Upbase
Upbase is a project management tool specifically designed for agencies, consultants, and service businesses that work with clients.
Our verdict
Who it's for
The simplest way for agencies, consultants, and service businesses to manage projects, clients, and daily tasks.
Who should look elsewhere
May have a learning curve for users accustomed to traditional project management tools.
Pros
- +Purpose-built for client-facing agencies, addressing specific pain points.
- +Offers client-level visibility across all projects for a single client.
- +Provides granular control over what clients can see, protecting internal information.
- +Consolidates multiple tools into one platform, reducing tool sprawl.
- +Includes productivity features like daily planning, time blocking, and AI assistance.
Cons
- −May have a learning curve for users accustomed to traditional project management tools.
- −Might be overkill for internal-only project management needs.
Key features
- ✓Client Dashboard for client-level visibility
- ✓Granular Guest Sharing Control (item-level)
- ✓Dynamic Task Management
- ✓Organized Client Assets & Docs
- ✓Contextual Communication (chat on tasks/files)
- ✓Time Tracking with client-level reporting
- ✓AI Assistant for brainstorming and task breakdown
- ✓Built-in Daily Planner with multiple views (daily, weekly, monthly)
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | $0 | month | Unlimited tasks; 5 projects; 3 free guests |
| Premium | $10 | month | Everything in Free; Custom fields; Unlimited projects |
| Unlimited | $99 | month | Everything in Free; Fixed price. No per-user charges; Custom fields |
Integrations
Google Calendar