Improve Accuracy, Compliance, and Visibility
Get total visibility into workflows, enforce consistency, and stay audit-ready — all without writing a line of code.
Built inside Salesforce.
"Leaptree has become an essential component of our QA program, bringing greater efficiency, organization, and clarity to our workflows."
Via Salesforce AppExchange — ⭐⭐⭐⭐⭐
Your workflow quality engine,
built inside Salesforce
Drive consistency across every workflow
Ensure operational tasks are completed accurately, efficiently, and in line with your SOPs — no matter how complex the process or how fast your team is growing. Identify where work breaks down, coach for improvement, and maintain compliance — all without ever leaving Salesforce.
Turn task reviews into performance breakthroughs
Use structured scorecards to uncover how work is really getting done — and where it needs to improve. Boost task accuracy, reduce rework, and drive process adherence with data-driven feedback that powers continuous performance gains.
Modernize approvals without manual overhead
Ditch the spreadsheets and disconnected review workflows. Leaptree Optimize gives you real-time visibility into task execution, so you can catch issues early, reduce costly rework, and scale quality assurance without scaling effort. Get more done with more control and less guesswork.
Keep teams aligned, engaged, and continuously improving
Empower your operations team with clear, actionable feedback on the tasks they handle every day. Structured scorecards help reinforce SOPs, support skill development, and create a culture of accountability — so your team knows exactly what great performance looks like, and how to achieve it.
"The investment in LeapTree Optimize has translated into tangible savings and improved productivity for all of our client-facing and quality evaluation teams."
Via G2 — ⭐⭐⭐⭐⭐
"We implemented Leaptree Optimize at the end of last year, and the result? A substantial increase in consistency across all aspects of our operations and more fruitful coaching conversations."
Via Salesforce AppExchange — ⭐⭐⭐⭐⭐
Start today.
Results tomorrow.
Intuitive, No-code Setup
Launch in minutes—no developers, no integrations, no delays. Just fast, frictionless configuration inside Salesforce.
100% Salesforce Native
Built 100% inside Salesforce for ease, data compliance, and speed. Cut the learning curve with a platform your teams already know.
Technical Support
Get highly detailed, expert support from people who know their stuff. Our Leapforward onboarding program means you'll be up and running in no time.
Major Savings
Free up valuable time for Operations Managers, Team Leads, and QA reviewers by replacing manual checks and fragmented approvals with a structured, scalable solution — right inside Salesforce.
"The customizable evaluation forms allow us to tailor our QA process to our specific business needs, ensuring consistency and fairness in assessments."
Via Salesforce AppExchange — ⭐⭐⭐⭐⭐
Integrate with the tools you use
Connect Salesforce to the apps you need to drive customer success with Leaptree.
Natterbox is the only cloud voice CTI solution fully embedded in Salesforce.
RingCentral clould communications platform includes messaging, video, and phone solutions with contact centre services.
A suite of contact center and unified communication solutions.
Salesforce-native enterprise ERP and PSA platform that unifies accounting, financial management, professional services, HR, and supply chain processes on a single system for enhanced visibility and efficiency.
AI‑powered cloud ERP platform—part of Oracle—that unifies accounting, finance, inventory, order, supply chain, warehouse, CRM, PSA, HCM, commerce, and project management into a single system for real‑time visibility and scalable operations.
Leaptree Optimize supports all integrations that Salesforce does so you’re always in sync.
"I love the ease of using Leaptree Optimize, and the setup was a breeze."
Via Salesforce AppExchange — ⭐⭐⭐⭐⭐
Turn “meh” metrics into holy guacamole moments.
