for Creative Agencies

Agency Management Software Built for Profitable Growth

Bring new business, project delivery, resourcing and financial performance into one connected platform, so your agency can plan confidently, deliver profitably and grow with greater control.

Built for agency workflows
Used across 4 continents
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Free for 14 days
No-credit card required

Trusted by professional services firms worldwide

4.5
★★★★★
200+
Firms across 4 continents
4.6
★★★★★
Highest User Adoption
The Magnetic Difference

Work faster, smarter and more profitabily

Magnetic connects projects, people and billing in one place - so you can see where money is made or lost and act before it's too late.

Streamline your creative workflows

Bring briefs, timelines, feedback and files into one place.

Gain full project visibility

Stay on top of budgets, deadlines, and deliverables with a clear view of every project stage.

Speed up client turnaround times

Take the friction out of client approvals, so your team can keep making progress.

Plan and allocate confidently

See team capacity at a glance and assign work without burning out your team.

Projects, people and profits - connected

crm

Know what's coming before it hits delivery

Track opportunities, estimates, and probability-weighted revenue alongside active work. Give sales and operations one shared view of demand, capacity, and expected revenue.

Turn work into invoices. Bill from approved time, estimates and project milestones
Make profitability visible. Analyse performance by project, client and team.
Explore CRM
Project management

Keep delivery moving without losing site of margin

Plan fixed-fee, retainer, and time-based work with clear owners, timelines, budgets, and dependencies. Teams get a practical place to work; managers get the commercial context behind every task.

Explore reporting
resource management

Match the right people to the right work

See availability, allocations and workload across confirmed projects and future demand. Balance utilisation without relying on memory, meetings or another spreadsheet.

Plan at the right level. Allocate names people, roles or unassigned work until the team is confirmed.
Protect your team. Identify overbooking, underutilisation and capacity gaps, before they impact delivery
Explore finance management
Finance & reporting

See where your agency makes - and loses money

Bring budgets, time, costs, WIP, billing, and revenue into the same operational system. Replace month-end surprises with live visibility across every client and project.

Turn work into invoices. Bill from approved time, estimates and project milestones
Make profitability visible. Analyse performance by project, client and team.
Explore project management

More than project management

Use the capabilities you need today, then expand without rebuilding your operating system around another tool.

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CRM icon

CRM

Leads & clients

Timesheets icon

Timesheets

Time & costs

Projects icon

Projects

Work & budgets

Finance icon

Finance

WIP and billing

Reporting icon

Reporting

Live performance

Resources icon

Resources

Capacity & demand

Automation icon

Automation

Less admin

Built for every agency role

Give every team a clearer way to work


Magnetic adapts to the decisions each role must make while keeping everyone aligned around the same operational data.

free operations guide

Build a more profitable agency without losing control

A practical guide to how agencies structure delivery, finances, and operations as they scale, with templates and frameworks you can use in your agency.

Get the playbook

Bring the moving parts of your agency into one operating picture

Magnetic becomes the operational centre for the work your agency wins, plans, delivers, and bills while connecting to the specialist tools you want to keep.

Disconnected tools

More tools, less clarity

CRM lives separate from delivery
Resource plans become outdatesd quickly
Time and budgets are reconciled later.
Reports require exports and spreadsheets
Teams maintain duplicate information
Magnetic

One connected operating system

Pipeline informs revenue and capcity
Projects connect scope, people and budgets
Time updates cost and margin in real time
Billing starts from approved operational data
Everyone works from the same picture
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Real Agencies. Measurable Improvements.

Magnetic helps agencies spend less time coordinating work and more time improving delivery and profitability.

One system, built to scale with the business

"As we added new service lines, offices and teams, we needed something built for how our business had evolved."

Clyde Mallon

CEO, Hoorah Digital

See the case study
Exonic case study photo placeholder

One platform for multi-office, multi-model teams

More project visibility

Advertising & Marketing

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40%

reduction in time spent on project admin

Adertising & Marketing

See the case study
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Streamlined Agency Operations and Improved Efficiency

More project visibility

Creative Agency

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Platform45 case study photo placeholder

Cleaner handoffs between delivery teams

Technology

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4.5/5 on G2 & Capterra

Why Magnetic

The five places the depth shows up when a firm outgrows a generic project tool.

MagneticScoroProductiveBasecamp
See margin by client and project the moment time and costs enter the system, not at month-end.
Get warned before a project exceeds its budget at company, client, and user levels.
Three recognition methods plus write-off and write-up ensure work in progress reflects reality.
Capacity planning factors in unconfirmed deals filtered by win probability.
Retainer, fixed-fee, and T&M billing mix models per client without exporting to a separate tool.

Comparison based on publicly available competitor documentation and pricing pages, checked July 2026. Full mark = native, out of the box. Dash mark = partial or add-on. No mark = not offered.

integrations

Connect Magnetic to your existing tools

Connect your accounting, calendar, and productivity tools to Magnetic so information stays in sync without duplicate data entry.

Xero
Accounting
Slack
Productivity
Sage
Accounting
Google Calendar
Productivity
Zapier
Automation
Xero
Accounting
Slack
Productivit
Sage
Accounting
Google Calendar
Productivity
Zapier
Automation
Quickbooks
Accounting
Campaign montor
Marketing
Ziflow
Approvals
Outlook
Productivity
Paster
Accounting
Quickbooks
Accounting
Campaign monitor
Marketing
Ziflow
Approvals
Outlook
Productivity
Pastel
Accounting
Timeboost
Productivity
Web lead capture
Markering
Xero
Accounting
Slack
Productivty
Campaign monitor
Marketing
Timeboost
Productivity
Web lead capture
Marketing
Xero
Accounting
Slack
productivity
Campaign monitor
Marketing

…and 400+ more apps through Zapier.

Explore all integrations →
FAQs

Questions Agencies Ask Before Switching

*Have more questions? Our comprehensive FAQ section provides answers to the most common inquiries.
What makes Magnetic different from a project management tool?
Project management is only one part of Magnetic. The platform connects CRM, pipeline forecasting, project delivery, resource planning, timesheets, project financials, billing and reporting, allowing operational activity to update the commercial picture automatically.
Can Magnetic support retainers, fixed-fee and time-based work?
Yes. Agencies can manage multiple commercial models, including retainers, fixed-fee projects and time-and-materials work, tracking budgets, WIP and profitability in the same system.
Can we keep our accounting and approval tools?
Yes. Magnetic integrates with accounting, calendar, communication, and approval tools including Xero, QuickBooks, Sage, Slack, Outlook, Google Calendar, Ziflow, and Zapier.
How does Magnetic help protect project margins?
Budgets, rates, logged time and costs are connected to each project. Managers can compare planned and actual performance, monitor overservicing, and act before margin is lost.
How difficult is implementation?
Yes. Magnetic supports different project types, whether you're billing by the hour, offering retainers, or delivering fixed-price work.
the system for agencies

Find the gaps costing your agency time and money

Book a guided walkthrough focused on your workflows, commerical model and reporting needs.

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