Give every client one branded place to browse active and available services, review account-specific details, and submit tickets or request additional work when enabled.
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Organize services once, tailor what is active for each client, and connect client interest to the task workflow your team already uses.
The shared catalog stays consistent while service status, account details, and available actions reflect the client relationship.
Structure services around the way your firm works, then reuse that catalog across client accounts instead of maintaining separate lists.
Mark services active or inactive for each account and keep the details that belong to that client separate from the shared service definition.
Active-service tickets and inactive-service requests create tasks in the account's Service Tasks section, keeping the request beside the rest of the client work.
Use View as Client to review the catalog from the selected account's perspective before relying on it with a client.
Sydnee organizes your catalog into categories and services, with drag-and-drop ordering at both levels. You can also start with AI-assisted category setup: enter related service names and Sydnee generates a category, service descriptions, and starter detail fields for you.
Discover other powerful tools included in Sydnee Client Portals
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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.
