Umai CRM Knowledge Base Main Screen Information blocks
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Information blocks


"Unrenewed Memberships (Непродлённые абонементы)" shows the class name, remaining sessions, and the amount due, and the data can be viewed and filtered for convenient searching. Regular work with this list directly affects client retention and income stability.


"Outstanding debts (Задолженности)" shows a list of Students with unpaid amounts. The name and debt amount are displayed. Clicking opens the client's card.

Debt distorts the financial picture. Formally the service was provided, but the money was not received. This affects cash shortfalls.

Regular work with debts reduces delinquencies and stabilizes cash flow.



"Unpaid Visits (Неоплаченные посещения)" contains a list of Classes for which attendance was recorded but payment was not registered. There is an option to delete the entry.

If a visit was held without payment, this is a direct loss or an accounting error. Such records distort Income reports.


"Birthdays (Дни рождения)" displays a list of Students and the number of days until their birthday.

Loyalty is formed not only by service quality but also by attention. Missed opportunities for contact are missed touch points. Congratulations help maintain contact with Students and acknowledge events important to them. Regular work with this block simplifies interaction planning.

The main screen gathers all key information in one place, giving a clear understanding of the center's current operations and showing where attention is needed.

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