Upbase
Finally, project management software built for small agencies·upbase.io
Upbase is a project management platform built specifically for agencies and client-facing teams, combining tasks, time tracking, docs, files, chat, and a client dashboard in one workspace. It adds client-level visibility across projects, granular guest sharing controls, and built-in profitability tracking (revenue, labor cost, margin) by project and by client. The tool also includes a personal daily planner with multiple calendar/timeline views and an AI assistant for brainstorming and task breakdown.
What it's for
Features 20
- AI Assistant for brainstorming and task breakdown
- Automations
- Chrome extension
- Client management and Client Dashboard
- Custom fields
- Daily Planner with time blocking and daily notes
- Docs with rich formatting, templates, and page locking
- Embed Google Docs, Sheets, and Slides
- Files storage and sharing
- Google Calendar 2-way sync
- Item-level granular guest/client sharing
- Links saving and collaboration
- Multiple planning views: Timeline, Weekly Planner, Weekly Calendar, Monthly Calendar
- Project and client profitability tracking (revenue, labor cost, margin)
- Real-time team chat and messages
- Recurring tasks and reminders
- Retainer, fixed fee, hourly, and non-billable billing types
- Saved filters at workspace and project level
- Spotlight (quick access feature)
- Time tracking and client-level timesheets
At a glance
Integrations
Pricing
Premium is billed per user per month; Unlimited is a fixed monthly price with no per-user charges. Annual billing is offered with savings of up to 33%, but the exact annual price is not stated in numeric form.
Free forever, no credit card required
5 projects, 3 free guests, 5MB file size, 30-day chat history
Annual billing available with 'Save up to 33%' but exact annual price not shown
Annual billing available with 'Save up to 33%' but exact annual price not shown
Unlimited users, fixed price with no per-user charges
Save up to 33% with annual billing