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What’s New in Sydnee Client Portals – December 2024

Published December 6, 2024 by Connor Bearse

We’ve been hard at work improving Sydnee Client portals and wanted to do a quick roundup of updates since our last post!

The majority of these updates have been because of direct feedback from our users. If you have any feedback please hop into the live chat and send us a message. Chances are you will get connected directly to me and I want to hear your feedback!

Here’s a roundup of updates to Sydnee:

Subscriptions

  • More accounts for every tier:
    • Standard: Now supports 50 accounts (was 25).
    • Premium: Up to 300 accounts (was 100).
    • Enterprise: A brand-new tier that supports up to 3,000 accounts.
  • Unified storage: Storage is now shared across all accounts, making it easier to manage your files.

Account Management

  • You can now pin accounts so they always appear at the top of your list.
  • Wherever accounts are listed, they now show up in alphabetical order for better organization.

Tasks

  • Add any attachment in a task to the client’s file manager for easy safe keeping

Task Sections

  • Tasks are now more organized with sections:
    • Drag and drop tasks within sections or reorder sections themselves.
    • Collapse sections to keep your view clean and focused.

Activity Inbox

A screenshot of the Sydnee Activity Inbox for the backend task view
  • A dedicated inbox for recent activity in the backend task view.
  • Mark activity as read, unread, or archive it to help you stay on top of everything.

File Manager Updates

  • Added a dark/light toggle for viewing media.
  • You can now view detailed metadata for images with a single click.
  • The mobile layout has been fully optimized.
  • Monitor your account’s storage usage directly from the file manager.

Service Showcase

  • Service descriptions can now include up to 500 characters (previously 191).

Embeds & Pages

  • Go High Level forms are now supported.
  • Stripe pricing tables embeds are now supported.

Team Management

A screenshot of the Team Member Settings where you can choose whether to auto add a team member to all new accounts.
  • Admins now have the option to control whether team members are automatically added to new accounts.

General Improvements

  • Better backups: Data is backed up every minute, and files are delayed for removal by 30+ days to ensure safety. If something goes wrong please reach out so we can restore your data
  • Improved error handling for a more stable experience. We are hunting down and fixing errors every single day. If you experience an issue please reach out so we can get it fixed.
  • Performance improvements across the board. For example, the task view can now support 100% more tasks in the same performance profile as before
Sydnee

Try Sydnee Client Portals Today

Client & team live chat
Built in task manager
Showcase services in your portal
Easy client onboarding & info requests
Secure file storage & sharing
Embed Calendly, Figma, Loom, Google Looker & more
Custom domain & full white labeling
Unlimited client & teammate seats
No credit card required
  • Sydnee turned our onboarding into a simple, repeatable process that just works.

    Patrick Benske, Benske Agency, Founder
    Patrick Benske
    Benske Agency, Founder
  • Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.

    Steven Diamond, Diamond Ai Media Group, Founder
    Steven Diamond
    Diamond Ai Media Group, Founder
  • Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.

    Carmelo Santos, Co-found Council of Marketers
    Carmelo Santos
    Co-found Council of Marketers
  • It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance

    Michael Rapino, HoneyQuill Agency, Founder
    Michael Rapino
    HoneyQuill Agency, Founder
  • Sydnee 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 Leon, Promise Pixel, Founder
    Luis Leon
    Promise Pixel, Founder
  • Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.

    Laura McDermott, Owner, Mcdermott Law Firm, PLLC
    Laura McDermott, Owner
    Mcdermott Law Firm, PLLC