Tekmatix Help Articles
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How To Use Workflow Switcher in Tekmatix for Faster Automation Management
Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read
How To Use CSV Blog Importer in Tekmatix for Bulk Blog Uploads
Learn how to use Tekmatix CSV Blog Importer to upload multiple blog posts at once. Save time, auto-match authors and categories, schedule posts, and preview SEO fields for seamless bulk publishing. ...more
Blogs
January 17, 2026•3 min read
How To Set Up Taxes and Processing Fees for Services in Tekmatix
Learn how to set up taxes and processing fees in Tekmatix Services (v2) for clear, itemized checkouts. Configure service-specific taxes and optional fees to improve transparency, compliance, and repor... ...more
Payment
January 17, 2026•3 min read
How To Edit and Prepare Images Faster Using the Built-In Image Editor in Tekmatix
Learn how to use the built-in image editor in Tekmatix to crop, adjust, and prepare images directly in the Media Library—without external tools or duplicate files. ...more
Blogs ,Media Storage
January 17, 2026•3 min read
How To Set Up Customizable Calendar Notifications in Tekmatix
Learn how to set up customizable calendar notifications in Tekmatix to send email, SMS, WhatsApp, and in-app alerts for booked, canceled, rescheduled, and reminder appointments keeping clients and sta... ...more
Calendars
January 17, 2026•4 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
Latest Blog Posts
How To Use Workflow Switcher in Tekmatix for Faster Automation Management
Learn how to use Tekmatix Workflow Switcher to manage multiple workflows efficiently. Jump between workflows safely, reuse actions, and save time while building automations in Advanced Builder. ...more
Workflow ,Workflow Guides
January 17, 2026•2 min read
How To Use CSV Blog Importer in Tekmatix for Bulk Blog Uploads
Learn how to use Tekmatix CSV Blog Importer to upload multiple blog posts at once. Save time, auto-match authors and categories, schedule posts, and preview SEO fields for seamless bulk publishing. ...more
Blogs
January 17, 2026•3 min read
How To Set Up Taxes and Processing Fees for Services in Tekmatix
Learn how to set up taxes and processing fees in Tekmatix Services (v2) for clear, itemized checkouts. Configure service-specific taxes and optional fees to improve transparency, compliance, and repor... ...more
Payment
January 17, 2026•3 min read
How To Edit and Prepare Images Faster Using the Built-In Image Editor in Tekmatix
Learn how to use the built-in image editor in Tekmatix to crop, adjust, and prepare images directly in the Media Library—without external tools or duplicate files. ...more
Blogs ,Media Storage
January 17, 2026•3 min read
How To Set Up Customizable Calendar Notifications in Tekmatix
Learn how to set up customizable calendar notifications in Tekmatix to send email, SMS, WhatsApp, and in-app alerts for booked, canceled, rescheduled, and reminder appointments keeping clients and sta... ...more
Calendars
January 17, 2026•4 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 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 Build High-Converting Funnels and Websites Faster Using Tekmatix AI
Learn how to use Funnels & Websites AI in Tekmatix to create high-converting pages faster using AI without losing manual control or SEO flexibility. ...more
Funnels ,Funnels and Websites AI &Tekmatix AI
January 17, 2026•5 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 High-Converting Funnels and Websites Faster Using Tekmatix AI
Learn how to use Funnels & Websites AI in Tekmatix to create high-converting pages faster using AI without losing manual control or SEO flexibility. ...more
Funnels ,Funnels and Websites AI &Tekmatix AI
January 17, 2026•5 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
