенных звонков, лидогенерация через SIP телефонию

ChatGPT

ИИ-анализ диалогов: подсвечивает проблемные переписки и настроение клиентов

Alfa CRM

Поэтапный импорт данных из Alfa CRM - ученики, учителя, занятия, расписание, финансы. Поможем плавно перейти с Alfa в Umai

Битрикс24

Битрикс24: поэтапный импорт (CSV) — контакты и лиды. На первом этапе — настройка маппинга и предпросмотр.

Marquiz

Квиз-конструктор для сбора заявок. Заявки автоматически создаются как лиды на канбан-доске

VOXA

AI-платформа углубленной аналитики: анализ звонков, переписок, Health Score бизнеса и ИИ-рекомендации

SIGEX

Электронное подписание договоров через eGov mobile

Qosymsha

Быстрый перенос данных - создание групп, учеников, учителей и расписания. Доступ к табелям посещаемости для контроля и уведомлений