Lite
For a client who only needs to see their leads
$10per month, per client
- Up to 1,000 leads
- Leads come straight in from Facebook
- A WhatsApp alert for every new lead
Every lead from your campaign, in your client's WhatsApp within seconds.
No more Google Sheets: the lead lands in your client's CRM, and the alert reaches their WhatsApp with the name, phone and campaign. They call back on time, close more, and see that your leads are worth the money.
50% off list price · No commitment · Prefer to write? Send a WhatsApp
- A WhatsApp alert for every new lead to a specific number (the owner, the rep, the office) or into a WhatsApp group
- A separate CRM for every client connected to your campaigns - under your own brand, if you like
- You see what happened to every lead who handled it, when, and what closed
New lead
Name: Roni Alon
Phone: 050-7654321
Campaign: September ad · Facebook
Open the lead in the system
New lead
Name: Michal Levi
Phone: 052-1122334
Campaign: Landing page · Google
Open the lead in the system
Roni handled after 3 minutes · Shira
Your leads are good.
What happens after them, less so.
Here's how it looks at your client's today - and how it looks with TasKey.
TodayWith TasKey
The lead lands in Google Sheets, and nobody sees it until the evening.
A WhatsApp alert within seconds with the name, phone and campaign.
Someone calls the lead back two days later, and they've already signed with a competitor.
Reminders and a calendar for every lead, and a task for the rep when there's no answer.
"Your leads are no good" - and you have no way to prove otherwise.
A dashboard by campaign: how many came in, how many were handled, how many closed.
The client calls you about every small change.
A system the client runs on their own, while you stay in control from the agency dashboard.
A client who closes more from your leads stays with you.
One agency. All your clients.
A full CRM for each of them.
Instead of building a Make scenario for every client, juggling Zapier subscriptions and praying nothing breaks at 3 a.m. - with TasKey every client gets a professional system of their own, fully isolated, and you see all of them from one place. You go from "the people who bring leads" to "the partner they can't do without".
(Every client = a separate database of their own. Full privacy, no data mixed between businesses.)
Clients stay longer
When you give a client a professional tool they wouldn't get otherwise, they don't leave. TasKey turns you into a real partner rooted in their business - not another media vendor that gets replaced.
An extra revenue stream
Charge clients for system access as a monthly add-on, or give it as exclusive added value that sets you apart from every competitor. Either way, you earn loyalty.
Fewer calls, better results
The client manages on their own - they don't need to come to you for everything. You're freed from what weighs you down, and spend your time bringing in new clients and scaling.
How does it work?
Four steps - and within minutes your client is managing leads on their own
1
Open an agency account
In no time you have a central dashboard ready with all the tools - no complicated setup.
2
Add a client
Every client gets a personal CRM of their own, branded with your colors and logo.
3
Connect the campaign
A unique webhook - leads go straight into the client's CRM, automatically, with the campaign details.
4
The client manages, you see it all
The client closes deals on their own. You see all the performance from your dashboard.
What's inside
Instead of Google Sheets - a professional system that works for your client
Central agency dashboard
All your clients - at a glance
Leads, closes, performance - all from one place, without chasing anyone. Every client is a separate, isolated system, and you see the full picture from above.
- An overview of all your clients and their performance
- Log in as a client (Login-as) for fast support
- Lead tracking per client and per campaign
- Complete separation - every client sees only their own
Campaign connections
No more automations that break in the middle of the night
Instead of building a Make scenario for every client and hoping it holds - one webhook connection from inside the system, for any platform. And leads arrive with the campaign, ad set and ad that brought them - not just a name and phone.
- Real-time capture from Facebook & Instagram Lead Ads
- Webhook / REST API for any platform and landing page
- Official modules for Make.com and Zapier
- Campaign, ad set and source attribution for every lead
WhatsApp automations and reminders
No lead is forgotten - the system follows up for your client
Automatic WhatsApp messages to new leads and on every status change, meeting reminders, and a built-in calendar synced with Google Calendar - an edge no other agency has.
- Automatic WhatsApp on a new lead and on status change (Green API)
- Follow-up reminders + a calendar synced with Google Calendar
- An automatic, designed email with all the lead's details within seconds
- Push notifications to the client's app
Optional · White Label
Want it? The system can run under your name, domain and logo
It's an option, not a requirement: you can work with clients under TasKey, or upgrade to your agency's brand - your own domain, logo, colors and branding on every screen your client sees.
- Your own domain and address (yourbrand.com)
- Logo, colors and full branding on every screen
- A full web management system that also works on mobile
- No "Powered by" - the product is yours
This is how your client sees the system by default.
Agency pricing: 50% off list price. And it only goes down.
You pay half, and charge your clients whatever you choose. The more clients you add, the bigger your discount.
- 50%off every plan
- $83monthly minimum per agency
- $0setup fee
- Under $1for a 30-day trial
Users at the client:
Basic
Leads, tasks and meetings
- Up to 10,000 leads
- A WhatsApp alert for every lead
- Price quotes and basic reports
Premium
For an agency with a team
- Everything in Basic, up to 50,000 leads
- Built-in WhatsApp + API license
- Automations, permissions and retainers
Platinum
Fully automated
- Everything in Premium, up to 100,000 leads
- An invoicing account from us + digital signature
- Bookkeeping and priority support
More clients, a bigger discount.
You start at 50%, and with every client who joins, your discount only grows. An agency with lots of clients? We'll build you a price of your own.
Prices in US dollars, excl. VAT where applicable · Billed in Israeli shekels (ILS) · Full White Label (optional): from $500/month · What's in each plan · The full agency guide
Before you build it yourself
"What if I just build a CRM myself with Claude Code?"
"What if I just build a CRM myself with Claude Code?"
Fair question. Here's the honest answer.
TasKey itself is built with AI tools like Claude Code - we're among the first to recommend them. And that's exactly why we know the difference between "writing code" and "running a system that a whole agency and dozens of clients rely on".
The code is 10% of the work
AI will write you a leads screen in an evening. But an official WhatsApp integration with Meta, payments through Cardcom, Facebook lead capture, permissions, backups and data security - each is a project in itself, and not one that "sorts itself out in a prompt".
Who keeps it running at 2 a.m.?
When the system goes down, when Meta changes an API, when a payments bug shows up - it's on you and on all your clients. Instead of running an agency, you'll find yourself maintaining software. AI writes code - it doesn't take responsibility for uptime, client privacy or outages.
We've already been through it
Years of development, thousands of real leads and hundreds of edge cases already solved - built and tested for you from day one. And we keep passing the AI advantage on to you: the system keeps improving, without you touching any code.
In one line: focus on what you do best - bringing in clients and running campaigns. We've already built the infrastructure.
Social proof
Agencies and businesses that already made the move
1,000+active businesses
10M+leads managed
One dayfrom sign-up to work
"As a business owner providing marketing services to hundreds of businesses, keeping things running smoothly was hard.
I tried big, well-known software to keep the business in order,
but it's not easy to manage incoming leads, sales and payroll reports, and existing clients all at once.
Then I met Ben Levi's TasKey.
TasKey hugely increased our capacity to take on more leads, more reps and more clients.
Thanks to TasKey we successfully manage thousands of leads and hundreds of retainer clients every month."
"Ben, I want to tell you that after several systems we tried and worked with, yours is a really good system and simple to run - very convenient workflows, very advanced features, and responsiveness and service we never got anywhere else. Great job, I really enjoy working with you."
"For us, TasKey is a lifesaver.
There is no system for managing subscriptions and sales in Hebrew that suits us better than TasKey.
This unique combination - managing sales, managing subscriptions, which is our business model, and the fact that the system is in Hebrew -
is truly a dream come true.
Since we started using the system we've saved hours every week on data analysis, and everything is right in front of us, instantly and clearly.
Thank you to the amazing team!"
"By the way, the system is insane! I've been testing it for a few days and it has every feature I could have dreamed of.
Way more than I imagined - in short, thank you so much, I'm completely happy!"
"Listen, I tried so many things... then I remembered TasKey and felt silly, haha. I should have gone with TasKey from the start - it's such a good system! Rare!"
Among our clients
FAQ
Everything an agency needs to know
Does every client really get a separate CRM?
Yes - every client has a completely separate database, with their own users, leads and reports. You see all of them from the central dashboard, but one client never sees another's data.
How do I connect a Facebook campaign or a lead form?
A direct, real-time connection to Facebook & Instagram Lead Ads, a webhook / REST API for any landing page, and official modules for Make and Zapier. The lead enters the client's CRM with the campaign and ad name. There are guides in the help center, and support will help you connect.
Can I white-label it - on my domain, with my logo?
Yes. Your own domain, logo, colors and full branding on every screen your client sees - no "Powered by". It's an option, not a requirement - you can also work under TasKey. Leave your details to set up your agency brand.
Can I bill my clients through the system?
Yes - a retainers module with automatic recurring billing through Cardcom, saved card tokens, bank transfer tracking and an invoice that goes out automatically. All your recurring clients in one live table.
I have leads in Google Sheets - can I import them?
Absolutely. Import from one file and all the client's leads are in within minutes. From then on they come in automatically from the campaign - no manual copying.
Can I see real ROAS for each client?
Yes. The system pulls ad spend straight from Facebook and cross-checks it against the sales closed in the CRM - ROAS based on actual deals, not guesses. Hard numbers to show your client.
Is automated WhatsApp allowed? Won't the number get blocked?
We work with Meta's official API - not through grey-area tools that put the number at risk. It's the safe, stable way, and the client's WhatsApp Business number stays theirs.
Is there a partner / reseller program?
Yes - our resellers (mostly marketing agencies) earn a commission on every client who comes through them. Talk to us to get a partner link.
How long does it take to set up a new client?
Minutes. You open a system for the client, brand it and connect the campaign - and they're already managing leads on their own. Complex processes? We'll guide you through the implementation.
Is the data secure? Are clients separated?
Yes. Every client gets a separate database of their own (multi-tenant isolation), all traffic is encrypted (HTTPS), and everything is backed up several times a day. Privacy Policy →
Is there a commitment?
No. Month to month, cancel anytime - no questions asked. And the first 30 days cost under $1.
How is TasKey different from the big systems?
Built-in WhatsApp (not a paid add-on), a separate CRM for every client, ROAS from Facebook, retainers and payments - at a significantly lower price. Full pricing →
What happens to the data if a client leaves?
The data is kept for several months after they leave, and all of it can be exported to Excel at any time. The client's data belongs to the client.
Give every client a CRM of their own. Start with an intro call.
Your clients are still managing leads in Google Sheets, and every day like that costs them deals. Leave your details and we'll show you how it works for an agency like yours.
Prefer to write? Send us a WhatsApp
- 50% off list price
- $0 setup fee
- No commitment