Everything a growing firm needs, run from one system

Manage new business, project delivery, team time and billing from one connected platform.

Keep every opportunity moving

Track leads, proposals and expected revenue from the first conversation through to a signed project and what is likely to close

CRM & Sales pipeline

Proposal and quote management

Revenue forecasting

Quote-to-project conversion

Pipeline

Forecast revenue with greater confidence

Magnetic applies a probability weighting to every opportunity, giving you a more realistic view of expected revenue. Filter the forecast by month, client or owner without rebuilding it in a spreadsheet.

Over servicing

Catch over-servicing before it costs you

See how actual time compares with scope while the work is still underway. Magnetic alerts your team when a project is approaching its budget, giving you time to adjust delivery, speak to the client or review the scope.

Reporting

See where growth is coming from

Compare revenue from new clients with growth from existing accounts. Give account teams a clear view of the value they are creating and where stronger client relationships are driving more work.

Billing

Keep unbilled work visible

See the value of completed work that has not yet been invoiced, broken down by client. Track WIP across fixed-fee, percentage-complete and time-and-materials billing, so account and finance teams know what is ready to bill.

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👋 See your agency's margins before month-end

Join more that 200 agencies and professional services firms using Magnetic to improve visibility, protect profitability and manage growth with greater control.

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Magnetic

Spreadsheets

Generic project tools

Separate time and invoicing tools

CRM and delivery in one system

Connected in one system

Manual & disconnected

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Usually not included

—

Not included

Time-to-invoice connection

Direct

Manual re-entry

—

Not included

Split across two systems

Project margin visibility

Visible in real-time

Calculated afterwards

—

Not tracked

—

Limited

Team availability visibility

Built-in

Manually maintained

Basic task allocation

—

Not included

Setup and implementation

Days

No setup, but no structure

Days

Two systems to configure

Fit for a 5-25 person firm

Built for growing teams

Low cost, high admin

Affordable, but incomplete

Multiple subscriptions

See which projects are making money while there is still time to act

Waiting until month-end to understand project performance is too late. Magnetic connects budgets, time and project costs so you can see how each job is performing as the work progresses

Compare budgeted and actual costs on every project

See project-level margin without building a separate report

Identify projects using more hours than planned

Keep delivery and financial information connected

Turn approved time and expenses into an invoice

Stop rebuilding invoices from timesheets, spreadsheets and email threads. Magnetic uses the information already captured against the project to help your team invoice accurately and sooner.

Pull time and expenses directly into draft invoices

Manage fixed-fee, hourly and retainer work

Reduce errors causes by manual re-entry

Keep invoice values connected to the work delivered

One system your team can use from the start

Magnetic fits into the daily flow of project work, tasks, time, budgets and delivery information sit together, making the system easier to maintain without adding a dedicated administrator.

One login for sales, projects, time and invoicing

Log time from the work your team is already managing

Keep project and financial information together

Get started in days rather than months

Keep every team, project and margin in view as your firm grows

How small firms operate

Spread across email, spreadsheets and memory

The better Magnetic way