Inreach Solutions

If you're a new SAM Lead or user, this is the place to start!

Past webinars and short videos on a variety of SAM topics.

Click here for help on record basics, linking records, and best practices!

For admins, here are SAM's guides on the database, modifications and building.

Here SAM Admins will find guides to build forms for users and clients.

Your agency's workflow - digitized! Guides on checklist configuration and use.

Complete tasks automatically with SAM auto actions!

Learn how communications and documents are collected, shared, and stored by SAM forms, templates, and checklists.

Create and use e-mails, letters, certificates, newsletters, and reports automatically personalized to each client.

Put your SAM data to work with real-time reports and customized report menus.

AP, AR, invoicing, and online payments.

Learn how to setup and use public events.

Email importing setup, email sending setup, accounting, security, and system settings.

Want to move your data in or out of SAM? Learn more about data migration here!

Release notes and guides