Sydnee Blog

Tips, tutorials, and product updates to help agencies deliver exceptional client experiences

What is a Client Portal? A Complete Guide

What is a Client Portal? A Complete Guide

If you’re managing client interactions, projects, or shared files, a client portal can be a game-changer. Businesses across industries are turning...

Client Portal

February 17, 2025

Sell More with the Service Showcase in Your Client Portal

Sell More with the Service Showcase in Your Client Portal

In the world of client management, staying connected with your clients while promoting additional services without being annoying can be a...

Client Portal

February 15, 2025

12 Must-Have Features for a Powerful Client Portal

12 Must-Have Features for a Powerful Client Portal

A well-designed client portal is a game-changer for businesses looking to streamline communication, improve collaboration, and boost client satisfaction. Whether you’re...

Client Portal

February 15, 2025

Client Portal Software: Key Features and Benefits for Freelancers

Client Portal Software: Key Features and Benefits for Freelancers

What Is a Client Portal? A client portal is a secure, online hub where businesses and clients collaborate seamlessly. It centralizes...

Client Portal

February 15, 2025

Advanced Email Tracking for Transparency

Advanced Email Tracking for Transparency

At Sydnee, we understand that reliable email communication is essential for maintaining smooth operations and client satisfaction. That’s why we’ve been...

Feature Updates

January 2, 2025

What’s New in Sydnee Client Portals – December 2024

What’s New in Sydnee Client Portals – December 2024

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

Feature Updates

December 6, 2024

Gather Client Information with Sydnee’s Request Feature

Gather Client Information with Sydnee’s Request Feature

We’re thrilled to unveil the latest addition to Sydnee Client Portals: Client Requests! 🎉 This powerful new feature makes it easier...

Feature Updates

October 31, 2024

Subtasks, Advanced Filters, and Smarter Account Sorting

Subtasks, Advanced Filters, and Smarter Account Sorting

We’re excited to announce the latest updates to Sydnee Client Portals designed to give you even more control and efficiency in...

Feature Updates

September 6, 2024

Unlock Your Weekly Success: See Your Progress at a Glance

Unlock Your Weekly Success: See Your Progress at a Glance

We’re excited to announce a fresh update to our accounts page: a brand-new metric tracker that keeps you informed on how...

Feature Updates

August 19, 2024

Track Your Client Portal Activity Better Than Ever

Track Your Client Portal Activity Better Than Ever

At Sydnee Client Portals, we know that keeping track of all interactions and updates within your client portals is essential for...

Feature Updates

August 15, 2024

Embed Airtable Into Your Client Portal

Embed Airtable Into Your Client Portal

Sydnee Client Portals now offers the ability to embed Airtable bases directly into your client portals. This feature brings together the...

Featured Post

August 8, 2024

Embedding Figma Designs Into Your Client Portal

Embedding Figma Designs Into Your Client Portal

Figma has become a go-to tool for designers and developers due to its real-time collaboration features and intuitive interface. It allows...

Featured Post

August 8, 2024

The Importance of Using a Client Portal for Freelancers and Small Teams

The Importance of Using a Client Portal for Freelancers and Small Teams

It’s tough to stay coordinated with your clients when juggling multiple Google Drive links, internal Asana boards that are hidden from...

Featured Post

August 7, 2024

Improved Folders and New Gallery View for File Management

Improved Folders and New Gallery View for File Management

We are thrilled to announce a significant update to the Files section in Sydnee Client Portals! Our team has been hard...

Feature Updates

July 31, 2024

Networking for Freelancers: Building Meaningful Connections

Networking for Freelancers: Building Meaningful Connections

As a freelancer, you may have realized that finding new clients and opportunities can be challenging without the right approach. Networking...

Freelancer Tips

July 21, 2024

How to Easily Upload Files to Your Tasks in Sydnee Client Portals: Video Tutorial

How to Easily Upload Files to Your Tasks in Sydnee Client Portals: Video Tutorial

Uploading PDFs, images, videos, and other files into your tasks is a breeze with Sydnee Client Portals. This video will guide...

How To

July 17, 2024

How to Set Up a New Client Portal with Sydnee (Video Tutorial)

How to Set Up a New Client Portal with Sydnee (Video Tutorial)

Welcome to our video tutorial on setting up a new client portal using Sydnee Client Portals! In this video, we’ll guide...

Featured Post

July 17, 2024

A Big Update to Tasks! “My Tasks”, Attachments, and More!

A Big Update to Tasks! “My Tasks”, Attachments, and More!

At Sydnee Client Portals, we are committed to constantly improving your experience and enhancing productivity. Our latest updates bring a range...

Feature Updates

July 16, 2024

Add External Links to Your Accounts (Global & Client Specific)

Add External Links to Your Accounts (Global & Client Specific)

We are excited to announce a handy new feature (and much requested) for Sydnee Client Portals! You can now add external...

Feature Updates

July 3, 2024

Enhanced Task Tagging, Mentions, and Email Notifications

Enhanced Task Tagging, Mentions, and Email Notifications

Our latest feature update introduces tagging capabilities in the comments of tasks, complete with email notifications. Tagging and Mentions With the...

Feature Updates

July 3, 2024