Project Management Templates for Digital Agencies
Everything a digital agency needs in one workspace — Kanban project boards, billable hours tracking, client CRM, invoice generation, and weekly work reports. 12 templates pre-configured for agencies managing multiple clients at the same time. From $29/mo flat for up to 4 users.
Agency Project Management
Kanban + time tracking + client CRM in one ready-to-use board
Dev Sprint
Leo Park
01:22
SEO Audit
Eva White
02:07
Client Call
Ben Shah
00:33
Billable Hours Tracker
Log every billable minute — per task, per client, per team member
Client Onboarding Template
From signed contract to first delivery in under a week — no gaps
3
Onboard
8
Active
4
At risk
2
Churned
Tidal Labs
Renewal due
Pixelform
Healthy
Quadrant
At risk
CRM Client Pipeline
Track every lead from first contact to signed contract
Client Invoice Template
Generate a professional PDF invoice from tracked hours in 60 seconds
Recurring Invoice — Retainer
Auto-generate retainer invoices every month — set once, forget forever
Account Management Template
Keep long-term client relationships healthy — notes, history, next steps
Retainer Hours Tracking
Track hours used vs. hours sold for every retainer client
Weekly Work Report
Every Monday: last week's hours, tasks, and wins — for every team member
Client Progress Report
Show every client exactly where their project stands — no more "how's it going?" emails
Project Kickoff Checklist
20-point checklist so every project starts without gaps
New Client Checklist
Every new client set up correctly in 30 minutes — not 3 days
Website Redesign Project
From discovery to launch: every phase of a website redesign tracked in one board
Consulting Project Template
Deliverables, milestones, and billable hours for client consulting work
9
Cold
6
Warm
5
Hot
2
Closed
Northbound
Demo booked
Bright Co
Negotiating
HexLab
Cold lead
Proposal Tracker
Track every open proposal from sent to signed — nothing slips through
Project Status Report
Weekly project status in one page: on track, behind, blocked
Digital agencies live across too many tools — Trello for tasks, Toggl for time, FreshBooks for invoices, HubSpot for CRM. Each one adds $10–$20/user/month and splits your data across apps. Melororium agency templates replace all four in a single workspace: Kanban project boards, live time tracking, client CRM, and PDF invoice generation. Every logged hour connects to the right client and invoice automatically.
The 12 templates in this collection cover the full agency delivery cycle. Agency Project Management gives you a pre-built Kanban board for client work. Billable Hours Tracker logs every minute to the right project. Client Onboarding Template standardises how every new client starts. CRM Client Pipeline tracks leads from first contact to signed contract. Client Invoice Template generates a PDF from tracked hours in one click. Retainer Hours Tracking shows exactly how much of a client's monthly budget has been used.
For account management and reporting, the collection includes Account Management, New Client Checklist, Weekly Work Report, Client Progress Report, and Project Kickoff Checklist. Everything your agency needs from first hello to final invoice — in templates that load in under 60 seconds.
ClickUp charges $12/user/month — $1,440/year for a 10-person agency team. Asana charges the same. Melororium Agency plan covers 10 users for $59/mo. That is less than ClickUp costs in 3 months. After year one the saving is over $1,100. After five years, over $6,900 — money that stays in your agency.
See full pricing · Melororium vs ClickUp · Melororium vs Asana · All templates →