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Sage X3 for Services with Ai

Automate admin to deliver better client outcomes with Sage X3

Sage X3 automates finance and streamlines project management and workflows in one system, so your teams spend less time on admin and more time with clients.

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Do more without adding headcount

Automate core processes across finance, supply chain, and production to scale operations with the teams you already have.
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Real‑time visibility across your business

Get a single, up‑to‑date view of operations, inventory, and financials to act faster and with confidence.

Enterprise control without enterprise ERP complexity

Manage multi‑site, multi‑currency, and multi‑process operations with a flexible ERP designed to scale as your business grows.

Capabilities built for project‑led and client‑driven services firms

Empower your services business with capabilities that drive efficiency and customer satisfaction.
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Accelerated customer response and communication

Deliver fast, accurate responses to customer enquiries.

  • Access up-to-date project costing and pricing information.
  • Improve efficiency in handling enquiries, requests, and changes.
  • Streamline client communication and collaboration.

Improve accounting processes

Reduce manual effort, minimise errors, and improve billing accuracy.

  • Automate creating customer invoices, revenue recognition entries and budget adjustments.
  • Streamline budget adjustments, ensuring accurate financial reporting and compliance.
  • Gain better control and visibility over financial processes for efficient cash flow management and improved profitability.

Track time and expenses

Enable real-time tracking and eliminate delays in recording data.

  • Capture time and expenses on the go using mobile devices.
  • Improve accuracy and efficiency by directly inputting data into the system, reducing manual data entry and potential errors.
  • Get real-time insights on completed tasks to improve resource allocation, project monitoring, and decision-making.

Simplify project management

Enable effective project management and performance evaluation.

  • Keep track of project progress, milestones, and expenses.
  • Facilitate task assignments, scheduling, and collaboration with dedicated project management tools.
  • Optimise resource allocation, monitor costs, and identify 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.

Go to MarketplaceStart with the Sage X3 ERP platform

Sage Enterprise Intelligence

Get quick and easy access to visual reporting and analytics to impact company growth and success.
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Sage Data & Analytics

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

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Timelinx

Timelinx PSM is a complete project and service management solution.
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DocLink

Easily capture, create, process and approve documents with secure document management with Altec DocLink.
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Take an interactive tour

See how Sage X3 supports key roles and processes. Explore how Sage X3 can be tailored to your distribution operations.

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Ruth McRitchie

Financial Director, Thatcham Research

"Bringing all parts of the business together as well as offering additional functionality as standard, meant going with Sage X3 was the easiest and most cost-effective decision."

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.

Yes. Sage X3's service management capabilities streamline service processes, allowing support teams to manage customer enquiries, 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 onsite. This ensures efficient field operations, reduces paperwork and enhances service quality.

Resources

Gain valuable insights, reduce cost, and grow your business faster with our guides and research.

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Sage X3 buyer's guide

A step-by-step guide to replacing your legacy ERP solution.

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Move Beyond ERP

There is a better way for manufacturers, distributors, service providers and mid-market enterprises to drive their companies forward.

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Learn how you can personalise Sage X3 to work the way you do

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See for yourself how Sage X3 delivers insights and efficiency to empower your enterprise.
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Coffee break demo

Join our upcoming webinar to see Sage X3 with Ai in action, with a live demo and Q&A.
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