Platform

Everything your agency
needs in one client platform

Sagely replaces the email threads and Slack chaos that slow agencies down - with a clean, branded workspace for every client.

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Dashboard

Dashboard
🔍Global search⌘K
Total Tickets
0
All client requests
Across all workspaces
Open Tickets
0
Needs attention
Status: New, In Progress, or Waiting
Avg Response
1.8h
Average resolution time
Resolved requests only
Resolution Rate
94.2%
Tickets resolved
Resolved / total
Ticket Volume Trends
Ticket Volume Trends
Daily ticket volume over the last 3 months
Dec 26Jan 4Jan 13Jan 22Jan 31Feb 9Feb 18Feb 27Mar 8Mar 24

Your agency at a glance. Clients, tasks, revenue - in one view.

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File Vault

Client Files
PDF
IMG
DOC
MP4
PDF
IMG
XLS
PDF
IMG
MP4
DOC
PDF

A secure, organised home for every client file.

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Unified Inbox

Inbox2
JK
Jordan K.2m
Revised homepage copy attached
PM
Priya M.14m
Invoice #1042 - payment confirmed
CH
Client Hub1h
New comment on Brand Guidelines v3
LC
Liam Chen3h
Re: Q2 scope - looks good to me

Email and Slack in one place. No more context switching.

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Notes

B
I
U
2 editing
JK
PM
## Q2 Client Review
Reviewed homepage v4 with the team. Client
approved the new hero section but wants the
CTA to be more direct.
Action items:
Saved

Shared notes for every client. Real-time, collaborative.

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Reports

Revenue
Costs
Churn
OctNovDecJanFebMar

Send polished reports clients actually read.

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Client Management

R
R&Co. Workspace
Clients
Acme Corporation0
Anthropic0
Atomic Design0
Lucide LLC0

One workspace per client. Separate, clean, and branded.

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AI Agent Integration

sagely:~/mcp
TechFlow Inc
Backlog2
In-Flight1
S-00142
Bug in checkout
Critical
S-00139
Portal access issue
High
S-0011Z
Reporting feature
High

Connect Claude, Cursor, or any MCP client to your ticket queue.

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Newsletter

Sagely product updates, delivered.

New features, improvements, and product news — as they ship.

No spam. Unsubscribe anytime.

Sagely

Agency client management software — all features.

Sagely gives every client their own branded workspace — clean, professional, and built to be used.

Start free trial