For Account Service teams
Deliver Profitable Projects Without the Stress
Juggling clients, projects, and budgets doesn’t have to be overwhelming. Magnetic helps you keep everything organised, on time, and profitable—so you can focus on what matters most: delivering great work and keeping clients happy.
Free for 14 days | No credit card required
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Stay Organised. Deliver on Time. Stay Profitable.
Manage Clients, Teams, and Profitability with Ease
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.
Stay on Top of Every Client
Track interactions, deals, and follow-ups without digging through emails.
Keep Projects Moving
Assign work, adjust deadlines, and avoid last-minute surprises.
Log Time Without the Frustration
Reduce burnout and keep your team focused with tools that balance workloads and prioritise tasks.
Spot Unprofitable Projects Fast
Spot where you're making money and where costs are creeping up, so you can adjust before it's too late.
All the Tools You Need, In One Seamless Platform
Managing client work, projects, and budgets shouldn’t mean juggling multiple tools. Magnetic combines everything account service teams need into one simple platform, so you can stay organised, meet deadlines, and keep projects profitable—without the stress.
Say goodbye to client miscommunication
Magnetic’s CRM ensures all client data is centralised, giving you actionable insights and accurate forecasts to plan better and close deals faster.
Engagement Tracking
Pipeline Management
Centralised Client Data
Forecasting Tools
Customisable Client Profiles
Keep your team productive without burnout.
With smart workload balancing and capacity planning, you can allocate resources strategically and ensure every project runs smoothly.
Capacity Planning
Workload Balancing Tools
Resource Forecasting
Skills Matching
Real-time Resource Visibility
Team Utilisation Reports
Stop losing billable hours.
Magnetic automates time tracking and simplifies invoicing, so every minute and expense is accounted for—making billing more accurate and hassle-free.
Automated Time Capture
Detailed Time Reports
Hassle Free Invoicing
Multi-project Visibility
Billable vs Non billable Tracking
Never miss a deadline again
Magnetic’s project management tools provide real-time updates, task prioritisation, and milestone tracking to keep projects on track and on budget.
Task Management
Milestone Tracking
Gantt Charts & Timelines
Project Templates
Real-time Project Updates
Collaboration Tools
Make confident financial decisions
With real-time visibility into profit margins and expenses, Magnetic helps you track project profitability and plan for growth.
Live Profits Margins
Expense Tracking
Budget Management
Customisable Reports
Revenue Forecasting
why choose magnetic?
Your Partner In Simplifying Complexity
Magnetic is purpose-built for account services teams, delivering specialised tools and measurable results that generic platforms can’t match.
Built For Client-Focused Workflows
Unlike one-size-fits-all tools, Magnetic is made for account service teams who need to balance client work, deadlines, and profitability.
Everything You Need, Nothing You Don’t
Manage clients, projects, and finances in one system—no more jumping between apps.
Proven to Boost Efficiency
Teams using Magnetic deliver projects faster, improve collaboration, and increase profit margins.
automation
Save Time With Automation
Why waste hours on admin tasks when Magnetic can do it for you? Keep projects moving with:
Workflow Automation
Approval Workflows
Smart Notifications
Invoicing Automation
Task Assignment
Custom Triggers
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REPORTING
Get a Clear View with Real-Time Reporting
Make better decisions faster with custom dashboards and detailed reports. Magnetic gives you the data you need to stay on top of projects, finances, and team performance.
Learn more
integrations
Connect Magnetic with the Tools You Already Use
Magnetic connects with the tools your team already relies on, so you can work without interruptions or extra steps.
Learn more
Get Started With Magnetic
Start a 14-day free trial and transform how you manage projects and customers
Try for free
Free for 14 days | No credit card required
what our customers are saying
Real Results from Real Teams
Hear how Magnetic is helping teams take control and achieve more.
See all Customer Stories
“By managing everything from resource allocation to project forecasts within one platform, we’ve eliminated silos and improved our overall efficiency.”
Django Blanchetta
“We wholeheartedly recommend Magnetic to others seeking a comprehensive and intuitive business solution. Its robust features, user-friendly interface, and exceptional support make it invaluable for optimising operations and driving business performance.”
Natalie Davies
