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Account Services

We are here to support your agency journey

Magnetic is buit from the ground up to support the agency journey. From initial contact with the client, to ensuring your business delivers sound financial results.

We have you covered!

Working Together

Master client relationships and project success

Magnetic Dashboards

Building and maintaining strong relationships with clients is vital. You'll need to understand their needs, objectives, and expectations while managing their accounts effectively. Balancing client satisfaction, providing strategic guidance, and ensuring project success can be challenging, especially when dealing with diverse client personalities and demands.


Projects often come with tight deadlines. It's your responsibility to manage timelines, coordinate resources, and ensure deliverables are completed on time. Balancing client expectations with realistic project timelines and effectively communicating potential challenges or delays is crucial. 

Managing budgets and optimising resources is vital. You'll need to work closely with clients to define budget parameters, negotiate costs with vendors, and ensure effective resource allocation throughout the project lifecycle. Staying within budget while delivering high-quality results can be a juggling act.


Yes. You can do all off the above with Magnetic. Except strategic guidance and dealing with diverse client personalities. That’s on you.

Functionality to support your role

Magnetic is a comprehensive business software solution designed to meet all the necessary functionality requirements for agency project, resource, and finance management. With its robust features and intuitive interface, Magnetic empowers agencies to streamline their operations and achieve maximum efficiency.

One of the core challenges faced by agencies is the delicate balance between maximising profitability and controlling costs. Magnetic addresses this challenge head-on by offering a range of tools to monitor project profitability, effectively manage overhead expenses, and identify cost-saving opportunities. With Magnetic, agencies can ensure that quality and client satisfaction are never compromised, even while optimising their bottom line.

Tracking essential metrics such as margins, profitability, revenue forecasts, and client servicing levels is made seamless with Magnetic. Through its comprehensive reporting and analytics capabilities, agencies can easily access this critical information with just a few clicks. Magnetic empowers agencies to make data-driven decisions, identify trends, and proactively address any issues that may arise.

In today's fast-paced agency business environment, staying informed with live data is crucial. You need real-time insights on opportunities, their progress in the sales funnel, projected closing dates, their value, and how they impact your current resource capacity. In other words you need a Pipeline Forecasting tool. 

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Our agency has been very happy with the system. Magnetic has allowed our studio to run autonomously. As a result of Covid Lockdown, there was a need for our Account Managers to take on a studio and project management role, over and above their client service work. Magnetic made it possible for the team to schedule work, knowing the availability of each resource and track progress, and ensure deadlines were met. The system is easy to use, collaborative and allows management to track each job easily in one place. Profitability reporting is now at our fingertips and we have been able to improve our margins as a result.


A day in the life of your agency

From contact to opportunity pipeline.
All you need to manage winning business.

Agency People
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