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.
Your team context-switches between 12 tools. Persona unifies everything in one workspace.
Sales lives in Upwork. Recruiters live in LinkedIn. Proposals get drafted in ChatGPT. Pipelines live in spreadsheets nobody updates. Sound familiar?
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.
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.
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.
Not a feature checklist. Not a Frankenstein of acquisitions. One platform, designed from the ground up for agencies that sell, hire, and deliver.
Pipeline, prospecting, proposals — connected.
From sourcing to roster to bench management.
Built into the workflow, not bolted on top.
Dashboards, calendars, and the daily ops layer.
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.
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.
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.
Native Chrome extensions for LinkedIn, Upwork, and Djinni. Real-time Telegram feeds. Calendar sync that actually works. Built-in, not bolted on.
We're not adding 'AI' to a checklist. These are the features our own team uses every single day to win more business.
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.
Drop in any client call. Get speaker-separated transcripts, action items, sentiment, and searchable highlights — all linked back to the right client record automatically.
AI-powered voice agent conducts structured interviews with candidates, evaluates responses, and generates detailed hiring reports — fully automated from scheduling to assessment.
White-glove migration from your existing CRM, spreadsheets, or job boards. CSV import, Chrome extensions, or direct integrations — we handle it.
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.
Your team works from one place. Dashboards stay current automatically. AI handles the busywork. You focus on closing.
We're opening Persona to fifty agencies before our public launch. Founding customers get pricing, access, and influence that nobody else will ever get.