34 reviewers of Magnetic have provided feedback on this feature.
Maintains a central repository of customer information and communications.
Sales
33 reviewers of Magnetic have provided feedback on this feature.
Identify sales opportunities and manage leads pipelines by customer or region.
Project Management (4)
Project Planning
33 reviewers of Magnetic have provided feedback on this feature.
Generate plans that define tha main activities and resources needed for a project
Project Tracking
34 reviewers of Magnetic have provided feedback on this feature.
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Based on 27 Magnetic reviews.
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Based on 33 Magnetic reviews.
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
As reported in 26 Magnetic reviews.
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
As reported in 32 Magnetic reviews.
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
As reported in 25 Magnetic reviews.
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
As reported in 32 Magnetic reviews.
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 32 Magnetic reviews.
Enables accountants and project managers to track and manage budgets.
Analytics (3)
Forecasting
As reported in 33 Magnetic reviews.
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 32 Magnetic reviews.
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Based on 31 Magnetic reviews.
Include business and financial KPIs that are specific to project and portfolio management .
Administration (3)
Standard Integrations
Based on 33 Magnetic reviews.
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
This feature was mentioned in 33 Magnetic reviews.
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
As reported in 32 Magnetic reviews.
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Platform (4)
APIs
31 reviewers of Magnetic have provided feedback on this feature.
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
This feature was mentioned in 31 Magnetic reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
32 reviewers of Magnetic have provided feedback on this feature.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
This feature was mentioned in 31 Magnetic reviews.
Allows software to be easily used on multiple mobile devices including phones and tablets.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
This feature was mentioned in 24 Magnetic reviews.
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
As reported in 24 Magnetic reviews.
Gives task and resource allocation suggestions based on project context.
Automated workflows
This feature was mentioned in 24 Magnetic reviews.
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Professional Services Automation (2)
Adaptive Learning
As reported in 24 Magnetic reviews.
Improves performance based on feedback and experience
Proactive Assistance
This feature was mentioned in 24 Magnetic reviews.
Anticipates needs and offers suggestions without prompting
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