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CRM & FORCASTING

Optimise Sales and Deals with Powerful CRM Tools  

Keep a pulse on your business with live data that reveals where opportunities stand, their journey through the sales funnel, projected close dates, potential value, and how they affect your resources.

Magnetic Opportunities lane view
CRM Sale cycle stage
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WHAT IS POSSIBLE WITH MAGNETIC

Unlock Your True Business Potential

Forecast With Confidence

Say goodbye to financial surprises with forecasting tools that help predict your revenue, simplify budgeting and plan for the future.

Make Decisions that Drive Success

Spot top opportunities and zero in on the most promising leads to boost sales productivity and close more deals.

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Capture and analyse every customer interaction, ensuring you always have the context you need to provide personalized service and strengthen relationships over time.

Strengthen Customer Relationships

Spend Time Where It Counts

Wondering how many hours your team pours into pitches? Measure the time spent against the actual contract value, so you can focus on the pitches that promise the best bang for your buck.

Smooth out the Sales Snags

Stuck deals, sudden obstacles—sales isn’t always smooth sailing. Our proactive tools help you spot and solve issues before they become deal-breakers, keeping your pipeline flowing and your forecasts on target.

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EASY-TO-USE CRM TOOLS

Manage The Lifecycle of Deals in One Place

KANBAN & LISTS

Customise your dashboard 

Gain visibility and control over every stage of your deals from initial contact to close, ensuring nothing slips through the cracks, and maximising your success rate

DRAG & DROP OPPORTUNITIES LANE

Move deals down the funnel with ease

Gain visibility and control over every stage of your deals from initial contact to close, ensuring nothing slips through the cracks, and maximising your success rate

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COMPREHENSIVE PIPELINE FORECAST

Maximise Sales Visibility

Gain visibility and control over every stage of your deals from initial contact to close, ensuring nothing slips through the cracks, and maximising your success rate

Magnetic Pipeline forecast dashboard
Magetic Opportunities forecast dashboard
Revenue forecast dashboard
Revenue Forecast graphs

REVENUE FORECAST DASHBOARDS

Drive Accuracy in Financial Planning

Gain visibility and control over every stage of your deals from initial contact to close, ensuring nothing slips through the cracks, and maximising your success rate

Take Sales and Customer Relationships to the Next Level

Discover how our Magnetic can streamline your processes, enhance your customer relationships, and boost your sales performance. Transform your business approach today!

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TRUSTED BY BIG GLOBAL BRANDS

Top brands choose Magnetic for their business management needs.

5 star review

5.0 out of 5

"Overall Very Good"

Any queries I have are dealt with quickly, amends to the system are taken on board and brought in if the development team feel it will benefit all companies who use the system. The staff who I have dealt with are excellent and happy to dedicate time to talk through issues.
 

Tamaris, Operations Manager, 11-50 employees

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