MagnetCustomer

Stop wasting time on spreadsheets. Focus on what drives revenue.

The investment relationship infrastructure built for financial market professionals. Start free for 14 days, no credit card required.

Seed Capital BTG
GR Capital
Arton Advisors
Future Invest
Farol XP
Legacy

103+

active offices

500+

professionals on platform

R$ 29Bi

under management

99.9%

uptime

What does NOT having a relationship infrastructure cost you?

Every day without Magnet, your office loses productivity and revenue.

Time wasted on spreadsheets+/- 2h/day per professional
Professional hourly cost+/- R$ 150
Monthly loss per professional-R$ 6,600
Magnet investment

4.5% of the cost of inefficiency

Starting at R$ 298/mo

Individual

Organize your entire portfolio and client relationships in one place. No more spreadsheets.

R$298/mo

R$ 9,93/day

1

Licenca

1

Pipeline

1,000

Cadastros

Start free trial
1 user license
1 Sales Pipeline
Up to 1,000 registrations
Full IRM
Email support
Online training
Video tutorials
Webinars
Most Popular

Plus

Your entire team operating at peak efficiency. 5 professionals collaborating in real time.

R$780/mo

= R$ 156,00/month per user

R$ 26,00/day (R$ 5,20/day per user)

5

Licencas

20

Pipelines

10,000

Cadastros

Start free trial
5 user licenses
20 Sales Pipelines
Up to 10,000 registrations
Everything in Individual plan
Email and chat support
Integration consulting (3h included)
General and technical consulting
Backup restoration
Additional license: R$ 124.00

Enterprise

Full customization, included migrations, and 5-minute SLA support. Your operation without limits.

R$1.700/mo

= R$ 340,00/month per user

R$ 56,67/day (R$ 11,33/day per user)

5

Licencas

50

Pipelines

1,000,000

Cadastros

Book a demo
5 user licenses
50 Sales Pipelines
Up to 1,000,000 registrations
Everything in Plus plan
Email, chat, phone and WhatsApp support
Integration consulting (10h included)
Migrations included
Customization: 10h/month
Priority support (5 min response)
Additional license: R$ 298.00

Compare plans in detail

See everything included in each plan

IndividualPlusEnterprise
Core features
User licenses155
Sales pipelines12050
Registrations1,00010,0001,000,000
Full IRM
Support & service
Email
Chat
Phone & WhatsApp
Priority support5 min SLA
General consulting
Technical consulting
Implementation & customization
Strategic implementationR$ 5,800R$ 5,800
CustomizationR$ 2,80010h/mo
Integration consulting3h included10h included
MigrationsOn requestIncluded
Dev hours packageR$ 280/hR$ 280/h
Training
Online training
Tool tips
Video tutorials
Webinars
Training requestOn request
Services
Bulk emailOn requestOn request
Backup restoration

Why Magnet Customer?

A specialized IRM for the financial market, at a fraction of the cost of generic solutions.

Salesforce

+/- R$ 800

/user/mo

Generic CRM

HubSpot Pro

+/- R$ 500

/user/mo

Generic CRM

Pipedrive

+/- R$ 280

/user/mo

Generic CRM

Magnet Customer

R$ 156

/user/mo

Built for the financial market

Save up to 80% vs. traditional CRMs

Simple math

InvestmentR$ 780/month (Plus plan, 5 users) = R$ 9,360/year

Return:

Time saved2h/day x 5 people x 250 days = 2,500h/year
Professional hourly cost+/- R$ 150
Value recoveredR$ 375,000/year
ROI40x

Satisfaction guaranteed

Try free for 14 days. No credit card, no commitment. Cancel anytime without penalties.

14 days free
No credit card
No contract
Cancel anytime

Frequently asked questions