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Datafile

by Datafile Software · Since 1985
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ActiveAvailable globallyCloud
Quick facts
VendorDatafile Software
Year launched1985
StatusActive
LocationPreston, Lancashire
Countries servedGlobal
Languages9
Integrations1+
Free tier
Free trial
Contact salesYES

About Datafile

Datafile is a document management software from Datafile Software that provides effective document control and storage solutions. It combines centralized document storage, user access management, and version control so organizations can manage their documentation more efficiently. Datafile supports various document formats and offers secure access to authorized personnel, ensuring compliance with industry regulations. Additionally, it includes features for audit trails and document retrieval, making it easier to track changes and find documents quickly. Key capabilities: document storage user access control version management audit trails document retrieval Best for: organizations that need to manage and secure their documents effectively.

Datafile ERP is a comprehensive enterprise resource planning solution designed to help businesses streamline operations and improve efficiency. Tailored for small to medium-sized enterprises, Datafile integrates core functions such as finance, inventory, payroll, CRM, and production into a unified platform. Its modular architecture allows companies to customize the system based on their specific needs and industry requirements. The platform excels in financial management, offering tools for accounting, tax compliance, and real-time reporting. Inventory and stock control modules ensure accurate tracking and reordering, while payroll features automate salary calculations and statutory deductions. Datafile also includes advanced forecasting tools, helping businesses plan resources and anticipate future trends. Its CRM module supports lead tracking, customer engagement, and quoting, while production scheduling tools help manage manufacturing workflows. The system provides real-time insights into business metrics, enabling data-driven decisions and improved resource allocation. Cloud-based deployment ensures secure access from any location, and role-based access control enhances data security. While Datafile ERP is powerful for SMEs, it may not suit large enterprises or niche industries requiring deep customization.

Pros & Cons

What users like
  • +Modular design supports SMEs across finance, HR, inventory, and production.
  • +Real-time dashboards improve visibility into performance and KPIs.
  • +Cloud-based access enables secure remote work and collaboration.
  • +Scalable architecture grows with business needs and user base.
  • +CRM and HR modules streamline customer and employee management.
  • +Workflow automation reduces manual tasks and improves efficiency.
What users flag
  • Interface may feel outdated compared to newer ERP platforms.
  • Mobile functionality is limited and less intuitive.
  • Reporting tools lack pre-built templates and visual polish.
  • No built-in AI or predictive analytics.
  • Onboarding may require structured training and vendor assistance.
  • Updates may cause temporary downtime unless scheduled.

Features

Key features

Financial Management – Manages accounting, tax compliance, and reporting with real-time financial visibility.
Inventory Control – Tracks stock levels, movements, and reorder points across multiple locations.
CRM Integration – Manages leads, quotes, and customer interactions with automated workflows.
Payroll & HR – Handles employee records, attendance, payroll, and statutory deductions.
Production Scheduling – Plans manufacturing timelines, resources, and work orders.
Forecasting Tools – Predicts trends and resource needs using historical and real-time data.
Real-Time Reporting – Displays live KPIs and business metrics for faster decision-making.
Workflow Automation – Reduces manual tasks and improves operational efficiency across departments.
Role-Based Access Control – Assigns permissions based on user roles and responsibilities.
Cloud-Based Deployment – Enables secure remote access and data synchronization across locations.

Additional features

General Ledger – Records all financial transactions and balances for accurate reporting and audits.
Accounts Payable/Receivable – Tracks vendor payments and customer collections with aging reports.
Bank Reconciliation – Matches bank statements with internal records to ensure financial accuracy.
Inventory Management – Monitors item quantities, warehouse locations, and stock movements.
Purchase Orders – Creates and tracks procurement orders, approvals, and supplier deliveries.
Sales Invoicing – Generates invoices, applies taxes, and tracks payment status and aging.
Lead Management – Captures and nurtures leads with conversion tracking and follow-up reminders.
Employee Records – Stores employee profiles, contracts, roles, and performance history.
Leave & Attendance – Tracks employee time off, attendance, and shift schedules.
Payroll Processing – Automates salary calculations, deductions, and statutory compliance reporting.
Production Control – Manages manufacturing workflows, BOM, and quality assurance.
Custom Dashboards – Visualizes KPIs and metrics using configurable widgets and filters.
Data Backup & Export – Ensures secure data export and regular backups for recovery.
User Permissions – Controls access levels based on roles and responsibilities.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
9
Interface languages
14
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianChineseJapaneseKoreanRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇮🇳INR🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇨🇭CHF🇸🇪SEK🇸🇬SGD🇭🇰HKD🇳🇿NZD🇰🇷KRW

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