Tekmatix Help Articles

Love your help


Use the search bar below to find help guides and articles for using Tekmatix

Use the search bar below to look for help articles you need.

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Import Contacts and Opportunities via CSV

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

How To Share and Receive Documents Through the Tekmatix Client Portal
Back to Home

Latest Blog Posts

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How To Import Contacts and Opportunities via CSV

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Share and Receive Documents Through the Tekmatix Client Portal

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

Back to Home

Marketing

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How To Import Contacts and Opportunities via CSV

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Share and Receive Documents Through the Tekmatix Client Portal

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

Back to Home

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Import Contacts and Opportunities via CSV

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

How To Share and Receive Documents Through the Tekmatix Client Portal
Back to Home

CRM

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How To Import Contacts and Opportunities via CSV

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Share and Receive Documents Through the Tekmatix Client Portal

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

Back to Home

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Import Contacts and Opportunities via CSV

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

How To Share and Receive Documents Through the Tekmatix Client Portal
Back to Home

Join The TekMatix Newsletter

Get sent regular tech and business growth tips.

Web Design

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How To Import Contacts and Opportunities via CSV

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Share and Receive Documents Through the Tekmatix Client Portal

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

Back to Home

How To Use the New User Management Permissions in Tekmatix for Better Team Control

Learn how to use the New User Management Permissions in Tekmatix for better team control. With this setup, you’re in full control. No one can accidentally delete users or access areas they shouldn't s... ...more

Contacts

September 25, 20252 min read

How To Use the New User Management Permissions in Tekmatix for Better Team Control

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more

Contacts

July 12, 20252 min read

How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix

How to Manage Tasks Using the Enhanced Task View in Tekmatix

Learn how to create, manage, assign, and automate tasks in Tekmatix using advanced filters, recurring options, and dynamic workflow actions. ...more

Contacts ,Tasks, Kanban Boards & Project Management

July 12, 20252 min read

How to Manage Tasks Using the Enhanced Task View in Tekmatix

How To Import Contacts and Opportunities via CSV

Import both Contacts and Opportunities via CSV—eliminating the need for time-consuming manual data entry. From smart field mapping to real-time error tracking, Tekmatix makes bulk data handling effor... ...more

Contacts

July 11, 20253 min read

How To Import Contacts and Opportunities via CSV

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

In this guide, we’ll walk you through how to send bulk SMS messages from your Tekmatix Contacts tab, along with a sample scenario and tips to make the most of this tool. ...more

SMS ,Contacts

June 14, 20254 min read

How To Send Personalized Bulk SMS to Your Contacts In Tekmatix

How To Share and Receive Documents Through the Tekmatix Client Portal

Tekmatix now lets you directly share documents and receive uploads from contacts via the Client Portal. Say goodbye to scattered emails or external file-sharing tools, and centralize your client commu... ...more

Client Portal ,Contacts

June 12, 20252 min read

How To Share and Receive Documents Through the Tekmatix Client Portal
Back to Home

© TekMatix 2025

© TekMatix 2025