The CRM your
team will actually
use.

PBA operates a layered Salesforce environment where memberships, payments, portal access, events, and multiple external platforms all need to work in sync. When they brought Amroar in, most of them didn't. This wasn't a single-module implementation — it was parallel delivery across six distinct workstreams: membership lifecycle fixes, portal stabilisation, Chargent payment logic, NetSuite integration, Wufoo and BigMarker connectivity, and full event registration architecture. Zero dropped workstreams.

Exert Health had Salesforce but it wasn't doing the heavy lifting. New enquiries weren't reaching the right people fast enough, SMS and email outreach was happening outside the CRM with no conversation history, and the full patient lifecycle — consultation reminders, post-procedure check-ins, re-engagement follow-ups — ran on manual effort. Amroar built structured messaging workflows inside Salesforce, automated introductory flows on lead creation, and connected the full patient journey from first enquiry through post-procedure follow-up.

Chevy Chase Healthcare was handling a high volume of patient consultations and surgery enquiries with no CRM and no lead tracking. Enquiries were falling through the cracks daily. We implemented Salesforce Sales Cloud from scratch — structured lead capture, automated follow-up sequences, agent task assignment, and real-time dashboards showing exactly where every patient enquiry was in the pipeline. Conversion increased by 40%. Agent admin time dropped by 30%. Pipeline went from invisible to fully visible on day one.

Quova University's admissions team was handling over 12,400 annual enquiries across four countries manually — no CRM, no nurture, no international agent visibility. Average response time was 4.2 days. 47 international agents submitted students via email with no tracking. Amroar built the full Salesforce Education Cloud ecosystem: automated enquiry routing, a portal for international agents, Marketing Cloud nurture journeys, open-day conversion flows, and dashboards showing yield at every stage of the funnel. Enrollment yield went from 18% to 26.5%.

Calix Wealth Partners had no shared CRM. Client history, compliance records, relationship notes, and portfolio data lived in personal Outlook folders. When an advisor left, the client relationship left with them. We implemented Salesforce Financial Services Cloud, built the household relationship model for all 800 HNW households, connected portfolio data via live integration, wired DocuSign for automated KYC and compliance documents, and integrated Microsoft 365 for full activity sync. Every client now has a complete Salesforce 360 record. Compliance documents trigger automatically from deal stages.

Vextron Group manufactures industrial equipment sold through an 80-dealer network across Asia-Pacific. Pipeline was invisible — dealers tracked their own leads in personal spreadsheets and Vextron's leadership had no live view of any of it. Quoting took three weeks because no pricing logic existed in Salesforce. Service contracts lived in a completely separate system. We implemented Salesforce Manufacturing Cloud, built the dealer portal, configured CPQ with full product catalogue and discount rules, integrated the ERP, and connected Field Service for service contract management. The $340M pipeline is now visible in real time.