What is Magnetic and how does it work?

Magnetic is a cloud-based platform that unifies project management, resource planning, time tracking, invoicing, CRM, and analytics for professional services firms like agencies, consultancies, and engineering teams. It works by integrating sales, delivery, resourcing, and finance into one system, providing real-time visibility, automated workflows, and tools like Gantt charts and Kanban boards to help teams deliver projects on time, manage resources effectively, and protect profitability.

What countries does Magnetic operate in?

Magnetic.app operates primarily in South Africa on the African continent, with established corporate offices in Johannesburg and Cape Town.

Who is Magnetic best suited for?

Magnetic is best suited for professional services firms, including creative agencies, consulting firms, engineering teams, architecture practices, and in-house teams needing to manage projects, resources, and finances in one platform.

Does Magnetic have a plan for teams or businesses?

Yes, Magnetic offers per-user pricing suitable for teams and businesses.

Does Magnetic offer an API or integrations?

Yes, Magnetic offers third-party integrations, including with accounting platforms like Pastel and Xero.

Magnetic

🌍 Pan-African

An all-in-one workflow management platform for professional services firms to manage CRM, projects, resourcing, time tracking, invoicing, and reporting in one place.

Use it on:WebAPI

Is Magnetic right for you?

Best for

Professional services firms
Client project teams
Resource managers
Time billing teams
Growing agencies

What it does well

Client relationship tracking
Project delivery planning
Team resourcing
Time tracking
Invoicing and billing

Things to check

Reporting depth
Invoice tax settings
CRM fields fit
Time entry approvals
Accounting connections

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).