TekMatix Help Articles

Afilliates / Appointment

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

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Blogs / Calendars / Campaign

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Course / CRM / Chat Widget

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Compliance / Custom Fields

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Back to Home

Dashboard / Domain

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Email Builder / Email Deliverability

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Form / Funnels

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Google My Business / Integrations

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Invoices / LC Email / LC Phone

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Memberships Area

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Opportunities & Pipeline / Payment

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Reputation Management / Review Request

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Settings / SMS / SMTP Providers

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

Website / WordPress / Workflow

How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data

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, 20253 min read

Lead Scoring and Contact Engagement Scoring in Tekmatix

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, 20255 min read

Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records

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, 20251 min read

Back to Home

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