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One Place to Manage Clients, Projects & Scope
Magnetic gives account service teams a single source of truth for scope, hours, and delivery progress, so you can stay ahead of issues, guide smarter client conversations, and protect both margin and trust. No more chasing updates, rebuilding timelines, or discovering problems too late.
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The smarter way to manage clients and projects
Handling clients, deadlines, and budgets shouldn’t take up your entire day. Magnetic keeps everything in one place, so you can spend less time on admin and more time getting things done.
Built for client-facing agency teams
Creative agencies move fast and so do their clients. Magnetic gives account services the visibility, structure, and reporting they need to protect relationships, project delivery, and profit.
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Features that keep projects and clients aligned
With everything in one place - scope, budgets and project health, Magnetic makes it easier for account teams to built trust and avoid surprises.
Live client health dashboards
Time, budget and hours in one view
"The way it records and organises data is outstanding — it gives us exactly the visibility we need."
Client ready reporting
Margin & profitability data
Project scope tracking
Reporting that keeps clients and teams on the same page
Magnetic makes it easier for account teams to access the right insights without needing to build reports from scratch.
Profitability Reporting
Track margin in real time by project, client, or team while monitoring how time, costs, and scope changes impact overall financial performance.
Over-servicing Dashboards
Monitor time logged versus what’s been scoped or billed, so you can catch unplanned work before it eats into margin.
Revenue Forecasting Reports
Use live pipeline, progress, and resource data to project revenue accurately, month by month or quarter by quarter.
Resource Capacity
Monitor team availability and workload in real time to make informed resourcing decisions, and ensure projects stay on track.
What Changes For Account Teams Using Magnetic
Account managers using Magnetic report stronger client relationships, fewer delivery surprises, and better visibility into scope and margin. With live data at your fingertips, it's easier to manage expectations and protect value.
One source of truth powered by tools you already use.
Magnetic connects seamlessly with your existing stack, so your updates, time logs, approvals, and notifications flow automatically across teams and systems. No more context-switching or duplicate entry.
Campaign Monitor
Google Calendar
Zapier
Xero
Ziflow
Lead capture
Gmail
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Microsoft Outlook
Slack
Zoho Mail
Timeboost
PowerBI
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Keep Projects on Track and Clients in the Loop
Magnetic helps account teams stay one step ahead on scope, hours, and expectations without adding more admin.
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