Sagely

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United States HQFounded 2025

Deployment

Web-basedWindowsMacLinux

Overview

About Sagely

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.

At a glance

Software information

Industries served, licensing and the support Sagely provides.

Industries

  • Accounting
  • Computer-software
  • Management-consulting

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial
  • Free version

Support

  • Email
  • Live Chat
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 16:00 (MST)

Training

  • In-person
  • Documentation
Languages (1)
English
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Capabilities

Sagely features

The full feature set, grouped by module.

Workflow Management Software

  • Access Controls
  • Business Process Automation
  • Compliance Tracking
  • Custom Dashboard
  • Document Management
  • Reporting & Analytics
  • Task Management
  • Workflow Configuration
  • AI Features

Project Management Software

  • 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

Help Desk Software

  • Analytics & Reporting
  • Alerts
  • Customization
  • Dashboards
  • Document Storage
  • Email Integration
  • Escalation
  • Interaction Tracking
  • Knowledge Base
  • Multi-Channel
  • Response Template
  • SLA
  • Ticketing Management
  • AI Features

Content Management Software

  • Content Publishing
  • Document Management
  • Media Management

Ticketing Software

  • Branding Control
  • Customer Portal
  • Event Ticketing
  • Membership Management
  • Mobile Ticketing
  • Online Ticketing
  • Reporting & Analysis
  • Ticket Reservations
  • AI Features

Project Tracking Software

  • Collaboration Tools
  • Cost-to-Completion Tracking
  • File Sharing
  • Kanban Board
  • Milestone Tracking
  • Percent-Complete Tracking
  • Prioritization
  • Status Tracking
  • Time & Expense Tracking
  • AI Features

Project Planning Software

  • Budget Management
  • Collaboration Tools
  • Kanban Board
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Reports
  • Resource Management
  • Task Management
  • Template Management
  • Time Tracking
  • AI Features

Plans

Sagely pricing

Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days

Media

Screenshots & video