Magnetic
PSA software for consulting firms and agencies.
Magnetic is a cloud-based business management platform for professional services firms, covering CRM and pipeline forecasting, project management, resource planning, timesheets, finance and invoicing, and reporting in one system. It connects sales, delivery, resourcing and finance so firms can track margins, utilisation and pipeline while work is in progress rather than after month-end.
Core modules include CRM & Forecasting, Project Management, Resource Management, Finance Management, Timesheets & Tasks, Reporting & Dashboards, and Workflow Automation. AI project briefing is available, with Maggie AI listed as coming soon. The platform offers integrations with third-party tools, an open API, and sync with accounting systems such as Xero and Sage. It runs on web and mobile platforms.
Magnetic is aimed at agencies, consultancies, engineering and architecture firms, and in-house teams, with use cases organised by role and company size, from small teams to multi-entity enterprises. It offers a free trial, a self-guided product tour, and a free plan, with editions tailored to team size. Implementation is described as taking two to three weeks, with support coverage across working weeks.
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