TheMagnet CRM

Customer relationships that actually work

TheMagnet CRM aligns sales and account management modules into one cohesive platform. Centralize your data, automate sales processes, and get out of your teams way.

Sales Pipeline Q3
All DealsMy Deals
Filter 2
New Leads
12
Acme Corp Deal

Acme Inc.

$45,000
AC
Website Redesign

Global Tech

$12,500
GT
In Progress
4
Enterprise SLA

Stark Ind.

$120,000
SI
Negotiation
2
Q3 Consulting

Wayne Ent.

$8,000
WE
New high-value lead captured!Wayne Enterprises added via Website
Core Platform

What makes it work

A unified suite built for speed and clarity.

Organize every customer interaction in one place

Consolidate tickets, emails, phone calls, and WhatsApp messages into a single, comprehensive timeline format.

Automate your sales with powerful workflows

Automatically assign leads, schedule follow-up emails, and move deals into new stages.

If lead comes in
And value > $5k
Execute Pipeline

Forecast revenue with pinpoint accuracy

A comprehensive set of tools to visualize quotas, deal slippage, and projected final earnings.

Automation

Workflows that work without constant tending

Set rule-based funnels. Wait for...? TheMagnet CRM handles the repetitive tasks—follow-ups, lead routing, and assignment notifications, letting your reps focus on closing deals and building relationships. Plus, it syncs with everyday software.

TheMagnet UVDialer TheMessenger Tickeeting
Trigger
Lead Status changes to "Won"
Action
Send Onboarding Email
Success
Update Custom Field
Notification
Ping Slack Channel
JS

John Smith

Stark IndustriesCEO
Active Deal
Initial Inquiry ReceivedOct 24, 10:20 AM

John requested pricing details for the Enterprise SLA package via the website contact form.

Discovery CallOct 25, 2:00 PM
14:22
WhatsApp File SentOct 26, 9:15 AM

"Please find the finalized SLA contract attached below."

Communications

Everything your customers say, in one place

Email, calls, WhatsApp, Slack—all communication threaded straight into the matching CRM contact profile. Read context, play back recorded calls, or send a quick WhatsApp reply without leaving TheMagnet dashboard.

Integrations

Connects to the tools you already use

TheMagnet is built to seamlessly sync with your current tech stack. Slack, Google Workspace, Shopify, and dozens more. No API skills required. Just one-click integrations for anything you use.

  • Slack for internal workflows
  • Google Workspace for calendar/email
  • Shopify for e-commerce sync
UVDialer
Tickeeting
TheMessenger
Zapier

See it in action

Join thousands of agencies turning messy pipelines into high-converting sales engines.

Questions

Everything you need to know about the product and billing. Need more help? Reach out to support.

TheMagnet uses enterprise-grade encryption (AES-256) at rest and TLS 1.3 in transit. We are GDPR and SOC 2 Type II compliant, ensuring your data is handled with the highest security standards.