Tekmatix Help Articles
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How To Use Tekmatix Phone Dialer for Streamlined Calls and Efficient Communication
Learn how to set up and use the Tekmatix Phone Dialer to streamline calling, manage contacts, navigate IVR menus, and log post-call notes. Improve team efficiency and client follow-up today. ...more
Phone
December 21, 2025•3 min read
How To Collect In-Person Signatures Using the Tekmatix Mobile App
Collect in-person signatures instantly using the Tekmatix mobile app. Learn how to prepare documents, use “View As” mode, and capture signatures on the spot—perfect for meetings, events, and on-site c... ...more
Mobile App ,Documents and Contracts
December 21, 2025•3 min read
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Learn how to create professional, branded prospecting reports with Tekmatix. Customize headers, introductions, footers, and colors to impress prospects, drive engagement, and close more deals. ...more
Reporting
December 19, 2025•3 min read
How To Use Sticky Contact in Tekmatix to Boost Conversions and Streamline User Experience
Improve conversions and user experience with Tekmatix Sticky Contact. Learn how to enable it in forms, surveys, and calendars, when to use it, when to avoid it, and real use-case examples in this simp... ...more
Contacts
December 19, 2025•3 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
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
Latest Blog Posts
How To Use Tekmatix Phone Dialer for Streamlined Calls and Efficient Communication
Learn how to set up and use the Tekmatix Phone Dialer to streamline calling, manage contacts, navigate IVR menus, and log post-call notes. Improve team efficiency and client follow-up today. ...more
Phone
December 21, 2025•3 min read
How To Collect In-Person Signatures Using the Tekmatix Mobile App
Collect in-person signatures instantly using the Tekmatix mobile app. Learn how to prepare documents, use “View As” mode, and capture signatures on the spot—perfect for meetings, events, and on-site c... ...more
Mobile App ,Documents and Contracts
December 21, 2025•3 min read
How To Build Custom-Branded Prospecting Reports Using Tekmatix
Learn how to create professional, branded prospecting reports with Tekmatix. Customize headers, introductions, footers, and colors to impress prospects, drive engagement, and close more deals. ...more
Reporting
December 19, 2025•3 min read
How To Use Sticky Contact in Tekmatix to Boost Conversions and Streamline User Experience
Improve conversions and user experience with Tekmatix Sticky Contact. Learn how to enable it in forms, surveys, and calendars, when to use it, when to avoid it, and real use-case examples in this simp... ...more
Contacts
December 19, 2025•3 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
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
Marketing
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 Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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
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 Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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
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
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 Chat Attachments in Your Tekmatix Live Chat Widget
Learn how to use Chat Attachments in your Tekmatix Live Chat Widget to let visitors send images and PDFs directly in chat. Improve communication, speed up support, and make customer conversations more... ...more
Chat Widget
November 28, 2025•4 min read
How To Set Up the All-in-One Chat Widget in Tekmatix
Learn how to set up the All-in-One Chat Widget in Tekmatix to combine Live Chat, Email, and WhatsApp in one seamless interface. Simplify communication, improve user experience, and manage all conversa... ...more
Chat Widget ,Funnels and Websites
November 28, 2025•4 min read
Wordpress vs Tekmatix for SEO, Google Ranking and Online Discoverability
Wordpress vs Tekmatix for SEO, Google Ranking and Online Discoverability ...more
SEO
November 17, 2025•6 min read
How To Create Bulk QR Codes in Tekmatix for Events, Campaigns, and Promotions
Create and manage thousands of QR codes instantly using Tekmatix’s Bulk QR Code Creation feature. Perfect for events, coupons, and product packaging — save time and stay organized. ...more
Website ,Funnels and Websites
November 14, 2025•4 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 Chat Attachments in Your Tekmatix Live Chat Widget
Learn how to use Chat Attachments in your Tekmatix Live Chat Widget to let visitors send images and PDFs directly in chat. Improve communication, speed up support, and make customer conversations more... ...more
Chat Widget
November 28, 2025•4 min read
How To Set Up the All-in-One Chat Widget in Tekmatix
Learn how to set up the All-in-One Chat Widget in Tekmatix to combine Live Chat, Email, and WhatsApp in one seamless interface. Simplify communication, improve user experience, and manage all conversa... ...more
Chat Widget ,Funnels and Websites
November 28, 2025•4 min read
Wordpress vs Tekmatix for SEO, Google Ranking and Online Discoverability
Wordpress vs Tekmatix for SEO, Google Ranking and Online Discoverability ...more
SEO
November 17, 2025•6 min read
How To Create Bulk QR Codes in Tekmatix for Events, Campaigns, and Promotions
Create and manage thousands of QR codes instantly using Tekmatix’s Bulk QR Code Creation feature. Perfect for events, coupons, and product packaging — save time and stay organized. ...more
Website ,Funnels and Websites
November 14, 2025•4 min read
