You’ve now set up your first account and have the foundation of Sydnee in place.
But that’s just the beginning. Sydnee also gives you access to a range of power tools and integrations designed to save time, scale your work, and connect with the systems you already use.
Power Tools
Task Templates – Save and reuse common task setups. Create templates for recurring workflows, whether they’re single-section or multi-section.
Request Templates – Standardize the client asks you make most often, so you don’t have to recreate them every time.
My Tasks View – A roll-up view for you and your team members to see everything on your plate across all accounts.
Notifications Drawer – Stay on top of updates with both in-app alerts and email notifications.
Integrations & Extensions
API Access – For larger imports and advanced automation.
Zapier Integration – Connect Sydnee with thousands of apps to automate repetitive tasks.
GA4 & HubSpot – Sync data and keep marketing, sales, and client operations aligned.
Wrapping Up
By now, you’ve set up your branding, learned the core modules, onboarded your first account, and explored Sydnee’s power tools and integrations.
That means you’re ready to put Sydnee to work - keeping everything organized, polished, and easy for your clients to access.
From here, it’s all about using your portal day to day: assigning tasks, sharing files, chatting with clients, and letting the system handle the busywork for you.
As your needs grow, Sydnee scales with you - whether that’s deeper automation, advanced integrations, or simply keeping your client relationships running smoothly.
👉 You’ve got the foundation. Now it’s time to make Sydnee the home base for your client work.