Sagely Feature
Client management: Every client, their own space.
By the Sagely Team · Updated
Managing five clients in the same Slack channel is a recipe for chaos. Sagely gives every client their own branded workspace - separate logins, separate files, separate conversations. Clean and professional, without the overhead.
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Multi-Tenant Client Portals for Agencies
One workspace per client
Each client gets their own login, their own files, their own inbox thread. Completely separate. No cross-contamination.
Branded for your agency
Your logo. Your colours. Clients log in to a portal that looks like it belongs to your agency, not a third-party tool.
Scales with your roster
Add a new client in 30 seconds. Duplicate a previous setup if the structure is similar. No IT ticket required.
One Kanban Board for Every Client Ticket, Across Every Account
Running 10 client accounts means 10 sets of open tickets. Sagely's Kanban board gives your agency one view of all open work across every client and ticket, organised by status and labelled by priority. No more client check-in calls just to find out what's still open.
Backlog to Done in one board
Move tickets through Backlog, Todo, In Progress, and Done. Each column shows live counts. Drag a card to update status - no extra clicks, no status update emails.
Priority and type at a glance
Critical, High, Medium, and Low badges sit next to Bug, Feature Request, Account Issue, and Technical Support tags. Your team reads the card and knows exactly what it is before opening it.
Filter by client for focused work
Working on one account? Filter the board to show only their tickets. The view collapses to that client's open work so your team can get through it without distraction.
Set Up a Branded Client Workspace in Minutes
Create a client workspace
Name it, add the client's brand colours and logo, and invite your team members who work on that account.
Invite the client
Send a single invite link. The client logs in to their portal - no app to download, no training needed.
Manage everything from your dashboard
See all client workspaces, their activity, and their health metrics from your agency dashboard.
More Sagely Features
Client Portal Software: Common Questions
- Can clients see each other's workspaces?
- No. Each client is fully isolated in their own workspace - they can only see their own tickets, files, and communication. Other clients are completely invisible to them.
- Can I customise the portal per client?
- Yes. You can set your agency logo, brand colours, and a custom domain for each client portal. No technical setup required - it takes a few minutes.
- How do clients access their portal?
- Via a branded portal link you send them. From there they can submit tickets, check status on open requests, and download files you've shared.
Give Every Client Their Own Portal
Start a free trial - no credit card required. Set up your first client in under 5 minutes.
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