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Umai CRM / Services / Implementation

Turnkey Umai CRM implementation

You do not have to figure the system out yourself. Our expert migrates your students and remaining passes, configures the schedule, payments and WhatsApp, trains the administrators — and hands you a center that already works.

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What we switch on and configure for your center

Umai is not an attendance log. It is a system that carries a client from the ad they clicked to a renewed pass: it takes the enquiry, reminds about the class and the payment, counts the money and the payroll. We switch all of that on and tune it to your center — so you get a working machine, not an empty account with a manual.

Sales and advertising Enquiries from Instagram, WhatsApp, Telegram and website forms land in a single funnel. A lead kanban with stages, lead temperature and loss reasons. The Meta Ads report shows which ad brought a payment and which one burned the budget.
Automated communication Robots remind parents and students about classes, payments and passes about to run out, send birthday greetings and win back those who stopped coming. An AI agent answers routine questions on WhatsApp around the clock.
Money and passes Kaspi invoices and card payments straight from the student card. Passes by lesson count, by month or universal: write-off per visit, freeze, refund, auto-renewal. Debts are a list on screen, not something the administrator has to remember.
Teaching process A schedule in 10 calendar views, branches and rooms, lesson-by-lesson programs, rescheduling and teacher substitutions, one-tap attendance, homework and lesson topics.
Team and payroll Teacher payroll calculates itself — from delivered classes, rates and percentages of payments. Role-based permissions: the administrator sees one thing, the teacher another, the owner everything.
Clients and apps Student and parent portals, mobile apps for the administrator, the teacher and the student. A parent sees the schedule and remaining lessons and pays on their own — without calling the front desk.
Analytics and control Financial reporting, revenue per teacher, room utilisation, manager conversion, client retention. You see where the center leaks money in one click — instead of assembling numbers from spreadsheets.
Documents and inventory Contracts and certificates from templates with auto-filled data, electronic signing, and stock control for the center books and materials.

You will not have to switch any of this on yourself: we configure it around your programs, prices and rules, and then show your team how to use it.

What you get

Not a "how to configure it" manual, but a configured system with your data in it

Migrated data

Students, parents, groups, teachers, remaining passes and payment history — from Excel, MoyKlass, AlfaCRM, Paraplan or another system. With a correctness check.

Configured processes

Schedule and branches, pass types, write-off rules, discounts, teacher payroll, income and expense items — set up the way your center actually works.

Connected channels

WhatsApp and Instagram, online payments, sign-up forms on your website, IP telephony, student and parent portals, mobile apps.

A trained team

Administrators and teachers know what to click. The training recording stays with you — use it to onboard new employees.

How implementation works

It usually takes 1–5 business days. You only need to take part in the first and the last step.

1

Process review

We get on a call and go through how your center works: programs, passes, branches, payroll. We agree on what gets migrated.

2

Data migration

We take the export from your system or spreadsheets, migrate it and reconcile remaining passes and debts.

3

Configuration

We build the schedule, passes, staff permissions, financial items, auto-notifications and automations.

4

Team training

We run an online session for administrators and teachers in your own account. The recording stays with you.

5

Launch and handover

We stay in touch for the first week: adjusting settings as you work and answering your team's questions.

Launch guarantee

If the center does not launch by the agreed date through our fault, we add 5 expert hours for free. We are accountable for the result, not for the number of calls.

Criterion
Typical on the market
At Umai
Implementation price
Packages based on the number of groups, the price grows with your center
One price regardless of center size. Free with annual payment
Migration from another CRM
A separate surcharge on top of implementation
Included in the implementation price
Timeline
Up to 30 business days
1–5 business days with a guaranteed date
Support after launch
Support hours expire after 30 days
WhatsApp support is free and unlimited, hours never expire

Part of the services is already in your subscription

On the Extended+ and AI Center Management plans: the longer the payment period, the more expert work you get for free

6-month payment
5 hours

Team training and personal support sessions — spend the hours on whatever you actually need.

That is services worth 200 $
Best value
12-month payment
7 hours + turnkey implementation

We migrate your data, configure the system and train your team ourselves. Plus support hours throughout the year.

That is services worth 580 $
  • Hours never expire — you can use them throughout the whole subscription period.
  • An hour means 60 minutes, not an "academic" 45.
  • Regular WhatsApp and email support stays free and unlimited — hours are only needed for personal expert work.
  • Hours come with the Extended+ and AI plans. On the Basic plan services are paid separately.
See pricing Try for free

Other Umai services

We help at every stage — from data migration to custom development

Team training

Personal online sessions for administrators and teachers in your own account, with a recording of the meeting.

40 $/hour
Learn more

Personal support sessions

An expert works through your center's tasks: reports, automations, payroll and non-standard scenarios.

40 $/hour
Learn more

Custom development

Integrations with your services, non-standard reports and automation built around your center's processes.

from 60 $/hour
Learn more

Frequently
asked
questions

How much does implementation cost?

From 300 $, one-time. With a 12-month subscription implementation is free — you only pay for the subscription. On the Basic plan services are paid separately.

Which systems do you migrate data from?

From MoyKlass, AlfaCRM, Paraplan, Altegio, Holyhoop, amoCRM, Bitrix24, 1C, Google Sheets and Excel. If your system has an export, we will work with it. Migration is included in the implementation price, with no surcharge.

How long does it take?

Usually 1–5 business days depending on the size of your database and the number of branches. We give the exact date after the process review call.

Can the center keep working during migration?

Yes. We migrate data in parallel and top up the changes on launch day. Classes and payments never stop.

What if we want to set everything up ourselves?

That works too: Umai is configured without a developer, and WhatsApp support and the help center are free. Implementation is for those who do not want to spend their team's time on it.

What if we have several branches?

We configure every branch, separate staff permissions and consolidate reporting across the network. The implementation price does not depend on the number of branches.

What if we need help after launch?

Ordinary questions are handled by free WhatsApp support. For personal expert work there are support hours — some of them are already included in your subscription.

Can implementation be paid by company invoice?

Yes, we issue an invoice and closing documents. Card and online transfer are also available.

Want
turnkey
implementation?

Leave your number — we will call, review your processes and give you an exact launch date.

Information on this page is current as of 10.09.2026. Scope and pricing of services may change. Please confirm current terms when you submit a request.