Automations
The work, already drafted.
The Active Board takes what was said on the call and produces what comes next — the email, the task, the CRM update, the next meeting.
What it can do
Draft follow-up emails
Written from what was actually said, in the tone you choose. Review and send.
Create tasks and tickets
Action items become real tasks, assigned to the right person, in the tool you already use.
Update the CRM
The record reflects the outcome of the conversation without anyone typing it in.
Schedule the next meeting
Where a next step was agreed, the meeting is drafted and ready to send.
How it works
Not a to-do list. Real tasks.
Most tools finish a summary with a bulleted list of action items. That is still just a note — nobody owns it, nothing tracks it, and it is forgotten the moment the summary is closed. ActiveLens turns what was said into actual, tracked work.
- 1
It hears the commitment
"I'll send the quote by Thursday." "We'll get you a revised scope next week." ActiveLens separates the moments where somebody committed to something from everything else that was discussed.
- 2
It builds a real task
Each commitment becomes a task with a title, an owner, and a due date — drawn from what was actually said on the call, not dropped into a generic template.
- 3
It picks the right owner
The task goes to whoever made the commitment, or to whoever your team routes that kind of work to. It lands in a real person's queue rather than in a document nobody reopens.
- 4
It tracks until it's done
The task has a status. It can be reassigned, commented on, and closed — and it stays visible until somebody actually closes it.
- 5
It syncs where your team works
If your team lives in Jira, Trello, or Monday, the task is created there too, so nobody has to check a second system.
Assignment
Assign work to anyone in the company.
A task that comes out of a call rarely belongs to the person who took the call. The quote goes to finance. The bug goes to support. The site visit goes to whoever is closest to the customer.
In ActiveLens you can assign a task to anyone in your organization — including people who never record a single call and never install the capture app. They do not need a full seat. A task-management license is enough.
- Assign tasks from any call to any colleague, on any team
- Task-only users can be assigned work, comment on it, and close it out
- They can create their own tasks manually, with no call involved
- They never need to record anything or install the capture app
- $4 per user per month, on the Pro and Enterprise plans
This is how tasks spread past the people on the phone: a handful of seats capture the conversations, and the whole company works from what comes out of them.
Automatic, or waiting for you
Some teams want the CRM updated the moment a call ends. Others want to read it first. Every automation can run on its own or hold for review, and you set that per action — so the system fits how your team already works instead of forcing a sequence on it.
Templates per team
A support call and a sales call should not produce the same summary. Summary templates are assignable by team, so each department gets output shaped to what it actually needs.
Start capturing every conversation.
Free forever plan, no credit card. Works on the phone you are already using — nothing to change, nothing to install on your phone system.
No credit card required