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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.

Trusted by

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

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Elite POS

Elite’s X3 POS is a mature, scalable, feature-rich, highly configurable, fast and reliable retail solution seamlessly integrated with Sage X3.

DocuVision logo


Enterprise document management solutions integrated with ERP, CRM, HR & other LOB applications.

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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.
Process Manufacturing

“We massively integrate both vertically and horizontally, and Sage acts as a robust database to back up all the data that comes with the existing growth mechanisms and strategies.”

Elie Germanos - Group IT Manager
RAR Holding

Finance and Insurance

“We have a fantastic system now. It’s so much more than just a financial system.”

Amal Desai, CFO
Restaurant chain/FMCG

“When we bought Hungry Lion out, we immediately started looking for the right ERP solution, as this would be our backbone to the new Hungry Lion Group.”

Rudi Von Mollendorff, CFO
Hungry Lion
Fast moving consumer goods

“We were able to use Sage’s development framework and create numerous additional features to meet the requirements.”

Stephen Howe, Times 3 Technologies

“We’re now more efficient in how we process this procurement, and our inventory is more visible. Because we have the right information on hand, we’re more accurate and decisive in our management.”

Paul Githuka, Head of Technology and Learning Innovations
M-Pesa Foundation Academy

“The tools have not only centralised our non-IT operations, but they have also significantly increased our decision-making and employee engagement capabilities.”

Mwirigi Imungi, CFO

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.

Get more than just great software

As a member of the Sage community, you'll enjoy benefits that help you and your business by connecting with brilliant experts and industry peers.

Expert human 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 using innovation to create impact.


Community forums

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

Give Feedback

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




Take a Coffee Break with Sage X3

Take a break and have an interactive 30-minute demo of Sage X3 plus live Q&A with our team.

Take a 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.