1. [Home](https://www.g2.com/) 2. ... 3. [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) 4. [Magnetic Software](https://www.g2.com/products/magnetic-software-magnetic/reviews) 5. [Magnetic Software Claims vs Evidence](https://www.g2.com/products/magnetic-software-magnetic/claims-vs-evidence) # Magnetic Claims vs Evidence ## Claim: “With Magnetic, you replace spreadsheets, disconnected CRMs, and project tools with one centralised system, saving time, reducing costs, and increasing visibility across teams.” ##### Supported by reviews. Relevant reviewers consistently report replacing spreadsheets and multiple disconnected tools with a centralized system that reduces administrative effort and improves visibility. Reviewers also describe cost containment benefits, although the evidence is qualitative rather than a quantified cost reduction. - “It was great to transition from a resource tracking spreadsheet to a more robust solution, with allowed us to efficiently allocate resources as well as store all project briefs and comms in one place.” [Read Full Review](https://www.g2.com/survey_responses/11578455) - “We use Magnetic at Banter Digital to manage job-bag creation, cost estimates, project tracking and invoicing, all in one unified system. What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting.” [Read Full Review](https://www.g2.com/survey_responses/12011268) - “Since adopting it, our internal admin load has dropped significantly. Tasks and budgets flow through one central system, meaning fewer mix-ups, less time chasing updates, and greater clarity...” [Read Full Review](https://www.g2.com/survey_responses/12011268) - “Magnetic has been helpful in our business strategy of cost containment” [Read Full Review](https://www.g2.com/survey_responses/11467598) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “Magnetic replaces the stack with one system.” ##### Mixed support from reviews. Reviewers often describe Magnetic as consolidating agency workflows and reducing the need for multiple tools. However, one reviewer notes that it is not a full accounting package and recommends using an external accounting tool for advanced accounting needs, so the evidence is mixed. - “you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof” [Read Full Review](https://www.g2.com/survey_responses/12011268) - “Very little need for any additional software to be used to manage agency operations.” [Read Full Review](https://www.g2.com/survey_responses/11977401) - “For those more advanced accounting needs, you’d want to use an external accounting tool (like Xero) integrated with Magnetic.” [Read Full Review](https://www.g2.com/survey_responses/12011268) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “The Magnetic customer success and implementation team handles setup alongside yours: Project templates, approval workflows, integrations, data import and training.” ##### Supported by reviews. Relevant reviewers report that the Magnetic team assisted with setup, importing information, configuring the platform, and onboarding through training. The reviews support the claimed implementation partnership, although they do not independently document every listed setup area. - “The setup process was made easy and painless thanks to the incredible support from the Magnetic team, who assisted us in importing our information and configuring the platform to suit our company's needs.” [Read Full Review](https://www.g2.com/survey_responses/11876049) - “even the initial setup was smooth and easy thanks to their supportive team.” [Read Full Review](https://www.g2.com/survey_responses/13340436) - “but with the training provided by customer support, you are soon onoarded and able to use.” [Read Full Review](https://www.g2.com/survey_responses/9584595) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “Yes! We provide personalised onboarding training to help your team get started.” ##### Supported by reviews. Relevant reviewers consistently describe training from Magnetic or its support team as helping users get onboarded and learn the platform, including regular training and training specifically recommended for new users. - “but with the training provided by customer support, you are soon onoarded and able to use.” [Read Full Review](https://www.g2.com/survey_responses/9584595) - “Magnetic is not user friendly unless the user has had training on how to use it. However, once you have had the training (that Magnetic strongly suggests), it is a breeze to use and rather fun.” [Read Full Review](https://www.g2.com/survey_responses/11549002) - “Little bit complicated to learn all the working parts but the Magnetic team is very attentive and do regular training so once you put in the time to learn, the program becomes easier to use.” [Read Full Review](https://www.g2.com/survey_responses/11574396) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “Magnetic is an all-in-one workflow management platform designed and built for professional services firms.” ##### Supported by reviews. Relevant reviewers consistently describe Magnetic as an all-in-one, end-to-end platform combining project, workflow, financial, scheduling, and collaboration functions. Reviews from agency and other professional-services contexts specifically describe using it to manage agency operations and business workflows. - “We use Magnetic at Banter Digital to manage job-bag creation, cost estimates, project tracking and invoicing, all in one unified system. What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team. ” [Read Full Review](https://www.g2.com/survey_responses/12011268) - “Its an all in one project and business management tool. Its modern and user friendly and it has assisted me with task tracking and team collaboration as all members are present on one task.” [Read Full Review](https://www.g2.com/survey_responses/11400370) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “Most teams are live within one to two weeks.” ##### Mixed support from reviews. Reviewers report both easy implementation and onboarding challenges, so the evidence is mixed. The reviews do not establish the specific one-to-two-week timeframe stated in the claim. - “Implementation and adoption was easy.” [Read Full Review](https://www.g2.com/survey_responses/11578455) - “even the initial setup was smooth and easy thanks to their supportive team.” [Read Full Review](https://www.g2.com/survey_responses/13340436) - “The initial setup was fairly challenging, and the team took time onboarding properly.” [Read Full Review](https://www.g2.com/survey_responses/12619572) - “It took a bit of getting used to initially but after that it was great.” [Read Full Review](https://www.g2.com/survey_responses/12038601) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “CRM, project management, resource planning, timesheets and finance in one system.” ##### Supported by reviews. Relevant reviewers consistently describe Magnetic as combining CRM or sales tracking, project management, resource planning, timesheets, and financial workflows in one system. One reviewer notes that it is not a full accounting package for advanced functions such as general ledger, tax filings, payroll, and bank reconciliation. - “you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof” [Read Full Review](https://www.g2.com/survey_responses/12011268) - “magnetic encompasses Job bags, tasks, finance (quotes, approvals, invoicing), integration with external accounting software, time tracking, etc.” [Read Full Review](https://www.g2.com/survey_responses/11977401) - “We love the ability to work together on tasks as a team, as well as tracking resources in the team scheduler, and the HR functionalities for timesheets, leave tracking and so much more are super. Our sales team loves the capability of tracking their sales calls and meetings, and where in the sales process they are with prospects. Our project team uses Magnetic to track projects” [Read Full Review](https://www.g2.com/survey_responses/11549314) - “it's not a full-blown full-accounting package (i.e. general ledger, tax filings, payroll, bank reconciliation, fixed assets, etc.).” [Read Full Review](https://www.g2.com/survey_responses/12011268) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “Plus, we host free monthly training sessions where you can learn best practices, explore new features, and get expert guidance to maximise Magnetic’s value” ##### Supported by reviews. Relevant reviewers consistently report training webinars, regular training, and onboarding guidance from Magnetic. However, the reviews do not independently establish that these sessions are specifically free and monthly or cover every topic listed in the claim. - “Their support is great and they often have training webinars.” [Read Full Review](https://www.g2.com/survey_responses/11770332) - “with the training provided by customer support, you are soon onoarded and able to use.” [Read Full Review](https://www.g2.com/survey_responses/9584595) - “the Magnetic team is very attentive and do regular training so once you put in the time to learn, the program becomes easier to use.” [Read Full Review](https://www.g2.com/survey_responses/11574396) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/) ## Claim: “If you decide it's not right, your data remains preserved and you can come back at anytime.” ##### Supported by reviews. Relevant reviewers describe Magnetic as preserving saved data and keeping historical projects, briefs, and tasks accessible. However, the reviews do not directly establish the specific ability to leave the product and return at any time. - “everything is saved in a clear, concise way.” [Read Full Review](https://www.g2.com/survey_responses/12752668) - “I can refer to previous projects and briefs” [Read Full Review](https://www.g2.com/survey_responses/13351577) - “it keeps track of all previous tasks” [Read Full Review](https://www.g2.com/survey_responses/12621222) Last updated Sep 30, 2026 Source: [https://www.magnetichq.com/pricing/](https://www.magnetichq.com/pricing/)