Clarity at Every Step
Ensure Compliance with Confidence, Powered by AI
Whether under regulatory mandates or internal standards, Leaptree Optimize delivers AI-enabled compliance QA and reporting built natively inside Salesforce to keep your teams always audit-ready.
"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 bring fines, reputational damage, or license loss. Even where regulation is lighter, stakeholders demand accountability and consistency.
Leaptree Optimize uses AI to embed checks, detect deviations, and enforce documentation in your daily workflows — making adherence a seamless, real-time behavior instead of a last-minute scramble.
Compliance built into every interaction
With Leaptree Optimize, powered by AI, companies can…
• Monitor and document critical interactions and back-office processes with full coverage (no gaps)
• Enforce consistent, AI-flagged procedures
• Detect deviations automatically
• Coach team members using insight-driven compliance metrics
• Retain complete, tamper-evident audit logs
• Report on trends, risks, and compliance health across the business.
Put compliance where the work happens — inside Salesforce, empowered by AI.
Leaptree Optimize integrates AI-enhanced scorecards, workflows, and reporting so compliance becomes part of everyday work.
Whether you have a large QA team or a single compliance officer, scale oversight, coaching, and documentation with clarity, control, and minimal overhead.
"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 —now with embedded AI — for ease, compliance, and speed. All your data lives in Salesforce, delivering consistent, accurate metrics and eliminating context switching.
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 tedious reviews with AI-driven, audit-ready workflows insideSalesforce. Leaptree Optimize saves your team time so they can focus on coaching, risk mitigation, and strategic compliance.”
"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 your existing apps — and let AI synthesize and surface compliance insights across systems.
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 AI-enhanced, customizable scorecards, automated compliance workflows, and deep reporting — all inside Salesforce — Leaptree Optimize empowers your team to build a culture of defensible compliance.
Whether your QA team is ten or one, scale robust practices without added complexity.”
One tab to rule them all.
