Sydnee

Sydnee is white-label client portal software for freelancers, agencies, and service businesses. It consolidates client onboarding, task management, communication, file sharing, and delivery into a single branded workspace, replacing the need to coordinate work across separate tools.

The platform includes onboarding request forms with an AI request builder, task boards with list, Kanban, and calendar views, an AI task template builder, live chat with direct messages and channels, and secure file storage with versioning, pinned feedback, and branded deliverables. Clients access the portal through passwordless email sign-in. Customization covers logo, colors, domain, and email sender, while integrations include Zapier, a public API, and webhooks. Embedded tools such as Calendly, Figma, Loom, and Google Looker can be added to custom pages.

Sydnee is packaged in three paid editions—Core, Growth, and Power Team—that vary by team size, client portal capacity, file storage, upload limits, webhook endpoints, and support level. Client users are unlimited on all plans. A five-day free trial is available without a credit card, though API access, webhooks, and Zapier are limited to paid plans. Plans can be changed or cancelled without a long-term contract.