Magnetic FAQs

Frequently Asked Questions

What is Magnetic and how does it serve professional-services firms?

Magnetic is a cloud-based work management platform built specifically for professional-services businesses - agencies, consultancies, architects, engineers, and other project-driven teams. It unifies project planning, time tracking, resource scheduling, CRM, and financial reporting so leaders can see margins, utilisation, and cash flow in one place.

Is Magnetic suitable for teams that are scaling quickly?

Yes. Magnetic is built to scale with you - whether you're a 5-person creative shop or a 150-person firm managing multiple departments and regions.
As your team grows, you can:
‍
- Add new users and roles without disruption
- Roll out additional modules (CRM, scheduling, forecasting)
- Enable advanced permissions, approvals, and team structures
- Integrate with accounting and analytics tools

Who uses Magnetic-what types of teams or industries is it designed for?

Core users include creative & digital agencies, management-consulting and IT-services firms, architecture and engineering practices, accounting and advisory teams, and in-house marketing or PMOs that bill hours internally. Teams typically range from 5 to 500 users.

What sets Magnetic apart from other Project Management tools?

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Is Magnetic Cloud Based?

Unlike generic project management tools, Magnetic provides deep industry-specific functionality, such as resource optimisation, financial insights, and profitability-focused project management, tailored to professional service firms.

What’s the learning curve for new users switching from spreadsheets or legacy tools?

Magnetic is designed to be intuitive and easy to adopt, even for teams moving from manual systems or fragmented tools. Most users feel comfortable within the first day.Key reasons why the learning curve is minimal:
‍
- Visual interface: Clean, structured layouts make navigation simple for non-technical users
- Drag-and-drop Gantt cards: Easily adjust timelines and workloads with familiar gestures
- Built-in guidance: In-app tips and contextual prompts support onboarding as you go
- Minimal setup: Prebuilt templates and sensible defaults help teams get started fast

You don’t need to be a systems expert to get value from day one.

Can I test Magnetic before committing to a paid plan?

You can start a 14-day free trial (no credit card) or book a live demo with one of our product specialists. Trials include full feature access and sample data so you can explore real workflows.

What Support Does Magnetic Provide?

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How do I get buy-in from my team to switch to Magnetic>

Teams often get buy-in by showing:

Visibility over project budgets,
timelines, and resourcing
Reduced admin time and improved accountability
Real-time access to billable vs non-billable breakdowns
Simpler client reporting and smoother handovers

We can provide internal pitch decks or demos for your team leads.

Need deeper detail or a guided walkthrough?

Book a demo and our team will tailor the setup to your unique workflows.

Book a demo

Live Chat

Talk to customer support

What features does Magnetic offer?

Magnetic includes CRM, project management, resource planning, time tracking, financial management, and reporting tools, all integrated into a single platform.

Can Magnetic help with time tracking?

Yes, Magnetic offers detailed time-tracking capabilities including a timer start/stop function, allowing teams to log billable and non-billable hours easily, ensuring no time is left unaccounted for.

Does Magnetic have invoicing features?

Yes, you can create, send, and track invoices directly from the platform, linking them to specific projects and clients for accurate financial management.

Can I integrate Magnetic with other tools?

Magnetic supports integrations with popular tools like Sage, Xero, Google Calendar, and more.

Does Magnetic Include Resource Management Capabilities?

Absolutely! Magnetic helps you assign tasks effectively, balance workloads, and optimise team utilisation for maximum productivity.

Can I invite external users to collaborate on specific projects?

Yes, you can invite external users to collaborate on specific projects.

Can I create recurring projects or templates?

Absolutely! Save time by creating reusable templates for common project types. Learn more about creating reusable templates.

Get started with Magnetic

Track revenue, costs, and margins in real time, so you know what’s growing your business and what’s not.

Book a demo

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What pricing plans does Magnetic offer?

We offer a Free Plan (Solo, ideal for single users and freelancers), Essentials, Pro and Enterprise Plans for single users, ideal for freelancers, and several subscription plans for teams, with a 14-day free trial for all paid plans.

Are there set-up fees?

There are no set up fees on the solo plan. When it comes to the paid plans, we have various packages depending on the level of customisation required. Want to learn more? Book a demo with our knowledgeable team.

Does Magnetic offer discounts for annual billing?

Yes, we offer a 20% discount for businesses that choose to pay annually instead of monthly.

Get started with Magnetic

Track revenue, costs, and margins in real time, so you know what’s growing your business and what’s not.

Book a demo

Live Chat

Talk to customer support

How long does it take to implement Magnetic?

The implementation time varies based on your organisation’s size and requirements but typically ranges from 1 to 4 weeks with our dedicated onboarding support.

Does Magnetic provide training for teams?

Yes, we offer live training sessions, webinars, and an extensive help center with articles and videos to guide your team through the platform.

Can you help migrate data from our old system?

Yes, Magnetic offers build-in tools for data import and our team can assist you getting your data imported.

Do I need to install any software?

No, Magnetic is entirely web-based, meaning you can access it from any browser without any installation required.

What if my team has unique requirements?

Our onboarding team works with you to customise workflows, templates, and settings to match your business processes.

Get started with Magnetic

Track revenue, costs, and margins in real time, so you know what’s growing your business and what’s not.

Book a demo

Live Chat

Talk to customer support

Is my data secure on Magnetic?

Yes, we use industry-standard encryption and security measures to ensure your data is safe and protected at all times.

Does Magnetic comply with GDPR?

Yes, Magnetic is fully compliant with GDPR and other relevant data privacy regulations to ensure the protection of user data.

Can I control who has access to what in my organisation?

Yes, you can define roles and permissions to control access levels for team members, ensuring sensitive data is visible only to the right people.

What happens to my data if I cancel my subscription?

Your data remains accessible for a limited period after cancellation, and you can export your data at any time before the subscription ends.

Get started with Magnetic

Track revenue, costs, and margins in real time, so you know what’s growing your business and what’s not.

Book a demo

Live Chat

Talk to customer support

How can I get support if I face an issue?

You can reach out to our support team via live chat, email, or phone. Our help center also provides a wealth of articles and guides.

What are your support hours?

Our support team is available 24/5, Monday through Friday, to assist with any issues you may encounter.

What should I do if I encounter a bug?

You can report bugs directly through the platform’s support tab or by contacting our support team. Our developers prioritise resolving bugs quickly.

How can I request a new feature?

We welcome your feedback! You can submit feature requests through the platform or to our support team, and we review them each week for future updates.

Get started with Magnetic

Track revenue, costs, and margins in real time, so you know what’s growing your business and what’s not.

Book a demo

Live Chat

Talk to customer support

Frequently Asked Questions

Need deeper detail or a guided walkthrough?

Get started with Magnetic

Get started with Magnetic

Get started with Magnetic

Get started with Magnetic

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