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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
#Status
UMAI CRM
Pricing plan
Pricing plan
The section contains information about the center's current subscription, a pricing matrix with prices and feature sets, a comparative table of features by plans, and the payment history.
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UMAI CRM
Robots in Kanban. Leads
Robots in Kanban. Leads
The Robots section automates the manager's actions at stages of the funnel (воронка). A robot is attached to a specific stage and triggers when a Lead enters that stage — immediately or after a set time. For example, it can remind the client about an appointment.
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UMAI CRM
Memberships
Memberships
The section consolidates all center memberships in one place and lets you see who is signed up for which Classes, how many visits remain, when the validity period ends, and the total amount of Memberships issued.
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UMAI CRM
Non-working days
Non-working days
This feature is used to mark a period when classes are not held: for example, during public holidays, an unscheduled center closure, or a teacher's vacation.
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UMAI CRM
Trash
Trash
This section is used to store temporarily deleted objects.
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UMAI CRM
History
History
All changes and actions related to the student are displayed.
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UMAI CRM
Visits
Visits
The tab displays the visit history for all Classes of the Student with the status of each visit.
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UMAI CRM
Memberships
Memberships
All memberships issued to a student are displayed in the tab.
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UMAI CRM
Work Schedule
Work Schedule
In this tab you configure the employee's work schedule.
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UMAI CRM
Working with Leads
Working with Leads
After creation the lead appears in the “Kanban of Leads (Канбан лидов)” section at the selected stage. Further work is built around moving the card through stages and recording the manager’s actions.
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UMAI CRM
Board settings
Board settings
This section defines how the Kanban will work: which stages are displayed, whether their order can be changed, how Leads are distributed among Employees and where the card goes after the deal is closed.
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UMAI CRM
Telephony Settings
Telephony Settings
This section is used to connect SIP telephony and enable automatic handling of calls in the CRM. After setup, incoming calls can create Leads, and repeat contacts can be merged to avoid duplicates.
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UMAI CRM
By status
By status
The "By status" view is used to see Classes according to their current state. This format helps quickly assess which Classes are scheduled, which have already taken place, and also to see canceled or missed lessons.
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UMAI CRM
Schedule
Schedule
The tab displays the Class schedule.
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UMAI CRM
Statuses
Statuses
This section allows you to configure statuses for marking Students' attendance and Employees' work to properly account for attendance, deduction of Classes, and Payment.
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UMAI CRM
Premises
Premises
The tab displays a list of all premises of the center that are used when creating Classes and compiling the Schedule.
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UMAI CRM
Company settings
Company settings
The section includes the main parameters for the center's operation.
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UMAI CRM
Finance
Finance
This section configures the key elements of the center's financial accounting.
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UMAI CRM
Additional Sales
Additional Sales
Section for accounting everything sold additionally: products, services, and add-ons for classes. Allows quickly adding new items and tracking their quantity and price.
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UMAI CRM
Lead card in Kanban
Lead card in Kanban
The card shows the lead's full path within the center. It shows who is handling the client, what stage the deal is at, and which actions have already been completed. The change history allows you to reconstruct the entire workflow.
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UMAI CRM
Mailing History
Mailing History
The section allows you to view previously created mailings, track their status, and quickly find the messages you need.
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UMAI CRM
Clients Kanban
Clients Kanban
Shows the current status of active students: how many classes remain, when the Membership ends, and whether there is outstanding debt.
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UMAI CRM
Leads Kanban
Leads Kanban
Shows the customer's path from first contact to outcome: sale or rejection. Allows you to understand where Leads get stuck and how many deals are brought to completion.
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UMAI CRM
Creating a New Lead
Creating a New Lead
A new Lead is created directly from the “Kanban of Leads (Канбан лидов)”.
In the desired column click “+ Add”, after which the “New Lead” window will open.
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UMAI CRM
Memberships
The “Memberships” section contains information about all issued memberships: their statuses, validity periods, and payments. The data helps you understand the current center workload and the financial situation.
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UMAI CRM
Tasks
This section is intended for creating, assigning, and monitoring the completion of work tasks within the system.
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UMAI CRM
Visits and attendance statuses
This section is designed to record the actual presence of Students at Classes. It notes who attended a Class and who was absent, and for what reason. This mark determines whether the Class is deducted from the Student's Membership, and also the awarding of points, coins and stickers for activity during the lesson.
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UMAI CRM
Kanban
The section shows movement of Leads through stages of the Sales funnel. It helps you see the current status of each deal, control managers' work, and analyze conversion.
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