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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.

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

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