Upbase is project management software for small agencies with client dashboards, profit tracking and time tracking. Free plan; paid from $10/user/month.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Upbase is a project management platform aimed at small agencies and service businesses. It puts projects, tasks, docs, files, links, messages, chat and time tracking in one workspace, so teams do not need to switch between separate apps. The company says more than 12,500 businesses use it, including marketing agencies, freelancers and consultancies.
The main idea is a client-first model. Most project tools organize work by project, while Upbase organizes it around the client, with a dashboard that covers every project for that client. It also adds profitability tracking and item-level sharing, which the company presents as gaps in tools such as Asana, ClickUp and Notion.
Teams create clients and projects in a shared workspace. Each client gets a dashboard that shows off-track work, overdue items, upcoming deadlines and tasks waiting on the client. An internal view is meant for the team, and a separate client view shows only what has been shared with them.
Sharing is controlled item by item. A team can share a single task, doc or file, collect feedback on it in context, and keep internal notes private. Time tracked on tasks feeds timesheets by client, and Upbase calculates revenue, labor cost, expenses and margin so teams can see how each project performs.
Client management is the core. It includes the client dashboard, a client overview page for contacts, notes, contracts, NDAs and briefs, and tags such as VIP or High Support. Profitability tracking works by project and by client, and timesheets can be grouped by client for billing.
For planning, Upbase offers a daily planner plus Weekly Planner, Weekly Calendar, Monthly Calendar and Timeline views, with saved filters. Other tools include docs, files, links, chat, automations, custom fields, recurring tasks, reminders, Spotlight search and an AI assistant that helps brainstorm and break work into steps. Mobile apps cover iOS and Android.
Upbase is a project management tool built for small agencies and service businesses. It combines tasks, docs, files, chat, time tracking and a client dashboard in one workspace. It also tracks profitability by project and by client.
Upbase has a free-forever plan at $0. Premium costs $10 per user per month, and the Unlimited plan costs $99 per month for unlimited users. The site says annual billing saves up to 33%.
Yes. The free plan includes unlimited tasks, members and storage, 5 projects, 3 free guests, client management and dashboard, a daily planner, time tracking and mobile apps. No credit card is required.
Upbase is best for small agencies, freelancers and consultancies that manage multiple client projects. It also works for internal teams and solo users who want a simple planner.
The sources name Google Calendar two-way sync and embedding of Google Docs, Sheets and Slides. A Chrome extension is also listed. API access is marked as in progress.
The free plan includes 3 free guests, and Premium and Unlimited include unlimited free guests. Teams can share individual tasks or files with clients instead of whole projects.
Yes. Upbase offers apps for iOS and Android that give access to tasks, docs, files and discussions. Mobile apps are included in the free plan.
According to Upbase, those tools are project-first, while Upbase is client-first. It highlights built-in profitability tracking, client-level dashboards, item-level client sharing and timesheets by client.