Welcome to BMexa · BMexa help

Introduction

BMexa is the CRM a real-estate team lives in all day: every enquiry, every call and site visit, every booking and the money that follows it. The same product serves two kinds of company. A builder (a real-estate developer) sells its own projects, towers and units. A channel partner firm (a brokerage) sells several builders’ projects and bills them brokerage. The menus differ, but the client work is the same.

This article shows you around the screen you land on after sign-in. Everything else in the help centre starts from here.

The dashboard of a channel partner firm

Sign in and you land on Dashboard. The parts you will use every day:

The sidebar on the left is your menu. It is grouped into sections such as CRM, Projects, Reports, Marketing, Team and Settings. What you see depends on your department and access, so a sales executive sees fewer items than the company admin.
The top bar has a New client shortcut, the help icon (opens this help centre), the bell for notifications and your avatar menu.
Add client opens the Add client form (see Adding and editing clients).
The first row of cards is the firm’s money: Revenue this month, split into the rep’s and the company’s share, then Bills pending, Overdue payments and Sub-brokers’ bills unpaid for the people who handle billing.
Below that come the CRM cards: New leads · today, Lead sources, Live pipeline, Today’s schedule and the Activity feed. The line under the greeting tells you how many follow-ups need attention today and whether any leads are unassigned because a colleague left.

The dashboard of Sunrise Realty Partners, a channel partner firm, with the sidebar, the top bar, the Add client button and the revenue and billing cards marked

The dashboard of a builder

A builder’s dashboard is about projects and inventory as much as leads. The sidebar adds Real estate (Projects, Inventory), ERP (accounting, expenses, demands and invoices, receipts and payments) and Front desk (walk-ins, channel partners, inventory and pricing, brochures, reports). The cards show New leads · today, Inventory · open units, Bookings · this month with site visits, average unit ticket and the follow-up backlog, Lead sources, Live pipeline by stage, Today’s schedule, Active projects and Activity.

Someone with front-desk access also gets a Register client button next to Add client, for walk-ins.

The dashboard of a builder company with the Real estate, ERP and Front desk sections of the sidebar and the inventory and bookings cards marked

The avatar menu

Click your avatar at the top right for Profile, Settings (your account and notification preferences), Trash (deleted clients, bookings and projects), Plan and seats, Help centre and Sign Out.

On a phone

Open the same address on your phone, or install the BMexa app, and the sidebar becomes a tab bar at the bottom: home, clients, your actions (today’s follow-ups) and more. The screens are built for one-handed work: tap a client to call, WhatsApp or log what happened. See BMexa phone app.

What to do first

Check the Company ID and web address your team will sign in with: Setting up your company.
Invite the team and set who reports to whom: Inviting your team.
Add your projects (and, for a builder, the inventory), then your first clients.
Work through the First-week checklist to connect your lead sources and WhatsApp.