What Sagely does

Sagely is a multi-tenant SaaS helpdesk purpose-built for agencies and freelancers managing 5-20 ongoing client relationships. The platform organizes work around the client as the primary unit, combining a unified inbox that aggregates Slack, email, and portal communications; a white-label client portal with OTP authentication; ticketing with Kanban boards; ticket-level time tracking; retainer management with configurable overage and rollover logic; and a 100 GB File Vault per agency. A remote Model Context Protocol (MCP) server connects external AI agents (Claude, Cursor, Codex) for headless agency operations with audit trails. Infrastructure runs on DigitalOcean with PostgreSQL, Resend for email, Stripe for billing, and Google OAuth for SSO.

The company monetizes through a flat-rate PLG subscription: Solo ($15/mo, 5 clients), Freelancer ($29/mo, 20 clients, 5 team members), and Agency ($79/mo, unlimited clients, 15 team members), with a 14-day free trial and 15% annual discount. No per-seat fees and a view-only conversion pressure after trial expiration. Distribution is entirely self-serve via web signup with no sales intervention, supported by comparison-page SEO, free agency tools, templates, and an agency handbook as top-of-funnel acquisition. Target customers span design, software/dev, marketing/PR, and consulting agencies, plus freelancers/sole operators.

Founded by Nik Rosales, a former agency operator, Sagely is incorporated in Denver, Colorado with a 1-10 employee footprint and no disclosed institutional funding. The product roadmap since v1.0.0 has emphasized rapid iteration through v1.0.5, including reports, email custom-domain setup, file vault UI improvements, and Kanban performance upgrades, alongside the MCP AI-agent integration as the principal technical differentiator.

Name

Sagely

Legal name

Sagely

Website

https://getsagely.co

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Sagely is a multi-tenant SaaS helpdesk for agencies and freelancers managing 5-20 client relationships, unifying Slack, email, and portal communication with retainer tracking, white-label client portals, time tracking, and an MCP server for AI agent integration, sold via self-serve flat-rate subscriptions.

Ownership category

akta.pro rank

Product category

Agency Client Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Agency client management
• Helpdesk software
• Retainer tracking
• Client portal software
• Unified inbox SaaS

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS: Monthly or annual subscription tiers (Solo, Freelancer, Agency) with flat-rate pricing. Annual billing offers 15% savings. Revenue is recurring based on subscription tier selected.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sagely is a multi-tenant SaaS helpdesk platform purpose-built for agencies and freelancers managing 5-20 ongoing client relationships. It unifies client communications across Slack, email, and a branded client portal into a single inbox, and combines ticket management, ticket-specific time tracking, retainer usage tracking with overage alerts, a 100 GB file vault, approval workflows, and reports into a per-client workspace model. The platform is sold via self-serve subscription tiers ($15 / $29 / $79 per month) with a 14-day free trial and an optional AI-agent integration via a remote Model Context Protocol server.

Product overview

Sagely is a multi-client helpdesk SaaS platform organized around the client relationship rather than individual projects. The core product combines a Unified Inbox (aggregating Slack, email, and portal messages), Ticketing System (Kanban + data tables), Client Portal (white-label, OTP-authenticated), Time Tracking & Retainer Management, File Vault (100 GB storage), Dashboard & Analytics, Reports, Notes, Comments & Collaboration, and AI Agents via MCP. Supporting resources include Agency Tools (20 free tools), Templates (contracts/proposals), Agency Handbook (reference glossary), and Agency Experience (practical guides). Pricing tiers: Solo ($15/mo, 5 clients), Freelancer ($29/mo, 20 clients, 5 team members), and Agency ($79/mo, unlimited clients, 15 team members). All plans include a 14-day free trial.

Differentiator

Problem solved

Functional benefit

Products and services

• Sagely Agency Client Management Platform Multi-tenant SaaS helpdesk subscription product that unifies client communication (Slack, email, branded client portal), ticketing, ticket-specific time tracking, retainer management, file storage, approval workflows, and reports into per-client workspaces for agencies managing 5-20 ongoing client relationships. Sold as a 14-day free trial converting to flat-rate monthly or annual subscriptions with no per-seat fees.
• Sagely AI Agents (Remote MCP Server) Remote MCP server product that lets external AI agents read Sagely queue state, client threads, approvals, and ownership data, and write back structured follow-ups, summaries, and handoffs, enabling headless agency operations with human oversight.

Quantifiable outcome

• Account managers recover 130 hours/year previously spent writing status reports
• +3 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability3 records

Feature10 records

Partnerships

Five partnerships are on record, tiered core and infrastructure.

• StripecoreTechnology or IntegrationThird-party payment processor for subscription billing. Handles payment processing, checkout, and invoice management through Stripe Customer Portal. No formal partnership announcement; standard integration partnership.
• SlackcoreTechnology or IntegrationPrimary communication channel integration. Enables bidirectional sync: tickets created from Slack messages via shortcuts and slash commands, thread reply sync, channel-to-client mapping, and file attachment auto-download.
• DigitalOceaninfrastructureTechnology or IntegrationCloud hosting provider for infrastructure and data storage. PostgreSQL databases with encryption at rest hosted on DigitalOcean servers.
• ResendinfrastructureTechnology or IntegrationEmail service provider for transactional and marketing emails. Handles email delivery for account notifications, ticket updates, and marketing communications.
• Google OAuthcoreTechnology or IntegrationSingle Sign-On (SSO) integration allowing users to authenticate with Google accounts. Part of authentication and security features.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• SuiteDash: All-in-one business management platform with client portal, CRM, invoicing, and project management aimed at agencies and consultants. Competes across Sagely's portal, retainer, and ticketing features.
• ManyRequests: Client portal built specifically for agencies managing client requests, file delivery, and feedback collection. Direct overlap with Sagely's Client Portal and ticket workflows for design and dev agencies.
• HoneyBook: All-in-one client management platform for freelancers and small service businesses with invoicing, contracts, and client portals. Sagely's agency-targeting tier and client portal capability overlap directly with HoneyBook's SMB-focused workflow.
• Dubsado: Client management software for creative freelancers and small agencies offering proposals, contracts, workflows, and branded client portals. Competes with Sagely for the same freelancer and small-agency buyer persona.
• AgencyHandy: Agency management platform offering client portals, project tracking, and billing tailored for marketing and creative agencies. Direct overlap with Sagely's agency-vertical positioning.
• Zendo: Client portal and request management platform for service businesses and agencies. Competes directly with Sagely's client portal and ticket request workflows.

Broad incumbents

• Freshdesk: Customer support and helpdesk suite from Freshworks. Competes with Sagely on ticketing, omnichannel inbox, and portals for SMB and mid-market segments including agencies.
• Zendesk: Enterprise helpdesk and customer service platform. Sagely explicitly positions against Zendesk as too enterprise-focused for the agency use case, but Zendesk Suite and Zendesk Sell overlap for higher-end agency accounts.
• monday.com: Work operating system with project management, CRM, and service modules. Competes with Sagely at agencies using monday Work Management for client work tracking.
• Asana: Work management platform widely used by agencies for project tracking and task management. Sagely's Kanban + data tables overlap with Asana, while differentiating on helpdesk, retainer, and portal capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sagely