Product Updates

New in Upbase: Meet the New & Improved Chat 🎉

We’ve rebuilt the Chat feature from the ground up—and it’s better than ever! Here’s what’s new and how it’ll help you stay connected and in control: ✅ Rich Text FormattingAdd bold, italics, code blocks, and

Change Doc icon, Convert Notes to Docs, and more

We’re excited to share some brand-new features and improvements in Upbase, designed to make your workflow even smoother. Let’s dive in! New automation triggers and actions We’ve just rolled out some powerful new automation triggers

New in Upbase: Automations (beta)

We’re excited to roll out a major productivity boost in Upbase: Automations! Now you can automate repetitive actions and focus on what really matters—getting work done. With just a few clicks, you can create automation

We built a free resource board with the best tools, templates, and guides for running a small agency. No signup required.

Browse the Agency Resource Hub →

New in Upbase: Group tasks by dropdown custom fields

We’ve just rolled out a powerful new way to organize your tasks in Upbase —you can now group tasks by dropdown (single-select) custom fields, like Status, Difficulty, Impact, and more. 📱 Note: This feature is

If you run an agency, this will feel familiar: Messy client work. No clear profitability. Too many tools. Upbase fixes that!

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