Upbase vs. Agency Handy

Upbase is project management software built specifically for small agencies running client work. Most project management tools are built for internal teams. They treat clients as an afterthought: invite a client to a project and they see everything or nothing. Work for one client is scattered across projects, with no single place to see it all. And you don't find out if a project was profitable until it's too late. Upbase is built around the client, not the project.

Agency Handy is a single system built for service based agencies to manage clients, delivery, and billing without juggling multiple tools. Most agencies use one tool for proposals, another for onboarding, another for tasks, and something else for invoicing. Things break in between. Details get missed. Payments get delayed. Agency Handy brings all of that into one place. You can list your services in a catalog, send proposals, collect client inputs through forms, manage tasks and deliverables, get approvals, and handle one-time or recurring payments inside a branded workspace.