for Creative Agencies

Business Management Software with real-time profitability

Magnetic is purpose-built for agencies. One system from pitch to invoice, with the visibility to protect margins and scale with confidence.

CRM & Forecasting
Profitability
Resource Planning
Time tracking
Invoicing
Reporting
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Free for 14 days
No-credit card required
+4
Agencies using Magnetic reduce admin time by 40% and protect margins from day one.
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4.5 on G2
4.6 on Capterra
The Magnetic Difference

Work faster, smarter and more profitabily

Magnetic connects projects, people and billing in one place - so you can see where money is made or lost and act before it's too late.

Streamline your creative workflows
Bring briefs, timelines, feedback and files into one place.
Gain full project visibility
Stay on top of budgets, deadlines, and deliverables with a clear view of every project stage.
Speed up client turnaround times
Take the friction out of client approvals, so your team can keep making progress.
Plan & allocate confidently
See team capacity at a glance and assign work without burning out your team.

Projects, people, and profit. Connected.

Profitability

Live profitability across projects, clients, and retainers

Every project carries its budget, costs, and margin from day one. When time is logged, the budget updates. Leadership sees over-servicing in real-time, not after month end.

Resource planning tied to revenue

Capacity planning connected to pipeline, Pipeline opportunities feed into resource forecasting, so teams plan around incoming work.

Project WIP Recon Report interface showing accounts issued date selector and a detailed tooltip comparing estimated versus actual time.

Billing and finance in the same system

Invoices generated fromt tracked time and approved estiamtes. WIP visible by client. Revenue forecasting from pipeline and active projects.

Delivery tools built for agency work

Gantt, kanban, retainer tracking and task management designed for how agencies actually deliver. Not a generic project management tool with agency features bolted on.

free guide

Agency best practices guide

A practical guide to how agencies structure delivery, finances, and operations as they scale, with templates and frameworks you can use in your agency.

Download a copy

What most agencies pay vs. what they get

The typical agency management stack costs more and delivers less visibility.

Generic stack
From £50-150+
CRM 
£9
Project management tool
£10-25
Time tracker 
£10-15
Invoicing
£20-50
Spreadsheets
Free
No single view of profitablity
with magnetic
From £9
CRM, projects, resources, timesheets, invoicing, reporting
Margins visible on every project and client
Full team capacity, updated as people work
Revenue forecasts from pipeline and active work
Data lives in one place

For a 30 person agency, switching to Magnetic can mean $1000-4000 in monthly savings

Integrations

Seamlessly integrate with your existing tools

Connect all your favourite  tools in one place for a smoother, more cohesive experience.  Need more? Use Zapier to plug into hundreds of other tools, fast.

View all Integrations
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Connect Magnetic to 400+ more apps with Zapier

Frequently Asked Questions

What to Know About Getting Started with Magnetic

From setup to day-to-day use, we’ve answered the biggest questions firms ask when switching.
What makes Magnetic different from tools like Asana, ClickUp, or Monday.com?
Those tools are general-purpose. Magnetic is purpose-built for consulting firms, with deep support for scoping, delivery, resource planning, and margin tracking—so you can run the full engagement lifecycle in one place.
Can Magnetic help us improve project profitability?
Absolutely. Magnetic tracks project budgets, resource utilisation, and scope changes in real time. You get alerts before profit leaks happen—not after.
We already use a CRM and accounting system does Magnetic integrate?
Yes. Magnetic integrates with your existing CRM, accounting, and calendar tools, so you can build a seamless workflow without disrupting what’s already working.
How hard is it to get started?
Getting started is simple. You can try Magnetic free for 14 days—no credit card required. Our onboarding team is here to help you migrate, train your team, and start seeing value quickly.
Can we manage both fixed-fee and time-based projects?
Yes. Magnetic supports different project types, whether you're billing by the hour, offering retainers, or delivering fixed-price work.
How does Magnetic help with resource management?
You’ll get a live view of who’s overbooked, underutilised, or available. You can forecast capacity, reassign tasks easily, and plan hiring needs based on real data.
What happens after the free trial?
After your 14-day free trial, you can choose the plan that fits your firm best. Our team will walk you through the options and ensure a smooth transition.