Connect with Clients

Share messages with groups of clients easily and save your customary messages inside SAM to send to groups or individual clients with personalization for each correspondence.


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Template Designer

Easily setup templates for common emails, letters and documents to personalize repeated communication or to pre-fill letters and documents using any data field in the system. Generate bulk print mailings from reports with ease to get your message out to clients.
  • Insert different name formats and gender specific formats
  • Insert other templates, such a signature templates
  • Enhances Automated Actions

Bulk Emails

Send bulk emails to all records shown on a report or to a list of email addresses. Emails are sent one by one so they appear to be personal and do not share other client’s information. This tool touts the following:
  • Allows you to schedule the bulk emailing to be performed during off hours.
  • Identifies which email addresses are no longer valid.
  • Automatically enters the email as a communication record.

Events

Track events, like seminars and conferences, and manage their details, such as the event description, fees and the persons who attended. Accept registrations for events online directly through your website using the included Event Registration form.
Still need more information? Find out more here.
SAM makes tracking finances, client communications and the progress of cases simple and intuitive.

Tracy, Flat Rock SC

Inreach Solutions | 888.390.0494 | info@inreachsolutions.com | sitemap