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How to Track & Manage All Customer Conversations in Tekmatix (Email, SMS, Messenger & More)

How to Track & Manage All Customer Conversations in Tekmatix (Email, SMS, Messenger & More)

May 07, 20251 min read

How to Track & Manage All Customer Conversations in Tekmatix (Email, SMS, Messenger & More)

Want a single inbox that captures every message from every platform—email, SMS, WhatsApp, Facebook Messenger, Google Business, and more? Tekmatix brings it all into one place so you never miss a lead or lose a conversation again.

👉 Reflect Today: Are you jumping between platforms to respond to your customers, or are all your communications streamlined in one central place?

Here’s how Tekmatix keeps your conversations organised and powerful:

1️⃣ All Messages in One Inbox

Every customer interaction—whether it's email, SMS, Facebook, WhatsApp, or Google messages—appears in your Tekmatix inbox. Filter by platform, contact, or message type (inbound or outbound), and manage everything seamlessly.

2️⃣ Two-Way Google Workspace Sync

Yes, Tekmatix integrates with your Gmail! Just:

Add the customer to your contact list

Go to My Profile > Enable 2-Way Sync

Now, once you initiate the first email from Tekmatix, all back-and-forth replies will show in both Gmail and Tekmatix

(NOTE: Past email history won’t be pulled into Tekmatix, but all future correspondence will sync perfectly.)

3️⃣ Smart Email Segmentation & Attachments

Send emails with full formatting, hyperlinks, attachments, and even use custom fields for hyper-personalisation. Tekmatix auto-detects if a contact is email-only or multi-channel and shows the relevant contact methods.

4️⃣ Conversation History at Your Fingertips 🚀

Access all communication history from the inbox—or go to any contact’s profile and view their full thread. Every team member's conversations are tracked, so you can stay across the entire customer journey.

💡 Ready to streamline customer conversations and never miss a message again? Join Tekmatix today - https://tekmatix.com/

#CustomerCommunication #CRMTools #EmailSync #SmartInbox #LegendsLab

Sarah x

Customer communication managementCRM communication trackingTekmatix CRMUnified inbox softwareTrack customer conversationsManage email SMS Messenger CRMCustomer messaging automationTekmatix customer managementClient communication history
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