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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

Will Randall believes the 40% year-on-year growth at Infinity CNC Ltd wouldn't have been possible without PSL Datatrack!

Case Studies

Features

Rated 5 stars by our clients on Google

  • 5 stars on Google

    PSL Datatrack easily integrates with existing systems and offers valuable customisation and reporting features. With excellent customer support, PSL Datatrack ensures smooth operations and continuous improvement. Highly recommended for any production facility looking to boost productivity and performance.

    Graeme McCoy, Springfort Precision Engineering Ltd

  • 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

    Great company to deal with. Caffyn Engineering Ltd would not be as successful or efficient as it is without PSL. PSL has allowed us to have full visibility over the business, keeping us at the front and sticking to our promises.

     

     

    Charlie Caffyn, Caffyn Engineering Ltd

  • 5 stars on Google

    We have been customers of PSL Datatrack for over 15 years. The software is purpose-built for companies such as ourselves and allows production, despatch and accounts to work together seamlessly. PSL Datatrack is very user-friendly and easily picked up by our employees. We cannot fault their customer service as the friendly and helpful staff are always on the other side of the phone to help with any queries or technical difficulties.

    Georgia Lane, Wilco Manufacturing Limited

  • 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

    Datatrack is a brilliant system and the team are more than happy to help with any customisation we require.

     

     

    Chris Worsdall, Multigrind Services Limited

  • 5 stars on Google

    We could see the benefits that PSL would bring to us from just having the initial demonstration. Since installing the system and going live it has streamlined our whole order book processes from quotation through to invoice. The system is very easy to use and navigate, and information readily-available at the click of a button which also help with customer audits.

     

    Barry Herdman, Formagrind Limited

  • 5 stars on Google

    PSL has been a key part of enabling RDL Technologies to grow and become a leading supplier in the UK for subcontract engineering. The efficiency and traceability from quotation through to invoicing is excellent. The flexible modular system means it can be adapted to suit your current requirements with the ability to grow and expand alongside your business. Geoff and his team are always available at the end of the phone to help with any queries, we would highly recommend PSL.

    Lewis Lockwood, R D L Technologies Limited

  • 5 stars on Google

    We have used PSL Datatrack for over 3 years now and cannot fault the support. We wouldn’t have been able to grow at the rate we have without their help!

    Will Randall, Infinity CNC Ltd

  • 5 stars on Google

    Datatrack provides excellent traceability, allowing us to track everything in real-time and ensure nothing slips through the cracks. The wide range of reports available helps us pinpoint areas for improvement and better analyse our performance. We’ve also seen a significant boost in visibility for our customers, especially with the live order book updates, which keeps everyone in the loop.

    Lucy Bentley, Mach One Engineering Limited

  • 5 stars on Google

    A great piece of software that helps us manage our engineering company.

     

     

     

    Greg Lynch, Duncan-Lynch Precision Tools Ltd

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