TekMatix Help Blog
Search Help Categories
Use the search bar below to look for help articles you need.
How to Switch On Project Management in Tekmatix (Early Access)
How to switch on Project Management in Tekmatix Labs for early access to spaces, lists, tasks and subtasks, and what to expect as it rolls out to your account. ...more
CRM ,Settings &Business tips
November 04, 2026
How to Get Your AI Receptionist to Answer WhatsApp Calls in Tekmatix
How to set up Voice AI to answer WhatsApp calls in Tekmatix: ring your team first, go straight to AI, or use AI as the backup when nobody picks up. ...more
CRM ,Settings &Business tips
November 04, 2026
How To Track Team Changes and Maintain Transparency with Tekmatix Audit Logs
Learn how to use Tekmatix Audit Logs to monitor changes in your Funnels, Websites, Webinars, and Stores. Boost accountability, transparency, and team efficiency with step-by-step guidance. ...more
Settings
October 27, 2025•3 min read
How To Use Advanced Filters in Tekmatix Custom Objects for Smarter Data Searches
Learn how to apply advanced filters to Tekmatix custom objects for faster, more refined data searches. Ideal for CRMs, inventory systems, and more. ...more
Settings
August 03, 2025•2 min read
How To Secure Your Tekmatix Account Using an Authenticator App for 2FA
Secure your Tekmatix account with an Authenticator App. Learn how to enable 2FA using Google Authenticator, Authy, and backup codes for safer logins. ...more
Settings ,Help &Account Set Up
July 12, 2025•2 min read
How To Use Direct Payments in Estimates via the Tekmatix Mobile App
Easily enable direct payments in your Tekmatix mobile estimates. This step-by-step guide shows how to let clients pay instantly after accepting an estimate—no follow-ups required. ...more
Payment ,Settings &Mobile App
July 12, 2025•3 min read
How To Set Up Regulatory Bundles and Addresses in Tekmatix for International Phone Numbers
If you’re planning to purchase phone numbers in regulated countries through Tekmatix, it’s crucial to complete your Regulatory Bundle and Address setup. ...more
SMS ,Phone &Settings
June 12, 2025•3 min read
How To Purchase or Port a Business Phone Number in Tekmatix
With Tekmatix, you can either purchase a new number or port in your existing one—unlocking SMS and voice functionality ideal for marketing campaigns, sales calls, and support workflows. ...more
SMS ,Phone Settings &Twilio
June 12, 2025•3 min read
How to Organise Your Business (and Your Brain) With TekMatix Kanban Boards
Discover how to organise tasks, SOPs, and content with TekMatix Kanban Boards. Replace Trello & ClickUp with this all-in-one visual planner!" ...more
Settings
June 10, 2025•4 min read
How to Top Up Your Credit and Wallet in Tekmatix (So Your CampaignsDon’t Stop!)
Learn how to top up your Tekmatix wallet so your emails, SMS, AI tools, and automations never stop. Avoid campaign interruptions with this quick step-by-step setup guide! ...more
SMS ,Settings Email & SMTP Account Set Up &AI
May 28, 2025•3 min read
