Salesforce consulting for healthcare and RevOps teams: no handoffs, no two-week discovery, improvements every week.
“Gray has been a pleasure to work with and was instrumental in helping us build our system almost entirely from scratch. He is punctual, communicates effectively, and is thoughtful in his approach to finding solutions.”
Tort Experts
Go-to-market systems
“GAT has been a pleasure to work with, and has been instrumental in helping us build our system almost entirely from scratch. They are punctual, communicate effectively, and are thoughtful in their approach to finding solutions.”
Goldfinch Health
Care navigation
“Gray and GAT were a pleasure to work with, knowledgeable about Salesforce and software development in general. They were able to complete client projects and always exceeded expectations. Would highly recommend them again!!!”
Michele Santagata
Behavioral health implementations
Gray Angelo
Salesforce and GTM Systems Architect. Healthcare and SaaS.
Gray Angelo spent his career as a top-performing enterprise application engineer, consistently earning strong reviews while building the systems large companies run on. He now runs GAT Solutions as an enterprise and AI architect, with engineers and admins building the automation and AI layer on top of them.
He founded GAT in 2022 and left his full-time role in March 2026 to run it. More about Gray and the practice →
Why teams call us
Three shapes of the same problem, and taking them off your desk is the whole practice.
Every patient is typed into Salesforce and again into the EHR, and someone reconciles the mismatches. The census breaks every time an admit date moves.
What changes: A record entered anywhere appears everywhere within seconds, and the census is right every morning without anyone rebuilding a spreadsheet.
Leads arrive faster than anyone picks them up, follow-up depends on someone remembering, and nobody trusts the attribution numbers.
What changes: Routing fires the moment a lead arrives, follow-up happens whether or not anyone remembers, and leadership reads numbers they can act on.
SMS, chat, email, Slack, and Teams each hold a piece of the conversation, so nobody ever sees all of it and compliance answers take days.
What changes: Every message lands beside the record it belongs to, with every access logged, so the whole story sits in one timeline.
What we run
Every engagement lands in one of three places. Every page ends at the same next step: the audit.
Pillar 01
Patients and cases: EHR integration, admissions automation, patient messaging, and case routing for behavioral health and care navigation teams.
Pillar 02
Leads and pipeline: routing that fires in seconds, the GTM stack integrated, and attribution leadership can trust.
The connecting layer
SMS, chat, email, Slack, Teams: every message wired into Salesforce, whether it comes from a patient or a pipeline.
The delivery model
The delivery model is where Salesforce consulting goes wrong. Ours is built so nothing gets lost between the person you talk to and the person doing the work, because they are the same person.
We don’t run a bench.
The people who scope your work are the people who build it.
We don’t sell a two-week discovery phase.
We read your org with our own tooling and ship improvements the first week.
We don’t split strategy from delivery.
The recommendation and the build stay connected, so context never disappears between them.
We don’t lock you in.
Everything ships documented and version controlled, so your own team can change it without calling us first.
Verified reviews
Completed contracts with their public ratings, on the platform that verifies both sides.
Upwork5.0 / 5Top Rated PlusPlatform coverage
Sales Cloud, Service Cloud, and Experience Cloud connected to the marketing, service, communications, document, data, and AI tools the workflow already depends on.
Sales CloudService CloudExperience CloudSalesforce Platform
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NotionSalesforce AI economics
Agentforce is billed in flex credits against what your agents actually do, so the price depends on how the work is built, not on how many seats you sign for. We model it with you first, including the case for not buying it yet.
Plenty of work that looks like an AI problem is really a process problem. Fixing the process first is cheaper and often ends the conversation.
Agents answer from the data layer underneath them. We scope what Data Cloud and Data 360 would need to carry, and what that adds to the bill, before anyone commits.
Agentforce bills in flex credits against real usage, not seats. We model your volumes against the published rates so the number comes from your workflows.
Sometimes the answer is a smaller build off-platform, and sometimes it is to wait a quarter. You get the recommendation either way.
How we work
The same process on every engagement, from a single integration to a platform rebuild.
Free
We read the org and the problem before anyone quotes anything. Our tooling maps what is actually configured, and a conversation covers what it costs you today. You keep the findings whether or not we work together.
You pay nothing
Fixed before we start
The findings become a defined piece of work with a price and acceptance criteria you can check yourself. Anything we cannot describe objectively does not go in the scope.
The price is set here
Senior, milestone by milestone
We ship against those milestones. You see working software at each gate rather than a status report, and payment follows what has been proven rather than time spent.
Per milestone shipped
Monthly, ongoing
Systems decay quietly when nobody owns them. A monthly plan keeps yours healthy, improving, and moving with the business instead of drifting away from it.
One monthly plan
Initial consultation
Free, 30 minutes, no obligation.
Mapped firstA revenue org nobody documented, made safe to change
