Tekmatix Help Articles
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How To Use Notes in Tekmatix for Better Team Collaboration
Learn how to use Notes in Tekmatix to track client updates, improve collaboration, and centralize records across contacts, opportunities, and companies. ...more
Contacts ,Opportunities &Company
October 15, 2025•3 min read
How To Secure Your Forms and Protect Against Fake Submissions
Learn how to secure your Tekmatix forms with CAPTCHA, validation, and geo-restricted SMS to prevent spam, bots, and fake leads from inflating costs and cluttering your CRM. ...more
Survey ,Form
October 15, 2025•2 min read
How To Automate Airtable with Tekmatix Workflows for Smarter Data Management
Learn how to integrate Airtable with Tekmatix to automate client onboarding, sync records, and manage projects with ease. Step-by-step guide + use cases. ...more
Integrations ,Workflow Workflow Actions Workflow Guides Workflow Triggers &Tasks, Kanban Boards & Project Management
October 15, 2025•3 min read
How To Automatically Generate Invoices from Signed Documents in Tekmatix
Save time and improve billing accuracy with Tekmatix automatic invoice generation. Learn how to set up, manage, and edit invoices created from signed documents. ...more
Payment ,Invoices &Documents and Contracts
October 15, 2025•3 min read
How To Use Public Document Links in Tekmatix for Fast, Contact-Free E-Signing
Collect signatures fast with Tekmatix Public Document Links. Learn how to create, share, and manage documents without adding contacts or setting up workflows. ...more
Blogs ,Documents and Contracts
October 15, 2025•3 min read
How To Use Calendly Across Multiple Tekmatix Sub-Accounts
Learn how to connect the same Calendly account to multiple Tekmatix sub-accounts. Perfect for agencies and multi-location businesses managing scheduling at scale. ...more
Integrations ,Calendar & Scheduling &Calendars
October 14, 2025•2 min read
Latest Blog Posts
How To Use Notes in Tekmatix for Better Team Collaboration
Learn how to use Notes in Tekmatix to track client updates, improve collaboration, and centralize records across contacts, opportunities, and companies. ...more
Contacts ,Opportunities &Company
October 15, 2025•3 min read
How To Secure Your Forms and Protect Against Fake Submissions
Learn how to secure your Tekmatix forms with CAPTCHA, validation, and geo-restricted SMS to prevent spam, bots, and fake leads from inflating costs and cluttering your CRM. ...more
Survey ,Form
October 15, 2025•2 min read
How To Automate Airtable with Tekmatix Workflows for Smarter Data Management
Learn how to integrate Airtable with Tekmatix to automate client onboarding, sync records, and manage projects with ease. Step-by-step guide + use cases. ...more
Integrations ,Workflow Workflow Actions Workflow Guides Workflow Triggers &Tasks, Kanban Boards & Project Management
October 15, 2025•3 min read
How To Automatically Generate Invoices from Signed Documents in Tekmatix
Save time and improve billing accuracy with Tekmatix automatic invoice generation. Learn how to set up, manage, and edit invoices created from signed documents. ...more
Payment ,Invoices &Documents and Contracts
October 15, 2025•3 min read
How To Use Public Document Links in Tekmatix for Fast, Contact-Free E-Signing
Collect signatures fast with Tekmatix Public Document Links. Learn how to create, share, and manage documents without adding contacts or setting up workflows. ...more
Blogs ,Documents and Contracts
October 15, 2025•3 min read
How To Use Calendly Across Multiple Tekmatix Sub-Accounts
Learn how to connect the same Calendly account to multiple Tekmatix sub-accounts. Perfect for agencies and multi-location businesses managing scheduling at scale. ...more
Integrations ,Calendar & Scheduling &Calendars
October 14, 2025•2 min read
Marketing
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
Want to look booked solid—even when you’re not?
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
How To Integrate Google Drive with Tekmatix Media Storage
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 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
Want to look booked solid—even when you’re not?
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
How To Integrate Google Drive with Tekmatix Media Storage
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
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 Secure Your Forms and Protect Against Fake Submissions
Learn how to secure your Tekmatix forms with CAPTCHA, validation, and geo-restricted SMS to prevent spam, bots, and fake leads from inflating costs and cluttering your CRM. ...more
Survey ,Form
October 15, 2025•2 min read
How To Set Up Sender Preferences in Tekmatix Email Builder for Consistent Campaigns
Learn how to set up Sender Preferences in Tekmatix Email Builder to save time, reduce errors, and keep your brand identity consistent across campaigns. Step-by-step guide with case example. ...more
Email Builder ,Email Deliverability &Email
October 14, 2025•2 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
How To Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Create Engaging Photo Galleries in Tekmatix Funnels and Websites
Easily create stunning, responsive photo galleries in Tekmatix funnels and websites. With customizable layouts, lightbox effects, lazy loading, and watermark options, you can showcase your visuals in ... ...more
Funnels ,Website
September 25, 2025•3 min read
How To Use Tekmatix AutoComplete Address for Faster, More Accurate Forms
The new AutoComplete Address feature in Forms and Surveys makes filling out address fields faster and easier by using Google Places APIs for smart suggestions. Agencies can manage settings and costs f... ...more
Form
September 11, 2025•2 min read
How To Secure Your Forms and Protect Against Fake Submissions
Learn how to secure your Tekmatix forms with CAPTCHA, validation, and geo-restricted SMS to prevent spam, bots, and fake leads from inflating costs and cluttering your CRM. ...more
Survey ,Form
October 15, 2025•2 min read
How To Set Up Sender Preferences in Tekmatix Email Builder for Consistent Campaigns
Learn how to set up Sender Preferences in Tekmatix Email Builder to save time, reduce errors, and keep your brand identity consistent across campaigns. Step-by-step guide with case example. ...more
Email Builder ,Email Deliverability &Email
October 14, 2025•2 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
How To Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Create Engaging Photo Galleries in Tekmatix Funnels and Websites
Easily create stunning, responsive photo galleries in Tekmatix funnels and websites. With customizable layouts, lightbox effects, lazy loading, and watermark options, you can showcase your visuals in ... ...more
Funnels ,Website
September 25, 2025•3 min read
How To Use Tekmatix AutoComplete Address for Faster, More Accurate Forms
The new AutoComplete Address feature in Forms and Surveys makes filling out address fields faster and easier by using Google Places APIs for smart suggestions. Agencies can manage settings and costs f... ...more
Form
September 11, 2025•2 min read
