Sagely Feature
Shared client notes everyone on your team can find.
By the Sagely Team · Updated
Meeting notes in email. Action items in Slack. Decisions in someone's head. Sagely Notes gives every client a shared workspace where your team and theirs can capture, edit, and find anything - together.
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Shared Client Notes Built Into Every Workspace
Collaborative, real-time
Multiple team members can edit the same note at once. See who's online and what's being typed as it happens.
Organised by client
Every client has their own notes section. No searching through shared drives or Notion databases.
A record that never disappears
Decisions, feedback, and action items live in the client workspace forever. No more "I thought you said..." conversations.
Client Meeting Notes That Stay With the Account, Not the Person
Meeting notes written in someone's personal notebook disappear when they leave. Notes in Sagely are attached to the client account, tagged by category, and visible to everyone on your team. A new team member joining an account can read the full history immediately.
Attached to the client, not the person
Every note is linked to a client account. When your team lead is out, the next person picks up full context - call summaries, decisions made, things the client asked for last quarter.
Category tags for fast filtering
Tag notes by type: onboarding, strategy, meeting, feedback. Filter the grid to find exactly what you need without scrolling through months of history.
Rich text editor built in
Headers, bullet lists, code blocks, inline formatting: the same editor you'd expect in a modern writing tool, inside the platform where your team already works.
Initial call with Lucide LLC. Discussed branding goals and Q2 deliverables timeline. Key stakeholders: Sarah (design), Marcus (dev). Next milestone: March 15 portal review.
Capture Meeting Notes Inside the Client Portal
Open the notes for any client
Each client workspace has a dedicated Notes section. Start typing - no templates required.
Invite your team
Team members join the note in real time. Everyone sees edits as they happen.
Share with the client optionally
Notes can stay internal (team-only) or be shared directly with the client. Your call.
More Sagely Features
Agency Client Notes: Common Questions
- Can clients see internal notes?
- No. Notes are only visible to your team. They're for internal context, handover information, and team communication on a ticket - clients never see them.
- Can I tag team members in a note?
- Yes. Use @mentions to notify colleagues or assign a ticket to a specialist. Available on Freelance and Agency plans.
- Are notes available on the Solo plan?
- No. Internal notes and @mentions are on Freelance and Agency plans. Solo is designed for a single owner with no team collaboration features.
Keep Every Client Decision in One Place
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