BMexa help & guides
How can we help?
Short, step-by-step guides to every part of BMexa, with screenshots.
Help topics
Pick a topic, or search above for the screen you are on.
- The client list
- The client page
- Adding and editing clients
- Stages, status and lead temperature
- Assigning and transferring clients
- Dumped and deleted clients
- Follow-ups and reminders
- Logging calls and activities
- Site visits
- Field activity and location tracking
- The activity timeline
- Notifications
- Bookings: how a deal becomes a booking
- Creating a booking: the booking form
- Booking approvals
- Holds: 20-minute unit holds and builder holds
- Brokerage on a booking
- Cancelling or revising a booking
- Adding a project
- Towers, floors and units
- Payment plans, pricing and price lists
- The inventory view: availability, statuses and marking units
- Construction updates
- Demands and invoices
- Receipts: recording, verifying, bouncing, cancelling and notes
- Expenses
- Accounting ledger and statements
- Outgoing mail to buyers
- Help tickets from booked clients
- Empanelling a channel partner firm
- Front desk walk-ins and partner visits
- Partner cards and QR codes
- The partner portal: what partners see
- Blocking a partner firm
- Partner bills and payouts
- Roles, departments and feature access
- Adding and deactivating users
- Teams and reporting lines
- What each role can see
- Activity logs and the audit log
- Integrations overview
- Connecting custom lead sources via webhooks
- Connecting to website contact forms
- Connecting to WordPress website contact forms
- Connecting to Zapier
- Connecting to Pabbly Connect
- Lead Automation Rules
- Duplicate leads
- Lead distribution
- Outgoing webhooks
- Connecting your WhatsApp Business number
- Auto-reply to new leads
- Campaigns: tracing leads back to the spend
- Marketing kit: brochures, price lists and creatives for the team
- Audience: who your enquiries are
- Marketing analysis: which campaigns and sources work
- Reports overview and how the numbers are counted
- Team performance and the Response breakdown
- Marketing analysis report
- Sales and revenue figures
- Getting report data out
- Getting BMexa on your phone
- Signing in on your phone
- The phone home screen and tabs
- Calling and logging from your phone
- Site-visit check-in
- Push notifications on your phone
- Plans and seats
- Paying by UPI or bank transfer
- Upgrading or changing your plan
- Invoices and renewals
- When a subscription lapses
- Not receiving leads from an integration
- Notifications not arriving
- Cannot sign in
- WhatsApp messages not sending
- Duplicate clients
- General FAQ
- How BMexa protects your data
- Privacy policy: a summary
- Terms of service: a summary
- Deleting your data
- Sign-in security: codes, trusted devices and lockout
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