Umai CRM / Lead and call tracking
CRM for learning centers, schools and studios

Do your managers forget to call back?

The CRM reminds you about every call, and you see what is happening with each lead: who is responsible, when someone promised to get in touch, and why the lead is stuck.

7 days of full access · No card required · We set up reminders to fit your process

★ 5.0 from 11 customer reviews 500+ centers registered in Umai Free support, no limit on students

Why leads stall

Not because your administrators are bad. Because everything relies on memory.

01

“Will call them back after class”

Class ends, a parent walks up, then a teacher calls. The lead was only in their head, and by evening it is gone.

02

A lead with no owner

Someone wrote to the shared WhatsApp, and everyone assumed someone else would reply. Two days later the parent had already settled on another center.

03

The director finds out after the fact

You learn how many leads came in this week and what happened to them only from what the administrator tells you. There is no way to check.

How Umai keeps every lead in sight

Three screens from the dashboard: how it looks for the administrator and for the director.

Solution 1 of 3

Call reminders come automatically, not from memory

  • A robot creates a “call back” task, due a set time after the lead comes in
  • The assignee gets a notification in the dashboard and in the mobile app
  • Overdue tasks have their own counter, visible to both the administrator and the director
18 ready-made robot templates
Solution 2 of 3

The director sees the whole funnel, not just a verbal update

  • Every lead sits at its own stage: new, called, trial booked, membership bought
  • Filter by owner to see whose leads are not moving
  • Conversion by stage and by staff member is calculated automatically
Funnel stages that fit your process
Solution 3 of 3

The lead history lives in the card, not in the administrator's head

  • Messages, comments, tasks and stage changes in one dated feed
  • Hand the lead to another staff member, and its full history goes with it
  • The reason for a refusal is saved in the card instead of getting lost
Nothing gets erased when administrators change

See how many of your leads are sitting unanswered right now

Add your current leads during the trial week, and the funnel will show where they are stuck. No card, no commitment.

Launch in 1–2 days without pausing your center

We make the move together: you keep running classes, we set up the system.

We connect your channels

On day one we link your center WhatsApp and Instagram to Umai. Chats work as before, but now they land in the system.

We move your data

Students, groups, memberships and remaining classes come over from your spreadsheets or previous CRM, free of charge. You check it, and you are ready to go.

We train your administrators

A short training session built around your processes, plus a knowledge base at hand. Questions that come up along the way go to our support chat, and it is free.

Centers that already moved their leads to Umai

Heads of kids centers and language schools on what changed after the switch.

«Our whole network of children's centers moved to Umai CRM — records, communication and payments are now in one place.»

Kamilla Shungarina Kinderly, a network of children's centers

«Before installing a CRM I studied and compared a lot of systems. Umai's main advantage is that every function we need is gathered in one system.»

Maksat Mukhtarov «Kerbez» learning center

«WhatsApp chats and automatic notifications took the load off our admins — more sign-ups, fewer missed classes.»

Director of OLS language center

One subscription per center. No extra fees for students or staff

Chats, the lead funnel, schedule, memberships, payments and teacher payroll are all included in the «Extended+» plan. As many students, groups and staff as you need.

Need only record-keeping, without the funnel and chats? Go with «Basic»: 41 $ per month when paid annually.

All plans and what they include →
Extended+ when paid annually
108 $ per month
  • WhatsApp and Instagram in one window, with an owner for every lead
  • Lead funnel: from the first message to a paid membership
  • Schedule, attendance, memberships and debts
  • Reminder robots for trial lessons and payments: 18 ready-made templates
  • Teacher payroll, online payments and mobile apps for staff and parents
Try free for 7 days

129 $ per month when paid monthly. A second branch is 10% cheaper. The AI bot that answers clients on its own comes with the «AI centre management» plan, 224 $ per month when paid annually.

Frequently asked questions

How does the CRM remind you about a call?

Every lead has a task with a deadline: “call back tomorrow at 11:00”. A robot can create these tasks on its own, for example two hours after a lead comes in if nobody has moved it along the funnel. The assignee gets a notification, and overdue tasks show up in a separate counter for both them and the director.

How do I see which administrators are working on leads?

In the funnel, every lead shows its owner and the date of the last action. You can filter by staff member and open a conversion report for each administrator, from lead to membership.

Do I need to change my number or set up telephony?

No. Reminders and tasks work with any phone. You can add IP telephony on top, and then calls will be linked to the card too.

What if the administrator never calls back?

The task stays on the overdue list, and the lead stays at its funnel stage. The director sees this in the dashboard and can reassign the lead to another staff member right from the card.

How long does setup take?

We build the funnel and robots together with you in one session, usually on the day you sign up. A full launch with data migration takes 1–2 days.

How much does it cost?

The funnel, tasks, chats and robots are included in the «Extended+» plan: 108 $ per month when paid annually or 129 $ when paid monthly. No limits on the number of leads, staff or students.

Still have
questions?

Message us on WhatsApp or leave your email — we'll help you find the right solution.

Make sure no lead goes without a call

Signing up takes a minute, and you get 7 days of full access with no card. We will connect your WhatsApp and Instagram and move your data during the trial week itself.

Try free for 7 days No card required Try it