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The Client Helpdesk Built for Agencies

Sagely helps agencies centralize client requests, files, and communication with ticketing, time tracking, and retainer management. Link every minute to a client and ticket, monitor retainers, and generate reports to bill accurately and keep clients informed.

It integrates with email and Slack to capture requests where clients work, and offers branded client portals for submissions and status updates. Use internal notes, @mentions, and assignment to keep teams aligned while maintaining a clean history.

We are AI Native through our dedicated MCPs! Bring your own agents directly interact with Sagely through your very own setup.
Sagely
2025
United States
  • Accounting
  • Computer-software
  • Management-consulting
3 Industries
  • English
1 Language
Industries
  • Accounting
  • Computer-software
  • Management-consulting
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Chat
  • Weekdays
    Support Days
    • Monday
    • Tuesday
    • Wednesday
    • Thursday
    • Friday
    Support Time
    • 09:00 to 16:00 (MST)
Training
  • In-person
  • Documentation

Sagely Core Features

Focus of Workflow Management Feature
  • Access Controls
  • Business Process Automation
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration
  • AI Features
Focus of Project Management Feature
  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Expense Tracking
  • Idea Management
  • Portfolio Management
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Resource Management
  • Task Management
  • Workflow Management
  • AI Features
Focus of Help Desk Feature
  • Analytics & Reporting
  • Alerts
  • Customization
  • Dashboards
  • Document Storage
  • Email Integration
  • Escalation
  • Interaction Tracking
  • Knowledge Base
  • Multi-Channel
  • Response Template
  • SLA
  • Ticketing Management
  • AI Features
Focus of Content Management Feature
  • Content Publishing
  • Document Management
  • Media Management
Focus of Ticketing Feature
  • Branding Control
  • Customer Portal
  • Event Ticketing
  • Membership Management
  • Mobile Ticketing
  • Online Ticketing
  • Reporting & Analysis
  • Ticket Reservations
  • AI Features
Focus of Project Tracking Feature
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • File Sharing
  • Kanban Board
  • Milestone Tracking
  • Percent-Complete Tracking
  • Prioritization
  • Status Tracking
  • Time & Expense Tracking
  • AI Features
Focus of Project Planning Feature
  • Budget Management
  • Collaboration Tools
  • Kanban Board
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Reports
  • Resource Management
  • Task Management
  • Template Management
  • Time Tracking
  • AI Features

Sagely Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • Yes
Free Trial
  • 14 Days Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Vendor pricing page Get Free Trial

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