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User Friendly Contact Management Software

Contact Manager Software

The beauty of TLM is that we recognize the solutions you need today are going to have to play nicely with the solutions you might already have in place, or will be forced to purchase in the future. The most common examples of this real world challenge are ERP data, Accounting, and CRM data.

Yet almost all of your quality system work flows are likely to need access to other databases and TLM provides a foundation for building an integrated digital landscape. This integration with your existing or future systems can leverage the data you already have in categories where you might be forced to incorporate software that can address your unique business needs.

TLM Contact Manager Software helps utilize customer and vendor data and supports other work flows such as vendor approval, sales orders, as well as customer feedback and equipment calibration.

  • Use TLM Connection Manager to import existing CRM data to support QMS workflows. 
  • Create Invoices. 
  • Maintain customer and vendor contact data. 
  • Manage vendor approval and qualification program.
  • Record contact events with customers or vendors. 
  • Robust Search Features.

Contact Manager Software

The Best of Both Worlds – Robust Features yet Simple and User Friendly.

Due to the ability to integrate with all the other TLM modules, the TLM Contact Manager module can be integrated with other sales funnel based CRM systems for the vendors, customers, and other contacts that need to be related to other modules, or who make it through the sales funnel of other systems. 

  • Establish an Action Plan for a given company that shows up on the assigned person’s dashboard when due. 
  • The CRM Software module allows you to attach documents and approve contracts.
  • Check MS Outlook Address Book for a contact and export a contact to MS Outlook.
  • Manage company relationships with vendors, customers, partners, etc.
  • Merge multiple records for the same company into one record.
  • Record and invoice time and expense charges to a company.
  • Link to Risk & Opportunity records to address the guidelines of ISO 31000 and ISO 14971.
  • Customizable vendor approval levels.
  • TLM Dashboard alerts when vendor approvals are expiring.
  • Connects to Purchase Order Module.
  • Linked to Customer Job clock for logging work performed for a customer account.
  • Support Contract Approvals.
  • Custom fields allow you to use meaningful terms or add customized data entry instructions.
Fusion Technology is what happens when information integration creates a higher-level management system beyond individual workflows. TLM Contact Manger Software incorporates this technology by integrating with other TLM solutions to create a Total Lean Management Software approach that provides all stakeholders with a picture of inter-related QMS events across your entire organization.

It also serves to create the foundation of your company’s digital landscape which saves you as much as possible from purchasing disconnected stand alone software, and provides the technical support for integrating other information systems when necessary.

All TLM software modules are rolled up to a user specific dashboard and summaries of each user's dashboard can be automatically emailed to ensure QMS activities are scheduled and prioritized accordingly.

In addition, the TLM dashboard helps users navigate to where tasks are performed, making it easy for new users to adopt the software without having to pay for extra training before being able to put TLM software to work for your company.

TLM Contact Manager software provides a much needed foundation of customer and vendor contact data in support of almost every other TLM module.

This might require integration with other CRM solutions that can meet other requirements of the overall sales funnel so that once prospects turn into customers, or are qualified into deeper levels of the sales funnel, they can be imported into the TLM Contact Manager module for needed links to other TLM records.

  • Customers: You will need customer data in TLM in order to link to Customer Feedback, Survey, Sales Orders, and Work Orders for example.
  • Vendors: You will need vendor data in TLM in order to link to Corrective Actions, Rejected Materials, Inspections, Purchase Orders, and Deviations  for example.

Integration with SalesForce, HubSpot, and other online CRM applications is available as a development project so that your entire sales funnel can be crafted to insert the appropriate data at the appropriate levels into TLM when needed.

Of all the factors that drive human behavior, whether positive or negative, none are as universal as the need to evolve, whether we are conscious of it or not.

Your management team can create impressive organizational growth by harnessing this basic element of the human experience and the TLM Contact Manager Software module is one of the key tools for their success in this effort.

By organizing key aspects of how work is done, managers can use the contact manager module to empower employees to participate in finding opportunities for improvement and customer satisfaction while maintaining approval control to ensure additional risks aren’t introduced.

TLM Contact Manager Software ensures these efforts are well organized, linked to all other aspects of the QMS that might be related, and assigned to ensure employees who rise to the occasion can be recognized accordingly.

Historically the decision to implement ISO was driven by the consequences of NOT being ISO certified when competitors were using ISO certification to win new business from customers who needed confidence in their supplier’s ability to consistently meet requirements.

This resulted in a lot of paper based systems set up by various “consultants” that advocated vague procedures that could technically meet the requirements of the ISO standard, but in reality did very little to improve quality or any other aspect of the business.

Times have changed, and the introduction of QMS software allowed organizations to take a different approach to their quality system and instead of wasting tons of time and money for little benefit, they are using their QMS to improve all aspects of the business.

At least the companies who could afford the high cost of most QMS software.

The whole point of ISO based quality standards is to address the minimum risks across every aspect of the business that could have consequences to customer satisfaction.  Unfortunately, by calling them “quality” standards, a misperception developed over the years that caused managers to think of quality as something the “quality department” was responsible for.

Total Lean Management (TLM) Software corrects this misperception by acting as an integrated management tool not only for compliance, but as the framework for how a company evolves.  Audit management software can be a vital component of this evolution, provided it is integrated with all the other aspects of the business to make auditing easier, faster, and more insightful.

There is Only One Type of Quality Management System


Over the last 20 years TLM has discovered a very basic truth when it comes to information management systems such as your eQMS, no two companies have the exact same needs.

In fact, the two biggest risks in the software selection process is either selecting software that is not flexible enough to manage information that is unique, and important to your workflow, thus forcing work arounds, or other concessions that effectively add waste to your business.

The other mistake is getting stuck with comprehensive, but inflexible systems due to their web based cloud hosting design, which forces a one size fits all approach to meeting customer needs.

And while one size might fit some, it might not fit all your needs when in the long run your understanding of those needs evolves and improves.

Total Lean Management Software, by definition, recognizes this fact, and addresses it through a dual technology, upstream / downstream user landscape approach to meeting the needs of both your upstream and downstream user types.  This is combined with our tiered approach to addressing newly discovered customer needs, making sure the software works in alignment with your business systems the day after your purchase, and for all the years ahead.

These measures include:

Custom fields

Allows you to adapt the software to your company’s terminology.

System Settings

Allows you to choose which features are applied to your process.

Rapid update cycles

Incorporating employee feedback into the continuous improvement cycle creates a synergistic effect on moral, engagement, and productivity.

Development Projects

This capability provides insurance that your system will never leave you stuck after discovering unknown needs after implementation.

High levels of interlinking

By implementing and combining modules in way that might be unique to your business or work flows.

World class customer support

Evolution is a team effort, and the whole team behind TLM enjoys helping companies comply with regulations, manage risk, continuously improve, and maintain a steady growth rate.

Help Files can be Linked to your Controlled Work Instructions

This unique TLM feature allows you to link individual screens in TLM to your own controlled procedures or work instructions for that area of the software (if needed).

Why TLM is your Best QMS Software Choice

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If you have any questions or want more detailed information, do not hesitate to call us.

If you have any questions or want more detailed information, do not hesitate to call us (415) 305-4533.

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Watch Awesome Testimonials

TLM Customers are always our top priority -David Smithstein, CEO

“In the 10 years that we have relied on TLM to manage our quality documents, it has grown to become the core of our QMS. Our QMS has been audited by BSI, TUV, SAI, FDA, Canada Health and CDPH . We survived all of those audits and emerged a better company. Thanks, David!”

Jim Klett

★ ★ ★ ★ ★
“EXCELLENT customer service! Without fail, David has responded to every question, email and phone call within a few hours. He is great to work with and always willing to help… TLM is a one-stop shop for all of our QMS needs … The training videos on the website are helpful- keep them coming!”

Allison Getz

★ ★ ★ ★ ★
“Very helpful in fine-tuning the software/reports to meet our specific needs for audits, even ones requested the day before the audit. The software is straight forward for use, we have 8 personnel in two different locations using it seamlessly … The best customer support I have ever used.”

Stewart Denham

★ ★ ★ ★ ★

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