Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Leaptree Optimize | AI-Powered Contact Center Quality Assurance (QA)

100% QA coverage, consistent CX, without leaving Salesforce.

Starting at $10   USD/Per Agent/month

Discounts available for nonprofits

Try It
Industries
Financial Services
High Tech
Professional Services
Business Need
Productivity
Customer Service
Agent Productivity
Requires
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.91
Lifetime average
Showing 10 of 22 Reviews
Sort by
George Richardson
Double Star Ranger

Great QA tooling - better support

Leaptree's a great system. It's streamlined our ability to manage QA pipes really neatly; not only in pre-existing process, but drawing in newer processes as we onboard different areas of the business onto the platform. It's simple, flexible, and generally a pleasure to use. Support team deserves a shoutout for always being around to give us a hand with our queries too. Great product and team.

Great cost-effective solution for Quality Management on Salesforce

Working with the Leaptree team over the past couple years has been a great experience. The product is easy to learn and configure and maintenance is minimal. The solution has helped our supervisors to score more of our calls and reduce manual tasks from the prior process. Excited to see the AI features implemented in full to get to a fully automated state where we can QA a much higher percentage of cases coming through. The support team is always very nice and responsive, and the solution is cost effective to implement. Would definitely recommend the product.

Our QA has improved significantly

This app was easy to install, easy to configure, update and maintain. The QA process has been simplified and gives us the data we are looking for to help improve case handling.

Integrated QA with Salesforce

Leaptree has taken our QA scoring from manual spreadsheets to automated, Salesforce-native scorecards that are easy to update and consistently generated. Having all QA data directly in Salesforce has improved reporting, coaching, and overall performance which makes our process faster, clearer, and far more effective.

Customizable QA tool native to Salesforce. 5 stars!

I’ve been impressed with Leaptree Optimize. Their support team is responsive and helpful, and the tool works seamlessly with our custom objects. Their objects make reporting simple and intuitive, and we love the flexibility to customize permissions exactly how we need them. Our QA team and end users like it. Overall, a powerful and user friendly solution!

Less manual work - Less time spent doing QA's

Leaptree has streamlined the process by pulling interactions directly to QA, eliminating the need for manual work. I’m looking forward to AI enhancements, which should make the workflow even more automated.

Great product!

Leaptree has made is so much easier to manage and improve customer service quality. The UI is very user friendly and the scoring system helps keep things consistent and transparent.

Vikki Reeves
Double Star Ranger

QA made easy

Really easy-to-use app built natively in Salesforce. Great dashboards and seamless scorecard setup. Support is excellent, with regular upgrades that add new and enhanced functionality—making it a great choice for streamlining QA.

Nicholas Fiorendi
Triple Star Ranger

Solid QA Management on Salesforce

Reading the other reviews, I can confirm that Leaptree Optimize delivers on its core promise. The key benefit is its 100% native integration with Salesforce, which simplifies setup, ensures data compliance, and avoids external integration issues. The platform effectively automates much of QA workflow, leading to noticeable efficiency gains. We appreciate the ability to create customizable, no-code scorecards tailored to specific team needs. For agent development, it works well. The scorecards and feedback mechanisms provide necessary transparency, and the gamification features do help with engagement. While powerful, the platform has a steep learning curve. You need time to master all the functionality to truly maximize your investment. We've also experienced a few minor workflow disruptions immediately following platform updates, and some bugs (now fixed) in the UI and workflow setup. Summary: Leaptree Optimize is a robust, highly functional tool for Salesforce users who require a sophisticated QA management system. It's a significant improvement over manual processes, though be prepared for the initial learning investment. A solid solution overall.

Intuitive & Native to Salesforce Making QA Easy

We purchased LeapTree when we were starting our Quality Management program. From the onset it was easy to set-up especially with the help of the dedicated onboarding manager. Since it's native to Salesforce, the scorecards are intuitive to setup and the dashboards integrate with existing Salesforce fields/data. Overall, the LeapTree product met our needs for when we launched our QA program and is continuing to meet them with their changing product base.