Welcome to Corexta, your all-in-one agency management platform! In this guide, we’ll walk you through the account creation process, subscription upgrades, and profile setup so you can start managing your business with ease.
1️⃣ Creating Your Corexta Account
Step 1: Visit the Corexta Website
Go to Corexta.com and click on the “Get Started” button at the top of the page.
Step 2: Fill Out the Registration Form
You will be asked to provide some basic details:
✅ Company Name – Enter the name of your agency or business.
✅ Your Name – Provide your full name.
✅ Email Address – Use a valid email address for verification.
✅ Password – Create a strong password for security.
Step 3: Complete the Sign-Up Process
After filling out the form, click “Sign Up”. Once your account is successfully created, you’ll be redirected to your Corexta dashboard, where you can start managing your agency.
🔹 Bonus: You’ll automatically receive a 365-day free trial with limited features as listed in our pricing plans.
2️⃣ Upgrading Your Corexta Subscription
Once you explore Corexta and are ready to unlock full features, you can upgrade your account by following these steps:
Step 1: Navigate to the Subscription Page
On your dashboard, you’ll see a “365 Days Left on Trial” message. Click on it, and you will be redirected to the subscription plans page.
Step 2: Choose a Subscription Plan
You’ll see four available plans:
- Default (Free Trial)
- Small Business
- Medium Business
- Larger Business
Select the plan that best suits your agency’s needs. In this example, we’ll choose “Larger Business”.
Step 3: Select a Payment Method
After selecting your plan, a payment page will pop up with multiple payment options:
💳 Online Payments – Pay instantly via PayPal, Stripe, or Credit/Debit Card.
🏦 Bank Transfer & Offline Payments – If you choose these options, you’ll receive payment details to complete your transaction. After payment, upload the payment receipt for verification.
✅ Instant Activation: If you pay via PayPal, Stripe, or Card, your account will be upgraded automatically.
⏳ Manual Verification: If paying via Bank Transfer or Offline Payment, the Corexta team will verify and activate your account.
🛠 Need Help? If your payment isn’t verified on time, reach out to support via:
🔗 Contact Form
3️⃣ Setting Up Your Company Profile
Once your account is fully activated, you’ll have full access to Corexta’s features. Now, it’s time to personalize your profile!
Step 1: Access Your Profile
On your dashboard, click the Corexta logo (top-left corner). You’ll see your name – click the edit icon next to it.
Step 2: Update Your Company Details
Fill in the following details to complete your profile:
🏢 Company Logo – Upload your business logo.
📞 Phone Number – Provide a valid contact number.
📧 Email Address – Confirm your business email.
🌍 Country – Select your business location.
👤 Personal Information – Add any additional business details.
Step 3: Save Your Changes
Click “Update” to save your profile settings.
📌 Important: If Corexta requires additional documents in the future, you can upload them from the same profile page.
🎯 You’re All Set! Start Managing Your Business with Corexta
Congratulations! 🎉 You’ve successfully created and set up your Corexta account. Now, you can:
✔️ Manage projects, clients, and tasks efficiently.
✔️ Automate HR, finance, and payroll operations.
✔️ Scale your agency with Corexta’s powerful tools.
For more guidance, explore our Help Center or connect with our support team anytime. 🚀
