TekMatix Blog & Help Articles

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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

How To Schedule WhatsApp Messages in Tekmatix for Timely Client Communication

How To Schedule WhatsApp Messages in Tekmatix for Timely Client Communication

This guide shows you exactly how to schedule both WhatsApp templates and free-form messages using the Conversations tab in Tekmatix — no guesswork, no missed messages. ...more

Inbox

May 27, 20253 min read

How to Use Tekmatix Inbox: Introducing Group Chat for SMS

How to Use Tekmatix Inbox: Introducing Group Chat for SMS

Streamline communication with Tekmatix's Group Chat for SMS! Engage up to 10 participants in a single thread, keeping conversations organized and efficient. Perfect for teams and clients to collaborat... ...more

SMS ,Business tips &Inbox

May 25, 20253 min read

How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster

How To Use WhatsApp Snippets in Tekmatix to Save Time and Reply Faster

If you're looking to speed up your customer communications while keeping your messages professional and consistent, Tekmatix’s WhatsApp Snippets are a game-changer. ...more

Workflow Guides ,Inbox

May 22, 20253 min read

How To Save Time with Message Templates in Tekmatix (a.k.a. Snippets)

How To Save Time with Message Templates in Tekmatix (a.k.a. Snippets)

Want to reply faster to FAQs and keep your client communication consistent? Tekmatix’s Message Templates, also called Snippets, are here to help. ...more

SMS ,Conversations &Inbox

May 22, 20252 min read

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