Ensure Compliance with Confidence
Whether you're operating under regulatory mandates or internal standards, Leaptree Optimize helps your teams stay audit-ready with robust compliance QA and reporting tools natively within Salesforce.
"The platform offers a seamless and structured approach to quality assurance, allowing us to efficiently evaluate, track, and improve agent performance with clear, data-driven insights."
Via Salesforce App Exchange — ⭐⭐⭐⭐⭐
Designed for real world compliance needs
Make compliance part of the workflow
In regulated industries, compliance failures can lead to serious consequences including fines, reputational damage, or the loss of business licenses. Even in less regulated sectors, clients and leadership expect accountability and consistency.
Leaptree Optimize brings structure to compliance efforts by embedding checks and documentation directly into your team’s daily workflows. Adherence becomes a consistent part of operations rather than a last minute scramble.
Compliance built into every interaction
With Leaptree Optimize, companies can...
• Monitor and document critical customer interactions and back office processes
• Enforce consistent procedures across all teams and regionsIdentify and address deviations from internal or regulatory policies
• Coach team members using real data based on compliance performance
• Retain complete audit logs of every evaluation and coaching action
• Report on trends, risks, and improvements across the business
Put compliance where the work happens
Leaptree Optimize enables a culture of proactive compliance by integrating scorecards, workflows, and reporting directly inside Salesforce. Whether your team has a full QA department or a single compliance officer, you can scale oversight, coaching, and documentation with clarity and control.
"The automated workflows streamline the entire review cycle, reducing manual effort and increasing overall productivity."
Via Salesforce App Exchange — ⭐⭐⭐⭐⭐
"Optimize seamlessly integrates… which allowed us to onboard and ramp-up quickly and minimized the internal tech resources needed to do so."
Via G2 — ⭐⭐⭐⭐⭐
Start today.
Results tomorrow.
Intuitive, no-code setup
Leaptree is the only no-code Revenue Performance Platform. Your teams can get started in minutes, without the need for help from developers or hassle with external APIs.
Native to Salesforce
Built 100% inside Salesforce for ease, data compliance, and speed. All your data stays within the Salesforce ecosystem which means accurate, consistent metrics.
Technical support
When your teams have questions, we take the pressure off with highly technical support from experts who know their stuff. Our LeapForward onboarding programme makes getting started a breeze.
Major time savings
Replace spreadsheets and manual reviews with automated, audit-ready workflows in Salesforce. Leaptree Optimize saves time so your team can focus on coaching and staying ahead of compliance risks.
"Implementing Leaptree as the foundation of our newly created QA program has been a game-changer for our team."
Via G2 — ⭐⭐⭐⭐⭐
Integrate with the tools you use
Connect Salesforce to the apps your teams need with Leaptree.
Automates contract creation, approval, signing, and storage in one system.
Verifies user IDs using documents, biometrics, and databases.
A secure life‑sciences platform for managing regulated documents, workflows, and compliance data.
Automates background checks and ID verification to speed up hiring.
Manages and analyzes customer and employee feedback in real time using AI insights.
Leaptree Optimize supports all integrations that Salesforce does so you’re always in sync.
"Having quality [assessment] integrated into our system of record and service is a huge time saver!"
Via Salesforce App Exchange — ⭐⭐⭐⭐⭐
One Platform, Multiple Industries, Zero Gaps
Leaptree Optimize is used across a wide range of industries to support consistent, defensible compliance.
Financial Services / Banking
• Verify KYC and AML checks are performed correctly.
• Confirm required disclosures (e.g., PCI, GDPR) are read verbatim.
• Track that no unsanctioned financial advice was given.
• Produce detailed reports showing compliance by product line, team, or individual agent.
Healthcare / Health Insurance
• Ensure proper handling of PHI and adherence to HIPAA/GDPR.
• Confirm billing, claims, and prior authorization steps are followed.
• Document that licensed professionals were involved where required.
• Automatically trigger coaching workflows for non-compliant evaluations.
Legal Services
• Validate that client intake or case handling follows legal protocols.
• Track that non-lawyers aren’t dispensing legal advice.
• Maintain logs of due diligence steps and compliance sign-offs.
E-Commerce & Consumer Services
• Check that refund, return, and cancellation policies are applied correctly.
• Monitor interactions for accurate communication of warranty and pricing info.
• Review upselling practices to ensure regulatory alignment.
Telecom, Utilities & Public Services
• Validate ID checks and handling of personal data per local privacy laws.
• Confirm scripted regulatory notices were delivered.
• Demonstrate compliance with SLAs and fair treatment policies.
Travel, Insurance & Airlines
• Ensure fair resolution of cancellations, refunds, and claims.
• Track communication of coverage limitations and exclusions.
• Provide documentation showing compliance by policy type or region.
With customizable scorecards, automated workflows, and in-depth reporting—all inside Salesforce—Leaptree Optimize empowers your team to build a culture of compliance.
Whether your QA team is ten people or just one, we help you scale defensible practices without adding complexity.
One tab to rule them all.
