Project Management Built for Design Agencies

Client feedback arrives in Figma, email, and Slack. By the time version 7 of a logo lands, the scope you sold has doubled and the billing conversation is already overdue. Sagely gives your team one inbox for Slack and email, real-time retainer tracking, and a client portal your clients actually use.

Diagram illustrating the problem of tool reconciliation among Asana for task tracking, Harvest for time tracking, Spreadsheet for manual reconciliation, and Email for client updates.
tool fatigue

One Platform Instead of a Asana-Harvest-Spreadsheet-Email Stack

Sagely gives every client their own workspace: tasks, retainer balance, and communication history in one place. The retainer tracker updates as hours are logged — not at month-end, not when someone runs a report. When a client burns through hours early, you see it in time to act.

Connected

Built for How Design Agencies Actually Work

Creative briefs, revision rounds, client approvals, retainer hours. Not sprints. Not tickets.

Organized

Client workspaces with built-in retainer tracking

Every client has their own workspace: projects, tasks, deadlines, and retainer hours in one place. When a client asks how many hours they have left, the answer is right there. No spreadsheet, no Harvest export.

Dark mode task board with three columns labeled Backlog, Todo, and In Progress, listing tasks with IDs, titles, priority tags, support type tags, dates, and status indicators.

Frequently Asked Questions

Everything you need to know about using Sagely for your PR agency.

How do design agencies prevent revision rounds from blowing past retainer hours?

Sagely keeps retainer hours visible in real time in the same workspace where tasks and client feedback live. When a project approaches its revision budget, the balance is visible before the work is done. Most agencies flag at 80% and start the scope conversation from there.

Can Sagely collect client feedback in one place instead of across email and Figma?

Yes. Slack and email messages arrive in one inbox per client. Clients can also leave feedback through the portal. When the brand director emails and the marketing manager Slacks on the same day, both arrive in the same place — no one works from the wrong brief.

How does Sagely handle retainer tracking for design agencies?

Each workspace has a live retainer balance that updates as hours are logged. You see how many hours remain at any point during the month — not just when someone exports a timesheet. No spreadsheets, no end-of-month surprises.

Does Sagely replace Harvest for design agency time tracking?

For most design agencies, yes. Hours attach to the specific task and roll up to the project and retainer automatically. Agencies running Harvest alongside Asana or Notion tend to replace all three when they switch.

How does a client portal work for design agencies sharing deliverables?

Clients click a link — no account required. They view active projects, review deliverables, and leave feedback directly. Feedback arrives in one place. Approval records are clear.

Can designers manage multiple client brands with separate workflows in Sagely?

Each client has its own workspace — tasks, communications, retainer, and portal access are all separate. Work for one client doesn't appear in another's feed. Sagely scales from 3 clients to 40.