Agency Project Management

What is an agency project management template?

An agency project management template is a pre-built workspace that covers the full delivery cycle, from client kickoff to final invoice, without requiring your team to set anything up from scratch. Unlike a blank project board, it comes with the columns, statuses, task structures, and integrations your agency already uses, ready to go the moment a new client signs.

Melororium's Agency Project Management template connects Kanban task boards, live time tracking, client CRM cards, and PDF invoicing in a single workspace. Your team has one place for everything: the brief lives next to the tasks, the tasks have built-in timers, the timers feed the work report, and the work report generates the invoice.

Why most agencies still lose hours and miss deadlines

Many 4–10 person agencies run on a patchwork of separate tools: one app for tasks, another for time tracking, another for invoicing, and a spreadsheet or CRM tool for client details. Each tool works in isolation. Hours logged in a time tracker don't connect to the invoice built in a separate billing tool. Client notes in a separate CRM don't link to the active project board. Decisions made on a client call don't automatically create tasks.

The result: project managers spend 2–4 hours per week manually transferring information between tools. Billable hours go unlogged because logging requires leaving the task. Client context gets lost when the account manager is out sick. Invoices are disputed because the timesheet doesn't match what the client remembers.

A single connected template eliminates every one of those handoffs.

How agencies manage client projects effectively

One board per client, one dashboard for all

Create a separate project for each active client. Each project has its own Kanban board, timer log, CRM card, and invoice history. The main dashboard shows all active projects side by side, including status, hours this week, and next deadline, without opening each one individually.

Pre-built columns that match your actual workflow

The template comes with columns agencies use: Briefing → In Progress → In Review → Client Approval → Done. Rename any column to match your process. The structure is a starting point, not a constraint.

Time tracking built into every task: no app switch required

Every task has a built-in timer. Your designer starts a timer when they open a task and stops it when they're done. Hours accumulate to the right client and project automatically. At the end of the week, pull a work report filtered by client and generate the invoice from the same screen.

Client CRM card linked to every project

Each project links to a CRM client card with contact details, contract value, payment history, and notes. When a new team member joins a project, they have full client context immediately, no digging through email threads.

What's included, and what it costs

Melororium's Agency plan covers 15 users for $59/mo, flat fee, no per-seat charges. That single price includes the Kanban board, live time tracking, client CRM, and PDF invoicing used in this template, plus every other module in the workspace. Starter, for teams of up to 4 users, is $29/mo with 3GB storage; Agency includes 9GB storage. Every plan starts with a 14-day free demo, no credit card required, and there's no extra per-user charge when your team adds a contractor mid-project.