Revenue forecasting grounded in real capacity
Standalone CRMs forecast revenue based on deal probability. Magnetic's CRM connects your pipeline to your resource capacity, project budgets and delivery data so you forecast on what you can deliver, not on what might close.
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A CRM that's wired into the rest of your business
When your CRM, projects, resources and financials are all in one system, your pipeline strops being a forecast spreeadsheet and starts being a planning tool.
Won Deal to Live Project, Instantly
When a deal closes in Magnetic, the opportunity converts to a project in one click. Estimates, notes, contact history and every hour of pre-sales time carries over.
CRM features that go beyond the deal
See your pipeline in real-time
Every opportunity carries a probability percentage. Magnetic calculates weighted values automatically, so you see what your pipeline is actually worth, not the best case number your sales team reports.
Revenue forecast built on more than pipeline hope
Most CRM forecasts start and end with deal probability. Magnetic's revenue forecast pulls in pipeline data, approved cost estimates and active project billing, broken down by client and by month. You see what you've sold, what you're delivering and what's coming
Plan resources around your pipeline, not just your projects
Every opportunity carries a probability percentage. Magnetic calculates weighted values automatically, so you see what your pipeline is actually worth, not the best case number your sales team reports.
Know what it actually costs to win a client
Pitches, proposals, discovery calls, research. Pre-sales work has a real cost and most CRMs dont track it. Magnetic tracks time and expenses on opportunities, so you see the true acquisition cost per deal.
The basics you'd expect without the bloat
Follow-up reminders so deals dont go cold. Custom fields and statuses that match your sales process. Email integration. Lead capture from your website. Private opportunities for sensitive deals. Activity tracking with win rates and value generated. All the fundamentals connected to everything that happens after the deal closes.
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