Upwork Agency Management Software
Run your Upwork contracts and direct clients in one system — synced time, a real bidding pipeline, fee-aware profitability, and invoicing for the work that happens off-platform.
No credit card required · $9/user/month, all features included
The Upwork agency problem: two businesses, five tools, zero overview
Most Upwork agencies are really running two businesses at once. There's the platform business — proposals, Connects, contracts, the Upwork tracker, service fees. And there's the direct business — referrals, repeat clients who moved off-platform, your own outbound.
The typical setup holds this together with the Upwork dashboard for one half, plus a spreadsheet for bids, a separate time tracker for direct work, an invoicing app for off-platform clients, and a chat thread where team assignments live. Nobody can answer basic questions: how many open proposals do we have right now? What did contract X actually earn after fees and contractor pay? Did anyone invoice the direct client this month?
Corcava replaces that stack with one system where every contract — Upwork or direct — is a project with tracked time, a bill rate, a pay rate, and an invoice trail.
Who this is for
Built for teams that win work on Upwork but refuse to run their whole business inside it
Upwork agencies
Agency accounts with multiple freelancers on multiple contracts. Sync the whole roster, see hours per person per contract, and know your margin on each one.
Hybrid agencies
Half your revenue is Upwork, half is direct clients. You need one pipeline, one timesheet, and one profitability report that covers both — not two disconnected systems.
Freelancers scaling up
You're adding subcontractors and your first direct clients. Set up the agency operating system now, before the spreadsheet chaos starts.
Upwork and direct clients in one system of record
In Corcava, an Upwork contract and a direct engagement are the same kind of object: a client, a project, tracked hours, and money in. That means your reports, workload views, and invoices cover the whole agency — not just one channel.
One client list
Upwork clients sync in through the Upwork integration; direct clients live in the same CRM. When an Upwork client comes back for off-platform work, their history is already there.
One delivery workspace
Tasks, boards, files, and team chat per project — the same project management workflow whether the contract came from a proposal or a referral.
One timesheet
Upwork-tracked hours sync automatically; direct-client hours run through Corcava's own tracker. Utilization and workload reports finally include everything.
One revenue picture
Earnings per contract, per client, and per person — across both channels — without exporting CSVs from two dashboards and reconciling them by hand.
Turn bidding into a pipeline, not a browser-tab pile
Proposals are your agency's raw material, and most agencies can't say how many are open, which need follow-up, or what their win rate per niche is. Corcava's outreach tracking gives every bid a record: job link, Connects spent, proposal text, status, and outcome.
- ✓A repeatable platform bidding workflow for Upwork, Guru, and PeoplePerHour
- ✓Follow-up queues so warm invites and interviews never go stale
- ✓Win-rate and lead-source reporting to see which job types pay off
- ✓Bids tracked next to email and LinkedIn outreach for your direct pipeline
The bidding loop, systematized
- 1.Log the job post as an opportunity with source and Connects cost
- 2.Send the proposal, set a follow-up date
- 3.Track the interview and record the outcome — won, lost, ghosted
- 4.Won? The client and contract flow straight into delivery — no re-entry
- 5.Review win rate weekly and cut the job types that never convert
Time tracking with automatic Upwork sync
Connect your Upwork agency account once via OAuth and Corcava pulls in contracts, team members, and time entries automatically — including up to 90 days of history on first sync. Direct-client work runs through Corcava's own time tracker on desktop, web, and mobile.
No double time entry
Hours tracked in Upwork appear in Corcava on their own. Your team stops copying timesheets between systems — and stops making the errors that come with it.
Every account, one view
Connect multiple Upwork organizations — agency, freelancer profiles, client accounts — and see all synced contracts and hours side by side.
Audit-grade records
Billable vs non-billable flags, correction logs, and permissions keep timesheets defensible — for clients and for your own payroll.
Know what each contract earns after fees and pay
Upwork revenue is not what hits your bank account. The 10% freelancer service fee comes off the top, then contractor pay comes out of what's left. An agency billing $50/hour and paying $35/hour isn't making $15 — after the fee it's making $10.
Corcava tracks bill rate and pay rate per person per project, so margin per contract is a report, not a quarterly spreadsheet project. Model a contract before you bid with the free Upwork fee calculator.
Run the fee math →One hour on an Upwork contract
Corcava computes this per person, per contract, from synced hours — so you spot the money-losing contracts while you can still renegotiate.
Invoice direct clients without a separate billing app
Upwork handles billing for platform contracts. For everyone else — referrals, off-platform regulars, retainer clients — Corcava turns tracked time into branded invoices in a few clicks.
- ✓Generate invoices from approved timesheets — no retyping hours
- ✓Multi-currency billing for international clients, with crypto payment support
- ✓Online payment via Stripe, plus payment tracking and reminders
- ✓Clients view and pay invoices in a branded client portal
Why this matters for hybrid agencies
The direct side of an Upwork agency is usually the higher-margin side — no platform fee. It's also the side where invoices get sent late because nobody owns the process.
With time and billing in one system, "invoice the direct clients" becomes a five-minute monthly task instead of an end-of-quarter archaeology dig.
Manage the team behind the contracts
Six contracts across eight people is a scheduling problem. Corcava makes it visible.
Assignments & workload
See who's on which contract and who has room for the next win, using real tracked hours instead of guesses.
Permissions
Contractors see their projects and tasks — not your margins, client list, or other people's rates. Granular role-based access throughout.
Reports per person
Hours, billable ratio, and contribution per contract — the numbers you need for fair pay reviews and staffing calls.
Worked example: a 6-contract Upwork agency, by the numbers
Meet a typical hybrid dev agency: six active hourly Upwork contracts plus two direct retainer clients, eight billable people in total.
The month in numbers
What Corcava changes
- ✓Before: those five numbers lived in Upwork exports, a spreadsheet, and an invoicing app. Producing them took a half-day per month — so it rarely happened.
- ✓After: Upwork hours sync automatically, direct hours are tracked in the same tool, and margin per contract is a live report.
- ✓The report shows one contract running at a 12% margin — billed at $38/hr with a $29/hr senior on it. The agency renegotiates the rate at renewal instead of discovering the leak a year later.
- ✓Tool cost: 8 seats × $9 = $72/month — replacing separate time-tracking, CRM, and invoicing subscriptions.
Upwork agency management FAQ
What is Upwork agency management software?
It's software that runs the business side of an Upwork agency — bidding pipeline, contracts, team time, profitability after fees, and billing — in one place, instead of splitting it across the Upwork dashboard, spreadsheets, and separate time-tracking and invoicing tools. Corcava adds a native Upwork integration so platform data syncs in automatically.
Does Corcava sync time tracked in Upwork?
Yes. Connect your Upwork account via OAuth and Corcava automatically syncs time entries, contracts, and team members — including up to 90 days of historical data on the first sync. You can connect multiple Upwork organizations, including agency, freelancer, and client accounts.
Can I manage direct (non-Upwork) clients in the same system?
Yes — that's the point. Direct clients live in the same CRM, their work runs through the same projects and time tracker, and you invoice them from Corcava with multi-currency and online payment support. Upwork and direct work roll up into one set of reports.
How does Corcava help with Upwork profitability?
Corcava tracks the bill rate and the pay rate per person per project, so it can show margin per contract after contractor pay. Combined with the 10% Upwork service fee, that reveals which contracts actually make money. You can pre-check a contract's economics with the free Upwork fee calculator on this site.
How much does Corcava cost for an Upwork agency?
$9 per user per month with every feature included — CRM, outreach tracking, projects, time tracking, the Upwork integration, invoicing, and the client portal. There's a 14-day free trial and no credit card is required to start.
Run your whole agency — not just the Upwork half
Connect Upwork, add your direct clients, and see real margins in your first week.
Start free 14-day trial →No credit card required