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Sage X3 for Professional Services

Automate admin and delight clients with Sage X3

Take your business efficiency and collaboration to the next level with Sage X3's automated accounting processes, streamlined workflows, and real-time project management insights so you can focus on delivering an extraordinary customer experience. Find out more in the guide.

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4.5 FTEs annually

Total headcount saved
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2,496 annually

Customer service hours saved
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12 % annually

Reduction in inventory levels

*Source : The Total Economic Impact Of Sage X3 Solutions, a commissioned study conducted by Forrester Consulting.

Powerful capabilities for the services industry

Empower your services business with powerful capabilities that drive efficiency and customer satisfaction.

Accelerate response times

Process customer inquiries with accurate information about project costing, pricing and more.

  • Provide swift responses to customer inquiries by accessing accurate and up-to-date information on project costing, pricing and other relevant details.
  • Streamline communication and collaboration with clients, enabling efficient handling of inquiries, requests and changes.
  • Improve customer satisfaction by delivering timely and informed responses, demonstrating professionalism and responsiveness.

Improve accounting processes

Automate creating customer invoices, revenue recognition entries and budget adjustments.

  • Automate the creation of customer invoices, reducing manual effort, minimizing errors and improving billing accuracy.
  • Streamline revenue recognition entries and budget adjustments, ensuring accurate financial reporting and compliance.
  • Gain better control and visibility over financial processes, allowing for efficient cash flow management and improved profitability.

Track time and expenses

Input data on the go with your mobile and get real-time insights on completed tasks.

  • Capture time and expenses on the go using mobile devices, enabling real-time tracking and eliminating delays in recording data.
  • Improve accuracy and efficiency by directly inputting data into the system, reducing the need for manual data entry and potential errors.
  • Obtain real-time insights on completed tasks, enabling better resource allocation, project monitoring and decision-making.

Simplify project management

Ensure accurate tracking, keep projects on schedule, and increase profits.

  • Ensure accurate tracking of project progress, milestones, and expenses, enabling effective project management and performance evaluation.
  • Keep projects on schedule by utilising project management tools and features that facilitate task assignments, scheduling and collaboration.
  • Increase profits by optimising project resource allocation, monitoring costs and identifying areas for efficiency improvements.

Extend the power of Sage X3

Say goodbye to one-size-fits-all solutions. Unlock the full potential of Sage X3 with integrations and customisations. Explore our marketplace or leverage our partner network of industry experts to develop a solution tailored to your needs.

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Praxedo

Praxedo and Sage X3 : the ideal combination to take your field operations to the next level.

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Sage Data & Analytics

Get complete visibility into your business data and gain insights that drive growth.

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Sage Enterprise Intelligence

Get quick and easy access to visual reporting and analytics to impact company growth and success.
Food and Beverage

"Sage X3 provides simple and timely consolidation and reporting, so we now have accurate and real-time information to make better decisions faster."

William Dong - CEO
DMG Wines

Process Manufacturing

"Sage X3 has allowed us to automate our entire ecommerce sales process. The solution will save us considerable time and effort in the future."

Steve Plakotaris - CEO and Managing Director
Dr. Mark's Hygenie

Manufacturing

"Looking at some of our bigger orders, just the processing and paperwork was taking up to 120 minutes. Now working with Sage X3, it takes them five, six minutes—even quicker than that."

Damian Burke - Global CFO
Kookaburra

Manufacturing

"Sage Business X3 has become the software that everyone in the company uses and relies on."

Nick Lowe - Sales Director
Guru Labels

Manufacturing

"We are evolving with the software. It all comes down to better customer service at the end of the day. If we can make things quicker and better, the customers benefit."

Glenn Hosking - Managing Director
Factory Direct Fencing

Sage X3 for professional services FAQs

Sage X3 project management features provide real-time visibility into project progress, resource allocation and budget tracking. It enables efficient project execution, enhanced resource planning and better project profitability.

Absolutely ! Sage X3's service management capabilities streamline service processes, allowing support teams to manage customer inquiries, track service requests and optimise response times. This leads to higher customer satisfaction and loyalty.

Sage X3's mobile capabilities enable field service teams to access real-time information, update service requests and record work performed while on-site. This ensures efficient field operations, reduces paperwork and enhances service quality.

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