TekMatix Blog & Help Articles
Use the search bar below to look for help articles you need.
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
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
How Does Tekmatix Track Your Leads Across Multiple Platforms?
How Does Tekmatix Track Your Leads Across Multiple Platforms? With TekMatix, your dashboard isn’t just about tracking course sales—it’s about knowing every single contact in your CRM from multiple ch... ...more
CRM ,Course Creation &Business tips
September 30, 2024•1 min read
Map Out Your Customer Journey and Track Every Stage of Success in Tekmatix
Map Out Your Customer Journey and Track Every Stage of Success in Tekmatix Imagine being able to see exactly where every single customer is in your business, how much value they bring, and who they a... ...more
CRM ,Course Creation &Business tips
September 14, 2024•1 min read
Instantly Text Somebody Back When You Miss a Call From Them - On Auto-Pilot!
Instantly Text Somebody Back When You Miss a Call From Them - On Auto-Pilot! 📍 What happens if you miss a call from a customer or a lead? You've probably lost your business. ...more
CRM ,Business tips
April 09, 2024•1 min read
Do You have an Automated Email Sequence That Nurtures and Sells FOR You?
Do You have an Automated Email Sequence That Nurtures and Sells FOR You? ...more
CRM ,Email Builder &Email
February 22, 2024•1 min read
The Complete Guide to Bulk Uploading and Importing Contacts to Tekmatix
The Complete Guide to Bulk Uploading and Importing Contacts to Tekmatix ...more
CRM
February 21, 2024•2 min read
Call Tracking and Missed Call Text Back Through Google My Business
Google My Business (GMB) allows a business to register two phone numbers, which creates an excellent opportunity for Agencies to track calls generated from Google My Business listings without any risk... ...more
CRM ,Tracking &Google My Business
October 12, 2022•1 min read
Copyright © 2025 TekMatix. All rights reserved | [email protected]