Upbase is unclaimed —

Upbase

Finally, project management software built for small agencies·upbase.io

$10–$99/user/mo · Free plan See pricing ↓

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

client management and client-level reportingproject profitability trackingdaily and weekly personal planningtask management across multiple client projectstime tracking and client timesheets/billingdocument creation and sharing (docs, wikis, knowledge bases)file storage and sharing with clientsteam chat and messagingsharing selected tasks/files with clients without exposing internal work

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

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forsmall agencies, marketing agencies, freelancers, consultancies, service teams, internal teams, individuals for personal productivity

CompanyUpbase

Integrations

Google CalendarGoogle DocsGoogle SheetsGoogle Slides

Resources

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.

FreeFree

Free forever, no credit card required

5 projects, 3 free guests, 5MB file size, 30-day chat history

Premium$10/user/mo

Annual billing available with 'Save up to 33%' but exact annual price not shown

Unlimited$99/mo