One workspace
for sales, hiring,
and everything in between.
Persona is built by the Agency for agencies. Customize, create and run your own pipelines, source talent, generate proposals, and close deals - without stitching together six different tools.
Stop wasting 40% of your day
Your team context-switches between 12 tools. Persona unifies everything in one workspace.
Your agency runs on twelve open tabs.
Sales lives in Upwork. Recruiters live in LinkedIn. Proposals get drafted in ChatGPT. Pipelines live in spreadsheets nobody updates. Sound familiar?
Tools that don't talk
Your CRM, your job board scrapers, your proposal generator, and your invoicing tool all hold pieces of the same client. None of them know about each other.
Data that decays
By the time someone copy-pastes a lead from LinkedIn into your CRM, it's already three days stale. Half the fields are missing. Nobody owns the follow-up.
AI bolted on, badly
Generic AI add-ons that don't know your agency's voice, your bench, or your past wins. The proposals sound like everyone else's.
Every module your agency actually uses.
Not a feature checklist. Not a Frankenstein of acquisitions. One platform, designed from the ground up for agencies that sell, hire, and deliver.
Sales
Pipeline, prospecting, proposals — connected.
Hiring & Talent
From sourcing to roster to bench management.
AI & Automation
Built into the workflow, not bolted on top.
Operations
Dashboards, calendars, and the daily ops layer.
Built different, on purpose.
Multi-discipline by design
Salesforce was built for sales. Bullhorn was built for recruiting. Persona was built for the agencies that do both — and freelance work too. One data model, one workspace.
AI that speaks your voice
Train Persona on your agency's voice profile once. Every AI-generated proposal, message, and follow-up sounds like you wrote it — not like a chatbot.
Made by an agency
We didn't read about this problem in a deck. CML Team has been running this for years. Every feature exists because we needed it ourselves first.
Real integrations, not Zapier
Native Chrome extensions for LinkedIn, Upwork, and Djinni. Real-time Telegram feeds. Calendar sync that actually works. Built-in, not bolted on.
Three AI features worth showing up for.
We're not adding 'AI' to a checklist. These are the features our own team uses every single day to win more business.
Upwork Proposal Engine
A 5-layer prompt structure trained on your agency's voice profile, your past wins, and the specific developer you're pitching. Generates cover letters that actually convert.
Meeting Recording Analysis
Drop in any client call. Get speaker-separated transcripts, action items, sentiment, and searchable highlights — all linked back to the right client record automatically.
Fully Automated AI Interviews
AI-powered voice agent conducts structured interviews with candidates, evaluates responses, and generates detailed hiring reports — fully automated from scheduling to assessment.
From signup to first deal in days, not months.
Bring your data
White-glove migration from your existing CRM, spreadsheets, or job boards. CSV import, Chrome extensions, or direct integrations — we handle it.
Configure your flow
Pick the modules you need. Set up your sales, hiring, and freelance workflows. Train the AI on your agency's voice. Done in an afternoon.
Run your agency
Your team works from one place. Dashboards stay current automatically. AI handles the busywork. You focus on closing.
Become a founding customer.
Lock it in for life.
We're opening Persona to fifty agencies before our public launch. Founding customers get pricing, access, and influence that nobody else will ever get.