For Account Service Teams

One Place to Manage Clients, Projects & Scope

Magnetic gives account service teams a single source of truth for scope, hours, and delivery progress, so you can stay ahead of issues, guide smarter client conversations, and protect both margin and trust. No more chasing updates, rebuilding timelines, or discovering problems too late.

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Free for 14 days | No credit card required
Join 100's of Account Service Teams using magnetic.
Visual representation of Magnetic's project monitoring and notification features, showcasing a user-friendly interface with alerts and detailed project information, emphasizing seamless project oversight.
The Magnetic Difference

Manage Clients, Teams, and Profitability with Ease

Handling clients, deadlines, and budgets shouldn’t take up your entire day. Magnetic keeps everything in one place, so you can spend less time on admin and more time getting things done.
Stay on Top of Every Client
Track interactions, deals, and follow-ups without digging through emails.
Keep Projects Moving Confidently
Assign work, adjust deadlines, and avoid last-minute surprises.
Log Time Without the Frustration
Reduce burnout and keep your team focused with tools that balance workloads and prioritise tasks.
Spot Unprofitable Projects Fast
Spot where you're making money and where costs are creeping up, so you can adjust before it's too late.

Built for Client Facing Teams in Fast-Moving Agencies

Creative agencies move fast and so do their clients. Magnetic gives account services the visibility, structure, and reporting they need to protect relationships, project delivery, and profit.

Built for scope-sensitive, delivery-dependent teams
Helps manage internal delivery and external expectations
Easy to use and integrates with your existing workflow
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What's Possible with Magnetic

Tools that Help You Manage Client Work More Effectively

Magnetic provides the tools you need to plan, assign, and manage resources with greater precision and less admin.

Live Projects & Jobs Dashboards

Monitor real-time progress, cost, and effort across all jobs and projects, keeping delivery teams and stakeholders aligned.

Magnetic.app's Gantt View showing multiple projects and tasks with assigned team members and progress tracking bars.
Role Based Allocation

Assign based on capability, department, or skill not just names, ensuring the right people are assigned to the right work.

Magnetic's 'Find a Resource' tool showing search filters for available capacity, dates, and matching skills like 'Principal Architect'.
Workload Forecasting
Forecast future demand based on project timelines, pipeline, and team capacity so you can plan resources ahead with confidence.
Live Capacity Planning
See real-time availability across people, teams, and roles, updated automatically as time is logged and work progresses.
Drag & Drop Resource Scheduling
Easily adjust allocations with a visual interface that lets you shift timelines and workloads in seconds, no spreadsheets required.
Deadline & Milestone Tracking
Track delivery phases and key dates to align resourcing with actual project progress not just estimates.
Utilisation Tracking
Measure how much of your team’s time is billable vs. non-billable to improve efficiency and inform future resource planning.
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Advanced Reporting

Reporting that Keeps Clients and Teams on the Same Page

Magnetic makes it easier for account teams to surface the right insights without needing to build reports from scratch.

Profitability

Track margin by project or client to understand how work is pacing against what was quoted.

Overservicing

See where hours have exceeded scope so you can raise it early or recover what’s been lost.

Resource Capacity

Understand who’s available to support upcoming work so you can manage client expectations around timelines and avoid promising what the team can’t deliver.

What Changes For Account Teams Using Magnetic

Account managers using Magnetic report stronger client relationships, fewer delivery surprises, and better visibility into scope and margin. With live data at your fingertips, it's easier to manage expectations and protect value.

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Fewer Difficult Scope Conversations
Account services teams using Magnetic can address misalignment early armed with accurate data to reset expectations before relationships are strained.
More Predictable Delivery Outcomes

By staying closely connected to live project progress, account managers using Magnetic avoid last-minute surprises and reduce friction between client and delivery.

Better Visibility into Account Health

Teams gain instant insight into which clients are on track and which are overservicing risk, helping prioritise where action is needed.

Less Time Spent on Weekly Updates

Instead of building reports manually, account teams using Magnetic pull real-time status, hours, and budget data in seconds, freeing time for more strategic work.

Integrations

Integrate With the Tools That Keep Client Work Moving

Magnetic connects seamlessly with your existing stack—so your updates, time logs, approvals, and notifications flow automatically across teams and systems. No more context-switching or duplicate entry.

See all integrations

Keep Projects on Track and Clients in the Loop

Magnetic helps account teams stay one step ahead on scope, hours, and expectations without adding more admin.