Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Template

Found: 5 · reset

🕒1 min Students

In the Documents (Документы) tab you can work with a Student's documents: upload ready files or generate documents directly in the system.

#Export #Student #Template

🕒2 min Classes

The tab displays Membership templates that are used for this Class.

#Group #Payment #Template

Birthday Greeting

🕒2 min Mailings

Birthday Greeting

This section allows you to automatically send personalized birthday greetings to clients on their birthday.

#Auto-reminders #Broadcast #Template

🕒1 min Notifications

The section is used to send messages to clients and Leads. It allows you to inform about important events, remind about Payment, congratulate Students on their birthday, and notify about the absence of a Membership.

#Broadcast #Notifications #Template

🕒4 min Mailings

One-time mailing (WhatsApp / Email)

One-time mailing provides a quick way to contact clients and Leads, allowing you to send information to a specific audience.

#WhatsApp #Broadcast #Template