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Knowledge Base
Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp4
#Instagram3
#Robot3
#Auto-reminders5
#Broadcast4
#Notifications7
#Access11
#Role3
#Report23
#Permissions4
#Group23
#Dialogs1
#Chats5
#Grade3
#Rating1
#QR1
#Visits10
#Payment24
#Payroll4
#Export2
#Import2
#Status28
#Debt9
#Arrears1
#Lead16
#Manager11
#Teacher19
#Student29
#Employee15
#Metrics16
#Filter11
#AI bot3
#Template5
#Metrics
UMAI CRM
Marketing
Marketing
This section helps evaluate the effectiveness of paid advertising. Here you can see how much money was spent, how many leads and sales the advertising brought, and also understand which advertising campaigns work best and which do not pay off.
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UMAI CRM
Student Analytics
Student Analytics
The section displays statistics on the center's students for the selected period: branch comparison, key metrics, and a table with data for each student.
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UMAI CRM
Products and Inventory
Products and Inventory
This section shows the movement of the center's products. The section shows how many were received, how many were sold and for what amount during the selected period. This helps control stock levels in the inventory and see which products generate the most revenue.
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UMAI CRM
Planning
Planning
Without clear goals it’s hard to tell whether the business is growing or merely staying afloat. This section lets you set target metrics that will be compared with actual results in the Summary report (Сводном отчёте) — so a manager always sees where the plan is being met and where action is required.
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UMAI CRM
Summary report
Summary report
The summary report collects all key metrics in one place — sales, attendance, revenue, and student activity.
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UMAI CRM
Group occupancy
Group occupancy
The section helps track how effectively Groups are filled and make decisions about schedule planning and Student distribution.
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UMAI CRM
Room occupancy
Room occupancy
This section helps track the efficiency of room usage and make decisions about the Class Schedule.
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UMAI CRM
Cohort analysis
Cohort analysis
The report shows how clients stay with you after their first month of training. It helps you see not just the total number of Students, but how many of them continue over time.
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UMAI CRM
Teachers
In this section you can see how Teachers handle their tasks: who earns more, who has a stable workload, and who retains Students. The data helps maintain the team’s strengths and find growth opportunities.
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UMAI CRM
Managers
The Managers (Менеджеры) section shows who is handling potential clients and deals: how many Leads come in, how many Contracts were closed, and how quickly managers respond. With this data it is easy to understand where things are going well and where you should help employees or adjust processes.
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UMAI CRM
Lead Conversions
The section shows how Leads move through the stages of the Sales funnel: from first contact to deal. This is not just statistics on applications — it is an analysis of where money is lost and at which step the process fails.
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UMAI CRM
Sales funnel
The Sales funnel collects data about current and closed deals. Analyzing this data helps you notice delays in time and allocate resources so that Leads are not lost.
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UMAI CRM
Financial report
The financial report shows how the center actually operates in numbers: how much money came in, where it was allocated, and what financial result was achieved for a given period.
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UMAI CRM
Information blocks
Information blocks
Lists that require the administrator's attention are located in the central part of the screen.
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UMAI CRM
Main screen
The Main screen is a workspace that gathers the center’s key metrics and provides quick access to the system’s main sections.
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UMAI CRM
Manager Dashboard
The Manager Dashboard is a section in the CRM where you can quickly see all key metrics on clients, sales, and group utilization without extra searching.
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