About Us

At Room2Lead, we help businesses unlock their full potential through digital transformation and smarter software integration. From CRM and call tracking to point-of-sale systems and AI-driven automation, we deliver the right tools—and the training—to make technology work for people, not the other way around.

Founded by Jake Hales, Digital Operations Manager at Gee Automotive, Room2Lead was built on the principle that every organization deserves both the technology and the know-how to compete in a rapidly changing digital landscape. With hundreds of successful SaaS installs and team training sessions behind us, we understand how to bridge the gap between complex systems and everyday business operations.

We specialize in hands-on consulting, seamless SaaS deployment, and real-world adoption strategies that help teams reduce manual work, improve client engagement, and lower operating costs. Whether you run a restaurant, retail shop, or service-based business, we create space—room to lead—so you can focus on growth while we handle the tech.

• 45 CRM Deliveries
• 18 Call Tracking Deliveries
• 136 Analytics Deliveries
• 22 Video/Texting Solution Deliveries
• 8 Inventory/POS Deliveries. 
• Over 900 classroom trainings
• Vendor Agnostic

We discovered we've built a marketable model for successful business deliveries that we can share with SaaS companies and their clients that have temporary launch or Consulting needs.