Get started with Magnetic
Solo
Free
Our SOLO plan is for a single user with basic project management, time.
Time sheets
Project Management
Project Dashboard
Task Management & Kanban
500MB of Storage
Essentials
￡9
per user /mo
Everything in the Solo Plan + more.
CRM & Pipeline Management
Pipeline Forecast Dashboard
Gantt Charts
Resource Management
Resource Capacity Dashboard
Leave Management
1 GB of Storage
Pro
￡17
per user /mo
Everything in the Essentials Plan + more.
Client Billing & Purchases
Cost Estimates
Client Rate Cards
Over-servicing Dashboard
Profitability Dashboard
Revenue Forecast Dashboard
Expense Claims
Email & Calendar Integration
Revenue Forecast Dashboard
2 Automated Workflows
AIR: 20% Discount
Enterprise
Lets Chat
Everything in the Pro Plan + more.
5 Automated Workflows
Custom Login & Domain
Corporate Identity
15GB Storage (fair usage)
AIR: included
Solo
Free
Our SOLO plan is free for a single user.
Timesheets
Project Management
Project Dashboard
Task Management & Kanban
500MB of Storage
Essentials
￡13
per user /mo
Everything in the SOLO Plan + more. Minimum of 5 users.
CRM & Pipeline Management
Pipeline Forecast Dashboard
Gantt Charts
Resource Management
Resource Capacity Dashboard
Leave Management
500MB of Storage
Pro
￡17
per user /mo
Everything in the Essentials Plan + more. Minimum of 5 users.
Client Billing & Purchases
Cost Estimates
Client Rate Cards
Over-Servicing Dashboard
Profitability Dashboard
Profitability Dashboard
Revenue Forecast Dashboard
Expense Claims
Integrations
2 Automated Workflows
popular
Enterprise
Lets Chat
Everything in the Pro Plan + more. Minimum of 5 users.
5 Automated Workflows
Custom Login & Domain
Corporate Identity
15GB Storage (Fair Usage)
onboard with ease
Onboard with Ease
Extensive Onboarding Experience
Dedicated Team of Experts
Commitment to Success
2-3 Week Implementation Time
Self Starter
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Follow up session
- Queries, System Review & Basic system set up guidance
- Pre-go live handholding
Essentials
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Data briefing session
- Custom fields config session
- Training sessions
- 5 hours over 3 sessions
- Core data import
- Clients, Users, Item Types, Active Jobs and Tasks
- Pre-go live handholding
- Project planning & coordination
Pro
- Kick off session
- Magnetic intro & scope, Walkthrough demo, brief system setup overview, & what data we need from you
- Data briefing session
- Custom fields config session
- Training sessions
- 8 hours over 4 sessions
- Introduction to workflows
- Training on how workflows are setup & configured
- Core data import
- Clients, Users, Item Types, Active Jobs and Tasks
- Pre-go live handholding
- Project planning & coordination
popular
Onboarding Packages to Suit Every
Business Need
TAILOR YOUR PACKAGE
Add-Ons
Accounting System Integration
Setup of integration between Magnetic and a supported Accounting System.
Core Data Import
Clients, Suppliers, Users, Item Types, Active Jobs and Tasks, Rate Cards.
Additional Data Import
Time sheets, Cost Estimates, Purchase Orders, Sales Invoices.
Advanced Reporting
Introduction to Magnetics Advanced Reporting module.
API and Integrations
Introduction to Magnetics API and Integrations.
Timeboost
Configuration and training in timeboost.
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