Persona
Persona is a modern business operating system built for IT agencies and service companies that need one place to manage sales, delivery, and hiring.
Project Gallery
About the Client
What started as an internal tool at CML Team has evolved into a flexible SaaS and white-label platform designed to simplify complex workflows, improve visibility, and help teams scale faster.
The Challenge
Most agencies run critical processes across disconnected tools. Leads live in one system, project operations in another, hiring in spreadsheets, and communication across email, chats, and calendars. This creates duplication, weak visibility, slow decision-making, and lost opportunities. Teams need a platform that keeps every stage of the business connected without forcing all departments into the same rigid workflow.
Our Solution
Persona brings the entire agency lifecycle into one integrated platform with three powerful modules: Leads helps teams manage prospects, companies, contacts, sales funnels, follow-ups, and business development activities in a structured way. Projects gives delivery teams control over active work, clients, workflows, communication, and execution processes, making it easier to move from signed deal to successful delivery. Hiring helps agencies organize recruitment pipelines, candidates, interviews, client-facing hiring workflows, and team coordination from sourcing to placement. Each module can be used independently, which makes Persona easy to adopt step by step. At the same time, all three modules are deeply connected, so information flows naturally between sales, operations, and recruitment. A lead can become a client, a client can launch a project, and a project can trigger hiring needs, all inside one ecosystem.
AI-Powered Productivity
Persona is built with practical AI features that reduce manual work and help teams move faster with better quality. The platform can generate tailored cover letters for projects and proposals, helping teams respond faster and more consistently. AI assists with data validation by checking and improving records, reducing errors and keeping CRM data cleaner. Persona can enrich data by searching for additional company and contact information on the internet, helping teams build more complete profiles and make better decisions. In the Hiring module, interviews can be recorded and analyzed with AI to extract key insights, summarize discussions, and support more consistent candidate evaluation.
Communication and Coordination
Persona includes built-in tools that keep teams informed and aligned. The Calendar module helps users manage schedules, deadlines, meetings, and planning activities across workflows. The Messaging and notification system supports email communication, browser push notifications, and a centralized notification center, so important updates are never missed. This creates a single operational environment where actions, reminders, and communication stay connected to the right leads, projects, and candidates.
Full Access Across Devices
Persona is available not only as a web platform, but also as native iOS and Android applications with almost complete feature parity. Users can manage nearly everything on the go, from reviewing pipelines and updating records to handling communication and workflow tasks. This gives teams the flexibility to stay productive wherever they work.
Impact
Persona helps agencies replace fragmented tools with one scalable platform for growth. It improves transparency, speeds up execution, strengthens collaboration between departments, and gives teams the automation and AI support they need to operate more efficiently. With modular adoption, deep integration between business functions, and mobile access across web, iOS, and Android, Persona becomes the central system for running and scaling a modern service business.