GlobalStaying in control of a growing agency shouldn't get harder with every new client. Magnetic brings your pipeline, projects, people and finances together, helping you plan ahead, catch overruns before they become a problem and understand exactly where profit is coming from.
Trusted by 200+ professional services firms
4.5
on G2 and Capterra
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Running profitable client work is easier when your projects, budgets, resourcing, and deadlines are all connected. Magnetic gives you one place to see how work is progressing, what your team is working on and how every project is performing financially.
Compare planned and actual time throughout a project, so you can see when work is starting to run over and take action before margin disappears.
Track fees, costs, time and margin as work progresses, giving you a clear view of what each project is contributing to the business.
See capacity, workloads and utilisation across the agency, helping you allocate people where they are needed and avoid paying for time you cannot bill.
Connect your pipeline with resourcing so you can see whether you have people and capacity to deliver new work before you commit to it.
Give your agency a simpler way to operate as you grow, without adding more tools or complexity along the way.
CRM
Leads and clients
Timesheets
Time and costs
Forecasting
Revenue outlook
Finance
WIP and billing
Projects
Work and budgets
Reporting
Live performance
Resources
Capacity and demand
Automation
Less admin
Track opportunities, estimates, and probability-weighted revenue alongside active work. Give sales and operations one shared view of demand, capacity, and expected revenue.
Plan fixed-fee, retainer, and time-based work with clear owners, timelines, budgets, and dependencies. Teams get a practical place to work; managers get the commercial context behind every task.
explore reporting
See availability, allocations and workload across confirmed projects and future demand. Balance utilisation without relying on memory, meetings or another spreadsheet.
Bring budgets, time, costs, WIP, billing, and revenue into the same operational system. Replace month-end surprises with live visibility across every client and project.
Explore project managementFrom new business and delivery, to operations and finance, each team gets the information they need to make better decisions while keeping the whole agency working from the same information.
See how the agency is performing across pipeline, revenue, utilisation and profitability, without waiting for separate reports.
Keep sales, resourcing, delivery, and reporting connected with one view of what is happening across the agency.
Plan work, track budgets, and keep delivery on course with live visibility into time, costs, and project progress.
See who is available, balance workloads, and plan capacity across confirmed projects and new work.
Run every retainer, sprint, and client from one place — time, budgets, and margin in real time.
A practical guide to how agencies structure delivery, finances, and operations as they scale, with templates and frameworks you can use in your agency.
Running an agency gets harder when your team works from different systems. Magnetic gives you a simpler way to keep the business in sync, reducing manual admin and giving people the information they need when they need it.
Sales and delivery plan from different informationResource plans quickly fall out of dateReporting takes time to pull togetherTeams update the same information in multiple placesBudget issues are often spotted too late
Plan new work with delivery capacity in mindKeep budgets current as projects progressMove approved work through to billing more easilyGive every team a reliable view of the businessGet the numbers you need without rebuilding reportsMagnetic helps agencies spend less time coordinating work and more time improving delivery and profitability.
"As we added new service lines, offices and teams, we needed something built for how our business had evolved."
Clyde Mallon
CEO, Hoorah Digital
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More project visibility
Advertising & Marketing
More project visibility
Creative Agency
Magnetic gives agencies the financial and operational depth to manage margin, capacity, WIP and billing alongside delivery.
| Magnetic | Scoro | Productive | Basecamp | |
|---|---|---|---|---|
See margin by client and project the moment time and costs enter the system, not at month-end. |  |  | | — |
Get warned before a project exceeds its budget at company, client, and user levels. | | | — | |
Three recognition methods plus write-off and write-up ensure work in progress reflects reality. | | | — | |
Capacity planning factors in unconfirmed deals filtered by win probability. | | | — | |
Retainer, fixed-fee, and T&M billing mix models per client without exporting to a separate tool. | | | | — |
Comparison based on publicly available competitor documentation and pricing pages, checked July 2026. Full mark = native, out of the box. Dash mark = partial or add-on. No mark = not offered.
Connect your accounting, calendar, and productivity tools to Magnetic so information stays in sync without duplicate data entry.
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…and 400+ more apps through Zapier.
Explore all integrationsUnlike general task managers, Magnetic is purpose-built for architecture firms. It connects scopes, schedules, teams, and finances in one platform, helping you manage projects by phase, track fee drawdowns, assign resources intelligently, and protect your margins.
Yes. Agencies can manage multiple commercial models, including retainers, fixed-fee projects and time-and-materials work, tracking budgets, WIP and profitability in the same system.
Yes. Magnetic integrates with accounting, calendar, communication, and approval tools including Xero, QuickBooks, Sage, Slack, Outlook, Google Calendar, Ziflow, and Zapier.
Budgets, rates, logged time and costs are connected to each project. Managers can compare planned and actual performance, monitor overservicing, and act before margin is lost.
Magnetic integrates with popular tools like Xero Sage, and more. You can also connect via Zapier to hundreds of apps. Time tracking is built-in, but integrations are available if you're using external systems.
Want to discuss your agencies specific requirements?
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Magnetic is an all-in-one workflow management platform designed and built for professional services firms.
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