Get Organized With Sydnee Client Portals
Bring order to your business with task management, live chat, client requests, file storage and more in a white label client portal you and your clients will love.
Used by 2,000+ agencies & freelancers
Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, OwnerMcdermott Law Firm, PLLC
The Client Journey
One Platform for the Entire Client Lifecycle
From onboarding to final deliverable - Sydnee keeps everything organized in one place.
Discover
Showcase your services
Clients explore your services and submit requests without back-and-forth
Onboard
Collect information
Automated requests collect documents, approvals, and client data
Engage
Manage the work
Tasks, reminders, and live chat keep work moving and clients informed
Deliver
Share results
Deliver files through secure, branded portals clients can actually navigate
Everything Your Clients Need—In One Portal
Tasks, files, requests, and conversations—fully organized and easy for clients to use.
- Tasks & Reminders
- Create and assign tasks, track progress, and keep clients accountable with built-in reminders.
- Live Chat
- Message clients and teammates in real time—without endless email threads.
- Client Requests
- Request files and information with structured forms, reminders, and centralized tracking.
- Branded File Sharing
- Share files securely in a branded portal. Organize content, highlight key files, and keep everything in one place.
Dual Interface
Two Experiences, One Platform
You get powerful tools. Your clients get a simple, branded portal. Everyone wins.
Your Team's View
The Sydnee Dashboard
- Unified dashboard across all client accounts
- Kanban + list views for requests and tasks
- Built-in team collaboration
- Clear progress tracking
- Bulk actions and reusable templates
Your Client's View
Their Branded Portal
- Clean, fully branded experience
- Simple dashboard with live chat access
- Effortless file uploads and downloads
- No passwords to remember
- Always-available chat bubble
Your brand, their experience. Clients see your logo, colors, and domain—not Sydnee.
Helpful Client Portal Meets Passive Upselling
- Setup your Services Showcase and mark each service as active or inactive for each of your clients.
- Get alerted instantly when a client has interest in an inactive service.
Tasks & Reminders
- Create, comment, tag, attach files, assign, and send reminders to yourself or your clients with tasks.
- Don’t want to show your client all of your tasks? Easily hide tasks from your clients for smooth internal processes.
- No more expensive Asana per seat pricing – invite your team and your clients!
Direct Live Chat With Your Clients
- Each account in Sydnee has its own private chat room where you and your clients can communicate effortlessly.
- You get the pro view—a full chat experience with all your accounts in one place.
- Your clients see a simple chat bubble with pop-ups, keeping things easy and intuitive for them.
Streamline Client Requests
- Gather information, files, and responses effortlessly with Sydnee’s new Request feature.
- Send tailored requests, set automated reminders, and keep everything centralized for smooth, professional client interactions.
Effortlessly Manage and Share Files with Your Clients
- Easily store, organize, and share your files, ensuring your clients have secure and convenient access whenever they need it.
- Highlight an image or file on their home dashboard. Grab a branded link or utilize the built in file browser.
- Shared links have your domain name, color scheme, and logo.
- Drop your separate, unbranded Dropbox or Google Drive subscription for Sydnee today!
Your Colors, Your Logo, Your Way!
- With Sydnee’s intuitive color customization options, you can easily align your portal’s look and feel with your brand’s identity.
- Choose from one of our templates or tweak the style yourself!
Embed Any Of Your Current Tools
- Embed any of your current tools as their own dedicated page in your portal.
No Passwords – Just Easy Access
- No registration or passwords needed. All your client needs to do to access their account is enter their email to receive a one time access code.
Completely White Label
- Connecting your website and email isn’t an uspell with Sydnee. Utilize your own domain for ultimate ownership.
Simplify Your Stack
Replace 4+ Tools with One Platform
Stop paying for disconnected tools. Sydnee brings everything together at a fraction of the cost.
The Old Way
Juggling multiple subscriptions that don't talk to each other
Typeform
Forms & Requests
Asana
Task Management
Dropbox
File Storage
Slack
Client Messaging
Plus integration headaches & context switching
With Sydnee
Everything in one unified, white-labeled platform
Flat rate · No per-user fees · All features included
See how much simpler your workflow can be
Simple Pricing.
Get 100% setup and implemented before ever pulling out the credit card.
Try Sydnee Client Portals Today
Purpose-Built
Built for Service Businesses & Freelancers
Sydnee is designed for anyone who manages ongoing client relationships and wants a professional, organized experience.
Marketing Agencies
Campaign management, client reporting & creative approvals
- Client onboarding
- Campaign deliverables
- Asset approvals
Creative Agencies
Design, branding & creative services
- Creative briefs
- Brand asset delivery
- Project milestones
Photographers
Studios, freelancers & event photographers
- Session booking
- Gallery delivery
- Model releases
Consultants & Advisors
Strategy, operations & business consulting
- Document collection
- Engagement tracking
- Client deadlines
Coaches & Consultants
Business coaches, trainers & advisors
- Session follow-ups
- Client action items
- Feedback collection
Event Professionals
Planners, coordinators & vendors
- Event checklists
- Vendor coordination
- Timeline tracking
