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Automate Work
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Public Forms 
- Collect inquiries, applications, donations, and questionnaires online
- Allow clients to input their info online
- Client info is saved with passwords
- Seamless integration with your site
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Automated Checklists
- Staff notified of upcoming tasks
- Automatically calculated response times to monitor for bottlenecks
- Specific to programs, states or countries
- Assign tasks to staff by role
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Document Checklists
- Group documents for collection
- Documents are renamed for standardization
- Know what still needs to be collected
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Automated Actions
- Never miss expiring items
- Automatically calculate expiration dates
- Email notifications to clients and staff automatically upon trigger
- Automatically update records and progress cases based on input from staff
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Email Importing
- Maintain record of email communications between staff and clients without copy/paste
- Runs in the background without email or SAM open
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Automatic Post Placement Schedules
- Schedule each state, region or country’s reporting schedules
- Automatically enters full report schedule when triggered
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Communication Tools
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Template Designer
- Setup personalized templates for common communications to clients and staff
- Pre-fill letters & docs using any field
- Send instant emails to clients
- Mail individual personalized letters
- Perform mass print mailing using any report, filtered the way you want
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Bulk Mailing
- Email to targeted groups
- Schedule or send instantly
- Enter email as communication record in client file
- Identifies invalid email addresses
- Create distribution lists for future mailings
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Events
- Share events and accept registrants online
- Accept registration fees online
- Compare participants registered and actual participants
- Limit participation, set cut off days and messages for late registrants
- Provide event details
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Volunteers
- Manage volunteer opportunities by availability and interests
- Keep a history of the volunteer work
- Auto Send acknowledgements for hard work
- View and report on statistics about their volunteer performance
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Financial Management
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Donor Management
- Save countless hours cross checking addresses between client and donor reports
- Understand your donor’s affiliation with your organization
- Track Donation recipients
- Collect donations online
- solicit donations and acknowledge donors through bulk emails
- Target solicitations to giving levels, donor interests or fundraising events and determine campaign effectiveness
- Track grants and grantors
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QuickBooks Integration
- Sync fees and expenses with SAM
- Export client entries into QB
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Credit Card Processing
- Get paid faster
- Securely accept payment from clients online with top providers
- Google Checkout, Cybersource and Authorize.Net
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Send Invoices & Receipts
- Email invoices to clients for services directly from their file
- Invoice for a portion or all client receivables
- Send receipts when payment is made
- Design letterhead and special messages easily
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Schedule & Account for Partial Payments
- Store collection details when payments are received in portions
- Input due dates for collection
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Third Party Accounts Payable
- Collect inquiry, application, donations, questionnaires online
- Allow clients to input their info online
- Client info is saved with passwords
- Seamless integration with your site
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Security / Auditing
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Advanced Permissions
- Define access levels for staff
- Very specific access can be defined on any field
- Permissions apply system wide, so unavailable info is never presented
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Activity Tracking
- Monitors all pages a user visits
- Presents where the user came from and where they went to
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Modification History
- Provides an audit trail
- All field changes are tagged with the user and date modified by
- All records are tagged with user and date entered by as well as last modification user and date
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SAM is Best in Class
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Unlimited Users
- All staff can access SAM concurrently
- Multiple staff can access the same file at the same time
- Staff can access from any location
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Unlimited Records
- NO additional costs when exceed set limits like other competitors
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Ownership Options
- Make a one-time investment and have perpetual license
- No monthly costs
- Financing plans available
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Modern Browser Technology
- Works in all browsers
- Works on your Mac
- Multiple screens can be open in concurrent browser sessions or tabs
- Reference reports and client files simultaneously
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Form Customizer
- Innovative framework allows customization without need for developers
- Create your own fields, forms and disable those not needed
- Reorganize forms and sections to fit your organization's practices
- Customize every form in SAM, including Cover Pages
- Advanced field types: checkbox lists, linked search lists and calculated timelines
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Report Builder
- Create fully relational reports
- Utilize any field as columns and filters
- Advanced operators for filters, dynamic date filters
- Drop-down lists aggregate groupings
- Modify column order and width
- Create new reports from existing to save time
- View statistics: totals, minimums/maximums and averages
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info@inreachsolutions.com
888.390.0494
SAM
Learn More
Thanks a ton for all the work you have done. We are so fortunate to have found you!
