The Client Helpdesk
Built for Agencies
Stop drowning in client messages. Sagely unifies email, Slack, and portal requests
into one inbox so nothing slips through the cracks.
Built for modern agencies
Still juggling emails, Slack threads, spreadsheets, and forgotten client requests? Sagely plugs the leaks by organizing your communication, ticket-specific time tracking,
and retainer management.
Wasting time looking for that one document?
Stop hunting through email threads & messages just to find files. Securely store files, contracts and other assets directly in Sagely, then link them directly to tickets or clients.
Stop losing $ monthly in
un-billed hours
Track time effortlessly with one-click logging or automatic timers. Each minute is linked to a client and ticket, ensuring accurate billing. Generate detailed reports for transparent client communication and precise invoicing.
Know exactly where every client stands, instantly
Monitor client retainer usage and receive alerts at 80% capacity, enabling timely upsell opportunities. Generate monthly reports to showcase hours, value, and completed work, enhancing client retention.
Give clients a professional experience
Clients access a personalized portal to submit tickets, check statuses, and download files, all under your brand. Customize with your logo, colors, and domain for a professional look. No technical setup needed—just upload your logo to get started.
We organize your clients for you, not just your inbox
Keeping all your client information inside your inbox or slack becomes pure madness after a few request. Keeping tabs of ticket statuses and who commented on what takes up energy & time.
Your team stays in sync, even when someone's out
Add internal notes visible only to your team. Use @mentions to tag colleagues and assign tickets to specialists. Access complete conversation history instantly, ensuring seamless transitions when team members are unavailable.
Unify inboxes and integrate where your clients work
Your clients can still reach you in their favorite channels, but your team can work in one place.
We built Sagely because we ran agencies ourselves and couldn't find a helpdesk that understood how agency-client relationships actually work. Enterprise tools like Zendesk are built for thousands of anonymous tickets. We needed something built for 15 clients who each expect white-glove service, with retainer tracking, Slack workflows, and branded portals baked in from day one.
Quit throwing money away
& start getting organized
Choose the plan that matches your current needs. Scale up when you're ready.
Save hours per week
Stop hunting through email threads and Slack messages. Every client request, response, and file in one organized system your team will actually use.
Get aligned
No more "I didn't see that email." Everyone sees the same ticket history, file attachments, and client context, even when someone's out sick.
Easily scale
Handle 2x more clients with your current team. Our customers grow from 5 to 10 clients without adding headcount.
Frequently Asked Questions
Questions? We have answers.
We're not doing imports just yet, but it's something we're planning for the future.
Right now, there's no AI in the app, but we're on it! We're aiming for something more than just a chatbot. Stay tuned for updates by the end of Q2.
We totally get that email and Slack are must-haves for agencies dealing with clients. That's why we started with these. But hang tight, more integrations are coming soon!