Everything you need to sell. In one system.

Leads, WhatsApp, meetings, quotes, payments, your team and reports. 19 modules that talk to each other, so nothing gets lost between tools.

30 days for under $1 Talk to us

Every module is open during the trial

01

Get leads and answer fast

The lead comes in from your campaign, lands with the right rep and gets a WhatsApp reply. No copy-paste, no forgotten leads.

Every lead gets handled. None fall through the cracks

A smart leads table or a Pipeline (kanban) view - whichever you prefer. Every lead has a full record: details, conversation history, meetings, tasks and purchases.

  • A quality score for every lead (0-100) with GPT - know who is closest to closing
  • Automatic capture from Facebook, your website and WhatsApp
  • Automatic assignment to reps by rules you define
  • Advanced filters and saved views for every rep
  • Bulk actions on dozens of leads at once
  • One-click Excel import and export - with duplicate checks
  • Tracking of lead sources and campaigns
Lead management guides →

Your business WhatsApp - connected, logged and working on its own

Connect your business number with a single QR scan. From then on every conversation is saved on the client record, and messages go out automatically. Included from the Premium plan.

  • Full sync of conversations to the client record
  • Automatic GPT summaries of long conversations
  • Quick message templates filled with the lead's details
  • Automatic meeting reminders (a day before + an hour before)
  • Birthday greetings and attendance confirmations - automatically
  • A WhatsApp alert to the rep for every new lead
  • An internal team chat with a status for every conversation
How to connect WhatsApp →

One message to your whole lead list. At a smart, safe pace

A promotion, an update or a reminder - filter the list and send to everyone in one click. Messages go out gradually at a controlled pace, to protect your number.

  • Send to filtered lists - by status, source or any filter
  • Gradual, controlled sending pace - protects your number from being blocked
  • Personalized wording with each lead's details
  • Great for promotions, updates and client reminders
  • Every message is saved in the conversation on the client record
  • Works together with your quick message templates
Broadcast guide →

One client, several people - all organized on one record

The contacts module brings together everyone behind each client - the decision maker, the finance contact, the technical contact - linked directly to tasks and projects.

  • All of a client's contacts in one place - name, role, phones and email
  • Assign a specific contact to a task or project
  • Built for B2B - several people at one client
  • The whole history stays on the client record
  • Quick search by name, phone or email
  • A clear line between new leads and active clients
Contacts guide →
02

Book, close and get paid

From the first meeting to money in the bank, without leaving the system.

A calendar full of meetings that actually happen

An internal calendar for every rep, synced with Google Calendar, with WhatsApp reminders that dramatically cut no-shows.

  • Book a meeting straight from the lead record
  • Two-way sync with Google Calendar
  • Automatic WhatsApp reminders to the client and the rep
  • Meeting statuses: held / no-show / postponed
  • Meeting length, extra participants and custom fields
  • A "My meetings" view for every rep
Meetings guide →

Nothing gets forgotten - even when you're swamped

Tasks linked to leads and projects, with priorities, due dates, comments and files. And most importantly: tasks that open on their own.

  • Tasks with priority (3 levels), due date and reminder
  • Projects with progress percentage and sub-tasks
  • For every project: how much should be collected, how much was paid and what's left
  • Automatic tasks after a meeting or a status change
  • Quick setup templates for recurring projects
  • Fully connected: project ↔ client ↔ purchase ↔ meetings
  • Proven in companies with 30+ team members who live in their tasks
  • Comments and file attachments on every task
  • Turn a task into a calendar meeting in one click
Tasks guide →

From quote to money in the bank - without leaving the system

Designed quotes, e-signature, automatic card payments and an invoice that sends itself. The whole sales chain in one place.

  • Branded quotes with a product catalog
  • Built-in card payments via Cardcom (an Israeli payment provider) - one-off and recurring
  • Automatic invoices through Israeli invoicing providers - Morning (Green Invoice), Yesh Invoice, GROW and more
  • Opportunities (deals) with expected value and closing stages
  • Inventory and product price list
  • Purchases report and Excel export
Sales guides →

The client signs on their phone - and the document lands on their record

No outside e-signature service, no paying for yet another tool: send a document for signing, the client signs on their phone, and the signed copy files itself on the record. Zero downloads, zero scanning, zero "can you send it back signed?".

  • Upload a ready PDF as a template - the client just signs it
  • Or design a full template with variables - name, amount, date
  • Send for signature over WhatsApp or email in one click
  • The client signs on their phone - no app, nothing to install
  • The signed document is saved to the client record automatically
  • A full audit trail for every signature: who signed, when and from which device
E-signature guide →

Retainers that bill themselves - you just watch the money come in

All your recurring clients in one live table: at any moment you know how many clients are on a retainer, how much is due this month - and who's next.

  • Automatic recurring billing - every month, no chasing
  • A securely stored card token for recurring charges
  • Tracks bank transfers too - not just cards
  • Invoices go out from the system - synced with your invoicing provider
  • Payment reminders to the client, straight on WhatsApp
  • A table sorted by billing date - see right away who's late
Billing guides →

That's the money side. Next: your team and operations.

Want to try it on your own business already? A full 30 days for under $1, every module open.

Start now - you're in within 10 minutes
03

Run your team, see the numbers

Know what works, who's leading and what's happening in the business - even when you're out of the office.

13 dashboards that answer one question: "What's working?"

No more building spreadsheets at the end of the month. Open the reports and see in real time how the business is doing, who's leading and where the money is.

  • Leads dashboard: volume, conversions, sources and campaigns
  • Profit & loss report with expense categories
  • Rep performance, targets and bonuses
  • Meetings report: how many were booked, how many were held
  • Annual purchases and clients report
  • Real ROAS - your Facebook spend against the sales that closed
  • Custom dashboards (Platinum)
Reports guide →

Run a whole team - without a payroll spreadsheet

Roles and permissions for every user, a built-in time clock, and at the end of the month - a payroll and bonus report calculated from performance, on its own.

  • Roles, teams and permissions down to the field and screen
  • Each rep sees only their own leads
  • Time clock - clock in and out from any device
  • Shift and workday management (Platinum)
  • Personal and team sales targets with live tracking
  • Payroll report: hours + bonuses by sales tiers
  • Travel expenses, sick days and vacation
Team management guides →

Your business reports to your WhatsApp - no need to log in

The key alerts are built in: set them up once and your WhatsApp keeps you posted - no paying an outside automation builder for basic reminders.

  • Daily and monthly lead summary - gross, net and conversion rate
  • Purchases summary - every hour or once a day
  • Reminders for tasks and meetings
  • Tasks sent to a manager for approval
  • Login log - know when each employee signed in
  • Sales target tracking for reps
  • An alert if the system's WhatsApp gets disconnected
Need an alert that isn't listed? Tell us →

Event → condition → action. Without a line of code

Anything that happens in the system can trigger an action: a new lead, a status change, a meeting booked, time passing. Set it up once - and it runs forever.

  • Automatic WhatsApp on a status change
  • Message wording that changes by status and lead
  • Scheduled future WhatsApp messages (delay in minutes/hours/days)
  • Tasks that open automatically after events
  • Recurring workflows
  • Smart alerts for reps and managers
  • Triggers right from the status editor
Triggers guide →

The system adapts to your business - not the other way around

Fields, statuses, views and permissions - all set up in a few clicks, with no implementation consultant and no costly implementation project.

  • Unlimited custom fields - budget, ID number, service type, anything
  • Your own statuses, with pop-ups that guide the rep
  • Rules for moving between statuses - by role
  • Advanced filters: "Facebook leads this week", "bought over $10,000"
  • Personal saved views for every rep
  • Missing a module? Our development team builds it for you - within days
Custom fields guide →
04

Connect what you already use

Phone systems, a mobile app, integrations and White Label for agencies. And we're with you from day one.

Connect everything your business already works with

Facebook, your WordPress site, Google Calendar, phone systems and invoicing tools - it all flows into TasKey. Something missing? Our development team will build it.

  • Facebook & Instagram Lead Ads - leads in real time
  • WordPress / Elementor forms and landing pages
  • Make.com and Zapier - official modules
  • Telephony: Voicenter, PayCall, Rapid ONE (Israeli providers) - including call logs
  • Invoicing (Israeli providers): Morning (Green Invoice), Yesh Invoice, GROW
  • Ravmesser, Google Sheets, Gmail/SMTP
  • A full, documented REST API + logs
API documentation (Hebrew) →

Your phone system talks to your CRM - every call logged

TasKey was born in a real sales call center - so phone work is built in deep: connect your phone system and every call links itself to the client record.

  • Click-to-call straight from the lead record
  • Incoming call recognition and automatic logging on the record
  • Call recordings available from the record
  • Full call logs for every extension
  • Ready-made connections: Voicenter, PayCall, Rapid ONE
  • Statuses and transition rules built for sales call centers
Phone system guide →

Your whole business in your pocket - even out in the field

The TasKey app brings the system to your phone: leads, meetings, tasks and the time clock from anywhere - with a push notification the moment a new lead comes in.

  • Leads, meetings, tasks and projects - from anywhere
  • Real-time push notification for every new lead
  • Time clock - clock in and out from your phone
  • Biometric login - fingerprint or face recognition
  • Import phone contacts straight in as leads
  • Dark mode, quick search and accessibility settings
Mobile app guide →

Managing clients? Give each one their own CRM

Marketing agencies set up a separate system for every client, see everything from one dashboard - and can even brand the system with their own name and logo.

  • A separate CRM for every client, in one click
  • One agency dashboard across all your clients
  • Log in as the client (Login-as) for fast support
  • Leads and ROAS tracking per client
  • Full White Label - your domain, logo and colors
  • Set up within 3 days + a dedicated WhatsApp group
TasKey for agencies →

One day - and you're working. With us at every step

Sign up, import your clients from Excel, connect WhatsApp - and the system walks you through it step by step. When you need help, support is right there on WhatsApp.

  • Moving to TasKey usually takes a single day
  • Import your clients from one Excel file - we'll help
  • Built-in guidance: your first lead, your first meeting, connecting WhatsApp
  • A help center with illustrated, step-by-step guides
  • Support over WhatsApp - no ticket queues
  • Connecting Make to your CRM - free support for up to 2 automations
First steps guide →
Security & reliability

Your data - yours alone.

A separate database

Every customer gets their own database (multi-tenant isolation) - no mixing of data between businesses.

Full encryption

All traffic is encrypted over HTTPS, with secure session management and blocking of suspicious logins.

Regular backups

Your data is backed up on an ongoing basis - even if you delete something by mistake, it can be restored.

Precise permissions

Every user sees exactly what they're allowed to - by screen, field and action.

Want to see it all in action?

A full 30 days for under $1 - every feature open, no commitment.

Start now - you're in within 10 minutes

Accessibility menu