CRM & Forecasting
Track, Forecast, and Close Deals Faster with Magnetic
Stay ahead of the competition with live data and intuitive tools that track every opportunity, forecast revenue, and help you close deals faster—all in one place.
Free for 14 days | No credit card required
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Opportunity Pipelines
Pipeline Forecast
Relationship Management
what magnetic makes possible
Unlock Your True Business Potential
Magnetic gives you the tools to take control of your sales Pipeline with ease
Forecast With Confidence
Use real-time insights and predictive tools to accurately forecast revenue, helping you hit targets every time.
Turn Opportunities Into Wins
Focus on the deals that matter most with tools that prioritise profitable opportunities and reduce time spent on low-value leads.
Keep Deals Moving Smoothly
Identify bottlenecks early and resolve them quickly, so every opportunity progresses through the pipeline without delays.
A CRM That Understands Your Industry
Unlike generic CRMs, Magnetic offers tailored tools for managing complex sales pipelines in accounting, engineering, and creative industries
FEATURES
Tools That Help You Manage Your Sales Cycle with Ease
Manage every step of your sales process effortlessly with tools designed to keep your team organized, informed, and ahead of the game.
Contact and Lead List Creation
Create and manage contact lists. Log calls, take notes, and set follow-up reminders to keep every lead engaged.
Opportunity
Tracking
Tracking
Track opportunities from start to finish. Stay on top of every conversation, note, and next step to close deals faster.
Job Quoting
Easily generate and manage job quotes with intuitive tools designed to save you time.
Resource Forecasting
Plan ahead with accurate resource forecasting. Align your team’s availability with sales opportunities.
Revenue Allocation
Allocate revenue to opportunities for clearer financial insights and improved pipeline management.
Ready to Boost Your Agencies Efficiency?
Free for 14 days | No credit card required
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Magnetic is an all-in-one workflow management platform designed and built for professional services firms.
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