X3
★★ moderateSage X3 Sales
Sage X3 confirms 14 of the 27 sales capabilities we track, with a further 10 partially covered. Its deepest coverage is in Order Processing; it is thinnest on Customer Management.
Sage X3 provides solid sales functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 14of 27
- Capabilities confirmed
- 183
- Documented features
- Order Processing
- Strongest area
- Customer Management
- Thinnest area
Capability coverage14 of 27 confirmed
How Sage X3 scores against the 27 sales capabilities we track across every ERP in our catalogue.
- Order Processing5 of 7
- Pricing & Revenue4 of 7
- Post-Sale2 of 6
- Customer Management3 of 7
Confirmed (14)Partial (10)Not documented (3)
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Sage X3 lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
What’s in it183 documented capabilities
The sales scope Sage X3 ships, grouped as the product itself organises it.
Price lists6
Manages customer-facing price lists, from looking up applicable prices and entering price list records to defining and running bulk price updates and printing price catalogs.
Capabilities
- Price searchLooks up the price that would be charged to a customer for a product on a chosen date, currency, site, and quantity before a sale.
- Price EntrySets up price list records under each price list code, defining the identifier combinations and terms that determine which customer price applies.
- Price List Update DefinitionDefines the rules for bulk-updating existing price list records, letting users modify or copy pricing across one of three update types.
- Price List UpdateRuns a previously configured price list update, either as a test simulation or as a live update.
- Generate Price List CatalogsBuilds and prints price list catalogs filtered by chosen extraction criteria.
Will Sage X3 meet your price lists needs? Build your requirements and perform a full analysis.
Build my requirements →CRM activity6
Covers day-to-day CRM activity tracking, including the calendar, tasks, calls, and sales opportunities.
Capabilities
- CalendarDisplays scheduled CRM activities, such as calls and appointments, on a calendar.
- TasksTracks general commercial actions that don't fit the appointment or call categories, using a simplified entry format.
- CallsManages inbound and outbound calls logged as part of daily CRM activity.
- ProjectsTracks sales opportunities, sometimes called projects, through the stages of a sales cycle.
- InquiriesProvides inquiry screens for reviewing CRM activity records.
Will Sage X3 meet your crm activity needs? Build your requirements and perform a full analysis.
Build my requirements →Customer support10
Covers the customer support desk, from logging service requests and responses to tracking installed base, warranties, and service contracts.
Highlights
- FUNHDKAGDDisplays the customer support calendar of scheduled service activities.
- Service RequestsLogs a customer's service request, the starting point for support activity, and coordinates the costs, equipment, and staff needed to resolve it.
- Service ResponsesRecords the actions taken, such as a call, site visit, or workshop repair, to resolve an open service request.
- SolutionsBuilds a knowledge base of solutions, capturing the procedures technicians used to resolve past service requests.
- Installed Base InquiryShows the equipment installed at a customer's site, useful for sales reps preparing visits and technicians confirming coverage before repairs.
All 9 capabilities
- FUNHDKAGDDisplays the customer support calendar of scheduled service activities.
- Service RequestsLogs a customer's service request, the starting point for support activity, and coordinates the costs, equipment, and staff needed to resolve it.
- Service ResponsesRecords the actions taken, such as a call, site visit, or workshop repair, to resolve an open service request.
- SolutionsBuilds a knowledge base of solutions, capturing the procedures technicians used to resolve past service requests.
- Installed Base InquiryShows the equipment installed at a customer's site, useful for sales reps preparing visits and technicians confirming coverage before repairs.
- Warranty requestsRecords warranty vouchers submitted by customers, adjusting indirect sales against the installed base and warranty contracts.
- Service contractsCreates and manages service contracts, built from templates, that define the free or chargeable services provided to a customer.
- InquiriesProvides inquiry screens for reviewing customer support records such as service contracts.
- Service ContractsDisplays existing service contracts for review without editing them.
Will Sage X3 meet your customer support needs? Build your requirements and perform a full analysis.
Build my requirements →Orders8
Covers sales order entry and management, open-order contracts and their delivery schedules, prepayments, and the draft-order approval workflow.
Highlights
- GESSOHManages customer sales orders across their lifecycle, with signature-based workflow rules that must be met before an order can be picked, delivered, or invoiced.
- Open ordersManages long-term open order contracts with a customer for one or more products, covering the total committed quantity and a demand-driven delivery schedule.
- Delivery Request InquiryShows where the shipment schedule stands for a customer's open contract, broken down by site, customer, and product.
- Prepayment ManagementCreates and updates prepayment open items tied to sales orders that have not yet been invoiced.
- Draft order validationReviews and validates draft sales orders before they proceed further in the order cycle.
All 7 capabilities
- GESSOHManages customer sales orders across their lifecycle, with signature-based workflow rules that must be met before an order can be picked, delivered, or invoiced.
- Open ordersManages long-term open order contracts with a customer for one or more products, covering the total committed quantity and a demand-driven delivery schedule.
- Delivery Request InquiryShows where the shipment schedule stands for a customer's open contract, broken down by site, customer, and product.
- Prepayment ManagementCreates and updates prepayment open items tied to sales orders that have not yet been invoiced.
- Draft order validationReviews and validates draft sales orders before they proceed further in the order cycle.
- Delivery RequestsManages the individual delivery call-offs issued against a sales contract order, firming up its delivery schedule once the order is approved.
- Rejected draft ordersLists draft sales orders that were rejected during validation and lets users act on each based on its rejection reason.
Will Sage X3 meet your orders needs? Build your requirements and perform a full analysis.
Build my requirements →Common tables13
Groups shared reference tables — countries, currencies, languages, units of measure, postal codes, and tax setup — that underpin data entry across the system.
Highlights
- CountryMaintains country codes and the validation rules applied to standardized address and identification data.
- Geographic subdivisionsDefines regional and sub-regional codes by country, such as states or departments, for use in geographic reporting and analysis.
- CurrenciesSets up the currencies available for recording monetary amounts across the system.
- Currency RatesRecords and tracks exchange rates between currencies over time, including graphical and tabular rate history.
- LanguagesMaintains the language codes available for use throughout the system.
All 12 capabilities
- CountryMaintains country codes and the validation rules applied to standardized address and identification data.
- Geographic subdivisionsDefines regional and sub-regional codes by country, such as states or departments, for use in geographic reporting and analysis.
- CurrenciesSets up the currencies available for recording monetary amounts across the system.
- Currency RatesRecords and tracks exchange rates between currencies over time, including graphical and tabular rate history.
- LanguagesMaintains the language codes available for use throughout the system.
- Units of MeasureDefines the units of measure used to express quantities across every module.
- Zip CodesMaintains the postal code table used to auto-populate town and zip code fields during address entry and flag unrecognized combinations.
- ContactsMaintains a master list of contacts and their relationships across customers, suppliers, and other business partner records, keeping each individual unique.
- Note categoryDefines the categories used to classify notes attached to records throughout the system.
- Freight classDefines freight classes used to categorize shipments for carrier rating purposes.
- Freight commodity codeAssigns NMFC freight commodity codes to products so carriers can determine the correct freight class and shipping charges.
- UoM conversionSets standard conversion coefficients between units of measure, used to pre-fill conversions when units are assigned to records.
Will Sage X3 meet your common tables needs? Build your requirements and perform a full analysis.
Build my requirements →Marketing8
Covers marketing planning, including the marketing schedule, campaigns, and the operations — such as mailings and trade shows — that execute them.
Highlights
- Marketing ScheduleProvides an overview of marketing activity across all active campaigns, deriving a budget and comparing it against actual costs incurred.
- Marketing CampaignsDefines marketing campaigns, each expressing an objective for a given period, that group the operations created to achieve it.
- Marketing operationsCovers individual marketing operations — mass mailings, call campaigns, trade shows, and media campaigns — carried out under a marketing campaign.
- Mass MailingRuns mass mailing operations sent to a targeted list of customers or prospects.
- Call CampaignsRuns outbound call campaigns as part of a marketing operation.
All 7 capabilities
- Marketing ScheduleProvides an overview of marketing activity across all active campaigns, deriving a budget and comparing it against actual costs incurred.
- Marketing CampaignsDefines marketing campaigns, each expressing an objective for a given period, that group the operations created to achieve it.
- Marketing operationsCovers individual marketing operations — mass mailings, call campaigns, trade shows, and media campaigns — carried out under a marketing campaign.
- Mass MailingRuns mass mailing operations sent to a targeted list of customers or prospects.
- Call CampaignsRuns outbound call campaigns as part of a marketing operation.
- Professional Trade ShowsTracks participation and leads generated from professional trade show events.
- Media campaignsTracks marketing operations run through media channels such as print or online advertising.
Will Sage X3 meet your marketing needs? Build your requirements and perform a full analysis.
Build my requirements →Allocations5
Reserves stocked products for customer orders, whether through manual reservations, automatic batch allocation, product-level allocation, or reversing an allocation.
Capabilities
- Customer ReservationsReserves stocked product for a specific customer ahead of a firm order, valid until a set date, as a required step before automatic shipment or invoicing.
- Automatic AllocationsAutomatically reserves stocked product against a batch of previously entered sales orders, a required step before automatic shipment or invoicing.
- Automatic DeallocationCancels stock allocations on a batch of sales orders that have not yet shipped.
- Allocations by productAllocates or adjusts stocked product against a specific order at the product level, a required step before delivery or invoicing.
Will Sage X3 meet your allocations needs? Build your requirements and perform a full analysis.
Build my requirements →Shipment preparation6
Prepares customer shipments by generating pick lists and picking tickets, planning preparation, and recording packaging and parcel details.
Capabilities
- Generate preparation listsGenerates and prints preparation lists and picking tickets for sales orders that meet the required signature rules.
- Preparation planBuilds a pick list and prints picking tickets to prepare sales order shipments, including unlocking orders that were blocked.
- Declared packingDeclares the packaging used for a shipment, carrying the packaging code forward automatically when it is already set on the source document.
- After packingAssigns a parcel number and packing code to a shipment or picking ticket line once packing is complete.
- Picking ticketsGenerates the picking tickets warehouse staff use to pull goods for a sales order between order entry and delivery.
Will Sage X3 meet your shipment preparation needs? Build your requirements and perform a full analysis.
Build my requirements →Closing processes3
Runs the month-end and year-end close, generating accrual entries, currency variances, revenue recognition, and fiscal year-end postings.
Capabilities
- Revenue recognitionRecognizes and validates revenue according to defined recognition rules.
- Revenue recognitionRecognizes revenue for a transaction according to defined recognition rules.
- Revenue recognition validationValidates recognized revenue entries before they post.
Will Sage X3 meet your closing processes needs? Build your requirements and perform a full analysis.
Build my requirements →Deliveries7
Manages the stock issue process for customer deliveries, from manual entry and automatic generation from orders to shipment validation and delivery documentation.
Highlights
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from orders or shipment requests already allocated, with the option to validate them automatically and reduce physical stock.
- Shipment ValidationValidates a batch of created shipments at once, posting the actual stock issue and updating in-transfer or in-transit stock for intersite shipments.
- Bill of ladingProduces the bill of lading document that formalizes shipping terms, such as freight class and weight, for a sales order shipment.
- Picking ticket deliveriesGenerates deliveries in bulk from picking tickets, checking that shipping dates fall within allowed future transport windows.
All 6 capabilities
- DeliveriesManually records stock issue transactions for customer deliveries.
- Order delivery generationCreates shipments from orders or shipment requests already allocated, with the option to validate them automatically and reduce physical stock.
- Shipment ValidationValidates a batch of created shipments at once, posting the actual stock issue and updating in-transfer or in-transit stock for intersite shipments.
- Bill of ladingProduces the bill of lading document that formalizes shipping terms, such as freight class and weight, for a sales order shipment.
- Picking ticket deliveriesGenerates deliveries in bulk from picking tickets, checking that shipping dates fall within allowed future transport windows.
- Partially validated invoicesLists invoices that have been partially, but not fully, validated for further processing.
Will Sage X3 meet your deliveries needs? Build your requirements and perform a full analysis.
Build my requirements →Invoices10
Covers customer invoicing across every trigger: direct-invoice orders, service contracts, service requests, invoicing schedules, shipments, and intercompany transfers, along with validation and prepayment issuance.
Highlights
- GESSIHManages customer invoices, including editing or canceling automatically generated ones and creating invoices for direct-invoicing or scheduled non-deliverable orders.
- Automatic Order InvoicingAutomatically generates invoices for sales orders set up for direct invoicing, ready for individual or bulk validation.
- Automatic contract invoice generationGenerates invoices from service contracts, based on their associated scheduled billing lines.
- Automatic Service Invoice GenerationMass-generates invoices from closed, invoiceable service requests, producing one invoice per service request with no grouping.
- Scheduled invoice generationMass-generates invoices for a site from orders that are billed on an invoicing schedule and meet the required criteria.
All 9 capabilities
- GESSIHManages customer invoices, including editing or canceling automatically generated ones and creating invoices for direct-invoicing or scheduled non-deliverable orders.
- Automatic Order InvoicingAutomatically generates invoices for sales orders set up for direct invoicing, ready for individual or bulk validation.
- Automatic contract invoice generationGenerates invoices from service contracts, based on their associated scheduled billing lines.
- Automatic Service Invoice GenerationMass-generates invoices from closed, invoiceable service requests, producing one invoice per service request with no grouping.
- Scheduled invoice generationMass-generates invoices for a site from orders that are billed on an invoicing schedule and meet the required criteria.
- Invoice ValidationPosts a batch of customer invoices to accounting, making them final and unmodifiable except through a credit note.
- Automatic Shipment InvoicingAutomatically generates invoices from validated deliveries that are not set to manual invoicing, ready to validate individually or in bulk.
- Automatic Tranfer Invoice GenerationMass-generates invoices for intercompany stock transfer slips that are marked invoiceable and have not already been billed.
- Issue of PrepaymentsMass-issues and prints outstanding prepayments, flipping each item's status once it has gone out.
Will Sage X3 meet your invoices needs? Build your requirements and perform a full analysis.
Build my requirements →BP tables8
Groups the reference tables that configure business partner settlement behavior, covering payment methods and terms, discounts, direct debit mandates, and print templates.
Highlights
- Payment methodsDefines the available payment methods and the rules governing how each one is processed.
- Early discount/Late chargeSets the criteria for calculating early settlement discounts and overdue payment charges, assignable to a business partner and applied to invoices.
- Direct debit mandateCreates and manages SEPA direct debit mandates authorizing a creditor to collect payments from a debtor's bank account.
- Print templatesDefines print templates that specify which reports, and how many copies, to produce for purchasing and sales documents.
- Unavailable PeriodsDefines calendars of unavailable periods for a business partner or site, used by production planning and scheduling.
All 7 capabilities
- Payment methodsDefines the available payment methods and the rules governing how each one is processed.
- Early discount/Late chargeSets the criteria for calculating early settlement discounts and overdue payment charges, assignable to a business partner and applied to invoices.
- Direct debit mandateCreates and manages SEPA direct debit mandates authorizing a creditor to collect payments from a debtor's bank account.
- Print templatesDefines print templates that specify which reports, and how many copies, to produce for purchasing and sales documents.
- Unavailable PeriodsDefines calendars of unavailable periods for a business partner or site, used by production planning and scheduling.
- Payment termsDefines payment terms, built from one or more due-date rules and payment methods, that flow through to sales, purchasing, and accounting documents.
- Invoicing termsSets the invoicing schedule applied to service or generic products on standard sales orders, with a simulation option to preview it.
Will Sage X3 meet your bp tables needs? Build your requirements and perform a full analysis.
Build my requirements →Returns4
Records goods, loaned items, and subcontract materials returned by customers or suppliers, with related credit memos and non-conformance handling.
Capabilities
- Customer ReturnsRecords goods a customer sends back, moves the related stock, and can flag a quality non-conformance or print a credit memo when needed.
- GESSRLRecords the return of loaned goods against a prior loan delivery, with stock transferred and a return note available to print.
- GESSRSRecords the return of unused subcontract material, such as damaged goods or excess quantities, back from a supplier.
Will Sage X3 meet your returns needs? Build your requirements and perform a full analysis.
Build my requirements →Inquiries34
Provides reporting and lookup views across the sales cycle, covering quotes, orders, deliveries, invoices, returns, allocations, and picking and parcel detail.
Highlights
- QuotesProvides lookup views of sales quotes, their line detail, and trends by period, sales representative, and value.
- List of QuotesLists sales quotes recorded in the system.
- Quote linesShows the individual product lines on a sales quote.
- Quote by periodSummarizes quote activity across a chosen date range.
- Quote by sales representativeSummarizes quote activity by sales representative.
All 33 capabilities
- QuotesProvides lookup views of sales quotes, their line detail, and trends by period, sales representative, and value.
- List of QuotesLists sales quotes recorded in the system.
- Quote linesShows the individual product lines on a sales quote.
- Quote by periodSummarizes quote activity across a chosen date range.
- Quote by sales representativeSummarizes quote activity by sales representative.
- Quote rankingRanks sales quotes by value to highlight the largest ones.
- OrdersProvides lookup views of sales orders, their line detail, delivery routes, and trends by period and value.
- List of OrdersLists sales orders recorded across the organization.
- Order linesShows the individual product lines on a sales order.
- Orders per periodSummarizes sales order volumes across a chosen date range.
- View routesShows the delivery route associated with a sales order.
- Order rankingRanks sales orders by value to highlight the largest ones.
- Picking ticket inquiryLooks up processed or in-progress picking tickets for one customer or all customers, with drill-down to full detail.
- Parcel content inquiryShows the contents and destination of selected shipping parcels.
- DeliveriesProvides lookup views of customer deliveries, their line detail, delivery routes, and shipment volumes by period.
- List of DeliveriesLists customer deliveries recorded in the system.
- Delivery linesShows the individual product lines on a customer delivery.
- Shipments by periodSummarizes shipment volumes across a chosen date range.
- View routesShows the delivery route associated with a customer delivery.
- InvoicesProvides lookup views of customer invoices, their line detail, activity by sales representative, scheduled invoices, and rankings by value.
- List of InvoicesLists customer invoices recorded in the system.
- Invoice linesShows the individual product lines on a customer invoice.
- Invoices by sales representativeSummarizes invoicing activity by sales representative.
- Invoice rankingRanks customer invoices by value to highlight the largest amounts.
- Scheduled invoicesLists invoices still pending generation from an invoicing schedule.
- ReturnsProvides lookup views of customer returns, their line detail, and rankings by return reason.
- List of returnsLists customer returns recorded in the system.
- Return linesShows the individual product lines on a customer return.
- Return reason rankingRanks customer returns by reason to highlight the most common causes.
- AllocationsProvides lookup views of stock allocations against sales orders and any resulting shortages.
- AllocationsShows stock allocated against sales orders.
- Allocation ShortagesFlags sales orders where allocated stock falls short of what is needed.
- Sales journal traceabilityTraces the posting history of a sales journal, statement, or payment entry, along with its current status.
Will Sage X3 meet your inquiries needs? Build your requirements and perform a full analysis.
Build my requirements →Utilities4
Provides maintenance tools for sales data, including resynchronizing customer credit balances, calculating sales commissions, and initializing tax codes for Sage Sales Tax.
Capabilities
- Resynch. Cust. balances Resynchronization of customer balancesRecalculates a customer's financial credit balance from sales documents, correcting it by company and customer when it falls out of sync.
- Paid commissionsCalculates and updates commission amounts owed to sales representatives for a date range, based on invoiced sales less credit memos and each rep's commission rate.
- SST initialize open documentsSynchronizes the tax entity and use codes across open quotes, sales orders, shipments, and service contracts after customer codes change, as part of Sage Sales Tax setup.
Will Sage X3 meet your utilities needs? Build your requirements and perform a full analysis.
Build my requirements →BPs19
Covers business partner master data, including customers, suppliers, prospects, leads, sales reps, carriers, and factoring companies, plus related categories and utilities.
Highlights
- BPsCreates and maintains the master business partner record, along with its addresses, contacts, and bank details, supporting partners that hold multiple roles such as customer and supplier.
- ProspectsMaintains prospect records, which share the customer table with actual customers until a prospect converts to a paying customer.
- Customer categoryGroups customers into categories that can also be assigned to prospects before they convert to customers.
- CustomersCreates and maintains customer records together with related addresses, contact people, and banking information, reflecting that each customer is also set up as a business partner.
- Supplier CategoriesGroups suppliers into categories that can also be assigned to business partners before they become suppliers.
All 18 capabilities
- BPsCreates and maintains the master business partner record, along with its addresses, contacts, and bank details, supporting partners that hold multiple roles such as customer and supplier.
- ProspectsMaintains prospect records, which share the customer table with actual customers until a prospect converts to a paying customer.
- Customer categoryGroups customers into categories that can also be assigned to prospects before they convert to customers.
- CustomersCreates and maintains customer records together with related addresses, contact people, and banking information, reflecting that each customer is also set up as a business partner.
- Supplier CategoriesGroups suppliers into categories that can also be assigned to business partners before they become suppliers.
- SuppliersCreates and maintains supplier records together with related addresses, contact people, and banking information, reflecting that each supplier is also set up as a business partner.
- Sales RepsMaintains sales representative records, which are business partners in their own right, alongside their addresses and rep-specific details.
- LeadsTracks leads, potential customers sourced from trade shows, web forms, or call campaigns, before they are qualified into a contact or business partner.
- CarriersMaintains carrier records, which are business partners with transportation-specific details, accessible directly or from the business partner record.
- FactorsRecords factoring companies that purchase a business's accounts receivable and assume the associated non-payment risk, in exchange for commissions and charges.
- ContractorsCreates the base records for independent service providers, used to support 1099 reporting.
- Customer searchSearches existing customers and prospects and surfaces related sales orders, quotes, returns, and history, with options to create new records from the results.
- BPIDVALGENChecks and refreshes business partner data against France's official Sirene company register, grouping records into checklists that can be assigned out for review.
- UtilitiesGroups utilities for validating business partner data, including address checks, EU VAT ID revalidation, and French SIREN/SIRET verification.
- Inter-site BP controlChecks that business partner records remain consistent when shared or used across multiple sites.
- Address validationValidates business partner addresses against reference data to catch errors before they are saved.
- EU VAT ID revalidationRechecks EU VAT identification numbers against the official registry to confirm they remain valid.
- SIREN/SIRET validationValidates French SIREN and SIRET business identification numbers against official records.
Will Sage X3 meet your bps needs? Build your requirements and perform a full analysis.
Build my requirements →Configurator6
Covers the product configurator, which runs configuration scenarios, manages selections, automates scenario testing, and tracks configuration history.
Capabilities
- ConfiguratorRuns a configuration scenario, either standalone or directly from quote and order entry, to build a configured product.
- SelectionsQuickly locates products matching given criteria, including equivalent alternatives, through the configurator's selection search.
- Automate ConfiguratorRuns a configuration scenario automatically across many response combinations to bulk-generate technical data.
- Purge ConfigurationsSelects and deletes configuration history records based on chosen criteria.
- Configuration historyDisplays past product configurations and allows outdated records to be deleted.
Will Sage X3 meet your configurator needs? Build your requirements and perform a full analysis.
Build my requirements →Customer relation18
Groups the reference data behind customer relationship management, covering CRM activity setup, regeneration utilities, customer support, and marketing configuration.
Highlights
- CRM activityCovers CRM activity reference data, including contacts, resources and their reservations, and market and lead sector classifications.
- ContactDefines contact reference records used within CRM activity tracking.
- ResourceDefines the resources, such as staff or equipment, that can be scheduled for CRM activities.
- Resource ReservationsBooks resources against scheduled CRM activities to avoid conflicts.
- Market sectorsDefines the market sectors used to classify customers and prospects.
All 17 capabilities
- CRM activityCovers CRM activity reference data, including contacts, resources and their reservations, and market and lead sector classifications.
- ContactDefines contact reference records used within CRM activity tracking.
- ResourceDefines the resources, such as staff or equipment, that can be scheduled for CRM activities.
- Resource ReservationsBooks resources against scheduled CRM activities to avoid conflicts.
- Market sectorsDefines the market sectors used to classify customers and prospects.
- Market sector allocationsAllocates business partners to market sectors for segmentation and reporting.
- Lead sectorsDefines the sectors used to classify and route incoming leads.
- Allocate leadsAssigns leads to sales reps or teams based on lead sector or other criteria.
- RegenerationsCovers batch regeneration utilities that refresh internal customer records, target criteria, loyalty points, and skill statistics.
- Internal CustomersRegenerates internal customer records used for intercompany or internal sales tracking.
- Target criteriaRegenerates target criteria used to define customer segments for campaigns.
- Points debitRegenerates loyalty point debit records for customer accounts.
- Skill statisticsRegenerates statistics on skill group performance for customer support reporting.
- MarketingCovers marketing reference data, including competitor product tracking, call scripts, and mailing reports.
- Competitor ProductsTracks competitor products for comparison against the company's own offerings.
- Call script runningRuns scripted call flows used by telemarketing or lead qualification teams.
- Mailing reportReports on the results of mailing campaigns sent to customers or prospects.
Will Sage X3 meet your customer relation needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities8
Capabilities
- QuotesCreates, edits, and prints price quotes for customers and prospects, values them, and converts approved quotes directly into sales orders.
Will Sage X3 meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →Sage X3 Sales screens
What sales actually looks like in Sage X3.
Free PDF · Vendor-neutral · No sales calls
The Sage X3 Evaluation Kit
An independent assessment of Sage X3 — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Sage X3 Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Sage X3 independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 27 sales capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Free Download
Sage X3 Evaluation Kit
Sage X3 add-ons & integrations
Extend Sage X3 with best-of-breed software that integrates with it:
Data privacy softwarePersonal-data discovery, consent and DSAR automation across ERP and CRM.+9 more →
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How it compares
Sales coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |
|---|---|---|---|
| Order Processing | 5+2/7 | 5+2/7 | 5+2/7 |
| Pricing & Revenue | 4+2/7 | 6+1/7 | 7/7 |
| Post-Sale | 2+4/6 | 5+1/6 | 4+1/6 |
| Customer Management | 3+2/7 | 2+3/7 | 2+2/7 |
ConfirmedPartialNot documented— not scored in this area
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
| ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
| ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Sage X3
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Sage X3 starts at $100/user/mo with a typical total cost of $100K–$400K and a 4–9 months implementation.
Full Sage X3 pricing breakdown →Sage X3 implementation partners
Firms with proven Sage X3 delivery experience — start here rather than an open RFP.
Sage X3 Sales FAQ
Are Salesforce and Sage X3 the same?
No, they're different categories of software. Sage X3 is an ERP with a built-in but basic CRM module for contact and order-related tasks, while Salesforce is a dedicated CRM platform focused on sales, marketing, and service. Because Sage X3's own CRM capability is limited, many Sage X3 customers integrate Salesforce or HubSpot for sales and marketing rather than relying on X3 alone.
Other Sage X3 modules
Finance & Accounting★★★ strongManufacturing★★★ strongSupply Chain★★★ strongHR & Payroll★★ moderateProject Management★ basicInventory Management★★★ strongProcurement★★★ strongWarehouse Management★★ moderateEcommerce★ basicBusiness Intelligence★★ moderateQuality Management★★★ strongAsset Management★★ moderate
Explore Sage X3 by industry & company size
Related Resources
Overview
Sage X3 ERP — Modules & Review
Explore Sage X3 ERP modules, pricing, and capabilities.
ModulesSage X3 Finance & Accounting
Sage X3 Finance & Accounting capabilities and review.
ModulesSage X3 Manufacturing
Sage X3 Manufacturing capabilities and review.
ModulesSage X3 Supply Chain
Sage X3 Supply Chain capabilities and review.
ModulesSage X3 HR & Payroll
Sage X3 HR & Payroll capabilities and review.