Setting up your company

Signing up

A new company is created at bmexa.com with Start free trial (the address is /onboarding). It is six short steps, and nothing is charged on the day.

1. Tell us about your company: the Company name, the Industry (Real Estate Developer for a builder, Channel Partner for a brokerage firm) and the Team size. The industry decides the menus and dashboard you get, and which plans you can buy; it is not something to change later.
2. Create your account: Your name, Work email, a Password of at least 8 characters, an optional Mobile number, and the tick to accept the Terms of service and Privacy policy. This account becomes the company admin.
3. Pick your subdomain: Your workspace URL is 3 to 40 lowercase letters, digits or hyphens. It becomes both your web address, <name>.bmexa.com, and the Company ID your team types in the phone app. BMexa checks live whether it is free.
4. Choose your plan: Monthly (the default) or Yearly. Paid plans start with a 14-day free trial.
5. Invite your team: add teammates by email with a role, or skip and do it later from Users. Every invite is a seat on your plan.
6. Confirm your plan: the payment step shows the seats, the GST and Total today ₹0; the first charge comes when the trial ends.

Company ID and web address

Open Settings › Company settings. The card at the top shows the Company ID for the phone app (and, on your own address, the Web address) with a copy button. On the web, your team signs in at your company address with their username and password; in the phone app they enter the Company ID and their username. Only BMexa support can change the Company ID.

The settings tabs

• Features: a table of your users and what each may do in Clients, Bookings, Real estate, Follow-ups, Comms, ERP, Reports, Team, Dashboard and Front desk. Edit access opens a drawer per user. Admins always have full access. See Team & permissions.
• Company: the Company time zone (India by default). “Today” in follow-ups and reports is counted in this zone.
• Dropdown options: the lists your team picks from: lead sources, enquiry types, follow-up responses and sub-responses, activity types, dump reasons, success reasons, purposes, requirement types, sources of fund and project statuses. Edit them before the team starts logging, so the reports stay clean.
• Audit log: a read-only record of changes and failed sign-ins.
• Location tracking: whether the company records where field staff are during reporting hours. See Field activity.
• Approval chain (channel partner firms only): who approves bookings.
• Plan & billing: your current plan, seats and renewal, and changing the plan. See Billing & subscription.
• Security (admins only): Require sign-in codes for everyone. See Signing in.

What is not in settings

The company name and logo are not edited here today; ask BMexa support. Roles are fixed (see Inviting your team); what each role may do is set per user under Features.