A CRM that turns won deals into delivered work

Standalone tools are sales tools. They track deals and forecast revenue, but they don't know anything about your delivery capacity, project budgets or team availability.

Magnetic's CRM is part of the same system as your projects, resources, timesheets and invoicing. When a deal closes, it becomes a project with full context. While it's still an opportunity, it informs your resource plan and revenue forecast.

The opportunity converts to a live project. Estimates, notes, contact history and any pre-sales time or expenses tracked against the opportunity all carry over. The project team seels the full picture from day one - no re-briefing or hunting through emails for the original scope.

Magnetic combines three data sources into one forecast: weighted pipeline values (deal value times probability), approved cost estimates on active projects, and actual billing data. The forecast shows expected revenue by client and by month, along with average net margins and top client breakdowns. It tells you what you are likely to bill, not just what you are hoping to close.

Yes! You can log time and expenses against opportunities, the same way you'd track them on a project. This gives you true customer acquisition cost per deal. When the deal converts to a project, that pre-sales cost carries over, so you see the full picture of client profitability from the first contact to the final invoice.

Magnetic integrates with outlook for email and calendar. It also connected with campaign monitor. For lead capture, you can inject leads from your website forms directly into the CRM. Zapier opens up 400+ additional tools if you need them.

The question is whether your current CRM is connected to anything that happens after the deal closes. If winning a deal mean re-entering information into a separate tool, rebriefing the delivery team and reconciling pipeline data against spreadsheets, you're paying the cost of that disconnection on every deal.

Magnetic doesn't just replace your CRM. It connects your CRM to the rest of the business: projects, resources, timesheets and financials. Most firms switching to Magnetic eliminate at least one other tool in the process.