for Agencies

Manage Clients, Projects and Profits in One Place

Magnetic gives agencies the tools they need to streamline workflows, track profitability, and deliver on time, every time.

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Free for 14 days | No credit card required
Join 100's of Agencies using Magnetic to improve utilisation, protect margins, and scale delivery.
the magnetic difference

A Tool Designed andBuilt For Agencies

Magnetic isn’t just another project management tool—it’s designed specifically for agencies.

Streamline your creative workflows
Simplify collaboration, and keep your entire team aligned.
Boost Profits on Every Project
Track project costs and margins in real-time.
Simplify Client Approvals
Speed up client approvals and keep projects moving.
Optimise Resource Allocation
Balance workloads and keep projects on track.

How Magnetic Supports Your Agency

Simplify your operations, streamline your workflows, and get actionable insights—all from one platform.

Keep Projects on Track

Get full visibility into your projects and stay on top of every detail. Monitor progress, manage budgets, and hit key milestones without the stress. Keep your team focused and your projects profitable.

Live project status
Budget vs actual tracking
Timeline visibility
Task management
Milestone tracking
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Manage your Team's Time and Skills Effectively.
Plan smarter and avoid overloading your team. Allocate resources effectively, balance workloads, and ensure the right people are handling the right tasks for maximum efficiency and impact.
Capacity and workload planning
Resource forcasting & allocation
Live utilisation tracking
Future resourcing forecasts
Skills matching & workload balancing
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Accurately Capture Every Billable Project Hour

Automate time tracking, streamline reporting, and ensure accurate billing. Gain full visibility into how time is spent across your team.

Billable vs. non-billable breakdowns​
Project and user-level insights​
Timesheet reminders
Integrated expense capture
Automated time capture
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Understand the Financial Health of your Projects
See exactly how your projects are performing financially. Track profit margins, control expenses, and forecast with precision so you can make smarter decisions to grow your business.
Live margin tracking
Scope vs. actual effort alerts
Expense tracking
Project Financial reports
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Plan for the Future with Confidence

Anticipate workload and revenue trends to make strategic decisions about staffing, project commitments, and business growth.​

Pipeline and revenue forecasting
Team capacity projections
Projected vs. actuals comparisons
Delivery risk insights
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Start Strong with Aligned Expectations
Develop proposals that leave no room for guesswork—clear scopes, timelines, and budgets to guide execution.
Scoped deliverables and timelines
Fast conversion to live projects
Margin-aware budgeting
Live to actual project delivery
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ACCELERATE GROWTH. MAXIMIZE PROFIT.

Own Every Stage of Your Agency's Workflow

From pitch to delivery, Magnetic keeps your agency running smoothly.

integrations

Integrate with The tools you already use

Magnetic connects with your favourite tools to create a seamless workflow across your agency. Plus, with Zapier, you can easily link hundreds of apps in just a few clicks.

generic tools vs. magnetic

Why Magnetic Beats the Generic Stack

Not all tools were built with Magnetic in mind. See how Magnetic compares to generic platforms

Features
Generic tools
Magnetic
Built for Agencies
Project Visibility
Margin Tracking
Resource Forecasting
Basic
Advanced
Proposal → Delivery link
Full Project Lifecycle
Replaces Multiple tools
Built for How Agencies Actually Work
Structure, scope, time, and margin—handled the way firms actually work.
One tool, Not Five
Replaces disconnected tools with a single, purpose-built system.

Ready to Boost Your Agencies Efficiency?

Not all tools were built with Magnetic in mind. See how Magnetic compares to generic platforms

Free for 14 days | No credit card required

FAQs

Everything Consulting Firms Want to Know

From setup to day-to-day use, we’ve answered the biggest questions firms ask when switching.
What makes Magnetic different from tools like Asana, ClickUp, or Monday.com?
Those tools are general-purpose. Magnetic is purpose-built for consulting firms, with deep support for scoping, delivery, resource planning, and margin tracking—so you can run the full engagement lifecycle in one place.
Can Magnetic help us improve project profitability?
Absolutely. Magnetic tracks project budgets, resource utilisation, and scope changes in real time. You get alerts before profit leaks happen—not after.
We already use a CRM and accounting system—does Magnetic integrate?
Yes. Magnetic integrates with your existing CRM, accounting, and calendar tools, so you can build a seamless workflow without disrupting what’s already working.
How hard is it to get started?
Getting started is simple. You can try Magnetic free for 14 days—no credit card required. Our onboarding team is here to help you migrate, train your team, and start seeing value quickly.
Can we manage both fixed-fee and time-based projects?
Yes. Magnetic supports different project types, whether you're billing by the hour, offering retainers, or delivering fixed-price work.
How does Magnetic help with resource management?
You’ll get a live view of who’s overbooked, underutilised, or available. You can forecast capacity, reassign tasks easily, and plan hiring needs based on real data.
What happens after the free trial?
After your 14-day free trial, you can choose the plan that fits your firm best. Our team will walk you through the options and ensure a smooth transition.