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Magnetic
What Magnetic is
Magnetic is a web-based system for professional services firms that brings customer relationships and project operations into one workflow. It connects CRM pipeline management with project delivery, resourcing, time tracking, billing and reporting. When an opportunity closes, it can be converted into a project in one click, carrying across estimates, notes, contact history and pre-sales time. Each opportunity has a probability percentage, which Magnetic uses to calculate weighted pipeline values. Revenue forecasts draw on pipeline data, approved cost estimates and active project billing, with views by client and month. The system also tracks time and expenses against opportunities to calculate customer acquisition costs. Its listed integrations include Xero, Slack, Sage, Google Calendar, Zapier, QuickBooks, Campaign Monitor, Ziflow and Outlook; Zapier is described as connecting more than 400 additional apps. Magnetic is designed for agencies, consultancies, engineering firms, architects and other service businesses. A free Solo plan is available for one user, while Essentials, Pro and Enterprise require at least five users. Paid plans add CRM and pipeline tools, resourcing, billing and forecasting features depending on the plan. All plans include a help centre, online help desk and monthly training.
Who it suits
Magnetic suits agencies, consultancies, engineering firms, architects and other service businesses that want CRM opportunities connected to project delivery and billing. The free Solo plan is for a single user; Essentials, Pro and Enterprise require at least five users.
What it does well
- Closed opportunities can convert to projects with sales details carried over.
- Weighted pipeline values are calculated from opportunity probabilities.
- Revenue forecasts combine pipeline, cost estimates and active project billing.
- Tracks pre-sales time and expenses for customer acquisition cost calculations.
- All plans include monthly training and an online help desk.
What to know first
- Solo is limited to one user and 100MB of storage.
- Essentials, Pro and Enterprise require at least five users.
- Enterprise pricing is listed as volume and multi-year pricing, without a set amount.
Limits
Solo is free for one user and includes 100MB of storage, timesheets, project management, a project dashboard, task management and Kanban. Essentials, Pro and Enterprise require at least five users; their listed storage limits are 500MB, 1GB and 5GB per account respectively.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | Single user, forever · 100MB storage · Timesheets · Project management · Project dashboard · Task management & Kanban | Free |
| Essentials (monthly) | £250 per month for 25 users; minimum of 5 users · CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management | £10 a month |
| Pro (annual) | £5,100 per year for 25 users; minimum of 5 users · Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard | £17 a year |
| Pro (monthly) | £550 per month for 25 users; minimum of 5 users · Client billing & purchases · Cost estimates · Over-servicing dashboard · Profitability dashboard · Revenue forecast dashboard | £22 a month |
| Essentials (annual) | £2,700 per year for 25 users; minimum of 5 users · CRM & pipeline management · Pipeline forecast dashboard · Gantt charts · Resource management · Leave management | £9 a year |
| Enterprise (monthly) | Volume and multi-year pricing; minimum of 5 users · 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage | On request |
| Enterprise (annual) | Volume and multi-year pricing; minimum of 5 users · 5 automated workflows · Custom login & domain · Corporate identity · 5GB storage | On request |
As magnetic.app lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open the Magnetic CRM website.
- Choose the free Solo plan for one user, or review the paid plans for a team.
- Select a web browser to use Magnetic.
- Start the 14-day trial if you want to try a paid plan.
Verdict
Choose Magnetic if your service business wants sales opportunities, project delivery, resourcing and financial reporting connected in one system. Solo provides a free starting point for one user, while teams need at least five users for Essentials, Pro or Enterprise. Check the paid plan details against your needs, since billing and forecasting tools are included with Pro and Enterprise pricing is volume based.
Questions
Is Magnetic free?
Yes. The Solo plan is free forever for one user and includes 100MB of storage.
How much do the paid plans cost?
The pricing note lists paid plans from £9/user/mo (annual), with a 14-day trial. Essentials is listed at £10.00 per month for monthly billing, and Pro at £22.00 per month for monthly billing. Enterprise uses volume and multi-year pricing.
Which platforms does Magnetic support?
Magnetic is available on the web.
Which integrations are listed?
Listed integrations include Xero, Slack, Sage, Google Calendar, Zapier, QuickBooks, Campaign Monitor, Ziflow and Outlook. Zapier is said to connect 400+ more apps.
How many users do the paid team plans require?
Essentials, Pro and Enterprise have a five-user minimum. Solo is for one user.
What support is included?
All plans include a help centre, online help desk and free monthly training. Magnetic says support is available 24/5, with an average first response under one hour.
Facts from Magnetic's own pages
- CRM handoff
- A closed opportunity converts to a project in one click, carrying estimates, notes, contact history and pre-sales time. · magnetic.app, 30 Sept 2026
- Forecasting
- Revenue forecasts combine pipeline data, approved cost estimates and active project billing, with views by client and month. · magnetic.app, 30 Sept 2026
- Headquarters
- The company lists its headquarters at 17 Hanover Square, London, and also lists locations in Cape Town, Johannesburg and Denmark. · magnetic.app, 30 Sept 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. · magnetic.app, 30 Sept 2026
- Intended customers
- Magnetic is designed for agencies, consultancies, engineering firms, architects and other service businesses. · magnetic.app, 30 Sept 2026
- Pipeline
- Each opportunity has a probability percentage and Magnetic calculates weighted pipeline values automatically. · magnetic.app, 30 Sept 2026
- Plan minimum
- Essentials, Pro and Enterprise require a minimum of five users. · magnetic.app, 30 Sept 2026
- Pre-sales costs
- Magnetic tracks time and expenses against opportunities to calculate customer acquisition costs. · magnetic.app, 30 Sept 2026
- Purpose
- Magnetic connects CRM pipeline, project delivery, resourcing, time tracking, billing and reporting in one system for professional services firms. · magnetic.app, 30 Sept 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. · magnetic.app, 30 Sept 2026
- Storage limits
- The plan comparison lists storage per account as 100MB for Solo, 500MB for Essentials, 1GB for Pro and 5GB for Enterprise. · magnetic.app, 30 Sept 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. · magnetic.app, 30 Sept 2026
Where Magnetic stands on Freedom251
- Professional Services CRM Software#12 of 35