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Leaptree Optimize

Overview

Leaptree Optimize 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Leaptree Optimize
Leaptree Optimize
4.8
(12)

Pricing

Starting at $90.00 per month

About Leaptree Optimize

Built inside Salesforce, Leaptree Optimize is an AI-powered QA platform that boosts customer engagement quality, automates evaluations, and streamlines agent performance productivity.

The CX quality assurance platform empowers QA leaders to standardize evaluations, build AI-enhanced dynamic QA scorecards, access customizable dashboards enriched with AI-driven insights, calibrate evaluators for consistent scoring, and analyze large volumes of customer interaction data — all within Salesforce.

Key features include:

  • AI-Driven CX QA automation – Reduce manual scoring time and ensure unbiased assessments.
    -Customizable scorecards – Align QA criteria with business goals for more relevant evaluations.
  • Real-time coaching and feedback – Improve agent performance with targeted, data-driven insights.
  • Advanced analytics and reporting – Gain visibility into trends and team performance.
  • Seamless integrations – Connect with CRMs and contact center platforms for streamlined workflows.

Leaptree Optimize is built for growing businesses looking to scale efficiently and effectively, ensuring that every customer interaction meets the highest quality standards.

Leaptree Optimize Screenshots

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Leaptree Optimize Pricing and Plans

Starting price: $90.00 per month
Free Trial
Free Version

Starter Bundle

$900.00

flat rate, per month

Plan includes:

  • Up to 10 CX evaluators
  • Up to 100 CX agents
  • Professional edition features
  • Onboarding fees included

Professional

$90.00

per user, per month

Plan includes:

  • Omni-channel QA scorecard assessments
  • Automated QA scorecard scheduler
  • No code QA scorecard builder
  • Customizable reports and dashboards
  • Separate agent and evaluator apps
  • CX agent gamification
  • Even distribution
  • Infraction rules
  • Tasks

Enterprise

$110.00

per user, per month

Plan includes:

  • Recommended learning actions
  • Skills based approvals
  • Large text analysis
  • Self assessments
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Leaptree Optimize Features

  • Popular features found in Contact Center Quality Assurance
    Customer Experience Management
    Employee Coaching Tools
    Quality Management
    Reporting/Analytics
  • More features of Leaptree Optimize
    Activity Dashboard
    Agent Interface
    AI/Machine Learning
    Call Monitoring
    Collaboration Tools
    Feedback Management
    Interaction Tracking
    KPI Monitoring
    Leaderboards
    Multi-Channel Communication
    Multiple Scoring Models
    Queue Management
    Real-Time Updates
    Screen Recording
    Third-Party Integrations
    Workforce Management

Leaptree Optimize Integrations

Five9
Five9
Natterbox
Natterbox
RingCentral Engage Digital
RingCentral Engage Digital
Avaya Experience Platform
Avaya Experience Platform
RingCentral Engage Voice
RingCentral Engage Voice
Avaya Cloud Office
Avaya Cloud Office

See all 7 integrations

Leaptree Optimize User Reviews

Overall Rating

4.8

Ratings Breakdown

5

83%

4

17%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

4.9

Functionality

4.3

Have you used Leaptree Optimize and would like to share your experience with others?

Anton's profile

Anton R.

Verified reviewer

Consumer Electronics

51-200 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

A non-negotiable tool for any Salesforce-first Customer Operations team.

5

As VP of Customer Operations & BI, I was looking for a solution to standardize quality across our multi-site contact center (US and South Africa). Leaptree Optimize delivered. The platform is intuitive, provides robust, actionable reporting, and the personalized agent dashboards (with gamification) have genuinely driven performance uplift. If you are serious about CX quality and run your business on Salesforce, this is a must-have.

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
Truly 100% Salesforce Native: This is the game-changer. It eliminated the security and integration headaches we had with external QA software. Our data is secure and consistent, residing entirely within the Salesforce platform. No-Code Scorecard Builder: Our business users (not IT) can create and modify complex, customized QA scorecards in minutes. This agility is key for our rapidly changing environment. Immediate ROI: The time saved on manual sampling and the efficiency gained from its automated workflows have given us a quick and measurable return on investment.
Cons:
Like any powerful tool, it takes a small amount of time to fully leverage all the advanced reporting capabilities, but the foundational use is extremely quick.

Read More

SC

Sammy C.

Verified reviewer

Retail

5001-10000 employees

Used weekly for more than 2 years

Review source

Reviewed September 2025

Leaptree helped us when we really needed it.

5

Implementing Leaptree Optimize in our organization was a pleasant surprise when recommended by our internal team working on our Salesforce platform. It worked very well for how we approached quality assurance and performance management. As someone responsible for overseeing our customer service team, I really appreciate how easy it was to build custom QA scorecards that align with our specific goals. The integration with Salesforce was seamless, which saved us a lot of time pulling call data and customer interactions for review. The dashboards are clear and actionable, giving me a quick snapshot of how agents are performing and where coaching is needed. The reporting features have also made it much easier to track trends and flag issues before they escalate. There was a bit of a learning curve when we first set it up, but once we tailored it to our workflows, it became an indispensable tool in our QA process. It’s definitely had a positive impact on both team performance and customer experience.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
What I value most about Leaptree Optimize is how it’s helped us foster a culture of continuous improvement. Our leadership can now give consistent, structured feedback, and agents are more engaged in their own development.
Cons:
What I liked least was really on our side, in that we had to use a very base model at the time for cost reasons.

Reasons for choosing Leaptree Optimize

Cost was a main driver for our team at the time.

Reasons for switching to Leaptree Optimize

Cost and previous system was clunky and not user friendly.

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TF

Temple F.

Verified reviewer

Computer Software

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed September 2025

The Future of QA

5

My overall experience was very positive and highly impactful. I do wish there were trainings to understand more in depth the capabilities and possibilities of Leaptree.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Leaptree became an essential tool for our comprehensive quality assessments. I’m less experienced with Salesforce and found Leaptree to be easy to understand and implement for my team. This tool massively improved our agent coaching by identifying key areas of improvement. I would recommend this product to any team wanting to enhance their customer service.
Cons:
I would like to have seen more trainings on the features. There were some features my QA team had a hard time figuring out. For example, if a scorecard was rejected the new generated card would always go to the same QA’er regardless of who rejected it.

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MB

Mikel B.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Customizable QA native to Salesforce

5

Their team was very helpful during the implementation, then once our team got trained on how to use the tools it has not required maintenance. We were able to customize the tool to run QA on our custom objects and set QA schedules to fit our team needs

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I’ve been impressed with Leaptree Optimize. Their support team is responsive and helpful, and the tool works seamlessly with our custom objects in Salesforce. Their objects make Salesforce reporting simple and intuitive, and we love the flexibility to customize permissions exactly how we need them. Overall, a powerful solution that is native to Salesforce.
Cons:
The only con I can think of is the learning curve. With how customizable this tool is, it really is able to handle complex business rules for QA, but this comes at the cost of learning and configuring the tool.

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Rafael's profile

Rafael P.

Verified reviewer

Consumer Services

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed September 2025

Leaptree – Reliable, Insightful, and Easy to Use

5

Leaptree is a well-rounded, Salesforce-native solution that I would recommend to any team aiming to strengthen their QA framework.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Implementing Leaptree has been a huge step forward for our QA program. The platform makes it simple to design scorecards, schedule reviews, and generate meaningful insights without the complexity of manual tracking. Its automation and reporting tools have helped us identify trends quickly and act on them with confidence. The support team was attentive and thorough during onboarding, ensuring the system was aligned to our processes from the start. Since then, we’ve seen stronger agent development, improved consistency, and a more structured approach to quality across our operations.
Cons:
here’s nothing I would call a dislike. The tool has been reliable and easy to use, and any small adjustments we needed were quickly supported by the Leaptree team.

Reasons for choosing Leaptree Optimize

Ease of use and direct integration to our CRM

Read More

SS

Shweta S.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2025

Amazing QA Solution

5

Leaptree has become an essential component of our QA program, bringing greater efficiency, organization, and clarity to our workflows. If you're looking for a comprehensive solution to optimize your QA process, this platform is definitely amazing.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Leaptree is an intuitive and highly efficient QA tool that helps significantly streamline the quality assurance processes. The platform allows for seamless setup of multiple scorecards and automated scheduling, ensuring a structured and predictive approach to QA
Cons:
Certain features like screen recording, translating etc are missing.

Reasons for choosing Leaptree Optimize

Ease of set up and integration with Salesforce and value for money.

Read More

SC

Sebastian C.

Verified reviewer

Airlines/ Aviation

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Intuitive & Native to Salesforce Making QA Easy

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Pros include: - Set-up support from the LeapTree team including their onboarding specialist who oversees the implementation. - Scorecard customization - Native to Salesforce for complete integration into the CRM
Cons:
Some areas of improvement include: - Automated QA and knowledge recommendations based off trending. - Trend reporting and sentiment analysis with areas of improvement to help us complete the quality management lifecycle.

Read More

Lorraine's profile

Lorraine M.

Verified reviewer

Medical Devices

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed December 2025

Customizable QA Tool for Salesforce

5

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

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Reportability, ease of use, scoring visibility to agents, scorecard auto-generation, native to our platform
Cons:
The implementation can be a bit of a pickle to customize, but it is much more useful than running QA through spreadsheets

Read More

George's profile

George R.

Verified reviewer

Financial Services

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed January 2026

Great product, great team!

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Leaptree's great at making it really simple for us to manage internal QA processes. The thing we like the most about it is that it's simple enough to create Scorecards even as a relatively junior admin, as the process is entirely declarative. Also, the team has been responsive and supportive in creating new features and helping adoption for us. Great product, great support.
Cons:
This list is fairly limited - and is arguably still positive overall - but the product is quite rapid in its development and this has lead to a small handful of stumbles for us, but the team's always been on hand to help us overcome issues with new releases. We've yet to have any major incidents, just minor developmental ones in Sandboxes.

Read More

BS

Bruce S.

Verified reviewer

Computer Software

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed December 2025

Leaptree Improved our QA process significantly

5

Creating and updating QA scorecards is simple, and we can clearly see call quality trends, coaching needs, and who’s performing well. It’s helped us standardise evaluations, reduce manual work, and make QA feel fair and transparent for everyone. Overall, Leaptree has helped us improve quality, save time, and give our managers better insight into every interaction. I’d happily recommend it to any team looking for a straightforward QA solution.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Leaptree has made a big difference to how we manage QA. The tool is easy to use, quick to set up, and works smoothly inside Salesforce, which means our team didn’t need to change how they work.
Cons:
There was no cons to this tool for us. The team made everything easy and straight forward. The prices are reasonable.

Read More

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