Templates by category · 13
Clients Templates
Manage clients from first contact to long-term retainer, including onboarding checklists, deal pipeline stages, and quarterly account reviews. Each template replaces a messy spreadsheet CRM with a structured workflow your whole team can follow.
Client Onboarding Template
From signed contract to first delivery in under a week — no gaps
CRM Client Pipeline
Track every lead from first contact to signed contract
Client Relationship Management
A single card for every client — projects, contacts, payments, notes
New Client Checklist
Every new client set up correctly in 30 minutes — not 3 days
Account Management Template
Keep long-term client relationships healthy — notes, history, next steps
Client Health Scorecard
Rate every client on satisfaction, payment speed, and growth potential
Proposal Tracker
Track every open proposal from sent to signed — nothing slips through
Lead Qualification Template
Score inbound leads, prioritize follow-up, stop chasing bad fits
Client Feedback Template
Capture, log, and act on every piece of client feedback without losing it
Client Contract Tracker
Track every contract status, renewal date, and signed document in one place
Client File Organizer
One folder per client — contracts, briefs, and deliverables always where you need them
Client Proposal Template
Send branded proposals — client accepts, project creates automatically
Client Status Update Workflow
Share a live project status page with clients — no login, no access to your CRM
Start from a template
Pick a template, invite the team, start today.
Every template runs inside the same workspace: tasks, timers, CRM and invoices for up to 15 people at $59 a month. Add a hire, the price stays.
88
templates included
$59
per month, whole team
28
instruments, one login
Frequently
Asked Questions
Have a question that needs a human to answer?
No problem, email us at support@melororium.com
Contract sent → signed → kickoff call scheduled → tool access granted → intro call done → brief received → first task assigned → first deliverable submitted. Plus 7 more steps customisable for your process.
Yes. Add, remove, rename, or reorder any step. Save your modified version as a new template.
For small agencies and studios, yes. It covers contact tracking, pipeline stages, notes, and project conversion. It doesn't have email sequences or call recording like enterprise CRMs.
Yes. Add a source field to each card: referral, LinkedIn, website, ProductHunt, etc. Filter the pipeline by source.
Spreadsheets don't link to live projects. Melororium CRM connects each client to their real projects, timers, invoices, and reports, all in one view, always up to date.