How to organise your business in one place with Tekmatix: contacts, pipeline, tasks, calendar and reports, kept tidy by asking your AI in plain English.
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.
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.
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.