Tekmatix Help Articles
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How To Use Tekmatix Live Streaming & Interactive Video Rooms for Real-Time Engagement
Learn how to use Tekmatix Live Streaming & Interactive Video Rooms for meetings, webinars, and live broadcasts. Engage participants, record sessions, and monitor analytics—all from one unified platfor... ...more
Webinars
January 07, 2026•3 min read
How To Add an Embedded Voice AI Widget in Tekmatix for Seamless Customer Interaction
Learn how to add an Embedded/Inline Voice AI Widget in Tekmatix to enhance customer engagement. Step-by-step guide for seamless placement, customization, and deployment. ...more
Integrations and Widget ,Conversation AI &AI
January 07, 2026•3 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Use Countdown Timers in Tekmatix WhatsApp Templates
Learn how to add Countdown Timers to Tekmatix WhatsApp templates to boost urgency and conversions. Step-by-step guide for Fixed, Recurring, and Dynamic timers with sample scenarios. ...more
Conversations
January 07, 2026•3 min read
How To Automate Relationships Between Contacts, Companies, and Custom Objects in Tekmatix
Learn how to use Tekmatix Custom Object and Company-Based Workflow Actions to automate contacts, companies, and custom objects. Enroll, update, or remove associated records efficiently with precise wo... ...more
Workflow ,Workflow Actions
January 07, 2026•4 min read
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
Latest Blog Posts
How To Use Tekmatix Live Streaming & Interactive Video Rooms for Real-Time Engagement
Learn how to use Tekmatix Live Streaming & Interactive Video Rooms for meetings, webinars, and live broadcasts. Engage participants, record sessions, and monitor analytics—all from one unified platfor... ...more
Webinars
January 07, 2026•3 min read
How To Add an Embedded Voice AI Widget in Tekmatix for Seamless Customer Interaction
Learn how to add an Embedded/Inline Voice AI Widget in Tekmatix to enhance customer engagement. Step-by-step guide for seamless placement, customization, and deployment. ...more
Integrations and Widget ,Conversation AI &AI
January 07, 2026•3 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Use Countdown Timers in Tekmatix WhatsApp Templates
Learn how to add Countdown Timers to Tekmatix WhatsApp templates to boost urgency and conversions. Step-by-step guide for Fixed, Recurring, and Dynamic timers with sample scenarios. ...more
Conversations
January 07, 2026•3 min read
How To Automate Relationships Between Contacts, Companies, and Custom Objects in Tekmatix
Learn how to use Tekmatix Custom Object and Company-Based Workflow Actions to automate contacts, companies, and custom objects. Enroll, update, or remove associated records efficiently with precise wo... ...more
Workflow ,Workflow Actions
January 07, 2026•4 min read
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
Marketing
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix
Learn how to automate workflows, track engagement, manage unsubscribe preferences, and personalize email and SMS campaigns using Trigger Links in Tekmatix. Includes step-by-step instructions and a rea... ...more
Email ,Workflow Triggers &Marketing
December 19, 2025•4 min read
How To Boost Conversions with Recurring Countdown Timers in Tekmatix
Learn how to use Recurring Countdown Timers in Tekmatix to automate urgency, drive engagement, and save time. Perfect for recurring sales, webinars, and subscription renewals. ...more
Marketing
October 27, 2025•5 min read
How To Use Brand Voice Integration in Content AI for Consistent, On-Brand Messaging
Learn how to use Brand Voice Integration in Tekmatix Content AI to create consistent, personalized, and on-brand content across emails, blogs, websites, and social posts. ...more
Blogs ,Email Builder Social Planner Marketing &AI
October 14, 2025•3 min read
PROFESSIONAL SPEAKERS - Here’s What All 7-Figure Speakers Have in Their Tech-Stack
Build a high-performing speaking business with proven tools for websites, funnels, email, CRM, AI, and AV—plus the workflows that tie it all together. ...more
Business tips ,Marketing &Mindset
August 11, 2025•5 min read
How To Create Your Brand Voice in Tekmatix Using Just a URL or Text
Quickly create your brand voice in Tekmatix using a website URL or text. Save time, ensure brand consistency, and edit tone effortlessly with one click. ...more
Marketing
July 12, 2025•2 min read
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix
Learn how to automate workflows, track engagement, manage unsubscribe preferences, and personalize email and SMS campaigns using Trigger Links in Tekmatix. Includes step-by-step instructions and a rea... ...more
Email ,Workflow Triggers &Marketing
December 19, 2025•4 min read
How To Boost Conversions with Recurring Countdown Timers in Tekmatix
Learn how to use Recurring Countdown Timers in Tekmatix to automate urgency, drive engagement, and save time. Perfect for recurring sales, webinars, and subscription renewals. ...more
Marketing
October 27, 2025•5 min read
How To Use Brand Voice Integration in Content AI for Consistent, On-Brand Messaging
Learn how to use Brand Voice Integration in Tekmatix Content AI to create consistent, personalized, and on-brand content across emails, blogs, websites, and social posts. ...more
Blogs ,Email Builder Social Planner Marketing &AI
October 14, 2025•3 min read
PROFESSIONAL SPEAKERS - Here’s What All 7-Figure Speakers Have in Their Tech-Stack
Build a high-performing speaking business with proven tools for websites, funnels, email, CRM, AI, and AV—plus the workflows that tie it all together. ...more
Business tips ,Marketing &Mindset
August 11, 2025•5 min read
How To Create Your Brand Voice in Tekmatix Using Just a URL or Text
Quickly create your brand voice in Tekmatix using a website URL or text. Save time, ensure brand consistency, and edit tone effortlessly with one click. ...more
Marketing
July 12, 2025•2 min read
CRM
How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data
We've enhanced contact merging with smarter, more intuitive features! Retain additional emails and phone numbers, manage DND preferences, and enjoy an improved UX. Enable this in Labs now and streamli... ...more
CRM
September 11, 2025•3 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records
Learn how to use Tekmatix CRM's inbox features to tag team members, send internal notifications, and manage client communication efficiently—without your clients seeing internal notes. Perfect for tea... ...more
CRM ,Tracking &Inbox
May 29, 2025•1 min read
13 CRITICAL RED FLAGS You MUST Check BEFORE Picking a CRM or Software For Your Business
Discover 13 critical red flags to avoid when choosing a CRM or business platform. Learn how to protect your business with the right software and ensure long-term success with these expert insights on ... ...more
CRM
May 21, 2025•16 min read
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
How To Automate Facebook and Google Review Management with Workflow Triggers
How To Automate Facebook and Google Review Management with Workflow Triggers ...more
CRM ,Reputation Management and Reviews &Social Media
November 20, 2024•2 min read
How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data
We've enhanced contact merging with smarter, more intuitive features! Retain additional emails and phone numbers, manage DND preferences, and enjoy an improved UX. Enable this in Labs now and streamli... ...more
CRM
September 11, 2025•3 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records
Learn how to use Tekmatix CRM's inbox features to tag team members, send internal notifications, and manage client communication efficiently—without your clients seeing internal notes. Perfect for tea... ...more
CRM ,Tracking &Inbox
May 29, 2025•1 min read
13 CRITICAL RED FLAGS You MUST Check BEFORE Picking a CRM or Software For Your Business
Discover 13 critical red flags to avoid when choosing a CRM or business platform. Learn how to protect your business with the right software and ensure long-term success with these expert insights on ... ...more
CRM
May 21, 2025•16 min read
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
How To Automate Facebook and Google Review Management with Workflow Triggers
How To Automate Facebook and Google Review Management with Workflow Triggers ...more
CRM ,Reputation Management and Reviews &Social Media
November 20, 2024•2 min read
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Web Design
How To Use Tekmatix Live Streaming & Interactive Video Rooms for Real-Time Engagement
Learn how to use Tekmatix Live Streaming & Interactive Video Rooms for meetings, webinars, and live broadcasts. Engage participants, record sessions, and monitor analytics—all from one unified platfor... ...more
Webinars
January 07, 2026•3 min read
How To View Custom Form Submissions Directly in Tekmatix Appointments
Learn how to view custom form submissions directly in Tekmatix Appointment Modals. Streamline your workflow, save time, and access client data instantly for more productive meetings. ...more
Calendars ,Appointment &Form
January 07, 2026•3 min read
How To Enable the “Other” Option in Tekmatix Forms & Surveys for Richer Responses
Learn how to enable the “Other” option in Tekmatix Forms & Surveys to capture custom responses, gather richer insights, and track feedback effortlessly in submissions and CSV exports. ...more
Survey ,Form
January 06, 2026•3 min read
How To Use Auto-Save and Version History in Tekmatix for Safer, More Efficient Editing
Learn how to use Tekmatix Auto-Save and Version History to protect your edits, restore previous versions, and work efficiently on Funnels, Websites, Blogs, Webinars, and E-Commerce pages. ...more
Blogs ,Funnels and Websites &E-commerce
January 06, 2026•3 min read
TekMatix vs GHL: The Ultimate Platform for Business Owners and Course Creators
Comparing Tekmatix vs GoHighLevel? Discover why Tekmatix is not just a GHL whitelabel, but an award-winning SaaS with custom features, 24/7 support, done-for-you services, and powerful tools for busin... ...more
Website
December 18, 2025•7 min read
How To Build Forms Faster with Inline Editing in Tekmatix
Learn how to use Inline Editing in Tekmatix to make real-time text updates directly inside your form builder. Click, type, and preview instantly—no panels needed. Perfect for quick edits and faster fo... ...more
Survey ,Form &Quiz Builder
November 28, 2025•3 min read
How To Use Tekmatix Live Streaming & Interactive Video Rooms for Real-Time Engagement
Learn how to use Tekmatix Live Streaming & Interactive Video Rooms for meetings, webinars, and live broadcasts. Engage participants, record sessions, and monitor analytics—all from one unified platfor... ...more
Webinars
January 07, 2026•3 min read
How To View Custom Form Submissions Directly in Tekmatix Appointments
Learn how to view custom form submissions directly in Tekmatix Appointment Modals. Streamline your workflow, save time, and access client data instantly for more productive meetings. ...more
Calendars ,Appointment &Form
January 07, 2026•3 min read
How To Enable the “Other” Option in Tekmatix Forms & Surveys for Richer Responses
Learn how to enable the “Other” option in Tekmatix Forms & Surveys to capture custom responses, gather richer insights, and track feedback effortlessly in submissions and CSV exports. ...more
Survey ,Form
January 06, 2026•3 min read
How To Use Auto-Save and Version History in Tekmatix for Safer, More Efficient Editing
Learn how to use Tekmatix Auto-Save and Version History to protect your edits, restore previous versions, and work efficiently on Funnels, Websites, Blogs, Webinars, and E-Commerce pages. ...more
Blogs ,Funnels and Websites &E-commerce
January 06, 2026•3 min read
TekMatix vs GHL: The Ultimate Platform for Business Owners and Course Creators
Comparing Tekmatix vs GoHighLevel? Discover why Tekmatix is not just a GHL whitelabel, but an award-winning SaaS with custom features, 24/7 support, done-for-you services, and powerful tools for busin... ...more
Website
December 18, 2025•7 min read
How To Build Forms Faster with Inline Editing in Tekmatix
Learn how to use Inline Editing in Tekmatix to make real-time text updates directly inside your form builder. Click, type, and preview instantly—no panels needed. Perfect for quick edits and faster fo... ...more
Survey ,Form &Quiz Builder
November 28, 2025•3 min read
