Magnetic
Magnetic is a web-based system for professional services firms that brings CRM pipeline, project delivery, resourcing, time tracking, billing, and reporting …
What Magnetic is
Magnetic is a web-based system for professional services firms that brings CRM pipeline, project delivery, resourcing, time tracking, billing, and reporting together. A closed opportunity can become a project in one click, carrying its estimates, notes, contact history, and pre-sales time. Each opportunity has a probability percentage, which Magnetic uses to calculate weighted pipeline values. Revenue forecasts combine pipeline data, approved cost estimates, and active project billing, with views by client and month. The system also records time and expenses against opportunities to calculate customer acquisition costs. Listed integrations include Xero, Slack, Sage, Google Calendar, Zapier, QuickBooks, Campaign Monitor, Ziflow, and Outlook. All plans include a help centre, online help desk, and monthly training; the company says support is available 24/5 with an average first response under one hour. Solo is free for one user. Essentials, Pro, and Enterprise require at least five users. Essentials is listed at £9/user/mo (annual) or £10/user/mo (monthly), while Pro is £17/user/mo (annual) or £22/user/mo (monthly).
Good
- Closed opportunities convert to projects in one click
- Calculates weighted pipeline values automatically
- Forecasts can be viewed by client and month
- Tracks pre-sales time and expenses
- All plans include monthly training
Watch out
- Essentials requires at least five users
- Pro requires at least five users
- Enterprise requires at least five users
- Storage ranges from 100MB to 5GB by plan
Who it suits
Magnetic is designed for agencies, consultancies, engineering firms, architects, and other service businesses. It suits firms that want pipeline forecasting linked to project delivery and billing.
Verdict
Magnetic connects opportunity tracking with delivery, resourcing, and financial workflows for service firms. Solo is free for one user, while paid Essentials and Pro plans have five-user minimums and different listed monthly and annual rates.
Plans and prices
From Magnetic's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | Free | 100MB storage · Timesheets · Project management · Project dashboard · Task management & Kanban · Single user, forever |
| Essentials (annual) | £9 a year | CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management · £2,700 per year for 25 users; minimum of 5 users |
| Essentials (monthly) | £10 a month | CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management · £250 per month for 25 users; minimum of 5 users |
| Pro (annual) | £17 a year | Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard · £5,100 per year for 25 users; minimum of 5 users |
| Pro (monthly) | £22 a month | Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard · £550 per month for 25 users; minimum of 5 users |
| Enterprise (annual) | Priced on request | 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage · Volume and multi-year pricing; minimum of 5 users |
| Enterprise (monthly) | Priced on request | 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage · Volume and multi-year pricing; minimum of 5 users |
The facts
Each one read from Magnetic's own pages, with the date it was checked.
What it does
- CRM handoff
- A closed opportunity converts to a project in one click, carrying estimates, notes, contact history and pre-sales time.checked 30 Sep 2026
- Forecasting
- Revenue forecasts combine pipeline data, approved cost estimates and active project billing, with views by client and month.checked 30 Sep 2026
- Integrations
- The CRM page lists integrations including Xero, Slack, Sage, Google Calendar, Zapier, QuickBooks, Campaign Monitor, Ziflow and Outlook, and says Zapier connects 400+ more apps.checked 30 Sep 2026
- Intended customers
- Magnetic is designed for agencies, consultancies, engineering firms, architects and other service businesses.checked 30 Sep 2026
- Pipeline
- Each opportunity has a probability percentage and Magnetic calculates weighted pipeline values automatically.checked 30 Sep 2026
- Purpose
- Magnetic connects CRM pipeline, project delivery, resourcing, time tracking, billing and reporting in one system for professional services firms.checked 30 Sep 2026
- Security
- The pricing page says Magnetic follows industry-leading security protocols and supports flexible user permissions, including role-based access to tools and dashboards.checked 30 Sep 2026
- Storage limits
- The plan comparison lists storage per account as 100MB for Solo, 500MB for Essentials, 1GB for Pro and 5GB for Enterprise.checked 30 Sep 2026
- Support
- All plans include a help centre, online help desk and free monthly training; the company says support is available 24/5 with an average first response under one hour.checked 30 Sep 2026
The company
- Headquarters
- The company lists its headquarters at 17 Hanover Square, London, and also lists locations in Cape Town, Johannesburg and Denmark.checked 30 Sep 2026
Money
- Plan minimum
- Essentials, Pro and Enterprise require a minimum of five users.checked 30 Sep 2026
- Pre-sales costs
- Magnetic tracks time and expenses against opportunities to calculate customer acquisition costs.checked 30 Sep 2026
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