Everything you need for client communication
From @mentions to CSV export—a complete real-time messaging solution built for client-facing teams.
Each account has its own private live chat room, where all team members and clients with access to the account can participate in conversations.
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.
Need someone's attention? Type @ and their name. They'll get notified immediately—even if they have notifications set to "Mentions Only."
Three Notification Modes
Fine-tune notifications per client—mute quiet accounts, go mentions-only for busy ones, or stay fully connected. Admins can configure client-side preferences too.
Get notified for every message
Only notified when @mentioned
No notifications at all
Every message is preserved and exportable. Download complete conversation history as CSV for auditing, record-keeping, or compliance requirements.
Your clients can message you from anywhere. Full-screen chat on mobile and chat bubble on dekstop once they are logged in.
Client messaging
All-in-one portal
No credit card required
Live Chat for Every Service Type
Whether you're filing taxes, closing books, or providing CFO services—live chat keeps clients informed without the inbox clutter.
Digital Marketing, SEO, PPC
Design, Branding, Video
Studios, Freelancers, Events
Business Coaches, Trainers, Advisors
Planners, Coordinators, Vendors
MSPs, Web Developers, SaaS
Everything you need to know about Sydnee's live chat feature.
Each client account has its own dedicated chat room. Your team sees all conversations in a unified dashboard, while clients see a simple floating chat bubble in their portal. Messages are delivered in real-time with typing indicators.
Yes! Each chat room has granular notification controls. Choose between All (every message), Mentions Only (only when @mentioned), or Muted (no notifications). You can also enable or disable chat entirely per account.
Type @ followed by a team member's name to mention them. They'll receive a notification even if they have notifications set to 'Mentions Only.' Perfect for urgent matters or bringing specific people into a conversation.
Absolutely. Export any conversation as a CSV file for compliance, record-keeping, or auditing purposes. The export includes all messages, timestamps, and sender information.
No! Unlike per-seat tools like Slack, Sydnee includes unlimited team members and clients in live chat at no extra cost. Your whole team and all your clients can participate.
Yes. The chat interface is fully mobile-optimized. Clients see a full-screen chat on mobile devices, while desktop gets a convientent chat bubble in their portal on all pages.
In the chat settings modal, toggle the chat on or off per account. Useful for clients who prefer other communication methods or for accounts that don't require real-time messaging.
Discover other powerful tools included in Sydnee Client Portals
Get 100% setup and implemented before ever pulling out the credit card.
Sydnee turned our onboarding into a simple, repeatable process that just works.
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
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.
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
