Persona
Overview
Persona is an all-in-one business management platform that integrates client data, marketing campaigns, workflows, proposals, and employee management, offering scalability and customization.
Client
Persona is an internal product developed by the CML Team. Initially created to meet internal needs, it is now offered as a white-label or SaaS solution for other businesses.
Problem
CML Team needed a unified platform to manage various business tasks, including client data, marketing efforts, workflow automation, and employee management. The system needed to be adaptable for external clients and scalable for growth.
Solution
We developed Persona as a powerful business management tool. It includes a central module for managing client and company data and improving communication and organization. The platform enables targeted marketing campaigns by grouping clients and companies for better email and outreach results. Persona allows users to create custom workflows, automating repetitive tasks to enhance productivity and efficiency. The proposal system automates client interactions, streamlining processes on platforms like Upwork and ensuring seamless workflow integration. Employee management is made more accessible through a hiring module that tracks hiring processes with customizable workflows. The notification system informs users about system activities, ensuring timely responses to essential changes and tasks. Persona’s architecture is scalable, offering extensive customization options, making it suitable for businesses of any size. The platform supports real-time updates and integrates easily with existing business systems.
Impact
Persona has significantly improved business operations by automating key tasks, enhancing communication, and offering effective marketing and employee management tools. Its flexibility and scalability ensure businesses can grow and adapt while maintaining efficiency and streamlining processes.
