Sydnee is a white-label client portal platform built for agencies and service businesses that want a single branded hub replacing the usual patchwork of Asana, Dropbox, and email threads. It targets small-to-mid-sized agencies managing ongoing client relationships rather than one-off projects.

Pricing

Sydnee offers a flat $35/month plan that includes everything — tasks, live chat, file storage, custom requests, white-label branding, custom domain, API access, and Zapier integration. There's no per-seat pricing; unlimited team members and unlimited client accounts are included at that rate. The FAQ mentions Standard and Premium tiers that differ in storage limits and account capacity, but only one price point ($35) is listed publicly. A free trial requires no credit card, and there's a 30-day money-back guarantee.

The flat-rate model is genuinely notable. Tools like Asana charge per seat, which makes agency use cases expensive fast. Sydnee's pricing stays flat regardless of how many clients or staff you add.

Task Management

Tasks are more capable than you'd expect at this price. You get Kanban boards, date-sorted list views, subtasks with unlimited nesting, recurring tasks (including patterns like "every 2nd Monday"), file attachments, task templates, and bulk actions. Each task can be set as visible to clients or hidden for internal use only — a practical feature when you want clients to see progress without exposing your internal workflow.

One real limitation: paid plans cap active tasks at 500 per account (archived tasks are unlimited). For high-volume agencies running many parallel projects, this could bite.

Client-Facing Experience

Clients access their portal without creating a password — they enter their email and receive a one-time code. This removes a common friction point in client onboarding. From the client side, the interface shows their tasks, files, a chat bubble, and any service offerings you've enabled.

The service showcase feature lets you list your offerings and mark them active or inactive per client. When a client shows interest in an inactive service, you get alerted — a lightweight upsell mechanism built into the portal.

Live chat is per-account: your team sees a unified inbox across all clients, while each client sees only their own conversation. This keeps things simple on the client side without losing context on your end.

File sharing includes folder organization, direct-to-dashboard file highlights, and branded download links. Sydnee positions this as a replacement for a separate Dropbox or Google Drive subscription, which is reasonable for agencies not dealing with large media files.

Integrations and Embeds

Sydnee supports Zapier and offers an API for custom integrations. Beyond that, you can embed external tools as dedicated pages within the portal — Calendly, Figma, Loom, and Google Looker Studio are explicitly called out. This is useful if clients need to book meetings or view live dashboards without leaving the portal.

Limitations

The source material doesn't mention compliance certifications (SOC 2, GDPR specifics, HIPAA), which matters for legal or healthcare use cases. One law firm is featured as a customer, but no compliance details are provided. Storage limits aren't published transparently — the Standard vs. Premium distinction on storage is mentioned but not quantified. The 500-task-per-account cap could also constrain larger agencies.

Who It's For

Sydnee fits agencies managing a moderate number of clients who want a polished, branded portal without cobbling together multiple tools. The $35 flat rate is hard to argue with if you're currently paying per seat elsewhere. It's less suited to enterprises needing audit trails, compliance documentation, or very high task volumes.