With unlimited contacts, smart lists, and email segments, you can easily track and nurture your relationships with leads and customers – and track their stage in your customer journey from your CRM dashboard
Tekmatix offers the leading CRM functionality and Unified Inbox system, to help you better manage your client interactions, communication and everyday operations. Here’s a summary of the amazing CRM and unified inbox features you get with Tekmatix:
Unlimited Contacts:
Tekmatix does not charge extra as your contact list grows, offering unlimited contacts without additional costs.
Unlimited Contact Lists (Smart Lists):
These lists automatically segment people based on customizable, pre-set filters, allowing for efficient organization and targeting.
Unified Inbox:
All communications from every location are centralized in one conversation thread within the client record, regardless of whether they contacted you by email, SMS, social media, or Google.
Detailed Client Records:
Keep detailed notes, records, and task checklists on each client record, ensuring you stay organized and never miss important details.
Comprehensive Contact Overview:
View all contact actions, activities, purchases, appointments, tags, workflows, pipeline stages, customer scores, custom information fields, documents, files uploaded, and survey & form responses directly from the contacts’ client record.
2-Way Email Sync:
Connects to your email services (like Google and Outlook) and automatically integrates new contacts, creating and auto-updating a customer record for each, building their profile and communication record continuously.
Centralized Communication History:
All communication with every contact is stored in a single communication thread, regardless of the communication channel used, ensuring no loss of records or data, regardless of which staff member was communicating with the contact.
Omni-Channel Communication:
Communicate with contacts using any channel (Facebook, Instagram, Google My Business, SMS and email), all from the conversation thread inside your Tekmatix account – no more switching between apps.
Automatic Database Growth:
Client records are automatically created or updated with communication from various channels like Facebook Messenger, Instagram, Google My Business, SMS, and email.
Unlimited Staff and Admin Users:
Offer controlled access and permissions for effective and safe business operations and management.
Mobile App for Staff and Administrators:
Facilitates easy day-to-day business management and customer communication on-the-go.
Advanced Automations:
Create automated workflows based on contact actions, inactions, purchases, and more, for targeted and efficient client engagement and sales.
Advanced Reporting:
In-depth insights on customer source, number and value of leads, activity, lead scoring and conversion rates which auto-updates on your Tekmatix dashboard and reports providing valuable data for business decision-making.
