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Management

  • Automated Task Reminders
  • Real-Time KPIs
  • Controlled User Access

Streamlined business management is a given with PSL Datatrack’s Management modules. From CRM and task control to real-time KPIs, our management tools form a core part of your ERP system, empowering you to oversee a business of any size with specific user levels, intuitive dashboards and detailed management reports.

CRM/Tasks

Automated reminders to staff when action is required

Increase efficiency and accountability by automating reminders for staff members, ensuring timely completion of tasks and actions and reducing the risk of missed deadlines. This improves overall productivity and workflow management – an essential component of effective ERP-based business control.

Effective customer relationship management

Strengthen customer relationships and satisfaction with robust CRM capabilities, enabling comprehensive tracking of interactions, preferences and history. These capabilities feed into your ERP system, providing a centralised overview of customer data to facilitate personalised communication and targeted marketing efforts, ultimately driving retention and loyalty.

Task management and tracking enhanced

Streamline task assignment, monitoring and completion processes with advanced task management features. By creating, assigning and tracking tasks across teams, departments or projects, you enhance collaboration, visibility and accountability – all key elements of a full ERP workflow.

Status Boards

Live production updates from the shop floor

Stay informed with real-time updates on production activities directly from the shop floor, allowing for instant visibility into the status of ongoing jobs, resource utilisation and overall production progress to enable timely decision-making and proactive problem-solving.

Management visibility of real-time KPIs

Gain insights into key performance indicators (KPIs) with status boards, providing management with at-a-glance access to critical metrics and performance trends to facilitate data-driven decision-making, performance monitoring and continuous improvement initiatives.

Customised to suit your exact planning requirements

Tailor status boards to align with your specific planning and monitoring needs, allowing for customisation of layouts and data visualisation. This flexibility ensures that status boards provide relevant and actionable insights for your organisation’s unique operations and objectives.

Hourly Rates

Improved profitability across the business

Optimise profitability by accurately capturing and accounting for hourly rates, ensuring that all labour costs are appropriately accounted for in project costing and invoicing, ultimately enhancing the financial performance of your business.

Quote with confidence in your hourly rates

Gain confidence in your quoting process by establishing clear and accurate hourly rates, supported by comprehensive cost analysis and consideration of overhead expenses. This allows you to competitively price your services while ensuring profitability and business sustainability.

All overhead costs considered to support ongoing reviews

Facilitate comprehensive cost analysis and review processes by systematically incorporating all overhead costs associated with labour into your hourly rates, providing ongoing transparency and accuracy in financial reporting, budgeting and business evaluations. Contact us to request your free copy of our Hourly Rates Guide.

User Maintenance

Enhanced data management and security

Ensure the integrity and security of your data by managing profiles and permissions effectively, reducing the risk of unauthorised access or data breaches while maintaining compliance with data protection regulations.

Confidence in employee roles and responsibilities

Foster a culture of accountability and clarity by clearly defining and assigning roles and responsibilities to each team member to ensuring that everyone understands their role within the organisation, and can contribute effectively to achieving business objectives and success.

Streamlined access rights for each team member

Optimise operational efficiency by assigning tailored access rights to each user based on their role and responsibilities, allowing them to access only the information and functionalities relevant to their job to minimise mistakes and enhance productivity.

Hear from our customers

PSL Datatrack: Helping Technoset Limited stay in control from initial quote to final delivery!

Case Studies

Features

Rated 5 stars by our clients on Google

  • 5 stars on Google

    PSL Datatrack has been fantastic for streamlining our processes at Springfort Precision Engineering. We have seen from becoming a PSL client that the software has simplified tracking, scheduling and inventory management, improving efficiency and reducing errors.

    Graeme McCoy, Springfort Precision Engineering Ltd

  • 5 stars on Google

    PSL is a fantastic company to deal with. The service we receive from them is excellent, as is the software it supplies.

     

     

    Alex Taylor, CTPE Limited

  • 5 stars on Google

    We’ve been customers of PSL for over 5 years now and Datatrack has made a huge, positive difference to the way we work. Whereas before, we’d have Excel spreadsheets here, Word documents there and random pieces of paper everywhere, Datatrack has brought all this together and now everything works seamlessly. The team themselves are very quick to assist if we have any problems and I cannot fault their service.

     

    Mark Howlett, TK Fabrications

  • 5 stars on Google

    Installing Datatrack has streamlined our business. It gives users easy access to relevant information.

     

     

    Phil Smith, Wealdpark Limited

  • 5 stars on Google

    We have been using PSL Datatrack since 2013. The system’s streamlined approach has played a massive part in our continuous growth.

     

     

    Matt Birley, Davturn Limited

  • 5 stars on Google

    PSL has been essential for our growth as a business and it continues to play a vital role. The software is user-friendly and adaptable. The team is really responsive to any questions or help we may need. We would highly recommend.

     

     

    Adam Green, G23 Engineering Limited

  • 5 stars on Google

    Great software and great customer service to boot. The software is user-friendly and straightforward. It helped my business obtain an ISO 9001 certification. If I have any queries regarding the software at any time, I know I’ll be contacted in return quickly – when you run your own business and time is of the essence, this is essential. Can’t recommend it enough.

     

    Joe Jordan, Rigor Precision Engineers Ltd

  • 5 stars on Google

    Ideal software for a subcontractor.

     

     

     

    Chip Millins, Sudbury T C Limited

  • 5 stars on Google

    Always a great service from PSL. We have been using Datatrack for many years and love how customisable it is, we couldn’t run our business without it.

     

     

    Stuart Wade, Empire Manufacturing Limited

  • 5 stars on Google

    We have been using PSL Datatrack since 2014 and have gradually used its capabilities further and further within our company. Really nice team of people and great service!

     

     

    Tim Moss, M & M Turned Parts Limited

  • 5 stars on Google

    PSL Datatrack has improved our output considerably, with less errors.

     

     

     

    Martin Hall, M.H. Hall & Sons Limited

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