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The simplest way for agencies, consultants, and service businesses to manage projects, clients, and daily tasks.

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Reviews onG2Capterra
31 reviews tracked

The Bottom Line

Entry price

Free plan available, paid tiers above

Biggest pro

Purpose-built for client-facing agencies, addressing specific pain points.

Biggest con

May have a learning curve for users accustomed to traditional project management tools.

TL;DR - Upbase

  • Client-first project management for agencies and service businesses.
  • Provides a unified client dashboard and granular sharing controls.
  • Includes daily planning, time tracking, and AI assistance for productivity.
Pricing: Free plan available
Best for: Growing teams
4.5/5 across review platforms

What is Upbase?

Editorial review
Upbase is a project management tool specifically designed for agencies, consultants, and service businesses that work with clients. Unlike generic project management tools built for internal teams, Upbase focuses on providing client-level visibility and granular control over what clients can see. It aims to eliminate the need for juggling multiple tools by offering a comprehensive suite of features including project management, client dashboards, personal planners, team calendars, time tracking, AI assistance, document management, and chat. The platform addresses common pain points in client work, such as all-or-nothing client sharing and the lack of a single client-level view across multiple projects. Upbase provides a dedicated Client Dashboard that consolidates all information related to a client, allowing teams to see progress, status, risks, and time spent in one place. It also offers item-level control for sharing, ensuring that only relevant information is visible to clients, fostering better collaboration and trust while keeping internal work private. Additionally, it includes a robust daily planner with features like time blocking, Google Calendar integration, and a Pomodoro timer to help teams stay focused and meet deadlines.

Available on: Web

Pros & Cons

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.
  • Specific limitations of the free plan are not detailed on the provided pages.
  • Might be overkill for internal-only project management needs.

Ratings Across the Web

4.5(31 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Client Dashboard for client-level visibilityGranular Guest Sharing Control (item-level)Dynamic Task ManagementOrganized Client Assets & DocsContextual Communication (chat on tasks/files)Time Tracking with client-level reportingAI Assistant for brainstorming and task breakdownBuilt-in Daily Planner with multiple views (daily, weekly, monthly)

Pricing Plans

Free Trial

Pricing checked Jul 13, 2026

Free

Free

  • Unlimited tasks
  • 5 projects
  • 3 free guests
  • Client management & Dashboard
  • Unlimited members
  • Unlimited storage
  • List, board and calendar views
  • Daily planner

Premium

$10 / User per Month

  • Everything in Free
  • Custom fields
  • Unlimited projects
  • Unlimited free guests
  • Client management & Dashboard
  • Automations
  • API Access (in progress)
  • Spotlight

Unlimited

$99 / Month. Unlimited users

  • Everything in Free
  • Fixed price. No per-user charges
  • Custom fields
  • Unlimited projects
  • Unlimited free guests
  • Client management & Dashboard
  • Automations
  • API Access (in progress)

Reviews

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4.5/5

Across 31 verified user reviews on G2, Capterra

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Upbase FAQ

How does Upbase help agencies manage client communications?

Upbase provides a dedicated Client Dashboard that consolidates all information related to a client, offering a single view of progress, status, and time spent. It also features granular item-level sharing controls, allowing teams to decide exactly what clients can see and keeping internal work private.

What kind of user or team is Upbase best suited for?

Upbase is specifically designed for agencies, consultants, and service businesses that work with clients. It helps these teams manage projects, clients, and daily tasks by providing client-level visibility and control over shared information.

How does Upbase compare to Asana for client project management?

Upbase is purpose-built for client-facing agencies, offering client-level visibility across all projects for a single client and granular control over what clients can see. In contrast, tools like Asana are often more generalized and may not offer the same depth of client-specific features or controls.

What are the main limitations of using Upbase?

Upbase may present a learning curve for users who are accustomed to more traditional project management tools. Additionally, it might be more comprehensive than necessary for organizations focused solely on internal project management needs.

Does Upbase include a free tier?

Yes, Upbase is available on a free tier. Paid plans are offered for users requiring more extensive usage and additional features beyond what the free tier provides.

Can Upbase help with personal productivity and time management?

Yes, Upbase includes a robust daily planner with features designed to enhance personal productivity. This includes time blocking capabilities, integration with Google Calendar, and a Pomodoro timer to help users stay focused and meet deadlines.

How does Upbase consolidate tools for client work?

Upbase aims to eliminate the need for multiple tools by offering a comprehensive suite of features within one platform. This includes project management, client dashboards, personal planners, team calendars, time tracking, AI assistance, document management, and chat functionalities.

Source: upbase.io

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