Finally, a project platform built for client work

The simplest way for agencies, consultants, and service businesses to manage projects, clients, and daily tasks — without juggling 5+ tools.

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Why generic PM tools fall short for client work

They’re built for internal projects — not real client collaboration

Most PM tools are project-first, not client-first. That works fine for internal work. It breaks down fast with clients.

For agencies, this creates two painful problems:

1. Client sharing is all-or-nothing
Invite a client to a project and they see everything—internal tasks, side conversations, half-baked ideas.

There’s no clean way to share only what clients should see, without extra setup or workarounds.

2. No client-level view
Client work lives across multiple projects.

There’s no single place to see progress, status, risks, or time for one client—all in one view.

The result:
More busywork. More risk. Less clarity — for teams and clients.

Upbase Client Dashboard

One dashboard for your team and your client—without duplicate reporting

Upbase is designed around client-level visibility — so everything related to a client lives in one place, across all projects.

One dashboard per client. Everything you need to know

Upbase gives your team real-time visibility across all projects for a client — without jumping between boards or building reports. No setup. No custom filters. No manual reporting.

One dashboard per client. Everything you need to know

When your team has client-level clarity, delivery improves

Client-level visibility doesn’t just organize work. It gives your team confidence and control.

Fewer last-minute surprises

Earlier risk detection

Clear ownership across projects

Less internal coordination overhead

More predictable delivery

When clients can see progress, everything changes

Client-level visibility doesn’t just save time. It changes the relationship.

Fewer status meetings

Less back-and-forth email

Earlier problem detection

Higher client trust

Stronger long-term retention

Everything you need for client delivery—without the mess

Granular Guest Sharing Control

Share exactly what matters — nothing more

Upbase gives you item-level control over client visibility. Share individual tasks or files, keep internal work internal, and avoid all-or-nothing project sharing. Everything is intentional, granular, and built for real client collaboration.

Share exactly what matters — nothing more
Dynamic task management
Track internal progress and share only necessary deliverables with clients for streamlined sign-offs.
Organized client assets & docs
Dedicated spaces for contracts, briefs, and deliverables—securely shared and version-controlled.
Contextual communication
Ditch scattered email. Chat and leave feedback directly on tasks and files, keeping conversations in context.
Time tracking that makes client billing effortless
Track time across projects and see effort by client — not just by task — for accurate invoicing and transparent reporting.
Get more done, in less time, with AI
Upbase AI Assistant helps you brainstorm, tidy up text, and break work into action-ready steps—so you can move faster with less effort.
Built-in Daily Planner

Keep your team focused to hit every client deadline

The Daily Planner gives each team member a dedicated space to plan their day, stay focused, and deliver results—fast.

Keep your team focused to hit every client deadline

The big names weren't built for client work. Upbase is.

Asana, ClickUp, and Notion are powerful—but they weren't designed with clients in mind. Upbase is purpose-built for it.

Capability
Upbase
ClickUp
Asana
Notion
Basecamp
Core model
Client-first
Project-first
Project-first
Project-first
Project-first
Client-level dashboard (built-in)
Yes
No
No
No
No
Client visibility across all projects
Yes
No
No
No
No
Internal + client-facing dashboards
Yes
No
No
No
No
Delivery proof (recently completed)
Yes
No
No
No
No
Tasks waiting on client (client view)
Yes
No
No
No
Yes
Item-level client sharing
Yes
No
No
No
Yes
Unlimited free clients & guests
Yes
No
Yes
No
Yes
Native time tracking + Timesheets
Yes
Yes
Yes
No
No
Timesheets by client
Yes
No
No
No
No
Built-in daily planner
Yes
No
No
No
No

Reviews from our customers

"Makes working fun again!"

Every feature is so well thought out. Just like my obsession with words -- make every word count -- the Upbase team has cut all the fat and bloat that you find in many other project management apps and made every feature count. And it's so simple to use. Power + Simplicity with every feature added done with utmost thought and care.

Yael R. G2 reviewer
WordPress Web Design + Branding + Content

"My most recommended tool"

I was flipping between Notion, Airtable and Clickup but found that with these very flexible systems things always fell into chaos. I then spent a month testing every alternative, Trello, ToDoist - you name it. And then I found Upbase. It was as if they made it just for me. The blend of functionality and aesthetics is witchcraft.

B
Bob G. Capterra reviewer
CEO, Marketing Agency

"BEST All in One Project Management Platform"

After trying MANY different project management platforms that were missing one thing or another, I was so happy to FINALLY find project management peace. Not only is this platform customizable and offers a robust variety of features, customer service and updates are phenomenal.

Marcelina H. G2 reviewer
Certified Hypnotist

"The product I was looking for for 10+ years!"

I have been using Trello for many years now - I can't remember a time when I haven't. Nevertheless, I was looking for an alternative now and then, because navigating Trello was a bit cumbersome, plus while I liked its simplicity, I felt it could offer more. Thankfully, I discovered Upbase and haven't looked back since. The UI/UX is a dream and the extra features like Links, Docs, Spotlight, Schedule, and more, make it very pleasant to use.

Henrik S. Capterra reviewer
CEO

"As a working professional, I found it to be a life-changer"

Upbase combines all the features of Notion, Ankiflow, Reclaim.ai, and Todoist into one universal productivity app. It has all the capabilities to excel in project and/or personal workflow management.

Shiv M. G2 reviewer
Full Stack Developer

Frequently asked questions

Why force internal project tools to handle client work?

Most project tools are built for internal teams. Upbase is purpose-built for agencies and service teams that work with clients every day.

Get started now. It’s FREE