How Magnetic Supports Modern Consulting Operations
Consulting delivery doesn’t follow a one-size-fits-all process. Magnetic gives your team the tools to scope accurately, assign with precision, manage profitability in real time, and forecast with confidence, so nothing gets lost between proposal and delivery.
Built proposals that set projects up to succeed
Build structured proposlas with pricing, timelines and delivery plans baked in, so you can close deals faster and set projects up for success.
Assign the right people with the right capacity
Match the right people to the right work, using live capacity and skill visibility, so you can start strong and avoid mid-project bottlenecks
Keep projects on track and teams aligned
Manage complex projects with a single plan to deliver and excute. Track time and connect billable hours directly to invoices.
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Role-based permissions
Profitability reporting
WIP reporting
Smart scoping & task Management
Timetracking
Expense tracking
Over-servicing alerts
Invoicing
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Mulit-entity billing
Document management
Revenue forecasting
Weighted pipeline management
Resource forecasting
Workflow automation
Finance system integration
Margin tracking
Billable vs. non billable
Kanban views
Over-servicing alerts
Invoicing
Mulit-entity billing
Document management
Revenue forecasting
Weighted pipeline management
Resource forecasting
Workflow automation
Finance system integration
Margin tracking
Billable vs. non billable
Kanban views
Over-servicing alerts
Invoicing
Mulit-entity billing
Document management
Revenue forecasting
Weighted pipeline management
Resource forecasting
Workflow automation
Finance system integration
Margin tracking
Billable vs. non billable
Kanban views
Manage complex projects with a single plan to deliver and excute. Track time and connect billable hours directly to invoices.
Keep projects on track and teams aligned
See Just How Easy Managing Your Consulting Firm Can Be with Magnetic
From disconnected tools to one
source of truth
Most tools only manage tasks. Magnetic connects sales, delivery, resourcing, margins and reporting in one system built for consulting firms.
Work across multiple scattered systems
Or just use Magnetic.
Integrate with the tools you already use
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Zapier
gmail
Outlook
Campaign Monitor
PowerBI
Zoho Mail
Google Calendar
Timeboost
Ziflow
Xero
Sage
Zapier
Slack
