Build a template once, every rep uses it.
Templates live in the shared workspace with bracket-highlighted placeholders, per-template reply rate, and per-niche variants. Set the winning one as default and every rep starts from it.
For Agencies
Upwork software for agencies that bid as a team.
Running an Upwork agency means juggling ten freelancers under one reputation, one connect budget, and one client-facing brand. Upwex pulls every rep into one workspace, shows you who is converting and who is burning connects, and lets the bot bid under each rep with hard caps you control. One subscription, one invoice, every member measured.
Free 7-day trial Pooled AI credits No credit card
Bidding alone? See Upwex for Solo Freelancers
See which rep is winning, which is burning connects.
Performance by Profile breaks proposals, replies, reply rate, invites, DMs, offers, and connects down per Upwork profile and per member, with a totals row across the agency. Reply rate is colour-coded - green above 10%, yellow 5-10%, red below - so the strong and weak reps are obvious at a glance. No more guessing who is closing.
Performance by Profile. See the analytics dashboard.
The mechanism behind the visibility.
Visibility only works if every rep is in the same workspace. The Team page is that workspace: total members, active members, pending invites, and your shared AI credit pool on top; a searchable member list below with status and role. Owner runs billing and cannot be removed; Admins manage day to day; Members bid under their own Upwork profile. One Stripe subscription, prorated seats, no per-rep accounting.
The Team page. See Team & Seats for the role mechanics, invite flow, and seat billing.
One shared template library every rep writes from.
"Ten reps, ten voices" is the agency tax on growth. Build your cover letter templates once and share them across the team. Every rep, plus Auto-Bidding, writes from the same library; the AI Cover Letter Generator fills the per-job variables from each rep synced profile. The structure stays consistent, the personal voice stays per-rep, your agency reads like one brand.
AI fills the template from each rep profile.
On any Upwork job, the AI Cover Letter Generator fills the shared template using the rep synced profile (skills, portfolio, rate). Same structure across the agency, real per-rep voice on the variables.
See the deep dives: Cover Letter Templates · AI Cover Letter Generator.
Auto-Bidding under every rep, attributed per profile.
Each rep runs Auto-Bidding under their own Upwork profile. Every scan and bid is attributed to the right member - the analytics roll up per-rep automatically, and the agency log shows the verdict behind every decision. Volume an agency could never hit by hand, with hard daily caps so the shared connect pool never disappears.
- 01 · Caps
Daily limits per rep
Max bids per day, max connects per day, Stop on Low Connects - the guardrails that keep agency-wide connect spend safe.
- 02 · Rules
Min match score across the team
Set the minimum match score, the skip-fixed-price or skip-hourly toggles, and the scan interval. Only jobs that clear the rules get a bid.
- 03 · Schedule
Active hours per rep
Each rep sets active hours and timezone so Auto-Bidding only runs during their working window. Cover every timezone the agency works, no rep gets bids while offline.
- 04 · Attribution
Every bid maps to a rep
Every scan, match, bid, and skip lands in the dashboard log attributed to the right Upwork profile. Per-member analytics update on the next refresh.
The Auto-Bidding dashboard log. See how Auto-Bidding works.
Three layers between your reps and a bad-fit bid.
One missed red flag costs the agency 10-24 connects. Upwex stacks pre-bid checks so connects stay where they earn replies.
Pre-bid Check Fit
Any rep can score a job 0-100 in 5 seconds against their synced profile. Pass or Fail on skills, experience, budget, and a client risk read - all before they spend a connect.
One feed for the team
The Upwork job feed monitor watches the live feed for the whole agency around the clock and scores every new posting. Strong matches are routed via Auto-Bidding; weak jobs never reach a rep.
30-second proposals
Junior reps ship in 30 seconds with the agency standardized rate, screening answers, and cover letter pre-populated by Proposal Autofill. Senior-quality bids from a fresh hire on day one.
Deep dives: Check Fit · Job Feed Monitor · Proposal Autofill.
Run the agency operations from one place.
Past every rep, every conversation, every invoice into one shared system. No per-rep CRM silos, no juggling N subscriptions.
Shared CRM pipeline
Push every Upwork chat into Pipedrive or HubSpot as a Deal, Lead, or Note (Salesforce and Zoho coming soon). Deals are tagged per rep owner, so the agency funnel is visible end to end, not stuck in separate Upwork inboxes.
Synced profiles
Sync each rep Upwork freelancer profile into the workspace by URL. Every AI tool downstream (cover letter, job analyzer, screening answers) runs against that rep real skills - not generic defaults.
One team bill
One Stripe subscription, one invoice, prorated seats up or down mid-cycle. AI credits are pooled for the whole agency. Finance gets one line item; the owner stays in control of spending.
Deep dives: Upwork CRM Sync · Profile Sync · Team & Seats billing.
Common questions from agency owners.
Is Upwex built for Upwork agencies, or just for solo freelancers?
Both. The same Chrome extension and dashboard work for one freelancer or thirty under one agency. The difference is the workspace: agencies invite every rep into one Upwex team, assign Owner / Admin / Member roles, share an AI credit pool, and see per-rep analytics. Everything that benefits a solo bidder is multiplied across the team.
How does Upwex fit alongside our existing Upwork agency account?
Upwex sits on top of your existing Upwork agency account. It does not replace it or call Upwork API directly; it runs inside your browser using your existing Upwork session. Each rep connects their Upwork profile to the shared Upwex workspace, and the owner manages roles, seats, and billing in one place. Your Upwork agency stays exactly where it is.
Our agency runs 10+ freelancers. Will the workflow still hold up at that size?
Yes. The workspace is built around team-level seats with no hard cap, role-based permissions, shared AI credits, and per-profile analytics with a totals row. Auto-Bidding attributes every scan and bid to the correct member, so visibility scales with team size. The dashboard pattern stays the same at 3 reps and at 30.
How do we know which of our reps is actually closing on Upwork?
Open the Performance by Profile panel on the analytics dashboard. It breaks proposals, replies, reply rate, invites, DMs, offers, and connects down per Upwork profile and per member, with a totals row across the agency. The dashboard log shows every job the team scanned, matched, and bid on, with timestamps and match scores.
Can we keep our agency voice consistent when 10 different reps are bidding?
Build your cover letter templates once and share them across the team. Every rep, plus Auto-Bidding, writes from the same template library; the AI Cover Letter Generator fills the per-job variables from each rep synced profile. The structure stays consistent, the personal voice stays per-rep. Set the highest-converting template as default, and every new proposal starts from it.
How does Upwex help us stop wasting connects across the team?
Three layers. (1) Min Match Score - Auto-Bidding only bids when a job clears the threshold you set across the team. (2) Job Analyzer (Check Fit) - any rep can score a job 0-100 in 5 seconds before manually bidding. (3) Max Connects Per Day per rep, and a Stop on Low Connects guard that pauses scanning before the pool runs dry. Connect spend stays visible and controlled.
How fast can we onboard a new rep?
About one modal. Open the Team page, click Invite, enter the rep email. Upwex checks for a free seat - if there is none, it shows the prorated cost of adding one before you confirm. The rep gets an email invite and is an active member as soon as they accept. They start bidding under their own Upwork profile with the agency shared templates and AI credit pool right away.
What does running Upwex actually cost for an agency of our size?
One Stripe subscription priced per seat, billed at the agency level. Seats are prorated when you add or remove a member mid-cycle, so you only pay for active reps. AI credits are pooled for the whole agency, not per person. See pricing for the per-seat rate by plan.
Run your Upwork agency from one workspace.
Invite your reps, share the templates, set the caps, watch the analytics. Stop juggling N accounts. The best Upwork software for agencies puts bidding, analytics, and billing on one screen - start a free trial and run the whole team from one workspace.
No credit card required. Cancel anytime.