About Upbase
Upbase is a project management tool designed for small agencies and teams handling client work. It combines project management, a client-facing dashboard, profitability tracking, time tracking, and team communication into a single platform to streamline client collaboration.
Upbase is a project management tool specifically designed for small agencies and teams that handle client work. It aims to simplify collaboration by combining project management, client communication, and profitability tracking into a single platform. Core features include a client-first dashboard that provides a unified view of all projects for a given client, profitability tracking to monitor revenue and costs in real-time, and a personal planner for individual task management. The platform also offers task management with multiple views like Kanban and timelines, time tracking, document creation, and team chat. Upbase provides a free forever plan, along with paid tiers that add features like automations and unlimited projects. It supports a web-based interface and has mobile apps for iOS and Android. While its native integration options are currently limited, an API is in development.
Pros & Cons
- The platform is purpose-built for agencies, with a client-first model that provides dedicated dashboards for client work.
- Built-in profitability tracking helps agencies monitor project revenue, costs, and margins in real-time.
- Offers a generous free forever plan that includes unlimited members and core project management features.
- The user interface is designed to be simple and focused, avoiding the feature bloat of larger competitors.
- Includes a personal planner for each team member to organize their daily tasks across all projects.
- The API is still in development, limiting the ability to create custom integrations with other tools.
- Native third-party integration options are limited compared to more established project management platforms.
- The free plan limits file uploads to 5MB, which may be restrictive for sharing high-resolution assets.
Features
Key features
Provides a client-level dashboard with visibility across all projects for a specific client, including internal and client-facing views.
Automatically tracks revenue, labor costs, expenses, and margins to provide a clear view of project and client profitability.
Offers a personal space for each team member to plan and focus on their own work across all projects, separate from shared project boards.
Allows users to control client visibility at the item level, sharing individual tasks or files while keeping internal work private.
Organize work with multiple views including Kanban boards, lists, and a visual timeline with drag-and-drop functionality.
Track time across projects and view effort by client for accurate invoicing and reporting through timesheets.
Create documents, notes, and knowledge bases, and centralize all files in one place for team collaboration.
Additional features
Offers real-time chat and contextual communication on tasks and files to keep conversations organized.
Helps brainstorm ideas, refine text, and break down work into actionable steps within the platform.
Syncs with Google Calendar to show meetings and deadlines side-by-side in planner views.
Automate repetitive tasks and workflows to improve efficiency (available in paid plans).
Tailor project data to align with unique workflows by adding custom information fields to tasks.
Break complex work into smaller, manageable pieces with a dedicated subtask sidebar for easy navigation.
Set multiple or automatic reminders for tasks to ensure deadlines are not missed.
Set up tasks to repeat on a daily, weekly, monthly, or custom schedule.
Create and save filtered views to focus on specific tasks, clients, or team members across projects.
Generate timesheets by client to simplify billing and reporting processes.
Pricing
Countries & Languages
Interface languages
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About Upbase
Upbase is a project management tool designed for small agencies and teams handling client work. It combines project management, a client-facing dashboard, profitability tracking, time tracking, and team communication into a single platform to streamline client collaboration.
Upbase Details
Upbase's In-App Market Place
Does Upbase have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD
Pros & Cons
- The platform is purpose-built for agencies, with a client-first model that provides dedicated dashboards for client work.
- Built-in profitability tracking helps agencies monitor project revenue, costs, and margins in real-time.
- Offers a generous free forever plan that includes unlimited members and core project management features.
- The user interface is designed to be simple and focused, avoiding the feature bloat of larger competitors.
- Includes a personal planner for each team member to organize their daily tasks across all projects.
- The API is still in development, limiting the ability to create custom integrations with other tools.
- Native third-party integration options are limited compared to more established project management platforms.
- The free plan limits file uploads to 5MB, which may be restrictive for sharing high-resolution assets.
Upbase's Support Options
Upbase's Alternatives
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