Case management
Trusted by startups & the world’s largest companies
Key features
Build your ideal case management process
Easily build and modify case templates for any use case.
Choose from our robust library of prebuilt modules, such as checklists, comments, insights, and more.
Meet deadlines by automatically prioritizing high-priority cases.
Dynamically route cases to the right teams when multi-stage review is needed.
Configure role-specific PII access when working with sensitive data.
Track all activity within a case investigation, such as event timeline and email communication.
Consolidate data in one view with integrations for vendors such as Salesforce, HubSpot, and Zendesk.
Monitor metrics to identify bottlenecks and optimize team performance.
“As a startup with multiple systems, we needed a way to consolidate our users across different BitGo affiliates and business units. We lacked a clear source of truth, and Persona gives us that. With the time saved on review, and the consolidated single source of truth, you could call the resources my team saves a return on investment.”
