The Magnetic Difference

A Tool Designed and Built For Agencies

Simplify your sales process, keep track of every opportunity, and close more deals with a CRM that adapts to your business.

Forecast with Better Accuracy

Get a clear picture of future revenue by connecting pipeline data with resourcing and delivery.

Turn Opportunities into Wins

Track every lead and deal in one place. Prioritise the right opportunities, follow up at the right time and improve conversion rates.

Keep Deals Moving Smoothly

Spot stalled deals early with real-time pipeline visibility. Keep momentum high and remove roadblocks before they cost you the win.

Plan Resources around Opportunities

Align sales promises with delivery capacity. Ensure the right people and budgets are in place before deals close.

How Exonic Improved visibility with magnetic

See how they did it

80%

Improvement in project visibility

45%

Reduction in time spent on admin

CRM Tools

Powerful tools for every stage of your sales lifecycle

No more scattered spreadsheets or stitched-together insights. Magnetic’s reporting suite gives you a single source of truth across pipeline health, team utilisation, project margins, over-servicing, and revenue forecasting, so you can move faster, smarter, and with more control.

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Contact and Lead List Generation

Create and manage contact lists. Log calls, take notes, and set follow-up reminders to keep every lead engaged.

Opportunity Tracking

Track opportunities from start to finish. Stay on top of every conversation, note, and next step to close deals faster.

Pipeline Forecast

Track incoming opportunity value by client or owner, including weighted forecasts by close probability

Revenue Forecast

Visualise expected income across clients and projects with data pulled from CE's, Billing schedules and opportunity pipelines.

Resource Forecasting

Plan ahead with accurate resource forecasting. Align your team’s availability with sales opportunities.

Job Quoting

Easily generate and manage job quotes with intuitive tools designed to save you time.

Revenue Allocation

Allocate revenue to opportunities for clearer financial insights and improved pipeline management.

Integrations

Connect Magnetic with your existing tech stack

Magnetic integrates with your CRM, accounting, and other core systems, so data flows smoothly and teams work in sync. Need more? Use Zapier to plug into hundreds of other tools, fast.

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