Tekmatix Help Articles
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How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Manage Tekmatix Pipeline Permissions for Secure and Efficient Deal Tracking
Learn how Tekmatix Pipeline Permissions let you control who can see and edit each opportunity pipeline. Protect sensitive data, streamline sales workflows, and maintain consistent pipeline stages. ...more
Opportunities & Pipeline ,Opportunities
April 05, 2026•3 min read
How To Use Tekmatix Custom Object Widgets for Tailored Business Insights
Learn how Tekmatix Custom Object Widgets let you visualize unique business data, combine it with standard CRM metrics, and create dashboards tailored to your KPIs. ...more
Dashboard ,Reporting
April 05, 2026•3 min read
How To Use Tekmatix Multiple Calendars Support for Smarter AI Appointment Booking
Learn how Tekmatix Multiple Calendars Support lets your AI Appointment Booking Bot route appointments to the correct calendar based on customer intent, with fallback options and seamless workflow inte... ...more
Calendar & Scheduling ,Calendars AI &Tekmatix AI
April 05, 2026•3 min read
How To Use Tekmatix Conversations AI Image Response for Faster Customer Support
Learn how to use Tekmatix Conversations AI Image Response to analyze customer images for faster, more efficient support. Step-by-step setup and real-world examples included. ...more
Conversations ,Conversation AI AI &Tekmatix AI
February 06, 2026•3 min read
How To Use Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
Latest Blog Posts
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Manage Tekmatix Pipeline Permissions for Secure and Efficient Deal Tracking
Learn how Tekmatix Pipeline Permissions let you control who can see and edit each opportunity pipeline. Protect sensitive data, streamline sales workflows, and maintain consistent pipeline stages. ...more
Opportunities & Pipeline ,Opportunities
April 05, 2026•3 min read
How To Use Tekmatix Custom Object Widgets for Tailored Business Insights
Learn how Tekmatix Custom Object Widgets let you visualize unique business data, combine it with standard CRM metrics, and create dashboards tailored to your KPIs. ...more
Dashboard ,Reporting
April 05, 2026•3 min read
How To Use Tekmatix Multiple Calendars Support for Smarter AI Appointment Booking
Learn how Tekmatix Multiple Calendars Support lets your AI Appointment Booking Bot route appointments to the correct calendar based on customer intent, with fallback options and seamless workflow inte... ...more
Calendar & Scheduling ,Calendars AI &Tekmatix AI
April 05, 2026•3 min read
How To Use Tekmatix Conversations AI Image Response for Faster Customer Support
Learn how to use Tekmatix Conversations AI Image Response to analyze customer images for faster, more efficient support. Step-by-step setup and real-world examples included. ...more
Conversations ,Conversation AI AI &Tekmatix AI
February 06, 2026•3 min read
How To Use Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
Marketing
How To Use the SEO Heatmap in Tekmatix to Improve Local Search Visibility
Learn how to use the SEO Heatmap in Tekmatix to analyze local search rankings, identify weak service areas, and improve your local SEO strategy with data-driven insights. ...more
Marketing
February 06, 2026•3 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 Use the SEO Heatmap in Tekmatix to Improve Local Search Visibility
Learn how to use the SEO Heatmap in Tekmatix to analyze local search rankings, identify weak service areas, and improve your local SEO strategy with data-driven insights. ...more
Marketing
February 06, 2026•3 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
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 Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
How To Use Typeform Integration in Tekmatix Workflows
Learn how to use Tekmatix Typeform integration to automate workflows. Instantly process form submissions, update contacts, create tasks, and notify your team for faster, error-free onboarding and foll... ...more
Integrations ,Form
February 06, 2026•3 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 Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
How To Use Typeform Integration in Tekmatix Workflows
Learn how to use Tekmatix Typeform integration to automate workflows. Instantly process form submissions, update contacts, create tasks, and notify your team for faster, error-free onboarding and foll... ...more
Integrations ,Form
February 06, 2026•3 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
