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
Join 100's of project-centric firms using Magnetic to deliver manage engagements
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what magnetic makes possible
Make Every Deal Count with a CRM Built for Your Business
Simplify your sales process, keep track of every opportunity, and close more deals with a CRM that adapts to your business.
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.
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Drag & Drop Cards
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Kanban views
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Opportunity Pipelines
Pipeline Forecast
Relationship Management
Tailored for Your Unique Sales Process
Magnetic CRM aligns with your business’s unique workflows, helping you manage complex relationships and close deals faster, no matter your industry.
FEATURES
Powerful Tools for Every Stage of Your Sales Cycle
Magnetic CRM adapts to your specific needs, providing specialised tools that make managing complex sales pipelines in accounting, engineering, and creative industries simpler and more efficient.
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.
Revenue Allocation
Allocate revenue to opportunities for clearer financial insights and improved pipeline management.
Ready to Manage Your Clients More Efficiently?
Get started with Magnetic CRM and see how simple it is to keep track of your clients, close deals faster, and stay organised.
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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