TekMatix Blog & Help Articles

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How To Use Tekmatix Phone Dialer for Streamlined Calls and Efficient Communication

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, 20253 min read

How To Collect In-Person Signatures Using the Tekmatix Mobile App

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, 20253 min read

How To Build Custom-Branded Prospecting Reports Using Tekmatix

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, 20253 min read

How To Use Sticky Contact in Tekmatix to Boost Conversions and Streamline User Experience

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, 20253 min read

How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix

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, 20254 min read

TekMatix vs GHL: The Ultimate Platform for Business Owners and Course Creators

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, 20257 min read

How To Build Forms Faster with Inline Editing in Tekmatix

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, 20253 min read

How To Add and Use Quick Filters in Your Tekmatix Dashboard

How To Add and Use Quick Filters in Your Tekmatix Dashboard

Learn how to add and use Quick Filters in Tekmatix dashboards for faster, smarter data analysis. Simplify your reporting with team-wide, real-time filtering options. ...more

Dashboard ,Integrations and Widget

November 28, 20253 min read

How To Re-Engage Members Using Community Newsletters in Tekmatix

How To Re-Engage Members Using Community Newsletters in Tekmatix

Learn how to use Tekmatix Community Newsletters to re-engage members automatically. Discover how to spotlight top posts, trending discussions, and upcoming events — all delivered straight to members’ ... ...more

Memberships ,Communities

November 28, 20253 min read

How To Send Multi-Channel Review Requests in Tekmatix

How To Send Multi-Channel Review Requests in Tekmatix

Learn how to use Multi-Channel Review Requests in Tekmatix to collect customer reviews via SMS, Email, and WhatsApp. Boost response rates and track performance easily. ...more

Review Requests ,Reputation Management and Reviews

November 28, 20254 min read

How To Use Chat Attachments in Your Tekmatix Live Chat Widget

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, 20254 min read

How To Use Dashboard Widgets in Tekmatix for Smarter Insights and Data Tracking

How To Use Dashboard Widgets in Tekmatix for Smarter Insights and Data Tracking

Learn how to set up and customize Dashboard Widgets in Tekmatix to visualize key business metrics, improve team performance, and make data-driven decisions — all from one centralized dashboard. ...more

Dashboard ,Integrations and Widget

November 28, 202511 min read

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