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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

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 utilizing project management tools and features that facilitate task assignments, scheduling, and collaboration.
  • Increase profits by optimizing 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 customizations. Explore our marketplace or leverage our partner network of industry experts to develop a solution tailored to your needs.



Make it easy for your customers to pay through an intuitive online payment portal.

Sage Sales Tax, powered by Avalara

Accurately calculate sales and taxes for your business based on up-to-date tax data.


Easily capture, create, process, and approve documents with secure document management with Altec DocLink.

Sage Data & Analytics

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


Sage Enterprise Intelligence

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

Take self-led product tour

See how Sage X3 supports key business processes and diverse company roles. Discover how you can personalize Sage X3 to work the way you do.

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 optimize 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.

See how Sage X3 delivers a three-year ROI of 250%

Read the Total Economic Impact (TEI) report and see why Sage X3 is a low-risk, multi-benefits investment.

Get more than just great software

All Sage customers are part of the Sage community. As a Sage member, you can connect with experts and industry peers, and get insights to help you take your business further.

Award-winning support

Experts on hand help you get the most out of your software so you can be more productive.

Member Masterclass

Dip into talks and articles from the world's leading experts to help with business challenges, like dealing with change.

Community forums

Hear from industry experts and connect with businesses like yours to get useful advice and insights.


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.

Move Beyond ERP

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

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

Get started today

Take a self-led product tour

Explore Sage X3 and discover how it can increase your finance team's productivity by 40%.

Book a live demo

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