Features
SAM has many advanced and time saving features that can't be found in any other software of its kind. We are constantly adding new features and we have no intention of slowing down, so we invite you to check out our demo and free trial where you can see all these great features for yourself.
Web-Based, Cross-Browser Compatible and Unlimited Users
SAM works with all major browsers, including Safari on Macs, and supports an unlimited number of users without additional licensing costs.
Report Functionality
SAM's report module makes it easy to assess your information and facilitate good business decisions allowing you to track families, children, contacts, events and many other aspects of your business. Filter on any field, including those not shown on the report, sort any column, open entity's forms directly from the reports, view statistics such as totals, averages, minimums and maximums per field, and so many other great features that you have to see to believe. SAM includes 100+ Fully Featured Reports to access each section of your database.
Report Builder
Effortlessly design fully relational reports utilizing any fields in the database. Custom reports leverage the power of the report module so all the functionality, such as sorting and filtering is available.
Form Customizer
Easily add, edit, rename or remove fields yourself to eliminate the need for custom development.
Automated Checklists
Helps users keep up with their tasks and allows managers to view their response times. Checklist templates automatically enter the common tasks for a case, assign the responsible employee per task and populate the due dates. Checklist template items can be country specific and administrators can change the checklist templates at any time, while users can add their own tasks to checklists.
Automatic Email Importing
Emails are automatically entered as communication records under the corresponding entity by matching their email addresses. For inter-agency emails, you can put the entity's ID in the subject line to have the emails automatically imported as their communication records.
QuickBooks Integration
Import or export fees, expenses and client's information at the click of a button so there is no need to re-enter data.
Public Forms
Accept Inquires, Applications and Registrations on your website and have the data feed directly into the database in real-time. The public forms are integrated with your website to mimic its look and feel.
Automated Actions
Send emails automatically for case updates or alerts. Setup automatic changes, such as moving a case to the next stage once a trigger date is entered.
Encrypted Fields
All confidential information, such as Social Security Numbers and Drivers License Numbers, are stored in an encrypted form that requires the users to enter a decryption password to view or edit the data.
Duplicate Alerts
Notification of possible duplicate in real-time when entering data, based on names, phone numbers, email addresses and street addresses. A link is provided to the duplicate record and the ability to disable it if it’s not a duplicate.
Modification History
View details of every change in the database, including who changed it, when it was changed, what the old value was and what it was changed to. Changes can be easily viewed per field, per entity or for the entire system.
Activity Tracking
See which pages users visit to monitor their use of the system.
Permissions
Control exactly what each user can see, add, edit or delete.
Restore Deleted Records
Deleted records are archived for a pre-set period of time, so that a deletion can be undone if needed.
Email and Document Templates
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.
Bulk Emailing
Send bulk emails to all entities shown on a reports or to a list of email addresses. Emails are sent one by one so they appear to be personal. 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.
Document storage
Upload and store documents per case or child. Share documents to save time and money by eliminating shipping costs.
Photos
Upload and store photos of families or children which are automatically resized to your desired dimensions to save space and are shown as thumbnails on the forms.
Invoices & Receipts
Email or print invoices and receipts.
Donations and Donor Details
Track donations and collect donor details for structure successful fundraising campaigns. Includes public Donation form which integrates with your website.
Referral Tracking
View current, pending and past referral details for a family or child, as well as manage referral expiration dates and pending referrals.
Real Time Error Handling
When incorrect values are entered, the field will illuminate in red and an explanation will be displayed for correction.
HIPAA Compliant
Securely stores medical records where access is restricted by user's permissions and audited through the Activity Tracking report.
Secure
Strong password requirement, encrypted data transfer, automatic session logout after period of inactivity and several layers of security to ensure your information is safe.
User Friendly
Clean, bold colors, large fonts and intuitive design direct the user throughout the system. Input validation ensures that users enter dates, phone numbers, email addresses and other common field types correctly. The help section provides detailed support in terms that everyone can understand.
SAM works with all major browsers, including Safari on Macs, and supports an unlimited number of users without additional licensing costs.
Report Functionality
SAM's report module makes it easy to assess your information and facilitate good business decisions allowing you to track families, children, contacts, events and many other aspects of your business. Filter on any field, including those not shown on the report, sort any column, open entity's forms directly from the reports, view statistics such as totals, averages, minimums and maximums per field, and so many other great features that you have to see to believe. SAM includes 100+ Fully Featured Reports to access each section of your database.
Report Builder
Effortlessly design fully relational reports utilizing any fields in the database. Custom reports leverage the power of the report module so all the functionality, such as sorting and filtering is available.
Form Customizer
Easily add, edit, rename or remove fields yourself to eliminate the need for custom development.
Automated Checklists
Helps users keep up with their tasks and allows managers to view their response times. Checklist templates automatically enter the common tasks for a case, assign the responsible employee per task and populate the due dates. Checklist template items can be country specific and administrators can change the checklist templates at any time, while users can add their own tasks to checklists.
Automatic Email Importing
Emails are automatically entered as communication records under the corresponding entity by matching their email addresses. For inter-agency emails, you can put the entity's ID in the subject line to have the emails automatically imported as their communication records.
QuickBooks IntegrationImport or export fees, expenses and client's information at the click of a button so there is no need to re-enter data.
Public Forms
Accept Inquires, Applications and Registrations on your website and have the data feed directly into the database in real-time. The public forms are integrated with your website to mimic its look and feel.
Automated Actions
Send emails automatically for case updates or alerts. Setup automatic changes, such as moving a case to the next stage once a trigger date is entered.
Encrypted Fields
All confidential information, such as Social Security Numbers and Drivers License Numbers, are stored in an encrypted form that requires the users to enter a decryption password to view or edit the data.
Duplicate Alerts
Notification of possible duplicate in real-time when entering data, based on names, phone numbers, email addresses and street addresses. A link is provided to the duplicate record and the ability to disable it if it’s not a duplicate.
Modification History
View details of every change in the database, including who changed it, when it was changed, what the old value was and what it was changed to. Changes can be easily viewed per field, per entity or for the entire system.
Activity Tracking
See which pages users visit to monitor their use of the system.
Permissions
Control exactly what each user can see, add, edit or delete.
Restore Deleted Records
Deleted records are archived for a pre-set period of time, so that a deletion can be undone if needed.
Email and Document Templates
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.
Bulk Emailing
Send bulk emails to all entities shown on a reports or to a list of email addresses. Emails are sent one by one so they appear to be personal. 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.
Document storage
Upload and store documents per case or child. Share documents to save time and money by eliminating shipping costs.
Photos
Upload and store photos of families or children which are automatically resized to your desired dimensions to save space and are shown as thumbnails on the forms.
Invoices & ReceiptsEmail or print invoices and receipts.
Donations and Donor Details
Track donations and collect donor details for structure successful fundraising campaigns. Includes public Donation form which integrates with your website.
Referral Tracking
View current, pending and past referral details for a family or child, as well as manage referral expiration dates and pending referrals.
Real Time Error Handling
When incorrect values are entered, the field will illuminate in red and an explanation will be displayed for correction.
HIPAA Compliant
Securely stores medical records where access is restricted by user's permissions and audited through the Activity Tracking report.
Secure
Strong password requirement, encrypted data transfer, automatic session logout after period of inactivity and several layers of security to ensure your information is safe.
User Friendly
Clean, bold colors, large fonts and intuitive design direct the user throughout the system. Input validation ensures that users enter dates, phone numbers, email addresses and other common field types correctly. The help section provides detailed support in terms that everyone can understand.
Request a live demo to see all the great features in action. After the demo, you'll be able to have your very own SAM database to try for free for 30 days with no obligations.