Know the next deal to move.
Turn a messy pipeline into a short, explainable action list: what changed, who owns the next step and what should happen next. Keep the customer record ready for the other tools your team uses.
Your first win
Open Magic and know where to act.
Free basic CRM. No card required.
Your morning brief
Three deals need a decision. Magic already found them.
Choose a row. The signal, evidence, owner and next action stay together.
12 days quiet
Proposal opened twice. No next step is recorded.
Call before 11:00 am
Illustrative Acme sample workspace. No customer results or live records are shown.
See the exceptions
Start with the deals that changed or went quiet.
Give the next step an owner
A person and a date, not another note.
Act with context
The last activity and customer story stay together.
Know the next deal
to move.
Follow one enquiry from the website form to a deal on the board, a nudge when things go quiet and a win that shows up in the forecast.
- A new conversation
An enquiry becomes a customer record you can act on.
A website enquiry creates the contact, the company and an open deal, assigned to an owner and enriched with company details as it lands.
MAcme ServicesSales pipelineMagic Sales · Illustrative concept - See every deal
Move deals forward on one board.
Drag a deal to the next stage and the stage totals update. The same record carries its history, owner and value wherever it goes.
MAcme ServicesSales pipelineMagic Sales · Illustrative concept - Know what to do next
Surface the deal that needs you today.
Quiet deals, repeat proposal views and upcoming renewals rise to the top. A suggested next step is drafted for the owner to review and schedule.
MAcme ServicesSales pipelineMagic Sales · Illustrative concept - Close the loop
A won deal shows up in the forecast.
With Magic Model connected, won revenue flows into the plan, so the pipeline and the financial forecast tell the same story.
MAcme ServicesSales pipelineMagic Sales + Model · Illustrative concept
Deals do not stall because nobody cares
They stall because the next step lives in someone's head, the last conversation is somewhere else, or a date passes without anybody noticing.
Magic Sales starts with the exception: what changed, what went quiet and who should act. Open the deal and the evidence is beside it.
A review should begin with the answer
Magic narrows the pipeline to the deals that need a decision, then shows the source of the signal.
Which deal needs attention, and who owns it
Follow one quiet deal from signal to owned next step. The example is open without an account.
The deal that has gone quiet
Deals are surfaced by what changed and what has not: no next step, no activity since the last commitment, or a date that has passed.
- 01See the owner, value and last meaningful activity
- 02See what changed since the last review
- 03See the next step and its date
This demo is open — it does not ask for an account, a card or a connected system.
One customer record, labelled by source
Open the deal and see the customer context behind the signal. Every piece of information names the product that produced it.
What needs attention
Value, stage, owner, last activity and the next step in one reviewable view.
A tab from another product is shown only when your workspace holds that product and your role permits it. Otherwise Magic says so plainly rather than showing an empty box.
A reviewed call, beside the deal
A conversation is where commitments get made. Magic keeps a reviewed record of it next to the opportunity.
Magic Voice
Call transcript excerpt, timestamped
A short excerpt with source timestamps, not a full transcript dumped into the timeline.
Approved action
Next step updated
A human approves the suggested action before it changes the record. The AI suggests; a person commits.
Illustrative — Acme Services. Requires Magic Voice.
When Magic Sales is the right choice — and when it is not
Do not switch if you need deep marketing-automation branching as the centre of your world, or a heavily customised enterprise sales process with hundreds of required fields, or an ecosystem of hundreds of marketplace apps. Magic Sales is for teams who want a readable pipeline and a customer record that the rest of the business can use.
| Task | Magic | HubSpot and Pipedrive | Source | Checked |
|---|---|---|---|---|
| See which deal needs attention | Surfaced by change and staleness, with the owner and next step. | Vendor-described: reports and dashboards you configure. | Vendor-described where untested | 2026-09-19 |
| Turn a next step into work | A task with an owner and a date. | Vendor-described: tasks, sometimes an add-on. | Vendor-described where untested | 2026-09-19 |
| See the commercial context | Agreements and service status beside the deal, labelled by source. | Usually a separate tool or an integration. | Product behaviour, this release | 2026-09-19 |
| Keep a reviewed call record | Voice transcribes, a person approves, the record links to the deal. | Vendor-described: call recording, often a separate product. | Vendor-described where untested | 2026-09-19 |
| Marketing automation depth | Reach covers campaigns and lifecycle within stated allowances. | A strength of specialist marketing suites. | Vendor-described | 2026-09-19 |
| Hundreds of marketplace integrations | Focuses on the accounting and operating systems a business actually runs on. | A large app marketplace. | Vendor-described | 2026-09-19 |
Facts are vendor-described unless marked tested. Prices that are not published are shown as “quote required” rather than estimated.
Move the pipeline first, and know what did not arrive
A CRM switch fails when the import is a black box. Magic imports a sample first and produces an exception report before anything is committed.
Accounts, contacts and open opportunities with a clear owner.
- Accounts and contacts from a CSV export
- Open opportunities with stage, value and owner
- Activity notes you choose to bring across
Anything the import cannot decide on its own.
- Duplicate accounts and contacts
- Opportunities with no owner or no stage
- Custom fields that map to nothing in Magic
History that has no owner and no future action.
- Closed-lost deals you do not need to report on
- Marketing lists with unclear consent
- Attachments you choose not to migrate
Nothing is deleted from your current system by connecting Magic. A transfer is only marked complete when it has been verified, and anything uncertain is listed for review.
See how the pipeline stays accountable.
Follow the deal, the customer and the next action. Each example is labelled as a capture or concept.
Pipeline with owner, next step and last activity
The deal gone quiet
Surfaced by what changed and what has not: no next step, or a date that passed.
Magic Sales
Owner and next step
A task with a person and a date, rather than a note in a timeline.
Magic Sales
The whole story
Agreement, call and open support request on the one customer record.
Labelled by product
Customer 360 with labelled tabs
Overview
Owner, value, expected close and the next step, at a glance.
Magic Sales
Activity
Emails, calls, meetings and notes in one timeline, source-labelled.
Magic Voice
Agreements
The current signed terms, owned by Office rather than retyped here.
Magic Office
Service
Open requests and their status, so nothing is promised blindly.
Magic Support
A reviewed call beside the deal
The conversation
A short excerpt with source timestamps, not a full transcript dumped in.
Magic Voice
A suggested action
The AI proposes; it does not write to the record on its own.
Suggestion
A person approves
Only then does the next step change, and the record says who changed it.
Human approval
Every visual is labelled with how it was produced. Captures marked “concept” are designs, not live product screenshots.
Sales pricing
Free gets a basic CRM working. Starter is the recurring paid workspace, priced per sales user. Professional adds routing, sequences and playbooks.
Magic Sales
- FreeFree
- StarterA$19/sales user/month
- ProfessionalA$199/company/month
- BusinessQuote
A$19/sales user/month
Ex GST · A$190/year, billed annually (10 × monthly)
Per sales user. Three users A$57/month.
A$199/company/month
Ex GST · A$1,990/year, billed annually (10 × monthly)
Includes 3 users, then A$39 per additional user.
AUD ex GST. Professional includes 3 users, then A$39 per additional user per month. Voice is an optional adjacent product with its own usage. Annual is charged as 10 × monthly.
Starter is priced per sales user. Three users is A$57/month. Seat count is confirmed on the checkout screen before anything is charged.
Talk to sales
Magic Group and multi-entity groups are scoped by sales. Bring your entity count, user bands and any consolidation requirements, and they will quote the configuration — monthly, with the annual invoice stated as 10 × monthly.
Sales questions
Build a pipeline you can review in minutes
Bring accounts, opportunities and owned next steps into one free pipeline. No card required; import a small CSV when you are ready.