TekMatix Blog & Help Articles
Use the search bar below to look for help articles you need.
How to Build a Million Dollar Business With Tekmatix: 7 Systems to Set Up From Day One
The 7 systems behind a million dollar business, from recurring revenue to follow-up, and how to set each one up in Tekmatix by simply asking your AI. ...more
Contacts ,Business tips Marketing Tekmatix AI &Funnels & Websites
November 01, 2026
How do I filter my contacts by company or custom object on Tekmatix?
Filter your contacts by company or custom object on Tekmatix. Use association columns and filters in Contact Smart Lists, then save the list to reuse it. ...more
CRM ,Contacts Company &Marketing
October 29, 2026
How do I link one contact to more than one company on Tekmatix?
Link one contact to more than one company on Tekmatix using custom association labels. Keep one record, keep their Primary Company and label every link. ...more
CRM ,Contacts Company &Tekmatix
October 29, 2026
How do I clean my email list when I import contacts on Tekmatix?
Clean your email list when you import contacts on Tekmatix. Tick email verification on the last import step, then filter contacts by Email Verification Status. ...more
CRM ,Email Deliverability Email Contacts &Marketing
October 29, 2026
How do I automatically link contacts to their company on Tekmatix?
Link contacts to their company automatically on Tekmatix. Switch on company automations and contacts are matched by email domain, with new companies created. ...more
CRM ,Contacts Company &Automations
October 29, 2026
Tekmatix Update: Critical Emails Will Now Be Delivered to DND Contacts
Tekmatix now allows critical invoice, calendar and system notification emails to be delivered to DND contacts while marketing emails continue to respect opt-out settings. ...more
Email ,Contacts
August 11, 2026•3 min read
How to Manage Contacts Faster in the Tekmatix Mobile App
Discover the latest Tekmatix mobile contacts enhancements with faster navigation, redesigned contact profiles, smart lists, inline editing, quick actions, advanced filters, and improved contact manage... ...more
Contacts ,Mobile App
July 14, 2026•4 min read
How to Enrich Prospecting Contacts in Tekmatix CRM
Discover how Tekmatix Prospecting now creates richer CRM contacts with enhanced data enrichment, cleaner records, fewer duplicates, and improved automation-ready prospect information. ...more
Blogs ,Contacts &Prospecting
July 10, 2026•3 min read
More Flexibility, More Control: New Contact Record Customisation Features in Tekmatix
Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more
Contacts
June 23, 2026•3 min read
How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix
Learn how to use Rich Text in Tekmatix Notes and Task Descriptions to improve clarity, consistency, and team collaboration across your CRM. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 17, 2026•4 min read
Copyright © 2026 TekMatix. All rights reserved | [email protected]