Operations
Improve Accuracy, Compliance, and Visibility with AI
Get AI-powered visibility into all 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 aligned to SOPs — no matter how complex or fast your team grows. AI flags breakdowns, suggests corrections, and coaches for improvement, while maintaining compliance — all without leaving Salesforce.
Turn task reviews into performance breakthroughs
Use AI-enhanced scorecards to uncover how work is really getting done — and where it needs to improve.
Boost accuracy, reduce rework, and drive process adherence with AI-backed feedback that powers continuous performance gains.
Keep teams aligned, engaged, and continuously improving
Empower your operations team with AI-driven, actionable feedback on daily tasks. Intelligent scorecards reinforce SOPs, support skill development, and nurture 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 —with embedded AI — for ease, compliance, and speed. No new systems to learn, no context switching.
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
AI eliminates manual checks and fragmented approvals, freeing up valuable time for Operations Managers, TeamLeads, and QA reviewers — with a structured, scalable solution insideSalesforce.
"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.
