Gradient background pattern

Chat With Clients, Right Where the Work Happens

Keep account conversations, focused channels, and one-to-one follow-up beside the requests, tasks, files, and Deliverables they support. Your team gets an organized inbox; clients message from your branded portal.

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Trusted by 1,000+ freelancers & agencies worldwide

Sydnee inbox with account chats, channels, and direct messages

Flexible Conversation Structure

Three Conversation Types, One Workflow

Replace scattered client messaging with one white-label inbox. Sydnee keeps account chats, channels, and direct messages connected to the client portal your team already uses.

Account Chats

Keep the ongoing client conversation attached to the account it belongs to.

Direct Messages

One-to-one follow-up with an eligible teammate or client contact.

Channels

Create named group chats for teammates and clients, with open or private access and clear client-presence notices at the top.

Your team gets the pro view with sidebar organization, channel management, and notification control.

Sydnee team inbox showing account chats, channels, and direct messages

Clients get a simple portal experience with a chat bubble and inbox that feels familiar across web devices.

Internal
Team DM
1 client in chat
Client DM

Client-presence badges and channel notices make it obvious when clients are in the room, so your team can move fast with confidence before sending every message.

Built For Real Client Work

Replace tool-switching with one communication hub

Keep client communication, internal collaboration, and message history in one place your team and clients can actually use.

Account Chats
Channels
Direct Messages
Client Presence Notices
@Mentions
Typing Indicators
Open & Private Channels
Channel Managers
All / Mentions / Muted
Pause Alerts
Responsive Web Chat
CSV Export

Keep Signal, Drop Noise

Notifications You Control Per Conversation

Choose All Messages, Mentions Only where supported, or Muted for each conversation. Direct messages use All Messages or Muted. Team members can also pause Live Chat alerts without clearing unread state.

All Messages

Get notified for every new message

  • Ideal for high-priority channels and direct messages
  • Desktop and browser notification support
  • Unread badges keep missed items visible
  • Best for active client accounts

Mentions Only

Only notified when someone @mentions you

  • Cuts noise in busy channels
  • Stay available for direct asks
  • Great for managers and reviewers
  • Reduces notification fatigue

Muted

No alerts, still fully accessible

  • Silence low-priority conversations
  • Catch up when it fits your schedule
  • Conversation remains in your sidebar
  • Use global pause for focus sessions
Portable Channel Records

Take a Channel's Message History With You

Active channel members can export that channel's message history as CSV when the team needs a portable record outside Sydnee.

Message history with timestamps
CSV export for fast reviews
Useful context for internal reference
Portal + Web

Meet Clients Where They Already Work

Teams can work from the Sydnee web app while clients message from the portal they already use for requests, tasks, files, and Deliverables. The portal chat experience adapts across desktop and mobile web layouts.

Responsive web chat layout
Desktop pop-ups and browser notifications
Consistent white-label client experience

Built for Client-Facing Teams

Live Chat for Every Service Type

From agencies to consultants, keep conversations centralized, responsive, and easy for clients to use.

Marketing Agencies

Digital Marketing, SEO, PPC

  • Quick campaign clarifications
  • Content approval discussions
  • Focused client feedback
  • Project status updates

Creative Agencies

Design, Branding, Video

  • Design revision requests
  • Creative direction discussions
  • Asset delivery coordination
  • Brand guideline questions

Photographers

Studios, Freelancers, Events

  • Session scheduling updates
  • Shot list discussions
  • Gallery feedback collection
  • Editing preference clarifications

Coaches & Consultants

Business Coaches, Trainers, Advisors

  • Session follow-ups
  • Client check-ins
  • Program questions
  • Accountability updates

Event Professionals

Planners, Coordinators, Vendors

  • Vendor coordination
  • Timeline updates
  • Last-minute changes
  • Day-of communication

IT & Web Services

MSPs, Web Developers, SaaS

  • Support ticket discussions
  • Project scope clarifications
  • Development updates
  • Technical Q&A

Frequently Asked Questions

Answers to the most common questions from firms evaluating live chat for client communication.

What is the difference between account chats, channels, and direct messages?

Sydnee gives you three conversation types in one inbox: account chats (the default conversation tied to each client account), channels (named group chats for teammates and clients), and direct messages (private one-to-one conversations).

Can clients join channels and send direct messages?

Yes. Clients can participate in account chats, join channels when invited, and send direct messages to your team members. Clients cannot direct message other clients, and they only see conversations they are part of.

How do channel permissions work?

Channel Managers control channel visibility, participants, and settings. Channels can be open (joinable) or private (invite-only), and managers can add or remove participants, transfer ownership, and archive channels.

Can I control notifications without missing urgent messages?

Choose All Messages, Mentions Only where supported, or Muted for an account chat or channel. Direct messages use All Messages or Muted. Team members can also pause Live Chat alerts temporarily without clearing unread state.

Can I export a channel's message history?

Yes. Active channel members can export that channel's message history as CSV for their own records. This is a portable channel export, not a claim of immutable retention or regulatory compliance.

Does this work in the portal?

Yes. Teams can work from desktop while clients can chat directly inside the portal. The web experience is responsive across screen sizes, including mobile browsers.

Why do firms choose this over Slack + email?

Because client communication stays close to the account and work it relates to. Your team gets account conversations, channels, and direct messages, while clients message from the same branded portal they use for requests, tasks, files, and Deliverables.

Sydnee

Try Sydnee Client Portals Today

Client & team live chat, Direct Messages, and Channels
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 seats
No credit card required

Choose the right Sydnee plan for you

Compare Core, Growth, and Power Team pricing, then start free before you commit.

Core

/ month

For solo operators & small teams

Get Core
  • Up to 2 team members
  • 100 client portals
  • 1.00 TB file storage
  • API and Zapier access included
  • Custom domain, email, and white-labeling
Most Popular

Growth

/ month

Built for growing teams managing multiple clients

Get Growth
  • For growing teams (3 - 24 members)
  • 1,000 client portals
  • 3.00 TB file storage
  • API and Zapier access included
  • Custom domain, email, and white-labeling
  • Conditional & encrypted request options

Power Team

/ month

For larger teams that need speed + support

Get Power Team
  • 25+ team members
  • 10,000 client portals
  • 10.00 TB file storage
  • API and Zapier access included
  • Custom domain, email, and white-labeling
  • Conditional & encrypted request options
  • Priority support
  • 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