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SPECIFICTION
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Magnetic

magnetic.app

From £0.75/mo Free plan Web
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Spec score 7.7 #30 of 35 in Professional Services CRM Software

What it is

Magnetic is a web-based system for professional services firms that brings CRM, project delivery, resourcing, time tracking, billing and reporting together. When an opportunity closes, it can be converted into a project with its estimates, notes, contact history and pre-sales time. Each opportunity has a probability percentage, which feeds an automatically calculated weighted pipeline. Revenue forecasts draw on pipeline data, approved cost estimates and active project billing, with views by client and month. Magnetic also tracks time and expenses against opportunities to calculate acquisition costs. Listed integrations include Xero, Slack, Sage, Google Calendar, Zapier, QuickBooks, Campaign Monitor, Ziflow and Outlook; Zapier connects more apps. The free Solo plan is for one user. Paid Essentials starts at £9/user/mo (annual), and Pro at £17/user/mo (annual); each requires at least five users. The product is designed for agencies, consultancies, engineering firms, architects and other service businesses.

Spec sheet

Purpose
Magnetic connects CRM pipeline, project delivery, resourcing, time tracking, billing and reporting in one system for professional services firms.Read 30 Sep 2026 · magnetic.app
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.Read 30 Sep 2026 · magnetic.app
Security
The pricing page says Magnetic follows industry-leading security protocols and supports flexible user permissions, including role-based access to tools and dashboards.Read 30 Sep 2026 · magnetic.app
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.Read 30 Sep 2026 · magnetic.app
Headquarters
The company lists its headquarters at 17 Hanover Square, London, and also lists locations in Cape Town, Johannesburg and Denmark.Read 30 Sep 2026 · magnetic.app
CRM handoff
A closed opportunity converts to a project in one click, carrying estimates, notes, contact history and pre-sales time.Read 30 Sep 2026 · magnetic.app
Forecasting
Revenue forecasts combine pipeline data, approved cost estimates and active project billing, with views by client and month.Read 30 Sep 2026 · magnetic.app
Intended customers
Magnetic is designed for agencies, consultancies, engineering firms, architects and other service businesses.Read 30 Sep 2026 · magnetic.app
Pipeline
Each opportunity has a probability percentage and Magnetic calculates weighted pipeline values automatically.Read 30 Sep 2026 · magnetic.app
Plan minimum
Essentials, Pro and Enterprise require a minimum of five users.Read 30 Sep 2026 · magnetic.app
Pre-sales costs
Magnetic tracks time and expenses against opportunities to calculate customer acquisition costs.Read 30 Sep 2026 · magnetic.app
Storage limits
The plan comparison lists storage per account as 100MB for Solo, 500MB for Essentials, 1GB for Pro and 5GB for Enterprise.Read 30 Sep 2026 · magnetic.app

Plans and prices

Solo Free Single user, forever 100MB storage · Timesheets · Project management · Project dashboard · Task management & Kanban Read 30 Sep 2026 · magnetic.app
Essentials (annual) £9 a year £2,700 per year for 25 users; minimum of 5 users CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management Read 30 Sep 2026 · magnetic.app
Essentials (monthly) £10 a month £250 per month for 25 users; minimum of 5 users CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management Read 30 Sep 2026 · magnetic.app
Pro (annual) £17 a year £5,100 per year for 25 users; minimum of 5 users Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard Read 30 Sep 2026 · magnetic.app
Pro (monthly) £22 a month £550 per month for 25 users; minimum of 5 users Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard Read 30 Sep 2026 · magnetic.app
Enterprise (annual) Priced on request Volume and multi-year pricing; minimum of 5 users 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage Read 30 Sep 2026 · magnetic.app
Enterprise (monthly) Priced on request Volume and multi-year pricing; minimum of 5 users 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage Read 30 Sep 2026 · magnetic.app

Every Magnetic plan and price →

Strong points and limits

Strong points

  • Closed opportunities carry details into projects.
  • Weighted pipeline values are calculated automatically.
  • Forecasts can be viewed by client and month.
  • All plans include monthly training and online support.

Limits

  • The free Solo plan is limited to one user.
  • Essentials, Pro and Enterprise require at least five users.
  • Solo storage is limited to 100MB.

Who it suits

Magnetic suits service businesses that need to connect sales opportunities with project delivery, staffing and billing. Solo is available to one user, while Essentials, Pro and Enterprise require at least five users.

Verdict

Magnetic links pipeline activity with project delivery and revenue forecasting in one web-based system. Check the user minimums, storage limits and plan pricing against your team’s needs.

Where Specifiction places it

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