ABOUT SAM TOOLS

SAM is the only provider of custom paper and cloud-based Activity Management tools in the world to build your business including SAM Planners (SAMBOOK™), SAM Suite® and eRecruitBoard™.

SAM Planners™

The SAM Planner™ (nicknamed SAMBook by clients) is a unique self-management tool and the #1 Selling Planners in the Industry for both new and experienced producers!  It is not just a calendar book, it is a scorecard and business management tool designed in our trademark layout that can help you be more focused, organized and disciplined.

We primarily serve the insurance and financial services industry, but the concept and tools have no industry boundary lines and so do our planners.  Designed by and for the field for all levels of experience, over one million have been sold since 1995 when they were first created to make a difference in the industry. 

Mostly customized by company, we now have over 45 different versions including many popular standard versions like the Sales Activity Manager™ and Practice Manager™ plus the 555 Leadership Planner™ (for Recruiting/Managers).

Focused • Organized • Disciplined


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A customizable

COACHING PLATFORM

for Producers & Sales Teams that is scalable with roll-up capability. All 3 products are Goal-oriented, Activity-based, Metrics-driven and synchronize across Web and App.
ONE PLATFORM…THREE CHOICES

SAMBOARD™

Formerly eScoreBoard™, this metrics-driven tool makes it easy for Producers and Managers to set goals, keep score…and manage the Activity and Metrics that drive business!

  • Faster Report Generation
  • Fresh look & Responsive Design
  • New Dashboard, Reports & Customization

SAMBOOK™

An electronic calendar that allows you to keep track of sales activities, manage your pipeline and see the names behind the numbers!

  • Stats hyperlinked to names
  • Includes Quick Score and Quick Goals
  • Syncs to Gmail and Outlook calendars/li>

SAM Bundle

Syncs the best attributes of SAMBOARD™ and SAMBOOK™ in one location, including daily motivational quotes, quick stats, the ability to customize categories & ratios around your culture.

With Quick access and a 2-Week Trial, wait no longer…check out the SAM Suite TODAY!

"If you can’t measure it, you can’t manage it.” - Ed Deutschlander

eRecruitboard™

eRecruitboard™ - for Recruiting is the only linear pipeline management system and scoreboard of-its-kind to help you focus on progress and it is customizable around your recruiting process. Let us help you…

eRecruitboard™ - for Recruiting is a names-driven, collaborative candidate tracking tool that is Easy-to-use, Cloud-based and Mobile-friendly. It allows you and your managers to easily evaluate candidates and track their progress across all three stages of recruiting.

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eRecruitboard™

eRecruitboard™ - for Recruiting is the only linear pipeline management system and scoreboard of-its-kind to help you focus on progress and it is customizable around your recruiting process. Let us help you…

eRecruitboard™ - for Recruiting is a names-driven, collaborative candidate tracking tool that is Easy-to-use, Cloud-based and Mobile-friendly. It allows you and your managers to easily evaluate candidates and track their progress across all three stages of recruiting.

BUY NOW