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Turn Your Client Portal Into a Service Catalog and Ticket Engine

Show every service in one polished client-facing catalog, let clients submit tickets for active work or request new services, and route every request straight into your workflow.

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Used by 2,000+ agencies & freelancers

Service showcase dashboard displaying service categories, active services, and request actions inside the client portal

12 Powerful Features

Everything you need to showcase services professionally

From AI-assisted setup to routed ticket intake, Sydnee turns your service list into an operational client experience.

AI Category Setup
Shared Service Catalog
Per-Client Activation
Submit Ticket Flow
Request Service Flow
Smart Assignee Routing
Drag & Drop Ordering
Client Detail Drawer
Marketing URL Links
Dashboard Visibility
View as Client Preview
Auto-Hide Empty Fields
Global Templates

Launch a Structured Catalog Fast

Structure your services the way your firm actually delivers them, then reuse that catalog across every client account.

AI-Assisted Category Setup

Start with a list of related services and Sydnee generates the category, descriptions, and starter detail fields for you. You get to a polished client-ready catalog faster.

Shared Catalog, Client-Specific Visibility

Define services once, then turn them on or off per client. The same master catalog supports very different accounts without duplicate setup work.

Drag, Reorder, Refine

Reorder categories, services, and detail fields with drag and drop so clients always see your catalog in the right order.

Per-Client Control

Same Catalog, Personalized for Each Client

Keep one catalog at the firm level, then tailor activation for each client account. The right clients see the right services, without rebuilding your offer list from scratch.

Active Services

Shows "Your Info" and "Submit Ticket"

  • Clients can open service-specific details
  • Clients can submit tickets for active work
  • Active services surface on the dashboard widget

Inactive Services

Shows "Request Service" and optional marketing links

  • Stays visible as an upsell opportunity
  • Can capture interest with Request Service
  • Can send clients to Learn More pages
Per-client service activation showing personalized service toggles for each client

Client-Specific Details Without The Clutter

Store the information clients actually need for each service, then let Sydnee keep the presentation clean by hiding empty values.

  • Flexible detail fields—track IDs, dates, budgets, links, credentials, and more
  • Auto-hide empty values—clients only see fields that matter for their account
  • Clickable URLs—links automatically become interactive inside the detail drawer
  • Reorderable details—drag to put the most important client info first

💡Pro Tip: Clients access their details through the "Your Info" button on active services, so the catalog stays clean while key account info stays one click away.

Service details drawer showing client-specific fields like deadlines, budgets, credentials, and links
Ticket Intake + Upsell

Turn Service Interest Into Routed Work Instantly

Sydnee turns service discovery into real operations. Active services let clients submit tickets. Inactive services let them raise their hand. Both flows create work, preserve context, and give your team a faster path to action.

  • Active services can create tickets directly from the portal
  • Inactive services create a task and send an instant routed email
  • AI-generated task titles keep requests actionable and clean
  • Learn More links keep complex or premium services explorable
Automatic client interest capture with Request Service button and instant notifications
Smart Routing

Route Every Service Request To The Right Person

Assign owners at the service level, override them for key client relationships, and keep a safe owner fallback so requests never stall.

Default Per Service

Set a default assignee for each service so requests from tax, advisory, support, or implementation all go to the right owner.

Override Per Account

For relationship-based work, override the default assignee on a specific client account without changing how the rest of the catalog routes.

Owner Fallback

If someone loses access or no assignee is set, Sydnee falls back to the owner so incoming requests still land somewhere safe.

Preview Mode

See Exactly What Your Clients See

Toggle "View as Client" to instantly preview the service showcase from your client's perspective. Verify active versus inactive states, request buttons, detail drawers, and Learn More links before the client ever sees the page.

  • One-click toggle between admin and client view
  • Verify which services appear active vs. requestable
  • Test "Your Info", "Submit Ticket", and "Learn More" states
  • Confirm empty fields are hidden as expected
View as Client preview mode showing exactly what clients see in their service showcase

Built for Your Industry

Service showcases that fit how you work

See how service-led firms use Sydnee to display offers, capture demand, and route the resulting work cleanly.

Consultants & Advisors

Strategy, Operations, Business Consulting

  • Display monthly retainer packages
  • Showcase add-on advisory services
  • Route requests to the right advisor
  • Track active engagements per client
  • Capture expansion interest without back-and-forth

Marketing Agencies

Digital Marketing, SEO, PPC

  • Show active campaign types
  • Display available marketing channels
  • Link inactive services to landing pages
  • Turn service interest into routed tickets

Consultants & Coaches

Business Coaches, Strategy Consultants

  • Present coaching packages
  • Display workshop offerings
  • Show program tiers clearly
  • Let clients request the next step when ready

IT & Tech Services

MSPs, Web Development, SaaS

  • List managed service tiers
  • Show development capabilities
  • Display support packages
  • Route tickets by service owner

Training & Education

Corporate Trainers, Course Creators

  • Display course catalog
  • Show available certifications
  • Present training programs
  • Enable routed enrollment requests

Home & Trade Services

Contractors, Property Managers

  • List service offerings by category
  • Display maintenance packages
  • Show specialty services
  • Capture new project requests as tasks

Frequently Asked Questions

Everything you need to know about Sydnee Service Showcase

How do I organize my services in Sydnee?
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.
Can clients see services that aren't active for them?
Yes. Clients can see both active and inactive services in the catalog. Active services can show 'Your Info' and 'Submit Ticket', while inactive services can show 'Request Service' and optional 'Learn More' links, turning the catalog into an upsell surface instead of a dead end.
How do service requests work?
Sydnee supports two flows. Active services show 'Submit Ticket', which creates a task in your Service Tasks section. Inactive services show 'Request Service', which also creates a task and sends an instant email to the routed assignee. Both flows turn client interest into actionable work.
Can I customize which services each client sees?
Absolutely. While you define services globally once, you can activate or deactivate any service for each individual client. This means Client A might see 5 active services while Client B sees 3—all from the same master template.
What happens to empty service detail fields?
Empty detail fields automatically hide from the client view. This keeps the interface clean because clients only see information that is actually relevant for their account, whether that's pricing, deadlines, IDs, budgets, credentials, or links.
Can I link to external marketing pages for each service?
Yes. Each service supports an optional 'Learn More' marketing URL. When enabled, inactive services can link clients directly to your website, landing page, or explainer content for that offering.
Can service requests be routed to the right team member?
Yes. You can assign a default owner per service and override that assignee for specific client accounts. Sydnee resolves requests using account override first, then service default, then owner fallback so requests land with the right person.
Are service changes reflected immediately?
Yes. Once you save updates to service visibility, descriptions, ordering, or details, the client-facing experience updates right away. You can also use 'View as Client' to verify exactly what the account will see before sending anyone into the portal.

Why service-led firms choose Sydnee over static PDFs

Static PDFs

Document sharing

Free but costly
  • Static documents clients lose or ignore
  • No way for clients to submit tickets or request services directly
  • Manual updates required for each client
  • No routing, ownership, or workflow after interest is captured
  • No organization by category or hierarchy
  • Disconnected from your client portal

Sydnee

All-in-one portal

$30/mo
  • Dynamic catalog always up-to-date in client portal
  • Built-in Submit Ticket and Request Service flows
  • Per-client activation with a single toggle
  • Instant routing and task creation when clients act
  • Organized categories with drag-and-drop ordering
  • Integrated with your broader client workflow in Sydnee
Try Sydnee Free for 5 Days

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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

Simple Pricing.

Get 100% setup and implemented before ever pulling out the credit card.

Standard

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  • All features included
  • 1,000 Accounts
  • 1TB Storage
  • Unlimited teammates & client seats
  • Custom domain + email white-label
  • API + Zapier Access

Premium

per month

Start free trial
  • Everything in Standard
  • Priority Support
  • 10,000 Accounts
  • 3TB Storage
  • 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