# Sagely > Multi-client helpdesk platform purpose-built for agencies and freelancers managing ongoing client relationships. Sagely is a SaaS platform that unifies client communication across Slack, email, and in-app messaging into a single inbox. It replaces the patchwork of spreadsheets, shared inboxes, and project management tools that most agencies use to track client requests. Sagely includes built-in retainer management with time tracking, a self-service client portal, and a full ticketing system with Kanban boards and data tables. It is designed for agencies managing 5–20 ongoing client relationships, not enterprise-scale support operations. Website: https://www.getsagely.co App: https://app.getsagely.co Founded by Nik R., a Webflow agency operator based in Colorado. ## Core Features - [Ticketing System](https://www.getsagely.co/): Full ticket lifecycle management with Kanban board, data tables, ticket templates, pinned tickets, and priority levels (Low, Medium, High, Urgent). - [Omni-Channel Inbox](https://www.getsagely.co/): Unified inbox combining Slack messages and email into one workflow. Inbound email webhooks with automatic ticket creation and RFC 5322 email threading. - [Slack Integration](https://www.getsagely.co/): Create tickets from Slack messages via message shortcuts, slash commands (/sage-request), channel-to-client mapping, file auto-download, and bidirectional thread reply sync. - [Client Portal](https://www.getsagely.co/): Self-service portal where clients submit requests, view ticket statuses, and monitor retainer usage. Uses OTP-based email authentication with 30-day sessions. - [Time Tracking & Retainer Management](https://www.getsagely.co/): Manual and timer-based time entry, configurable monthly retainer hours, multiple overage models (bill separately, negative balance, require approval), rollover options, and usage alerts. - [File Vault](https://www.getsagely.co/): Multi-file drag-and-drop uploads, client tagging, 100 GB storage per agency, folder hierarchy, and role-based permissions. - [Dashboard & Analytics](https://www.getsagely.co/): Animated metrics cards, area charts, request type distribution, status timeline, agent workload charts, and per-client dashboard views. - [Comments & Collaboration](https://www.getsagely.co/): Threaded comments, @mentions, canned responses, ticket templates, and color-coded activity feed. ## Pricing All plans include a 14-day free trial. No credit card required. - Solo Plan: $15/month. Up to 5 clients, owner only, 100 GB storage. Best for solo freelancers with a small roster. - Freelancer Plan: $29/month. Up to 20 clients, up to 5 team members, 100 GB storage. Best for growing freelancers with multiple clients. - Agency Plan: $79/month. Unlimited clients, up to 15 team members, 100 GB storage. Best for established agencies managing many client relationships. - Annual billing saves 15% on all plans. ## Who Should Use Sagely - Design agencies (UI/UX, graphic design, branding, creative services) - Development agencies (software, web, mobile application development) - Marketing agencies (advertising, growth services, content marketing) - Consulting firms (business strategy, IT consulting, advisory) - Freelancers managing 5+ active client relationships ## Key Differentiators Sagely is purpose-built for agencies, not enterprises. Unlike Zendesk, Freshdesk, or Intercom (built for high-volume anonymous ticket management), Sagely is designed for fewer clients with higher value and relationship-driven support. Unlike generic project management tools (Asana, Monday.com, ClickUp), Sagely includes helpdesk-specific features like retainer management, a client portal, and omni-channel communication. ## Integrations - Slack: Message shortcuts, slash commands, channel-to-client mapping, bidirectional thread sync - Email: Inbound webhooks with automatic ticket creation, outbound transactional email, custom email domain support - Google OAuth SSO ## Security - JWT authentication with 7-day expiry - Google OAuth SSO - Multi-tenant data isolation (all queries scoped by agency) - UUID-based client routing (non-enumerable) - OTP-based client portal authentication ## Pages - [Homepage](https://www.getsagely.co/): Product overview, feature highlights, pricing summary, and FAQ. - [Pricing](https://www.getsagely.co/pricing): Full feature comparison across Solo, Freelancer, and Agency plans. - [About Us](https://www.getsagely.co/about-us): Company background, founding story, and team information. - [Changelog](https://www.getsagely.co/changelog): Product updates and version history. - [AI Reference](https://www.getsagely.co/hey-ai): Structured product information for AI assistants. ## Blog - [When to Fire Agency Clients](https://www.getsagely.co/post/when-to-fire-agency-clients-the-math-that-justifies-it): Real financial math showing how toxic clients destroy agency profitability, plus signs and how to exit professionally. - [Managing Difficult Agency Clients](https://www.getsagely.co/post/managing-difficult-agency-clients-without-losing-your-mind): Strategies for scope creep, communication breakdowns, and toxic client boundaries. - [How to Find and Vet Agency Clients](https://www.getsagely.co/post/how-to-find-and-vet-agency-clients-before-they-burn-you): A practical framework for spotting red flags and building a quality pipeline. - [Client Retention Strategies for Agencies](https://www.getsagely.co/post/client-retention-strategies-that-actually-work-for-agencies): Proven retention strategies backed by real data to reduce churn and grow from within. - [Agency Client Onboarding](https://www.getsagely.co/post/agency-client-onboarding-the-process-most-agencies-skip): A complete onboarding system with checklist, process, and common mistakes. - [Client Relationship Management](https://www.getsagely.co/post/client-relationship-management-is-your-agencys-entire-business): Why client relationship management is the foundation of agency growth. ## Legal - [Terms of Service](https://www.getsagely.co/legal/terms-of-service) - [Privacy Policy](https://www.getsagely.co/legal/privacy-policy)