An AI-native consultancy for behavioral health and healthcare providers, and SaaS growth teams. We build Salesforce and the go-to-market systems around it, plus the AI inside them: care operations, revenue operations, agents, automation, and adoption that actually sticks.
“GAT Solutions has been a pleasure to work with and instrumental in helping us build our system almost entirely from scratch. The team is punctual, communicates effectively, and is thoughtful in its approach to finding solutions.”
Tort Experts
Go-to-market systems
“GAT Solutions was excellent to work with. We needed specific updates in our Salesforce org, and the team accomplished them quickly while providing helpful context on the issues we were facing.”
Goldfinch Health
Patient operations platform
“GAT Solutions was a pleasure to work with: easy to communicate with and knowledgeable about Salesforce and development. The team completed the project within the given timeframe, and I would definitely work with them again.”
Santagata Consulting
Behavioral health implementations
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 healthcare teams.
Explore the pillar →
Pillar 02
Leads and pipeline: routing that fires in seconds, the GTM stack integrated, and attribution leadership can trust.
Explore the pillar →
The connecting layer
SMS, chat, email, Slack, Teams: every message wired into Salesforce, whether it comes from a patient or a pipeline.
Explore the pillar →Advice that can be executed
We work with leaders to understand the operating problem, evaluate the tradeoffs, and define the smallest change that creates meaningful value. Advisory should end in a decision your team can act on, not a deck that creates another project.
When the path is clear, the same senior team can architect, build, launch, and improve it. That delivery experience makes the advice more practical, and the operating context does not disappear between strategy and implementation.
Featured system
The value was not a single automation. It was making capture, qualification, assignment, follow-up, documents, and reporting behave like one system.
Before
Manual handoffs, uneven follow-up, fragmented visibility
System
One Salesforce lifecycle with owned stages and automation
Business change
An operating foundation built to support the next stage of growth
We lead with the business lifecycle, then choose the objects, rules, integrations, and AI steps that make it dependable.
Read the system dossiers →Platform 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
HubSpot
Slack
Twilio
Jira
DocuSign
Adobe Sign
Stripe
Apollo
ZoomInfo
LinkedIn
Google
AWS
Bitbucket
ChatGPT
Claude
Zoom
Zapier
QuickBooks
NetSuite
Xero
Outreach
Mailchimp
Calendly
n8n
Snowflake
monday.com
NotionWhat we advise and build
Each engagement begins with a lifecycle the business needs to run. We decide what must change, where Salesforce belongs, and which surrounding systems need to connect.
Revenue systems
Design the lead-to-revenue lifecycle across capture, enrichment, qualification, routing, follow-up, forecasting, and renewal.
Salesforce · CTI · enrichment · documents · billing
Case & intake management
Replace inboxes and spreadsheets with governed intake, assignment, documents, deadlines, status, and customer communication.
Salesforce · Litify · Experience Cloud · Docrio · e-signature
Marketing attribution
Align HubSpot and Salesforce lifecycle states, campaign membership, handoffs, and attribution so marketing and sales read the same funnel.
HubSpot · Salesforce · forms · enrichment · campaign reporting
Service operations
Build case management, queues, entitlements, escalations, knowledge, and AI assistance around how the service team actually operates.
Service Cloud · Email-to-Case · Slack · knowledge · Agentforce
Org migrations
Map data, automation, permissions, integrations, and reports before cutover, then reconcile the new org against the business process.
Org consolidation · legacy CRM · data migration · CI/CD
How we work
The same process on every engagement, from a single integration to a platform rebuild.
01 · 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.
02 · 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.
03 · 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.
04 · 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.
Why flexible senior coverage
The work changes shape. One month needs architecture and integration depth; the next needs administration, reporting, adoption, or AI engineering. We keep the operating context intact while the specialist mix flexes.
Administration, development, architecture, go-to-market systems, and AI are available under one engagement.
The same practice carries decisions from the business workflow through releases and ongoing operation.
Scale depth for a launch, then flex to the ownership and improvement work the system needs next.
GAT Solutions helped build the Salesforce system almost entirely from scratch, with thoughtful solution design, clear communication, and dependable delivery.
Ways to work together
Begin with the operating question in front of you. Engage us for the recommendation, the implementation, or the long-term ownership needed to keep the system useful.
Advisory + roadmap
Workflow discovery, option analysis, platform and AI decisions, target-state design, and a prioritized roadmap your team can act on.
Start with a working session →Architecture + implementation
Detailed architecture, Salesforce delivery, integrations, automation, AI workflows, testing, enablement, and a clear operating handoff.
Explore delivery services →Ongoing systems ownership
Flexible senior coverage to operate the platform, guide new decisions, ship improvements, and preserve the context behind the system.
Explore ongoing ownership →Initial consultation
