Magnetic: Replace 5+ Tools With One Smart Business Management Platform

Case Study

100's of Service Firms Trust Magnetic to Improve Utilisation, Protect Margins, and Scale Delivery.

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The Magnetic Difference

One Platform. More Profitable Projects

Magnetic brings your entire operation into one place - sales, delivery, resourcing, and finance, so your team can move faster, stay aligned, and protect profit at every stage.

CRM & Forecasting

Visualise your entire sales pipeline and track opportunities from lead to close in one place.

Project Management

Run tightly controlled projects and optimise resource allocation across teams.

Resource Management

Intelligent resource allocation that helps you optimise team utilisation and prevent burnout.

Finance Management

Streamline invoicing, track expenses, and get real-time financial insights in one place.

Timesheets & Tasks

Automatically capture billble hours with 98% accuracy. Elimate revenue leakage and deliver more profitable projects.

Reporting & Analytics

Access Real-time Reporting dashboards with service-specific KPIs to make data-driven decisions.

Workflow Automation

Reclaim valuable time by eliminating repetitive tasks through intelligent automation.

Deliver on Time.
Stay on Budget.
Protect Margin.

Get full visibility into your pipeline, projects, and resources, so you can plan smarter, protect margins, and deliver with confidence.

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See How it all works together

Two overlapping Magnetic finance cards displaying circular progress charts labeled Over servicing at 20% and Budget Spend at 46%.

Connect time tracking directly to invoices

Link resource planning with project schedules

Magnetic finance dashboard with bar chart titled 'Remaining Budget, Over-Servicing And Under Billing' with multiple coloured vertical bars representing different budget categories.

Gain insights across all business functions

Seamlessly move from proposal to project

Replace 5+ disconnected tools with one smart platform

Magnetic unifies your entire workflow, replacing 5+ tools with one integrated platform that teams actually enjoy using.

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Reporting & Analytics

Built for the Way Modern Teams Work.

No more second-guessing who’s doing what, or losing time to scattered updates. Magnetic gives you full visibility and faster workflows from day one.

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Reduce Time Spent on Admin

No more manual status updates, disjointed spreadsheets, or chasing team members for progress.

Increase Workflow Efficiency

Magnetic brings your tools, tasks, and communication into one streamlined system, cutting back on context-switching and automating the manual work that eats into your day.

Purpose Built Solutions for Professional Service Firms

Magnetic delivers specialised workflows and tools built for the unique challenges of different professional service businesses.

Engineering

Manage budgets, schedules, and team capacity across complex, multi-phase projects, with full visibility from planning to delivery.

Consulting

Scope accurately, assign the right people, and track profitability in real time with one system linking proposals to outcomes.

Magnetic finance card showing 46% budget spend with 15,480 incurred of total 33,880 labeled as Billable with a purple progress circle.

Creative Agencies

Quote with real data, plan around team capacity, and protect margin as you deliver, even when timelines shift or briefs evolve.

Architecture

Run fee-stage projects, approvals, and phased delivery with less admin and keep work, people, and compliance fully aligned.

Inhouse Teams

Plan incoming work, balance internal capacity, and show progress clearly without juggling disconnected tools or manual reports.

Magnetic vs. generic tools

Why firms switch to Magnetic

Magnetic addresses the critical workflow challenges that prevent professional services firms from delivering their best work to clients.

Magnetic gives you

One connected platform to manage sales, projects, resources, and billing.

Real-time capacity insights to plan smarter and protect delivery.

Automated workflows, status updates, and approvals in one place.

Track scope changes, update estimates, and protect margins proactively.

Live pipeline, resource, and revenue forecasting built into every project.

Generic tools

Juggling 4–5 platforms to manage CRM, projects, timesheets, and finance.

No clear view of who's overbooked, underutilised, or available.

Drowning in manual updates, status checks, and duplicated data entry.

Change requests slip through the cracks, eating into time, budgets, and profits.

Gut-feel projections based on outdated or incomplete information.

See it in action

Explore Magnetic with a self-Guided Tour

Replaces multiple systems

Expert onboarding & support

Ongoing feature updates

Plans that scale with you

Free for 14 days

No-credit card required

Solo

Best for freelancers and solo users just getting started

Free

Get Started for Free

Single user

Timesheets

Project Management

Project Dashboard

Task Management & Kanban

100MB of Storage

Essentials

For scaling businesses looking to streamline operations

￡13

per user /mo

Get Started for Free

*Minimum of 5 users

CRM & Pipeline Management

Pipeline Forecast Dashboard

Gantt Charts

Resource Management

Resource Capacity Dashboard

Leave Management

500MB of Storage

Pro

POPULAR

For businesses that need advanced features to optimise operations

￡17

per user /mo

Try for free

*Minimum of 5 users

Client Billing & Purchases

Cost Estimates

Client Rate Cards

Over-Servicing Dashboard

Profitability Dashboard

Revenue Forecast Dashboard

Expense Claims

Integrations

2 Automated Workflows

1GB Storage (Fair Usage)

Enterprise

For large-scale businesses with complex needs

Lets Chat

Get Started for Free

*Minimum of 5 users

5 Automated Workflows

Custom Login & Domain

Corporate Identity

5GB Storage (Fair Usage)

Seamlessly integrate with your existing tools

Connect all your favourite tools in one place for a smoother, more cohesive experience. Need more? Use Zapier to plug into hundreds of other tools, fast.

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