Use the search bar below to find help guides and articles for using Tekmatix
Learn how to build lead-capturing, appointment-booking bots in Tekmatix using the new Guided Form Bot—no prompt writing needed! Fast, simple, and powerful. ...more
Conversation AI
August 03, 2025•2 min read
Discover how Tekmatix’s Human Handover ensures your AI bot seamlessly transfers conversations to real agents when needed. Keep leads engaged and reduce frustration. ...more
Conversation AI
August 03, 2025•2 min read
Learn how to apply advanced filters to Tekmatix custom objects for faster, more refined data searches. Ideal for CRMs, inventory systems, and more. ...more
Settings
August 03, 2025•2 min read
Learn how to automate your marketing workflows in Tekmatix when a coupon expires. Notify teams, send follow-ups to customers, and keep your campaigns clean and effective. ...more
Payment ,Workflow Triggers
August 03, 2025•3 min read
Discover how to create and launch your branded mobile app using Tekmatix’s intuitive App Builder. Follow a step-by-step setup with built-in help, visual progress tracking, and one-click submission. ...more
Mobile App
August 03, 2025•3 min read
Learn how to use Tekmatix’s new Floating Badge and Slider Review Widgets to display testimonials beautifully across your site. Customize styles, add AI summaries, and boost trust with every page visit... ...more
Review Requests ,Reputation Management
August 03, 2025•3 min read
Learn how to build lead-capturing, appointment-booking bots in Tekmatix using the new Guided Form Bot—no prompt writing needed! Fast, simple, and powerful. ...more
Conversation AI
August 03, 2025•2 min read
Discover how Tekmatix’s Human Handover ensures your AI bot seamlessly transfers conversations to real agents when needed. Keep leads engaged and reduce frustration. ...more
Conversation AI
August 03, 2025•2 min read
Learn how to apply advanced filters to Tekmatix custom objects for faster, more refined data searches. Ideal for CRMs, inventory systems, and more. ...more
Settings
August 03, 2025•2 min read
Learn how to automate your marketing workflows in Tekmatix when a coupon expires. Notify teams, send follow-ups to customers, and keep your campaigns clean and effective. ...more
Payment ,Workflow Triggers
August 03, 2025•3 min read
Discover how to create and launch your branded mobile app using Tekmatix’s intuitive App Builder. Follow a step-by-step setup with built-in help, visual progress tracking, and one-click submission. ...more
Mobile App
August 03, 2025•3 min read
Learn how to use Tekmatix’s new Floating Badge and Slider Review Widgets to display testimonials beautifully across your site. Customize styles, add AI summaries, and boost trust with every page visit... ...more
Review Requests ,Reputation Management
August 03, 2025•3 min read
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 add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
Streamline your workflows by connecting Google Drive with Tekmatix Media Storage, centralizing your file management, and enhancing productivity. ...more
Course Creation ,Client Portal Communities Site Builder Quiz Builder &Marketing
April 03, 2025•2 min read
How to Automate Facebook & Instagram Comment Replies with TekMatix ...more
Social Media ,Marketing
March 17, 2025•2 min read
Automate & Close More Sales with a Custom Sales Pipeline in TekMatix 💡 1️⃣ Set Up Your Custom Sales Pipeline Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name... ...more
Marketing
March 06, 2025•1 min read
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 add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
Streamline your workflows by connecting Google Drive with Tekmatix Media Storage, centralizing your file management, and enhancing productivity. ...more
Course Creation ,Client Portal Communities Site Builder Quiz Builder &Marketing
April 03, 2025•2 min read
How to Automate Facebook & Instagram Comment Replies with TekMatix ...more
Social Media ,Marketing
March 17, 2025•2 min read
Automate & Close More Sales with a Custom Sales Pipeline in TekMatix 💡 1️⃣ Set Up Your Custom Sales Pipeline Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name... ...more
Marketing
March 06, 2025•1 min read
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
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
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 ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
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
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
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
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
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 ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
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
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
Learn how to segment workflow actions based on user agreement to terms and conditions for forms, surveys, and quizzes. ...more
Workflow ,Survey Form Workflow Actions Workflow Guides &Quiz Builder
July 12, 2025•2 min read
Learn how to use Universal Sections in Tekmatix to sync headers, footers, and CTAs across all pages—save time and keep your branding consistent. ...more
Funnels and Websites ,Site Builder
July 12, 2025•3 min read
Learn how to use Tekmatix’s Resend to Unopened feature for RSS to boost engagement and automate follow-ups with ease. ...more
Blogs ,Email Builder Email Deliverability &Email
July 12, 2025•2 min read
Collect fixed or flexible payments—including donations—directly within forms using the Payment element. Set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, an... ...more
Payment ,Form
June 14, 2025•3 min read
The enhanced Tekmatix QR Code Builder now supports dynamic redirection types—letting you guide users directly to your forms, funnels, surveys, quizzes, payment pages, and even WhatsApp chats—all with ... ...more
Website ,Funnels and Websites
June 12, 2025•2 min read
Want to reuse your favorite email designs from another tool? Now you can seamlessly import email templates from any platform into Tekmatix using a simple and smart workflow. ...more
Email Builder ,Email
June 12, 2025•2 min read
Learn how to segment workflow actions based on user agreement to terms and conditions for forms, surveys, and quizzes. ...more
Workflow ,Survey Form Workflow Actions Workflow Guides &Quiz Builder
July 12, 2025•2 min read
Learn how to use Universal Sections in Tekmatix to sync headers, footers, and CTAs across all pages—save time and keep your branding consistent. ...more
Funnels and Websites ,Site Builder
July 12, 2025•3 min read
Learn how to use Tekmatix’s Resend to Unopened feature for RSS to boost engagement and automate follow-ups with ease. ...more
Blogs ,Email Builder Email Deliverability &Email
July 12, 2025•2 min read
Collect fixed or flexible payments—including donations—directly within forms using the Payment element. Set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, an... ...more
Payment ,Form
June 14, 2025•3 min read
The enhanced Tekmatix QR Code Builder now supports dynamic redirection types—letting you guide users directly to your forms, funnels, surveys, quizzes, payment pages, and even WhatsApp chats—all with ... ...more
Website ,Funnels and Websites
June 12, 2025•2 min read
Want to reuse your favorite email designs from another tool? Now you can seamlessly import email templates from any platform into Tekmatix using a simple and smart workflow. ...more
Email Builder ,Email
June 12, 2025•2 min read