Templates by team · 20
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. 20 templates pre-configured for agencies managing multiple clients at the same time.
Agency Project Management
Kanban + time tracking + client CRM in one ready-to-use board
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
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
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
Client Status Page Setup
Give clients a live project page — no login, no weekly status email
Work Report Matrix
Project × person × cost — who worked where, for how much
Labor Cost Tracker
Turn logged hours into cost per project, per person, per client
Team Utilization Report
See who is at capacity and who has room — before projects slip
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
Yes. Start a 14-day free demo at crm.melororium.com, no credit card required. The template loads instantly.
Starter plan covers 4 users. Agency plan covers 15 users. Studio covers 25. All plans are flat-fee, no seat tax, no per-user billing.
Yes. Melororium includes time tracking as a core module at no extra cost, built directly into every task.
Yes. Each team member runs their own timer on their assigned tasks. The project report shows all hours combined.
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.