---
title: "Magnetic Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Magnetic Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more."
source_url: "https://www.capterra.com/p/154323/Magnetic/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Magnetic Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Magnetic

## What is Magnetic?

Magnetic is an all-in-one workflow management platform designed and built for agencies. It combines all essential project management capabilities into a single easy-to-use system: account management, business development, traffic management, project management, project finances, time tracking, billing, HR management and resource scheduling.

## What is Magnetic used for?

[Project Management](https://www.capterra.com/project-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Project Planning](https://www.capterra.com/project-planning-software/)

Top alternative

Featured

Overall rating

Based on 36 user reviews

Reviews sentiment

Positive

94%

Neutral

3%

Negative

3%

Starting price

$10

Per User, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Magnetic?[Manage this product listing](https://www.g2.com/products/magnetic-software-magnetic/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Magnetic

4.6 (36)

VS.

[4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting Price

$10

Per User, Per Month

Starting Price

$10

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (36)

Ease Of Use

4.2 (4,640)

Value For Money

4.5 (30)

Value For Money

4.2 (3,583)

Customer Service

4.6 (32)

Customer Service

4.3 (3,244)

## Magnetic alternatives

[4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (1,502)](https://www.capterra.com/p/268205/Adobe-Workfront/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.6 (2,251)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## FAQs about Magnetic

Overview

### Which roles and teams benefit most from Magnetic?

Magnetic is most used by agency operations, studio, and project management teams coordinating jobs, schedules, resources, and delivery deadlines. Account and marketing leaders use it to track client work and campaign activity, while managing directors and operations executives monitor workload, business processes, and team performance.

Answer based on 36 reviews

Overview

### What company size and specific industries is Magnetic built for?

Magnetic is designed for medium to large advertising agencies that need better internal process management, project coordination, faster client delivery, and improved profitability. It is built specifically for the advertising services sector rather than general-purpose business use.

Features and Usability

### What are the key features of Magnetic?

Magnetic includes dashboard views, resource scheduling, and templates as core features. It also offers task management, project planning, Gantt/timeline view, Kanban board, and workflow management, plus reporting and analytics, time and expense tracking, access controls/permissions, document management, and third-party integrations.

Pricing

### How much does it cost and what fees or limitations are included?

Magnetic starts at $10 per user/month for the Essentials plan, with a minimum of 5 users. The Pro plan is $22 per user/month, and Enterprise is $22 per month with custom terms. A free version and free trial are available. Users describe it as clear and all-in-one.

Answer based on 2 reviews

Integrations

### Which third-party tools and platforms does Magnetic integrate with?

Magnetic integrates with 8 third-party tools, including Slack, Google Calendar, Zapier, Xero, Sage One, Campaign Monitor by Marigold, Ziflow, and Pastel. Its catalog spans communication, scheduling, accounting, and workflow apps, giving teams connections across common business systems.

Answer based on 3 reviews

Getting Started and Support

### What training and onboarding options does Magnetic offer?

Magnetic offers in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide group learning, documentation offers written reference material, and videos support self-paced review of product steps and features.

Answer based on 1 reviews

Getting Started and Support

### What customer support options does Magnetic offer?

Magnetic offers Email/Help Desk, FAQ/Forum, a Knowledge Base, Phone Support, and Chat. Reviewers say support is generally responsive and available when issues arise, though one notes that replies are quick but certain feature customization requests cannot be addressed.

Answer based on 2 reviews

## Features

AI summary

Based on 29,194 Professional Services Automation reviews

Capterra data shows that buyers of Project Management software rank the following features as their top priorities:

-   **Deadline Management** (**59%** of reviewers rated this feature as critical)
-   **Project Time Tracking** (**62%**)
-   **Project Time Tracking** (**62%**)

Magnetic supports all three of the features reviewers rate most highly: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses keep projects on schedule, monitor time spent across tasks and deliverables, and maintain better visibility into team workloads and project progress, allowing teams to plan more accurately and stay accountable.

Calendar Management

3.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Access Controls/Permissions

2.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Activity Dashboard

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collaboration Tools

2.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Document Management

3.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Magnetic 68 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Assignment Management: Assign issues and tasks based on availability or required skills
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Campaign Analytics: Track and interpret campaign performance metrics
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Display Ad Management: Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email Management: Manage, store and organize emails within the system or via third-party apps
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- For Small Businesses: Designed for small businesses
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Projects: Ability to handle several projects simultaneously
- Percent-Complete Tracking: Level of completion within a task
- Prioritization: Arrange tasks based on the level of priority or urgency
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- To-Do List: A digital list of items that need to be completed
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- Visualization: Graphical representation of data or processes
- Web-based Deployment: SaaS, web-based, online deployment
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.3 (36)

4.3

Based on 36 reviews

## Pricing

Value for money

4.5 (30)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/154323/Magnetic/pricing/)

Free

$0.00

It includes:

-   Project Dashboard
-   Task Management & Kanban
-   500MB of Storage
-   Timesheets
-   Project Management

Essentials

$10.00

Per User,Per Month

It includes:

-   CRM & Pipeline Management
-   Pipeline Forecasts Dashboard
-   Gantt Charts
-   Resource Management
-   Resource Capacity Dashboard
-   Leave Management
-   500MB of Storage

Pro

$22.00

Per User,Per Month

It includes:

-   Client Billing & Purchases
-   Costs Estimates
-   Client Rate Cards
-   Over-Servicing Dashboard
-   Profitability Dashboard
-   Revenue Forecast Dashboard
-   Expense Claims
-   Integrations

Enterprise

$22.00

Per Month

It includes:

-   5 Automated Workflows
-   Custom Login & Domain
-   Corporate Identity

Value for money

4.5 (30)

4.5

Based on 30 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)[

Ziflow](https://www.capterra.com/p/178111/Ziflow/)[

Pastel](https://www.capterra.com/p/176456/Pastel/)[

Sage One](https://www.capterra.com/p/10014214/Sage-One/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (32)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (32)

4.6

Based on 32 reviews

## User reviews

Overall rating

4.6

Based on 36 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(23)

4(11)

3(1)

2(1)

1(0)

Mentioned topic

Recent reviews first, then most helpful

Michael H.

MD

Used the software for: 3-5 years

### "Magnetic Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

November 17, 2020

Overall good experience. We get great support from their customer success team. Never had downtime on the platform in over three years of use.

Pros

The customization and flexibility is good

Cons

Some features aren't easy to use and unclear

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Operations Manager

Used the software for: 1-3 years

### "Magnetic Software Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 17, 2020

It establishes the traffic processes for you and makes it very easy as a Traffic / Operations manager to track the studio status.

Pros

It is very easy to navigate your way around, it basically defines internal processes and helps the team stay in constant communication.

Cons

The search is a problem. Sometimes if you are searching for a company name and you type it slightly differently, a totally different page will appear, with some opportunities / jobs / tasks missing, or other company jobs show up on the screen. It's a bit frustrating. In addition, it would be much more beneficial, especially when you are looking through the Accounts, if the CE's and TI's were in date order, so the most recent one will appear at the top of the list. Also, it would be great if the date that the job / Task / CE was visible (not sure if this is how we have set it up incorrectly).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Project Manager

Used the software for: Less than 1 year

### "An option for smaller enterprises in one time zone"

2.0

Overall Rating

2.0

2.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

5.0

5.0

Likelihood to Recommend

3/10

October 18, 2024

A decent system, but not one we can use long term as it isn't scalable

Pros

Communication is easy and it tracks time and project details well. It has very little down time and the team is responsive to queries.

Cons

It lags, it doesn't accommodate different timezones very well and it glitches on comments and attachments, duplicating them at will. There are very few customisable fields and some fields cannot be removed.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Operations manager

Used the software for: 1-3 years

### "Magnetic review "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

November 17, 2020

Overall very good. Any queries i have are dealt with quickly, amends to the system are taken on board and brought in if the development team feel it will benefit all companies who use the system. The staff who I have dealt with are excellent and happy to dedicate time to talk through issues.

Pros

It looks good. Easy to use/self explanatory. Covers all aspects of process and teams within a creative agency (new biz, account mgt, accounts, studio). \[SENSITIVE CONTENT HIDDEN\], and the service team and \[SENSITIVE CONTENT HIDDEN\] for implementation are excellent, quick and efficient!

Cons

I think it depends how your agency works as to how well the system works for you. We have had to find some work arounds based on how we work. There can be some faffy things when it comes to using tasks as well as using the scheduling element. The HR function needs some work in terms of ease of adding multiple leave requests, allocating time available per day per staff member. Could do with a better handbook. The help area never seems to work properly when logging in. No integration with outlook!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Studio Manager

Used the software for: 3-5 years

### "Easy and User Friendly "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 17, 2020

Magnetic has helped me tremendously with the roll-out with the south African and Sub-Saharan Africa region over the last 3 years to keep track of all projects within the studio. Its a great Project management software tool. We had to transform and train various people across Africa, the system had to be easy to use and allow with limited data connectivity in some parts of Africa and some of which English was not their first language!

Pros

The product has alot of functionality of which we currently do not make use off. It is light weight as easy to use.

Cons

The software programme has an app available for mobile phone which is not easy to use as the web version and difficult to navigate around. Some days we not available to login using the laptop and need to use the mobile version for quick and seamless access (edit projects, add projects or tasks etc). We are not able to upload big file artwork in some instances and make use of WeTransfer.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Head: Events and Account Management

Used the software for: 1-3 years

### "My experience with Magnetic"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

November 17, 2020

In general, it is a great system. I think simple navigation and reporting issues need to be resolved.

Pros

\- The fact that we can track artwork on the system (this has been very beneficial with lockdown) - We were able to get rid of physical job bags

Cons

\- If we could pull a report of CE's with PO's from client that would be great. We can make sure we are not missing anything when billing - The system doesn't show you the last few jobs that you were working in, so you constantly have to go back, get the job number and look again for the jobs. On Chase, we had a dashboard, of the last few jobs, CE's etc. It helped with ease of reference - Sometimes you task more than one person and it doesn't action the second person - If you use a template for a CE, once you have saved the CE, it takes you back to the original job you copied the CE from and not the new one.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Marketing Executive

Used the software for: 3-5 years

### "Magnetic is good but could be greater "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

5/10

January 12, 2023

Overal it helos with the job but there are a few thing we can improve on

Pros

It assisted us in streamlining our work processes however there are a few processes I think that could be enhanced

Cons

Small annoyances with the software, support is not easy, downloading files all at once unless the files are zipped is nonexistent, getting in touch with the team really is annoying

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Creative Director

Used the software for: 3-5 years

### "Life Made Simple"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 17, 2020

Exceptional service, product and has made my life a breeze

Pros

Ease of use, streamlined, tasking made simple and not over complicated thus easy to implement and use company-wide.

Cons

That we didn't start using it earlier and possibly that it relies to heavily on us being online (thus difficult to use when there is no internet connectivity)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Jessica M.

Marketing Manager

Used the software for: 3-5 years

### "Love this program"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 19, 2020

Pros

I like the fact that you can track absolutely each and every job with ease and also who was responsible for each task

Cons

There isnt much I dont like about this program

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VR

Verified Reviewer

Copywriter

Used the software for: Less than 1 year

### "Streamlining workflow"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 30, 2020

Pros

I really like the fact that you can access everything that you have worked on with the click of a button. It's not limited to a specific location and can cover a lot more than just daily tasks.

Cons

It is occasionally glitchy and sometimes tasks disappear.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/154323/Magnetic/reviews/)

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