For account services teams

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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Free for 14 days | No credit card required
Join 100's of operations managers using magnetic.
Visual representation of Magnetic's project monitoring and team management tools, featuring a professional with an interface displaying individual task progress and allocated durations for team members, enabling effective oversight and resource balancing.
The Magnetic Difference

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 forward
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.

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.

Built for scope-sensitive teams
Aligns delivery with client demands
Fits right int your existing workflows
Finance Management Tools

Tools that help you manage client work more effectively

Magnetic provides the tools you need to plan, assign, and manage resources with greater precision and less admin.

Live projects & jobs dashboards

Monitor real-time progress, cost, and effort across all jobs and projects, keeping delivery teams and stakeholders aligned.

Role-based allocation

Assign based on capability, department, or skill not just names, ensuring the right people are assigned to the right work.

Workload forecasting

Forecast future demand based on project timelines, pipeline, and team capacity so you can plan resources ahead with confidence.

Live capacity plannng

See real-time availability across people, teams, and roles, updated automatically as time is logged and work progresses.

Drag & drop resource scheduling

Easily adjust allocations with a visual interface that lets you shift timelines and workloads in seconds, no spreadsheets required.

Deadline & miltestone tracking

Track delivery phases and key dates to align resourcing with actual project progress not just estimates.

Utilisation tracking

Measure how much of your team’s time is billable vs. non-billable to improve efficiency and inform future resource planning.
Advanced Reporting

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.

Track margin by client or project
Compare actual cost vs. budget
Spot your most profitable work

Over-servicing Dashboards

Monitor time logged versus what’s been scoped or billed, so you can catch unplanned work before it eats into margin.

Flag time over budget or scope
Identify consistently over-serviced clients
Compare time logged vs. time estimated

Revenue Forecasting Reports

Use live pipeline, progress, and resource data to project revenue accurately, month by month or quarter by quarter.

Forecast revenue using live pipeline data
See top revenue-generating clients
Compare forecasts to delivery capacity

Resource Capacity

Monitor team availability and workload in real time to make informed resourcing decisions, and ensure projects stay on track.

See team availability vs workload
Identify overbooked or underbooked staff
Plan resourcing based on demand
Proven results

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.

Fewer difficult scope conversations
Account services teams using Magnetic can avoid misalignment early armed with accurate data to reset expectations before relationships become strained.
More predictable delivery outcomes
With access to live project progress, account managers using Magnetic avoid last-minute surprises reducing friction between client and delivery.
Better visibility into account health
Teams gain instant insight into which clients are on track and which are overservicing risk, helping prioritise where action is needed.
Less time spent on weekly updates
Account teams using Magnetic can pull real-time status, hours, and budget data in seconds, freeing time for more strategic work.
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Free for 14 days | No credit card required

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.

Integrate with The tools that keep client work moving

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.

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