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Upbase

Upbase combines project tasks, client collaboration and a daily planner for small agencies and teams managing day-to-day delivery.

By Upbase

upbase.io

Overview

Projects keep documents, files, links and messages next to tasks. List, board and calendar views plus time tracking are available on Free; paid plans add recurring tasks, custom fields, automations and timeline views. Free permits 5 projects and 3 guests with a 5 MB file limit. Premium uses per-user pricing, while Unlimited is a fixed package for unlimited users. Paid plans include unlimited free guests. API access is explicitly in progress and should not be treated as available.
More product details

Vendor · Upbase

Contacts
  • Address
    support@upbase.io
    Channel
    Email
    Purpose
    Support
Legal Name
Upbase LLC
Short company overview
Upbase LLC operates work-management software for agencies, service teams and client collaboration.
Website Url
upbase.io

Product

Documentation
help.upbase.io
License ID
  • https://upbase.io/terms-of-service/
License Model
Proprietary
Solution Kind
Application

Who it is for

Use Cases
  • Project collaboration
  • Task coordination

Before you choose

Check before choosing

  • API access is in progress; timeline views, recurring tasks and automations require a paid plan.
  • Profit tracking is visible only to owners and admins. Rates apply only to new time entries, and changing the workspace currency changes symbols without converting amounts.

Features

Project Management

Explore category

Task Management

Partial supportBuilt in
What you can do
  • Upbase combines project tasks, client collaboration and a daily planner for small agencies and teams managing day-to-day delivery.
More details & conditions: Task Management
Limits to check
  • Metric
    Included features and access
    Conditions
    API access is in progress; timeline views, recurring tasks and automations require a paid plan.
Release state
Generally available

Collaboration Tools

Partial supportBuilt in
What you can do
  • Coordinate work through shared documents, tasks and discussions.
More details & conditions: Collaboration Tools
Release state
Generally available

Workflow details

Work Views
  • List
  • Board
  • Calendar
Project Financials
  • Cost tracking
  • Billable time
  • Profit tracking
Planning
  • Kanban
Measurement
  • Name
    Estimated and logged time
    Unit
    hours
    Scope
    Tasks, projects and timesheets
    Evidence URL
    help.upbase.io/article/64-time-tracking
  • Name
    Revenue, labor cost, expenses, profit and margin
    Scope
    Project, client and workspace reports for owners and admins
    Evidence URL
    help.upbase.io/article/81-profit-tracking
Not confirmed (1)
Workflow boundary and exception handling
Not confirmed

Pricing

Free

Free option
Plan details & limits
Business Model
  • Free
Limits
  • Projects

    5

  • Guest collaborators

    3

  • Maximum file size

    5MB

Premium

Plan details & limits
Business Model
  • Subscription
Limits
  • Projects

    Unlimited

  • Guest collaborators

    Unlimited

  • Metric
    Included features and access
    Conditions
    Timeline, recurring tasks and automations included; API access is in progress.

Unlimited

Plan details & limits
Business Model
  • Subscription
Limits
  • Projects

    Unlimited

  • Guest collaborators

    Unlimited

  • Metric
    Included features and access
    Conditions
    Timeline, recurring tasks and automations included; API access is in progress.

Technical details

AI

AI usage conditions
Usage conditions
  • Subtask drafting uses only the task title and description explicitly submitted to OpenAI; it does not access whole projects.
Customer Knowledge
  • Task context
Input Modalities
  • Text
Output Modalities
  • Text
  • Structured data

Deployment

Client Channels
  • Browser
  • Mobile app
Client OS
  • Platform
    iOS
  • Platform
    Android
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Self service

Data

Export Formats
  • CSV

Security

Access Models
  • Role based
Deletion Policy Url
upbase.io/security
Encryption At Rest
Yes
Encryption In Transit
Yes
Residency Scope
  • Region
    United States
    Provider
    AWS
    Data class
    Primary data

Support

Channels
  • Email
  • Knowledge base
Training Formats
  • Documentation

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