Freelance Pipeline Management From Proposal to Payout
UpworkOS records every proposal, project, and payout across all of your Upwork accounts and bidders, and calculates the net return on each contract after Upwork's fee, developer costs, and exchange fees.
What UpworkOS Changes for Your Organization
Agencies running several Upwork accounts and bidders cannot see which proposals convert, or what each contract earns once every fee is paid. UpworkOS makes both visible.
True Profit on Every Contract
Upwork, developer, and exchange fees are subtracted automatically, so every project shows its real return.
Connects Spent Where They Convert
Job scoring and template success rates direct bidding toward the work most likely to close.
Accountable Bidding Teams
Close rates and fee structures per bidder sit on one dashboard, so performance is managed with data.
Operational Discipline for Upwork Agencies
Net Profit Calculation
Revenue minus Upwork's fee, developer fees, and payment or exchange fees, calculated automatically for every project.
Proposal Lifecycle Tracking
Sent, interview, closed, or lost, with the budget, connects used, and cover letter on record.
Bidder Performance
Track fee structures and close rates per bidder on one dashboard.
Connect Allocation
Score job posts before you bid, and reuse the proposal templates that actually convert.
UpworkOS Capabilities
The Complete Pipeline in One Place
Every proposal from sent to closed or lost, with budget, connects, and cover letter.
Reuse of Proven Proposals
Templates carry their own success rates, so you know which ones convert.
Qualified Bidding Decisions
Score an inbound job post before you commit connects to it.
Net Profit After Every Fee
Upwork, developer, and payment, bank, or USDT exchange fees, all subtracted automatically.
Every Upwork Account in One View
Monthly earnings, withdrawals, and connects bought, per account.
Role-Based Access Control
Role-based access for admins, bidders, and developer partners, with payment history.
Operational in Three Stages
Team Provisioning
Configure your agency workspace with its Upwork accounts and bidders.
Proposal Tracking
Bidders record proposals and progress them through interview and closing.
Net Profit Reporting
Convert a won proposal into a project, assign a developer, and record every cost.
Purpose-Built for Your Organization
Agency Owners
Operating multiple bidders across multiple Upwork accounts, requiring one shared system.
Agency Administrators
Requiring accurate profit per project rather than an estimate of each contract's return.
Bidders & Closers
Requiring an individual performance dashboard and close-rate history.
UpworkOS at a Glance
The core capabilities UpworkOS puts to work for your organization.
Core Capabilities
- Proposal lifecycle, templates, and job scoring
- Net profit per project after every fee
- Multiple Upwork accounts and bidders per team
- Stripe billing, support ticketing, and field-level encryption
Frequently Asked Questions
How do proposals get into UpworkOS?
Bidders log each proposal when they submit it and update it as it moves through interview and closing. The pipeline and profit figures update from there.
Which fees are included in net profit?
Upwork's fee, developer fees, and payment, bank, or USDT exchange fees are all subtracted from revenue.
Can one team manage several Upwork accounts?
Yes. A team can track multiple accounts and bidders, with monthly earnings, withdrawals, and connects bought recorded per account.
How is UpworkOS priced?
Per seat, with add-on seats for extra bidders and developers. We share current rates during onboarding.
UpworkOS Features
Review the complete UpworkOS capability set and its technical specifications.
Measure the True Return on Every Contract
Request access and our team will demonstrate UpworkOS on your own pipeline.