Track, Forecast, and Close Deals Faster with Magnetic
Stay ahead of the competition with live data and intuitive tools that track every opportunity, forecast revenue, and help you close deals faster—all in one place.
Free for 14 days | No credit card required
Join 100's of project-centric firms using Magnetic to manage engagements
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The Magnetic Difference
Make Every Deal Count with a CRM Built for Your Business
Simplify your sales process, keep track of every opportunity, and close more deals with a CRM that adapts to your business.
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Forecast with Better Accuracy
Sport where timelines slip, teams overload or tasks get stuck and step in before it impacts delivery.
Turn Opportunities into Wins
See which clients, projects and services drive margin and focus effort where it counts.
Keep Deals Moving Smoothly
Use actual team output to schedule upcoming work without overbooking.
Plan Resources around Opportunities
Track time and cost as work progresses so you can course correct before budgets break.
Plan Resources around Opportunities
Give sales, delivery and finance a shared view of pipeline, progress and performance.
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.
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.
Ready to Manage Your Clients More Efficiently?
Get started with Magnetic CRM and see how simple it is to keep track of your clients, close deals faster, and stay organised.
Free for 14 days | No credit card required
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Magnetic is an all-in-one workflow management platform designed and built for professional services firms.
Designed and Engineered with ❤️ in 🇩🇰🇬🇧🇿🇦
