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Detailed plan comparison
Every Umai CRM feature by plan — from running your centre to AI automation.
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Basic
Popular
Extended+
AI
Students and payers
Student card (photo, full name, date of birth)
No more flipping through notebooks and spreadsheets — everything about a student sits on one card: photo, parents, documents, attendance, payments, correspondence.
Student photo
Student contact details (phone, email)
Parent contact details
Missed the call? Write to the backup number or WhatsApp — keep every parent's mobile, work number, email and messenger on a single card.
Student ↔ payer link
One parent paying for two children? Link the students to a single payer — the invoice goes out as one amount and is split across memberships in your books.
Student documents
Stop digging through folders on your computer — passports, medical notes and consent forms live on the student card and open from any device.
Student activity history
«When were they last here? How much have they paid?» — stop guessing: a student's whole story sits in one feed — payments, attendance, messages, statuses.
Administrator notes
Import students from CSV
Don't key in 200 students by hand — drop in an Excel or CSV file and Umai parses it and creates the cards. Moving from any system takes minutes.
Import students from AlfaCRM
Leaving AlfaCRM? We'll bring everything across — students, memberships, attendance and payments. Your history stays, your work doesn't stop.
Advanced filters (status, gender, age, membership)
Find the 8 students due to renew in 3 seconds — filter by age, status, balance, tags and any of your own fields.
Payer cards
A parent asks «where did my money go?» — open their payer profile and show every payment for all of their children over any period.
Bulk actions on the student list
Don't click through 30 cards in a row — select the students you need and send a broadcast, mark attendance or change a status in one go.
Duplicate detection by phone number
One client, one card. Umai spots duplicates by phone number itself and won't let you accidentally create a second «Aigul» with the same mum.
Merging duplicates
Merge two cards into one — attendance, payments and memberships from both are kept. No manual moving, nothing lost.
History of changes to student data
«Who changed the child's phone number?» — the system will tell you: every edit is logged with the staff member's name and the time. No more finger-pointing.
AI churn-risk prediction for students
Don't lose revenue because nobody noticed in time — the AI spots students at risk of leaving in advance and tells you who to call today.
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Archiving payers
A payer stopped bringing their children — don't delete the card and lose the payment history. Archiving takes them out of your working lists while every payment and document stays.
Students update their own details (behind a toggle)
Changed phone number or address? The student updates the harmless fields in their own app, so the administrator doesn't spend time on it while the critical fields stay locked. Enabled with a toggle.
Groups and study programmes
Creating a group
Modes: group / one-to-one lessons
Groups and one-to-one lessons in a single system. No need for two CRMs or bending your processes around private tuition.
Main teacher of the group
Several teachers in one group
Big group? Assign a main teacher and an assistant — both see the schedule, mark attendance and get their own share at their own rates.
Cap on the number of students
Cap the number of places in a group — the system won't let you over-enrol and will tell you when it's time to open a second one. Above 1,000 active students an Enterprise plan kicks in, with pricing and terms agreed individually.
Active and archived groups
Membership templates for a group
Don't explain the price of every course to your admin ten times — set up a template like «8 lessons for $60» and it fills itself in when a new student signs up.
Study programmes (courses with slots)
Selling a course like «English A1, 60 lessons»? A study programme is a ready-made structure: topics, slots, homework. The student sees the plan, the teacher sees the next lesson.
Slots inside study programmes
A slot is a specific lesson in a programme with its own topic and homework. When a student enrols, the schedule fills itself — no copy-paste.
Auto-fill on creation
Enrolling a new student takes 30 seconds instead of 10 minutes: name, phone, pick a group — the membership, price and schedule fill themselves in.
Bulk messaging to a group
Moved a lesson? Don't message 12 parents one by one — a single broadcast goes out over WhatsApp or email with every name and detail filled in automatically.
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Waiting list for a group
Group full but people still want in? Put them on the waiting list — when a place frees up the system reminds you who to call, instead of a notebook and sticky notes.
Courses: a catalogue of lessons and lesson topics
Set a course up once — a list of lessons with topics and materials. In the lesson you pick one from the course and the topic and homework fill themselves in, while the study programme is built from those lessons automatically.
Schedule
Calendar view
Lesson list
Timeline (time grid)
Don't try to keep track in your head of who is busy where — the horizontal day grid shows every group, room and gap at a glance.
Day timetable
The school-style «by hour and room» timetable — for teams used to working the way an ordinary school does.
Recurring lessons (by weekday)
Don't type in «Monday 18:00» sixteen times — set it up once and the schedule repeats itself to the end of term.
Drag and drop in the schedule
Moving a single lesson
Moving the whole series
Teacher away for a month? Move the whole series in one click — the system recalculates the schedule and notifies parents.
Cancelling a lesson
Assigning a room
Teacher substitution
A teacher falls ill — assign a substitute in one click. Both the stand-in and the parents are notified automatically. No calls, no confusion.
Lesson topic
Homework for a lesson
Don't lose homework in a school chat — attach text, a file or a link to the lesson and the student sees it in their app before the day is out.
Duplicating a schedule
Warning about gaps between lessons
Two-hour gaps between lessons are lost revenue. Umai highlights them and suggests filling them so your teachers work at full capacity.
Teacher working hours
Notifications about rescheduling
Changed the time — parents and the teacher find out immediately by push or WhatsApp. No more «nobody told me it was cancelled» an hour after the start.
Quick attendance marking straight from the schedule
Viewing other teachers' schedules
A teacher's own schedule
Exporting the schedule to PDF
Importing a schedule from CSV
Auto-removal once the membership ends
Don't mark someone whose membership ran out as a «guest» — Umai removes them from the schedule after their last paid lesson.
Pausing a study programme until a given date
Holidays or refurbishment? Put the programme on hold until a specific date — no lessons run, memberships don't burn away, and on the day itself the system resumes everything and reminds the administrator.
Room occupancy and teacher availability in the planner
While planning lessons you can see straight away which rooms are taken and when a teacher is off — so you won't book a lesson into an occupied room or on a teacher's day off.
Teacher leave: bulk lesson cancellation and membership extension
A teacher goes on leave — cancel all their lessons for the period with one button, and students' memberships are automatically extended by the same time. No manual recalculation and no arguments with parents.
Your centre's working days
Closed on Sundays? Set your working days — robots and reminders won't message clients on a day off, and reports and planning follow your real calendar.
Attendance and marking
Attendance marks (present, late, sick, absent)
Custom attendance statuses
Plain «here / not here» isn't enough. Create your own statuses — «excused», «left early», «15 minutes late» — and know exactly what to deduct from a membership and what not to.
Status colours
Status flags (counted / paid / deducted)
Every attendance status carries its own rules: deduct from the membership, pay the teacher, count as a miss. Set it up once and stop thinking about it.
Marking the whole group at once
The teacher isn't stuck for five minutes after the lesson — one tap for «everyone came», then untick the two who didn't. Twelve seconds instead of five minutes.
Automatic marking by schedule
If nobody usually misses your group, turn on automatic marking. Everyone counts as present by default and the teacher only unticks those who are away.
QR check-in (tablet kiosk or the teacher's scanner)
Put a tablet by the entrance — students check themselves in by scanning their personal QR code. Or the teacher scans the group during the lesson. The code refreshes so it can't be passed on. Available from the Extended+ plan.
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Automatic attendance from Zoom participants
After an online lesson, pull in the Zoom participants in one click — Umai matches them to students by email and name and marks attendance. No more roll call in the chat.
Marking modes: manual / automatic
Pick whatever suits your team: marking each student by hand, or automatically (everyone is «present» and you only remove those who are away).
A student's attendance history
A group's attendance history
Notes on a specific visit
Deducting a lesson from the membership
Don't count «how many are left out of 8» by hand — Umai subtracts each visit from the membership itself, so a student's balance is always current.
Undoing a mistaken mark
Memberships and finances
Memberships by number of lessons
«8 lessons for $60» — every visit takes one lesson off. The money is tied to actual attendance, not to the calendar.
Memberships by period (monthly)
«Unlimited for a month» — the student comes as often as they like and you don't count lessons. Ideal for daily training and intensives.
Universal memberships
One membership, any group in the centre. Perfect for gyms and language schools where a client attends different activities on a single payment.
Membership templates
Don't explain the pricing formula to your admin fifty times — every membership option is configured once and picked from a list when enrolling a student.
Price per membership
Price per lesson (calculated)
Working out a refund for 3 unused lessons by hand is risky. Umai keeps the per-lesson price (membership price ÷ number of lessons) and calculates every refund correctly.
Partial payment for a membership
Don't lose a client over «I don't have the full amount right now» — take part of it as a deposit and record the rest as a debt. The debt will remind you about itself.
Debt tracking
How much money you're owed right now is a single number on the dashboard. For each debtor: the amount, the date, and one button to send a WhatsApp reminder.
Automatic membership renewal
Don't lose five students a month to «I forgot to renew» — Umai renews the membership itself, the student pays and carries on, with no gap and no chasing calls.
List of memberships about to expire
Freezing a membership
The family has flown off on holiday — freeze the membership. Lessons aren't deducted and the expiry date shifts by the same period. No arguments about «where did my 4 lessons go».
Refunding a membership
Refunding «by lessons actually attended» by hand invites mistakes. Umai recalculates it for you: visits × price per lesson = the amount to return.
Partial refund
Automatic deduction on attendance
Restoring a deducted lesson
Balance change history
Payment sources (cash desk, card, transfer)
Your accountant asks «how much came through the card terminal in February?» — open the report and see it straight away, by payment channel, broken down by day and amount.
Income categories
Expense categories
Linking a payment to a membership
Linking a payment to a student
Payouts to teachers
Every payout to a teacher is recorded in Umai and automatically counted towards their payroll. No double payments, no forgotten advances.
Daily cash report
Report by source
Report by category
Exporting finances to Excel
Exporting debts to PDF
Package memberships (several activities in one package)
A student attends both dance and singing? One package instead of two memberships: lessons come out of a shared pool, while analytics and payroll still split it by activity.
Membership instalments with a payment schedule
Is the price of a long course scaring parents off? Split the payment into instalments — the system keeps the schedule, shows the next payment due and doesn't let the balance be forgotten.
Moving the remaining balance to another group
A student moves from one group to another — the remaining lessons travel with them, with no rewriting of history and no «resetting» what was already used.
Paying for a study programme in tranches
A six-month course can be paid in several tranches with different dates and sources — each is recorded as a separate payment rather than as a debt.
Closing a financial period (month lock)
The month is closed and the report filed — lock the period and nobody can «adjust» a payment after the fact. The numbers in your reports stop moving.
Teacher payroll
Rate options (per lesson, per hour, % of payments, % of a membership sale, several rates per teacher)
Payroll on five models: a fixed rate per lesson or per hour, a % of parents' payments, a % of each new membership sold, or a minimum rate. One teacher can have different rates for group and one-to-one lessons.
Carrying a rate over
Calculation by lessons taught
A teacher cancelled 3 lessons — their pay drops automatically. Only lessons actually taught go into the calculation, no «forgot to deduct».
Calculation by students present
Pay teachers for results: 12 turned up — full rate, 5 turned up — pro rata. It gives teachers a reason to keep the group together.
Minimum rate per lesson
The group fell through — the teacher still gets a minimum rate for showing up. It keeps the team loyal, especially with new groups.
Adding bonuses manually
Deducting penalties manually
Payroll report for a single teacher
Summary report for all teachers
Closing a period with an export
Closing the month takes 5 minutes, not 5 hours: Umai locks in every rate, totals each teacher and exports an Excel file in the format your accountant wants.
Staff shift tracking (clock in/out, geotag)
Staff clock in and out in the app or via a QR tablet at the entrance, complete with a geotag. You see the hours actually worked, without paper timesheets.
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Automatic lateness control by shift
Umai counts the minutes of lateness against the shift schedule itself (with a configurable buffer) — no manual sums and no arguing about «I was only a couple of minutes late».
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Automatic penalties for being late
Lateness on shifts feeds into payroll automatically as a penalty under your own rules. Discipline improves and you don't have to police anyone.
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Sales funnel and kanban
Multiple sales funnels
Set up separate funnels for different activities, branches or sales channels — each with its own stages and robots. Leads don't get mixed into one pile. Kanban comes with the Extended+ plan: up to 5 funnels, or 10 on AI.
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5 воронок
10 воронок
Lead kanban board
Stop losing enquiries in email and WhatsApp — every lead moves across one board through the stages: «Call → Demo → Contract → Paid». You can see who is stuck where.
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Customisable funnel stages
Every centre has its own process — set the funnel stages up your way: «Demo», «Trial», «Thinking», «Paid». Don't bend your business around someone else's template.
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Dragging lead cards
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Creating a lead manually
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Converting a lead into a student
The lead bought a membership — press «convert to student». All the correspondence, the source and the conversation history move to the card. No «type it in again».
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Lead source (UTM, form, manual)
Know where every student came from: Instagram, your website, a referral, an ad. It shows you which advertising pays for itself and which doesn't.
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Files on the lead card
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Comments on a lead
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Quick call from the card
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Quick WhatsApp message
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Quick email
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Lead temperature (cold / warm / hot)
Ten new enquiries — who do you call first? Mark them hot, warm or cold and your manager sees the priority instead of losing the hot ones in the list.
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Directory of loss reasons
Every rejection teaches you something: «too expensive», «too far», «went with a competitor». A month later you can see the main reason you lose people — and act on it.
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Time spent at a stage
Know how many days it takes a lead to reach payment — and where they stall. If your funnel is normally 7 days and now it's 21, something has broken in sales.
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Lead age
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Viewing leads as a list
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Lead change history
A manager leaves, the new one opens the card and sees everything: who called, what was promised, where it stalled. A handover with nothing lost in the retelling.
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Event-driven automation robots
A lead lands in «Active» — Umai sends them a welcome WhatsApp message and gives the manager a «call within the hour» task. Less forgetting, more sales.
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10 на канбан
без ограничений
Trigger on entering a stage
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Trigger on a priority change
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Trigger on a timeout
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AI extraction of a lead's interests
Managers get tired of filling in the card after every conversation — the AI reads the correspondence and fills in interests, the child's age and the goal itself. The manager just sells.
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AI lead quality score
Don't call 100 leads in a row — the AI scores each one from the context of the conversation and tells you who is genuinely ready to buy. Higher conversion, less time spent.
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Custom fields on the lead card, with filtering by them
Need «District», «Child's age» or «How did you hear about us»? Add your own fields to the lead card and filter the funnel by them — no development work and no side spreadsheets.
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Automatic ad-source tagging on a lead
A lead from paid ads arrives already tagged with the campaign — you can see which ad brought the client without a manager adding UTM tags by hand.
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Stage visibility settings (personal / centre / everyone)
Every manager has their own view of the funnel: some stages are shared across the centre, some are a personal filter. The board doesn't turn into a mush of 20 columns.
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Tasks and reminders
Creating, editing and deleting tasks
Linking to a student or a lead
A task without context is a task that gets lost. In Umai every task is attached to a student or a lead — open the card and you see everything related to it.
Priorities (high / medium / low)
Red is urgent, amber is today, green is later. A manager sees what comes first without having to work through the list.
Statuses (new / in progress / done)
Assigning an owner
Deadline
Overdue task badge
List view
Kanban view
Notifications about new tasks
AI task automation
Don't forget to call a new lead back — the AI creates a «call within the hour» task the moment the enquiry arrives. Miss the deadline and the card turns red.
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Documents and contracts
Contract templates
Don't edit the contract by hand for every student — upload a template with {name}, {amount}, {date} variables and Umai generates a finished PDF in one click.
History of signed contracts
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Downloading signed PDFs
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Two-party signing
Two-party signing: you first, then the client. The finished PDF with both signatures is stored in your system and in the parent's eGov account.
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Notification once signed
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Uploading additional documents
Medical notes, travel consent, a refund request — all on the student's card. Nothing is lost, nothing is mixed up, everything opens from your phone.
Internal communication
Internal chat
Stop mixing work chats with personal ones in WhatsApp — all communication with your team and students lives in Umai. Someone leaves the company and you cut their access with one button.
Direct messages between staff
Sending files in chat
Send the schedule, homework or instructions right in the chat — documents, images and audio up to 5 MB. No switching to email.
Push notifications for new messages
System notifications
Alerts about student birthdays
Payment reminders
Don't ring every parent about renewing — Umai reminds them itself N days before the membership ends. Renewals go up, calls go down.
Alert when a student has no membership
A student turned up without a membership — the administrator is notified straight away, before the lesson ends. No hunting for freeloaders at the end of the month.
Alert about a missed lesson
Notification feed in the account
Muting notifications
A teacher shouldn't get a «new lead» push at 11pm on a Saturday — set quiet hours and notification types per role.
Basic email sending from the system
Basic WhatsApp sending
Send a parent a single message straight from the student's card, without switching to WhatsApp. The conversation history stays in Umai. Via the Aisar connection.
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Broadcasts and automation
Multi-channel broadcasts (WhatsApp + push + email)
One broadcast, three channels at once: WhatsApp + push in the app + email. A parent is three times more likely to see it than with a single channel.
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Audience segmentation
Don't send a children's membership offer to the parents of graduates — segment precisely: age, programme, status, membership value, any combination.
Templates with variables
A message like «Hello, Aigul has 1 lesson left — renew by 28 April» — Umai fills in the name, balance and date from each student's card itself.
History and statistics
Event-driven automatic broadcasts
A student misses two in a row — Umai writes «shall we reschedule?» by itself. 80% of retention happens automatically while you're busy with something else.
AI text polishing
You wrote «reminder, your membership is ending soon, please renew, we're waiting» — the AI rewrites it into something persuasive in 2 seconds.
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AI template generation
Describe the goal: «bring back people who haven't come for a month». The AI generates a ready broadcast with copy that lands and a clear call to action — send it if you like it.
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Social networks and messengers
Connecting Telegram to Umai CRM
Prefer Telegram? Connect the channel and your bot's direct messages — conversations run in Umai alongside WhatsApp and Instagram. One screen, every messenger.
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Message templates
A greeting for a new lead, instructions for the trial, a payment reminder — set up ten templates and stop typing the same thing fifty times a day.
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Sending manually from the client card
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Automatic broadcasts in connected channels
A student's birthday, an expiring membership, a missed lesson — Umai sends the right message to the right channel automatically. No manual mailouts, no spreadsheet calendars.
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Linking a conversation to a lead card
A manager opens the lead card and immediately sees the entire history with that person: WhatsApp, Instagram, Telegram, calls. No switching tabs or searching chats.
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Sending media files
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Quick replies from templates
«Price», «address», «schedule» — prepared answers in a single tap. A manager handles three times as many conversations and doesn't get the details wrong.
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AI agent in WhatsApp
An AI manager works in WhatsApp 24/7: it answers «how much is it», books trials and hands hard questions to a human. One bot saves dozens of leads a week.
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AI agent in Instagram
A lead wrote in Direct at 11pm — the AI replied, agreed a time and booked the slot. By morning you have a meeting in the calendar, not a «seen, never answered».
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AI agent in Telegram
The AI handles enquiries in your Telegram bot's direct messages or your working channel — answering questions, capturing contacts and passing the hot ones to a manager.
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Several AI agents for different scenarios (sales, support, FAQ)
A sales bot shouldn't sound like a FAQ bot. Create three different AI agents for different scenarios — each with its own character and knowledge base.
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Training the AI on your centre's documents (price list, schedule, programmes)
The AI doesn't invent prices — it answers strictly from your documents. Upload the price list, the schedule, the programme. Want a different answer? Fix the PDF and the AI learns it in a minute.
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Capturing contacts right in the conversation (name, child's age, goal)
The AI asks for the name, the child's age and the goal — and creates a lead with a filled-in card before a manager has even opened WhatsApp. Less work, more data.
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AI lead qualification during the conversation (hot / warm / cold)
A manager opens the CRM and sees «5 hot, 12 warm, 30 cold» straight away — the AI qualifies every conversation itself. Call the people who are actually ready to buy.
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Seamless handover of hard questions to a live manager
The AI knows its limits: on a hard question it writes «passing you to a manager», creates a task with a priority and a deadline. No conversation is left sitting on «read».
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The AI books a trial lesson straight from the chat
A lead asks «when can I try it?» — the AI checks free slots, offers three options, books the chosen one and sends the address and a reminder. No manager involved.
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Multilingual AI replies (RU / KZ / EN)
Don't lose leads to a language barrier — the AI detects the client's language and replies in it. RU / KZ / KG / EN.
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Replies 24/7 without a manager
63% of enquiries arrive in the evening and at weekends. If you don't answer within the hour, the lead goes to a competitor. The AI answers in 5 seconds, weekends included.
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Tuning the tone and style to your brand
The AI shouldn't sound like a bot — set your brand's tone of voice: friendly for a family centre, expert for exam preparation, playful for pre-schoolers.
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AI sentiment analysis of conversations
An unhappy parent doesn't write «I'm leaving» — they just quietly stop coming. The AI catches the negative tone in the correspondence and tells you in time to save the client.
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AI extraction of client interests from correspondence
Managers get tired of filling in cards after every conversation — the AI does it: programme, child's age, budget, location. Their time goes on selling, not data entry.
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AI scoring of how well managers perform
Don't listen to 100 conversations by hand — the AI rates each manager on speed, friendliness and conversion. The dashboard shows who the star is and who needs a mentor.
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Voice message recognition
A parent sends a two-minute voice note instead of text — the AI transcribes it, understands the point and replies in writing. Your manager doesn't lose time pressing play.
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Real-time AI translation of messages
One manager serves Russian-, Kazakh- and English-speaking leads equally well — the AI translates both ways in real time. No need to hire someone for each language.
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WABA templates with media (in chats and broadcasts)
The client hasn't written for over 24 hours and WhatsApp won't deliver a normal message. Send an official WABA template instead, image or video included, straight from the chat or a broadcast.
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Stopping a conversation (a manager closes the chat)
The conversation went the wrong way, or the client's question is resolved — a manager closes the chat and both the agent and the bot stop writing. The centre stays in control.
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Merging WhatsApp and Instagram contacts into one client
The same parent writes sometimes on Instagram and sometimes on WhatsApp — the conversations link to one card instead of two twin leads in the funnel.
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Analytics and reports
Main dashboard
Open the CRM in the morning and in 5 seconds you see revenue for the month, new students, capacity and debts. No digging through reports.
Debt widget
Expiring memberships widget
Birthdays widget
Statistics by period
«Are things better or worse?» — an instant answer: revenue, students and attendance week on week and month on month.
Revenue by teacher
Know which teachers actually bring in money and which just fill the timetable. Figures for each: revenue, margin, how full their groups are.
Room utilisation
The hall has stood empty on Wednesdays at 10:00 for three months — Umai shows you immediately. Move groups there and earn more without adding rooms.
Full financial report
A ready-made report for the owner or the tax office: income, costs and profit broken down by category and channel. Closing the month takes 5 minutes instead of 2 hours.
Attendance report
Membership report
Teacher report
For every teacher: hours, revenue, their pay, your margin. «Keep / raise the rate / part ways» decisions based on numbers, not on gut feeling.
Lead funnel report
Where is the funnel leaking? The report shows the conversion rate at every stage. If «Demo → Contract» is 20% where it used to be 50%, you know exactly what to fix.
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Retention report
Winning a new student costs more than keeping an existing one. The retention report shows the share still with you after 1, 3 and 6 months — the key measure of a healthy centre.
Payment reconciliation
A summary of payments across every channel (cash desk, cards, online) broken down by day — for your accountant and for reconciling with the bank. No manual filtering.
Manager report
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Director's dashboard
The owner looks for 5 minutes a day and knows how the business is doing. Just 8–10 key figures, no visual noise, no digging through reports.
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Utilisation report
Marketing analytics (Meta Ads ROI)
Find out which ad spend came back as payments and which returned nothing. End-to-end analytics: ad → lead → student → payment → ROI.
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Exporting reports to PDF
Exporting reports to Excel
AI conversation analytics
Don't read 200 conversations a day — the AI finds the tense, missed and abandoned ones and pings the manager in Telegram. You react before the client walks.
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AI chatbot analytics
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AI anomaly detection
Refunds tripled this week — the AI notices and tells you on day one, not at the end of the month when it's too late to act.
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Soon
Student analytics (roster, KPIs, breakdown by branch)
How many students actually attend, how many are on hold, who left and why — a dedicated section with KPIs and a list, plus a per-branch summary with filters for networks.
Teacher analytics: grades, homework, student movement
For every teacher you can see lesson ratings, homework completion, and how many students arrived, renewed and left — and why. Pay conversations stop being a matter of taste.
Lesson ratings and feedback from students
After a lesson the student is asked to rate it in the app — teacher ratings and comments are collected automatically and the director sees them in the analytics.
A «Plan progress» widget on the home screen
Set a revenue target — the home screen shows how much is done and how far there is to go, without exporting to Excel at the end of the month.
Gamification and motivation
Points for attending
Children come not just because their parents pay — they want to collect points. Every visit is +N points in the pot. Attendance grows without pressure.
Points for completing homework
Deducting points for absences
Stickers for achievements
Digital stickers for achievements: «10 in a row», «First top grade», «Champion of the month». Children chase the collection instead of their parents chasing them.
Internal currency (coins)
Don't hand out presents on the quiet — introduce an internal currency. The student earns coins, spends them on prizes and sees the balance. Transparent for child and parent alike.
Prize shop for coins
A shop window of prizes, from a notebook to a free membership. The child can see what they're saving for and comes to more lessons of their own accord.
Student ranking within a group
Student ranking across the centre
Badges for achievement streaks
Four stickers in a row earn an «Olympian» badge. A run of wins earns «Champion». Virtual rewards for those who show up consistently, not just now and then.
Stock and inventory
Creating products
Product categories
Intake and stock levels
Bought 50 workbooks — enter them in Umai. Every sale is deducted automatically and the balance is visible in real time. You won't over-order.
Sales tracking
Selling to a specific student
Sold a textbook — Umai adds it to the student's bill and the amount lands in your books. No writing «textbook, 5000» in a payment comment by hand.
Minimum stock levels
Uniforms ran out at the start of the season and sales stop. Umai warns you in advance when stock drops below your threshold, so you can reorder before you lose sales.
Low stock notifications
Sales report
Cost of goods and margin
Know the margin on every item: a backpack bought for 4,500 and sold for 8,000 is 3,500 of profit. You see what actually earns and what is dead weight.
Artificial intelligence
Monthly bonus to your AI balance: $55
Every month a bonus lands on your AI balance by itself — enough to run the AI agent, broadcasts and the assistant in an average centre. No surprises on the bill.
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AI chatbot built on your centre's knowledge base
A lead asks «how much is English for an 8-year-old?» at 10pm — the bot answers from your price list in 3 seconds. Stop losing clients over repetitive questions.
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AI handling of incoming WhatsApp messages
Every incoming WhatsApp message is handled in seconds, at any hour. The AI closes the simple ones and passes the hard ones to a manager with a ready summary.
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AI handling of incoming Instagram messages
Every Direct message is handled instantly — the AI answers from your price list, schedule and rules. No more «we missed a lead in the stories».
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AI answers to client FAQs
70% of incoming messages are «how much is it» and «what time is the lesson». Set the answers up once and the AI closes 70% of conversations without a manager.
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Training the bot on your centre's documents
Upload your rules, price list and programme descriptions — the AI answers strictly from those documents, like your own manager. Changed your terms? Fix the PDF and the AI learns it in a minute.
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Multiple AI bots for different areas
A network with different activities needs different voices and different rules. Create an AI for the language school, one for dance and one for pre-school — each with its own answers.
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AI polishing of broadcast copy
Wrote a broadcast saying «Hello, your lessons have run out, you need to renew»? Click «improve» and the AI turns it into persuasive copy in 2 seconds.
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AI auto-fill of a lead's interests
A manager shouldn't be typing in «5 years old, English, budget up to 30k» — the AI reads the conversation and fills the card in itself. Better data, and the manager's time is freed up.
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AI sentiment analysis of conversations
Don't lose an unhappy client in the stream of conversations — the AI tags every conversation with its tone. Negative ones light up on the dashboard before the parent takes the child away.
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AI analysis of how well managers perform
Watching 30 managers with your own eyes isn't realistic — the AI rates every conversation on speed, tone and conversion. The stars and the strugglers are both visible on the dashboard.
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Managing your AI balance
How much AI you used in September, what's left, which features ate the most — all on one balance. Topping it up takes a minute.
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3 AI messaging channels of your choice
On the AI plan you pick 3 channels to match your leads — WhatsApp, Instagram or Telegram. Don't pay for what you don't use.
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AI assistant for the administrator
Don't learn how to build reports — just ask out loud «how much profit in March?» or «which teacher has the most absences?» and the AI answers with a figure and a chart in 3 seconds.
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AI-generated group description
Don't spend an hour describing a new group — type «English, ages 7–10, A1, experienced teacher» and the AI produces finished sales copy in 10 seconds.
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AI-generated broadcast template
Describe the job: «bring back people who haven't come for a month». The AI writes three versions in different tones — pick the best and send it.
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AI translation of chat messages
One Russian-speaking manager serves Kazakh and English clients just as well — the AI translates both ways in real time.
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AI churn-risk prediction
Don't lose five students a month — the AI spots the first signs of leaving (absences, tone, balance) and tells you «call Aigul today». Keeping a client is five times cheaper than winning one.
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AI call recognition → creating and filling in a lead
The manager puts the phone down and the lead already exists, with the call transcribed, the fields filled in and the next step set. No jotting things in a notebook.
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AI reply suggestions in chat
The manager opens a conversation, presses a button, and the AI offers three replies in your centre's style. One click drops the text into the field and they send it themselves. Replying gets noticeably faster.
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AI summaries of long conversations
A senior manager opens a 50-message chat — the AI condenses it in 5 seconds: the gist, what was agreed, the current status. No reading 200 lines.
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AI daily digest on the home screen
Open the CRM and see what's urgent straight away: who has been waiting more than 12 hours for a reply, whose membership is ending, which tasks are overdue. The AI tells you where to start the day rather than reciting numbers. If all is calm, it says so.
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AI walkthrough of analytics reports, as a conversation
Press «Explain this report» and get analysis at the level of a financial analyst: what the numbers mean for your centre's economics, where the current trend leads (with the arithmetic, not a vague «keep an eye on it») and what to decide. Underneath, you can ask the analyst a follow-up question and it answers from the same report. Works on the director's summary, the financial report, the lead funnel, retention and marketing.
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Benchmarks against similar centres
Is 48% attendance good or bad? Umai compares your numbers with anonymised statistics from similar centres on the platform: «your groups are fuller than 67% of centres like yours». Not abstract «market norms» but real centres in your field. The comparison appears on the home screen in the «Analysis and forecast» block, and the AI report analysis takes it into account.
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AI lead prioritisation
The AI sets the temperature from the correspondence itself: hot and warm leads get a marker on the card, you filter the board and start the day with the people who are ready to buy.
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AI automation of business processes
The AI takes over the administrator's routine: creating tasks, sending notifications, filling in lead cards. It frees up 2–3 hours a day for sales and service.
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Mobile apps
Administrator app (iOS + Android)
Run your centre from a taxi, from home or from the country — everything you have on the computer: students, finances, leads, schedule, chats. Native iOS/Android, not a wrapper around the website.
Teacher app (iOS + Android)
A teacher doesn't need finances and a sales kanban — they need the schedule, attendance, homework and chat. A separate app built around their working day. Fewer buttons, more focus.
App for students and parents (iOS + Android)
A parent with two children at your centre? One login, both cards. Schedule, membership balance, payments, chat with the teacher, points and prizes — all in their pocket.
Run the whole centre from your phone: students, payments, schedule
Lead kanban and trial bookings in the mobile app
A new enquiry arrives at lunchtime — you see the push, reply on WhatsApp with one button and move it along the kanban. Without opening a laptop.
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One-tap attendance marking during the lesson itself
The teacher opens the group on their phone, tap-tap-tap — all 12 marks in 30 seconds. No register to carry, no waiting for the computer in the staff room.
Lesson topic, homework and notes in the teacher app
Internal chat for everyone — no third-party messengers
Push notifications about new enquiries, payments and reschedules
A new enquiry means a push within a second. Your advertising isn't wasted: you call the hot lead back within a minute rather than «in three hours, when I got to a computer».
Membership progress and payment history in the parent's pocket
Parents see their membership balance and any debt themselves, without calling the administrator. Fewer «how many are left?» calls and more time for the work that matters.
One account, several centres (for franchises and networks)
Running a franchise or a network with separate legal entities? One login and one-click switching between centres. No four different accounts on your phone.
AI assistant right inside the mobile app
Say «profit for the week?» and the AI answers. «Who missed yesterday?» — a list. Voice control for your CRM, without typing on a phone.
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Integrations and API
Client emails automatically become leads
Enquiries arrive at info@yourdomain and get lost in an admin's spam folder? Connect the mailbox and every email becomes a lead in Umai, correspondence and all.
Importing students and groups from Excel / CSV
Aisar — the operator for WhatsApp, Instagram and Telegram
Aisar is our trusted partner for connecting WhatsApp, Instagram and Telegram to Umai. The channels themselves come with Extended+ and AI centre management, and setup takes a day.
SipUni IP telephony: calls inside Umai with recording
Call straight from the lead card without picking up a phone. Recording, transcription, linking to the contact. Quality control on calls and statistics for every manager.
Migration from AlfaCRM (import and export)
Leaving AlfaCRM but afraid to risk all your data? We'll move everything (students, memberships, attendance) or you can run both in parallel with two-way sync.
Importing contacts and deals from Bitrix24
All 5,000 contacts and your deal history move from Bitrix24 to Umai in one operation. No scripts, nothing lost, no hour of copy-pasting per 100 contacts.
Receiving enquiries from your site via webhook
An enquiry from your site or a Tilda form appears in the Umai funnel instantly, with its source and UTM tags. Setup takes 5 minutes and no developers.
ChatGPT — deep integration for AI features
All of Umai's AI features run on current OpenAI models. You don't pay OpenAI directly — Umai buys in bulk and gives you access through your AI balance.
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Migration from MoyKlass via API
We move students, groups, memberships and payments from MoyKlass automatically — no keying in the database by hand and no risk of losing your history.
Migration from Fitbase
Clients, memberships, services, leads and the schedule transfer from Fitbase over the API — read-only from the old system, with no duplicates if you run it again.
Enquiries from your site: a universal webhook
Any form on your site — Tilda, a builder or something bespoke — can send enquiries straight into the funnel. One address and a token, no developer needed on your side.
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Receiving leads from amoCRM
Already working in amoCRM? Leads from the funnel stage you choose arrive in the Umai kanban over a webhook — so you can migrate gradually without losing enquiries.
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Leads from a Google spreadsheet
Are enquiries collecting in a Google spreadsheet (a quiz, a form, manual entry)? Umai picks up new rows itself and turns them into leads in the funnel.
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Meta Ads: spend and leads broken down by branch
How much you spent on advertising and how many leads it brought, branch by branch. Facebook/Instagram advertising is counted alongside sales instead of in a separate dashboard.
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Network and permissions
Combining branches into a network
Each branch works in its own account, with its own database, schedule and plan. The accounts are joined into a network: staff switch between locations in one click without a second login, and head office sees analytics across the whole network.
Switching between branches in one click
Data isolation between branches
Branch data is separated by design: each has its own database, and a manager at the East branch physically cannot see the finances of the West branch. Staff work only in the locations they've been given, while head office sees the whole picture.
One kanban for the network: a call centre at head office
Enquiries from the whole network gather in head office's kanban, where the call centre sits. A manager handles the lead once and sends it straight to the right branch, instead of a separate board and a separate manager at every location.
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Booking a trial at any branch in the network
A manager connected to several centres picks the branch right on the card when booking a trial. The card, the booking and the lesson are all created in that branch.
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Summary report across the whole network
Which branch leads on revenue? Where is retention below average? Head office sees analytics across every location, broken down by branch, so you can compare and find the laggard.
Managing permissions at network level
Every branch has its own administrator with their own set of permissions. Day-to-day work doesn't overlap, and the network director oversees everyone.
Partner account (for franchises)
Running a franchise? The partner account gives you a network summary plus a detailed breakdown for each partner: revenue, retention, problems.
Several administrators in one centre
Fifty teachers, twenty administrators, a hundred managers — no per-user charges. You pay for the plan and nothing else.
Preset roles: Administrator, Manager, Teacher
Don't tick 30 permission boxes for every new hire — pick a ready-made role (Administrator, Manager, Teacher) and they're working already.
Call centre operator role
Call centre operators shouldn't see finances and students' personal data — they get their own role with access to the funnel only. Minimum rights, maximum focus.
Permission matrix by section and action
Fine-grained permissions by section and action: «a manager may view a student card but may not delete it». Security without costing you productivity.
Granular permissions for dashboard sections
A teacher sees only their own groups and students. A manager sees the whole funnel. The director sees everything. Everyone sees what they need and no more.
Inviting staff by link
History of user actions (audit log)
Someone left and you're not sure they didn't help themselves to something? The audit log shows every action they took over the whole period — dates, fields, before-and-after values.
A subscription discount for branches in a network
The more locations in the network, the cheaper each branch's subscription — the discount is applied automatically and stacks with the discount for paying up front.
Creating a new branch straight from your account
Opening a second location? Set it up from your own account in a couple of clicks: the new centre joins the network immediately, with no separate registration and no new login.
Custom roles with any set of permissions
Content manager role
Security
HTTPS encryption
Every request between you and Umai is encrypted with TLS — student phone numbers and payments won't leak over the open Wi-Fi in a café.
Password hashing (bcrypt)
Audit log of changes
Every change in the system is recorded: who, when, what it was, what it became. A disagreement between staff is settled in 30 seconds instead of a week of investigation.
Password recovery
JWT tokens expiring after 24 hours
Someone logged in on a borrowed laptop and forgot to log out? The session expires by itself after 24 hours — data doesn't leak even if the device is lost.
Hiding student phone numbers from teachers
A teacher decides to walk off with your client base? They can't — parents' phone numbers are hidden from teachers by default. Only administrators see them, and data protection law is satisfied.
Data backups
Full backups every day. If a server dies or someone «accidentally deleted everything», we restore it within an hour to its state on any day in the last 30.
A 60-day recycle bin — deleted students, payments and records can be restored
An intern deleted 50 students by accident? Open the recycle bin and restore them in a minute. You have 60 days to bring back any deleted record: students, payments, groups, memberships.
Data isolation by region (KZ/KG/UZ/RU)
Data localisation laws require citizens' data to be stored in their own country. Umai uses local data centres in every region — KZ in KZ, KG in KG, UZ in UZ, RU in RU.
Support and training
Email support
Priority support
Don't wait two or three working days for an answer — a guaranteed reply within the hour during business hours. Less downtime, faster fixes.
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WhatsApp support
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AI assistant in the knowledge base
Don't page through a 50-page guide — ask the AI assistant «how do I set up auto-renewal?» and get the instructions in 3 seconds.
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A dedicated account manager
A dedicated account manager knows how your centre works — you don't explain it from scratch every time. They don't just solve problems, they suggest how to get more out of Umai.
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Video training over Zoom
Don't spend two weeks «working it out yourselves» — one-to-one Zoom sessions built around your goals: training the team, setting up processes, the tricky strategic bits.
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*When you pay for 6 months or more
Expert hours: training your team and setting things up for you
Expert hours are a single currency for training your team and setting up payroll, reports and robots. 5 hours when you pay for 6 months (200 $), 7 hours when you pay for 12. The hours don't expire while your subscription is active.
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*5 hours when you pay for 6 months, 7 hours when you pay for 12
*5 hours when you pay for 6 months, 7 hours when you pay for 12
Turnkey rollout: data migration, process setup, team training
Turnkey rollout: we move your database and membership balances, set up the schedule, payments and WhatsApp, and train your team. The service costs 300 $, and it's free when you pay for 12 months of your subscription.
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*When you pay for 12 months
*When you pay for 12 months
Support requests straight from your account
Got a question or something broken? Raise a request in your account and follow its status under «My requests». The answer arrives there too, so nothing gets lost in correspondence.
Ready to try it?
7 days of full access · No card required · We help you set up and migrate your data
Frequently
asked
questions
What is your main advantage?
Umai CRM is built by practitioners in kids and supplemental education. Instead of two tools (e.g., Bitrix24/amoCRM for sales and Alfa CRM/Paraplan/Hollyhope for operations) you get a single CRM: leads and customers, communications (WhatsApp/Instagram), AI chatbot (on the «AI center management» plan), schedule and bookings, attendance, payroll and analytics — all in one place.
How long is the free trial available?
After signup you get a 7-day free trial with full functionality. If that's not enough — we'll extend access and help with onboarding.
How long does it take to launch?
Usually 1–2 business days: we connect the account, import data, set up roles and access, and create classes, groups and schedules.
Are there limits on the number of students, teachers and administrators?
No. UMAI CRM has no limits on the number of students, teachers and administrators. You can add an unlimited number of users in any role at no extra cost.
Can I upgrade from the basic to the full plan?
Yes, anytime. Access to Kanban and advanced features opens immediately after upgrade.
Do you help with onboarding and integrations?
Yes. Email and WhatsApp support is free and unlimited — always. On top of that, a 6-month subscription includes 5 hours of expert work: team training and personal setup for your center — that is 200 $ worth of services. A 12-month subscription includes 7 hours plus turnkey implementation, 580 $ in total. Bought separately, implementation costs 300 $ and an expert hour is 40 $. On the Basic plan services are paid separately.
Can I bulk import data (e.g., from Alfa CRM)?
Yes. We support import from Alfa CRM and Bitrix24 — we'll create classes, students, schedules and payments. We help migrate from other CRMs too.
How much does messaging and multichannel communication cost?
This feature is included in the "Extended+" plan. The plan costs 129 $ per month. No hidden fees or third-party modules required for messaging and multichannel communication.
Can you add features that are not yet in the CRM?
We regularly update the system based on client requests. If a new feature is useful and relevant for most learning centers, it can be added to the core functionality.
Contact formWhat if the CRM doesn't suit me?
We offer 7 days of free testing with no card required. If the system doesn't fit — you simply don't renew. No hidden charges, penalties or obligations.
Are updates paid?
No. All updates, new features and improvements are included in the subscription. You always work on the latest version — no extra charges.
How do you ensure data security?
We use backups, access control, encryption and protected infrastructure with DDoS protection.
How much does Umai CRM cost?
Plans start from 41 $/mo billed yearly (or 49 $ billed monthly). Details in the Pricing section.
Go to pricingWhat integrations are supported?
13 integrations with various services. This list is constantly growing based on client requests.
How do I add multiple users to one account with different access levels?
In Settings — "Roles" you create access levels (owner, manager, teacher, etc.), and in "Access" you add staff and assign the appropriate permissions. Each user sees only the sections and actions they are allowed.
Video tutorial "Roles"Where can I read the Public Offer and Privacy Policy?
Public Offer and Privacy Policy are available on the site.
Still have
questions?
Message us on WhatsApp or leave your email — we'll help you find the right solution.
