Magnetic

Magnetic is an all-in-one workflow management platform for professional services firms such as agencies, consulting teams, architecture practices, engineering firms, and in-house delivery teams.

It combines sales, delivery, resourcing, and finance to reduce tool sprawl and improve visibility across ongoing work:

• CRM & forecasting to manage a sales pipeline from lead to close, with revenue, capacity, and deal-level margin forecasting.
• Project management with Gantt charts, Kanban views, milestones, budgets, and scope change tracking to monitor timelines and cost performance.
• Resource management for capacity planning, utilisation tracking, workload balancing, and skills-based allocation across teams and projects.
• Timesheets & tasks with one-click time tracking, task-level visibility, and billable vs non-billable insights to support accurate billing.
• Finance management for invoicing, purchases, cost estimates, client rate cards, expense claims, and profitability dashboards.
• Reporting & analytics dashboards for KPIs across sales, delivery, resourcing, and finance.
• Workflow automation for sales-to-delivery handoffs and approval workflows.

Available on Web.

Magnetic targets operations managers, finance managers, resource managers, executives, account services teams, and timesheet users in B2B service organisations.

It is relevant for African teams due to its presence in Cape Town and Johannesburg and integrations with tools used by service firms, including Slack, Gmail, Outlook, Zapier (400+ apps), and accounting platforms such as Xero and Pastel. Pricing includes a 14-day free trial (no credit card required), a Solo free single-user plan, and paid tiers starting at £13 per user/month (annual billing; minimum 5 users on paid plans).