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Upbase

5.6/10

Client-focused project management software for small agencies and service teams, combining tasks, docs, chat, time tracking and client dashboards.

Data last updated November 2026 · Our methodology

Overview

Upbase is a web and mobile project management app aimed at small agencies and service businesses that run client work. Each client gets a dashboard that gathers its projects, with separate internal and client-facing versions, and you can share a single task or file with a client instead of the whole project. Inside each project are tasks in list, board and calendar views, docs, files, links, threaded messages and real-time chat. A personal Planner offers weekly planner, weekly calendar, monthly calendar and timeline views. Upbase also includes time tracking, estimated time, profitability tracking by project and client (revenue, labor cost, expenses and margin), and an AI assistant for drafting and breaking down work. Pricing has three plans. The Free plan allows unlimited members and tasks but caps you at 5 projects, 3 free guests, 5 MB files and 30 days of chat history. Premium costs $10 per user per month and unlocks custom fields, automations, recurring tasks, timesheets, the timeline view and two-way Google Calendar sync. Unlimited costs a flat $99 per month for unlimited users with the same features. Upbase says annual billing saves up to 33%, but it does not publish the annual prices. Integrations are limited to Google Calendar, embedded Google Docs, Sheets and Slides, and a Chrome extension. The public API was still listed as in progress. The main limitation is that the ecosystem is narrow and the tool is young. Its security page names no certifications, there are few reviews, and some reviewers say the automations are basic.

Our Rating

5.6
out of 10
Analytics
5
Cost
8
Customization
5
Ease of Use
8
Integration
3
Scalability
4
Security
5
Support
5

Who Upbase is best for

Good fit

  • The product is positioned for small agencies, with client dashboards, granular client sharing and profitability by client.

  • A flat-price Unlimited plan and a generous free tier suit small teams.

  • Client-level time tracking and margin tracking fit billable service work.

  • The personal planner, journal and free plan work for solo users with clients.

  • The free plan includes unlimited members, and the paid plans are cheap.

Less suited

  • Built-in real-time chat, threaded messages and shared docs support distributed teams.

  • Mid-Market
    4/10

    The flat 99 USD Unlimited plan allows unlimited users, but there are no security certifications and integrations are limited.

  • There are no named compliance certifications, the integrations are limited and the API is unfinished.

Pros & Cons

Pros

  • The flat $99 per month Unlimited plan removes per-seat costs for growing agencies.
  • Client dashboards and sharing at the task or file level are built for client-facing agencies.
  • The free plan includes unlimited members, tasks, time tracking and chat.
  • Profitability tracking by project and client combines time with revenue and cost data.
  • Reviewers on G2 and Product Hunt praise the simple, clutter-free interface.

Cons

  • Integrations are mostly limited to Google Workspace and a Chrome extension, and the API is listed as in progress.
  • Product Hunt reviewers describe the automation and AI features as early-stage.
  • The security page names no certifications such as SOC 2 or ISO 27001.
  • There are few reviews, and one Product Hunt user reported getting no support reply on a lifetime-deal issue in 2025.
  • Custom fields, recurring tasks and the timeline view require a paid plan.

Key Features

App integrations
Client collaboration
Collaboration tools
Dashboards
Docs
File sharing
Kanban boards
Knowledge base
Scheduling
Task lists
Task management
Team messaging
Time tracking
Timeline view
Workflow automation

Upbase Pricing

Free

Free
  • 5 projects
  • 3 free guests
  • 30-day chat history
  • 5 MB file size limit
  • Unlimited tasks and members
  • Docs, files, messages and chat
  • List, board and calendar views
  • Client management and dashboard
  • Daily planner and time tracking
Start Free

Premium

$10/user/month
  • AI assistant
  • Priority support
  • 250 MB file size limit
  • Timeline view and timesheets
  • Two-way Google Calendar sync
  • Custom fields and automations
  • Recurring tasks and reminders
  • Unlimited projects and guests
  • Full-text search and unlimited chat history
Get Started

Unlimited

$99/month
  • Same features as Premium
  • Flat monthly price with unlimited users
Get Started
Open interactive pricing calculatorGet a tailored cost breakdown for your team size, billing cycle, and add‑ons.

Frequently Asked Questions

Yes. The Free plan is free forever with no credit card required. It includes unlimited members and tasks but is limited to 5 projects, 3 guests and 5 MB files.

Unlimited has the same features as Premium. The difference is billing: Unlimited is a flat $99 per month for unlimited users, while Premium is $10 per user per month.

Upbase says annual billing saves up to 33%, but its pricing page does not list the annual prices.

Data is hosted on AWS in the United States. It is encrypted at rest with AES and in transit with TLS, with automated backups and role-based access. Upbase names no specific compliance certifications.

Yes. Each client has a client-facing dashboard, and you can share individual tasks or files with clients. The Free plan allows 3 guests, and paid plans allow unlimited guests.

Two-way Google Calendar sync and embedded Google Docs, Sheets and Slides (on paid plans), plus a Chrome extension. API access was listed as in progress.