Magnetic vs. Planhat

Magnetic is an all-in-one workflow management platform specifically designed for professional services firms. This comprehensive software solution integrates essential project management functionalities into a single, user-friendly system. It encompasses a wide range of capabilities, including account management, business development, traffic management, project management, project finances, time tracking, billing, HR management, and resource scheduling.

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering.