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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)
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.
Upbase is a project management tool specifically designed for agencies, consultants, and service businesses to manage projects, clients, and daily tasks. It provides client-level visibility, granular sharing controls, and a suite of productivity features to streamline client work.
How much does Upbase cost?
Upbase offers a free-forever plan. Specific details about paid tiers are not provided on the available pages, but it is stated that users can "Get started now. It’s FREE Free forever. No credit card required."
Is Upbase free?
Yes, Upbase offers a free-forever plan that does not require a credit card to get started.
Who is Upbase for?
Upbase is designed for agencies, consultants, and service businesses that manage projects and work directly with clients. It is built to address the unique challenges of client collaboration and visibility that generic project management tools often fail to meet.