Magnetic Reviews & Product Details

It's great at managing tasks, particularly when it comes to handling recurring ones. Magnetic also offers strong reporting options and allows you to see client profitability at a glance. While we didn't make use of the finance features, the option to issue CEs and invoices directly from Magnetic is a valuable addition.

The customer support is always excellent and the team at Magnetic have always worked on building relationships with us. - Especially Theo who I have worked with for over 10 years. Review collected by and hosted on G2.com.

Getting the team to adopt this tool has proven to be difficult. Additionally, allowing team members to enter their own hours directly into the timesheet creates opportunities for misuse. It would be helpful to have an option to disable this feature for certain team members, which would help prevent any 'retrospective time management.' Review collected by and hosted on G2.com.

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.

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 on profitability per project. It helps us stay efficient, client-ready and financially grounded.

If you run an agency or project-based business and want a tool that works as hard as you do, without adding chaos. Magnetic is truly worth it. Highly recommended. Review collected by and hosted on G2.com.

The downside is that I can't run statements for clients; I have to export CSV files, import into other software to run statements.

While Magnetic provides strong invoicing, billing, expense tracking and profit reporting — it's not a full-blown full-accounting package (i.e. general ledger, tax filings, payroll, bank reconciliation, fixed assets, etc.). For those more advanced accounting needs, you’d want to use an external accounting tool (like Xero) integrated with Magnetic. The integration support strongly suggests this route. Review collected by and hosted on G2.com.

magnetic encompasses Job bags, tasks, finance (quotes, approvals, invoicing), integration with external accounting software, time tracking, etc.

It is full end-to-end.

Very little need for any additional software to be used to manage agency operations. That being said, integration with OneDrive would be hugely beneficial as then files could be uploaded via Magnetic but stored in relevant Project OneDrive location. Review collected by and hosted on G2.com.

There is potentially inherited functions/features which are no longer required that create bloat on the software. What is seen by a benefit to some is that there are many ways of doing something,. but at the same time, this could be a negative as well, unless there is a central person within the business that constantly drives a consistent way of using the platform. Review collected by and hosted on G2.com.

It gets out of the way. The project, time and finance tools actually talk to each other, so you’re not jumping between five systems to do one job. It cuts admin, not adds to it, which is a minor miracle in agency software. Review collected by and hosted on G2.com.

It can feel a bit rigid. Once your workflows get more complex, the system doesn’t always flex with you, and some tasks take more clicks than they should. It does the basics well, but you sometimes hit the ceiling faster than you’d like. Review collected by and hosted on G2.com.

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.

The system has good up time, is easy to use and the support staff are helpful and efficient.

Implementation and adoption was easy.

We use the system on a daily basis across a large, global team and enjoy good support from our team. Review collected by and hosted on G2.com.

We don't use the system to track time or bill and it would be helpful not to have to consider these functions in day to day activities. Review collected by and hosted on G2.com.

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 and assign tasks to various team members from graphic designers, to copywriters, SEO specialists and Advertising Managers. We all love the calendar integration as we use Google Workspace and it is handy to have our meetings pull across automatically into Magnetic. Review collected by and hosted on G2.com.

The interface can be a bit overwhelming to start with, as there are just so many things Magnetic can do. We still haven't harnessed its full power but every day we learn more about what it can do to help us streamline our day-to-day processes. Review collected by and hosted on G2.com.

I appreciate Magnetic's affordability, which was a significant factor for us. 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. Magnetic provides excellent insights into our company's profitability on a client and service level, something we struggled with before, and their team's assistance in reporting has been beneficial. The platform offers a great overview of company activities with just a click, which is a tremendous advantage. Generating tasks from a CE improves efficiency by reducing unnecessary administrative work. The recon and in-depth item type reports are excellent, and the overservice tracking feature is impressive, sending alerts when we reach 75% of our budget. I love the platform's seamless integration with our accounting system, Xero. The regular check-ins and training from the support team whenever new features launch, ensuring the implementation fits our business, further add to the value. Magnetic is user-friendly, continuously improving, and backed by a fantastic support team, making it a pleasure to use. Review collected by and hosted on G2.com.

Nothing :) Review collected by and hosted on G2.com.

It's the best project management tool I've used thus far. It has simplified managing daily tasks for me. I work on a big client and within that client different regions, Magnetic makes it easy for me to manage my team and their time wisely. Review collected by and hosted on G2.com.

I have experienced tasks disappearing, it doesn't happen often but they show up later. Review collected by and hosted on G2.com.

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. Its definitely made my life easier with the daily notification pop ups so that i don't miss actioning anything important. Prior to when we did not use Magnetic I use to miss out on actioning a lot of important tasks. Issy is an excellent teacher always willing to help with customer support. Review collected by and hosted on G2.com.

The Changing of Tasks , if someone misses the exact way to change a task over to the next team member they do not see it and then the task is not actioned Review collected by and hosted on G2.com.

Magnetic has been an excellent choice for us. The system is easy to use and meets all of our tracking needs perfectly. I really appreciate that it’s customised to our specific requirements, which makes our workflows so much smoother.

The interface is clean and intuitive, and the way it records and organises data is outstanding — it gives us exactly the visibility we need.

On top of that, the support team is fantastic: always responsive, helpful, and genuinely invested in making sure we get the most out of the software.

Overall, I’m very happy with Magnetic and would gladly recommend it to anyone looking for a flexible, user-friendly solution backed by great support. Review collected by and hosted on G2.com.

At this point, we really don’t have any dislikes. Whenever issues come up, the support team is quick to jump in and sort them out, so there’s nothing that stands out as a problem for us right now. Review collected by and hosted on G2.com.