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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

From 4 machines to 17: PSL Datatrack enables Jota Advanced Engineering to scale with confidence!

Case Studies

Features

Rated 5 stars by our clients on Google

  • 5 stars on Google

    I am the Managing Director of a subcontract engineering company called Northants Precision Ltd. PSL have been crucial in the success of my business. From day one I had PSL onboard and this allowed me to gain ISO 9001 accreditation within my first year of trading. Furthermore, Geoff and his team are always just a phone call away for any assistance or training we require. I really can’t recommend PSL Datatrack highly enough. The single most valuable investment I made for the business for sure.

    Dan Green, Northants Precision Ltd

  • 5 stars on Google

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

     

     

     

    Greg Lynch, Duncan-Lynch Precision Tools Ltd

  • 5 stars on Google

    Ideal software for a subcontractor.

     

     

     

    Chip Millins, Sudbury T C Limited

  • 5 stars on Google

    PSL is a fantastic system that helps us run our business smoothly. The customer service is second to none!

    Phillip Wiles, Miniature Manufacturing

  • 5 stars on Google

    A fantastic solution for a manufacturing business that wants great flexibility and traceability. Technoset have worked with PSL for over 25 years and the flexibility of the modular system means we’ve been able to add to the functionality of our production control system at the right time for us.

     

    Adam Land, Technoset Limited

  • 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

    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

    We have been customers of PSL Datatrack for over 25 years. The system has evolved with us over this time and we have had no issues and continue to use their software. I would have no hesitation in recommending Prospec Systems to anyone.

     

     

    Neven Kirkpatrick, Demand Technology International Limited

  • 5 stars on Google

    Great software and great support. The team have always been very helpful and we have used this software for over 20 years.

    Michael Evans, I & G Engineering Limited

  • 5 stars on Google

    PSL Datatrack has been a game-changer for our organisation, INRO LLP, particularly with its user-friendly engineering interface and the unparalleled ability to manage our entire company from a single platform.

     

     

    Harry Groom, INRO LLP

  • 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

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