TekMatix Blog & Help Articles
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How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
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, 2025•3 min read
How To Manage Contact Duplication Preferences in Tekmatix
Learn how to manage contact duplication in Tekmatix. Prevent clutter, update records accurately, and keep your CRM clean with easy settings. ...more
Contacts
October 27, 2025•2 min read
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 Sync and Automate Google Contacts with Tekmatix Workflows
Learn how to sync and automate Google Contacts with Tekmatix workflows. Discover triggers, actions, and real-world use cases to keep your contacts organized and up to date automatically. ...more
Integrations ,Contacts Workflow Actions Workflow Guides &Workflow Triggers
October 14, 2025•3 min read
How To Use the New User Management Permissions in Tekmatix for Better Team Control
Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more
Contacts
September 25, 2025•2 min read
How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix
Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more
Contacts
July 12, 2025•2 min read
How to Manage Tasks Using the Enhanced Task View in Tekmatix
Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more
Contacts ,Tasks, Kanban Boards & Project Management
July 12, 2025•2 min read
How To Import Contacts and Opportunities via CSV
Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more
Contacts
July 11, 2025•3 min read
How To Send Personalized Bulk SMS to Your Contacts In Tekmatix
In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more
SMS ,Contacts
June 14, 2025•4 min read
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