Leaptree Optimize Reviews & Product Details

BI and Analytics Powerhouse: The robust dashboards and custom reporting are phenomenal. They allow us to directly feed quality data into our broader analytics models (like our multi-touch attribution models), giving us a holistic view of the customer journey and agent impact.

Agent Development Focus: The platform is designed to coach, not just score. Agents receive personalized feedback dashboards, targeted learning actions, and the gamification features (leaderboards, badges) keep the process engaging and competitive.

Responsive Support: The Leaptree team has been incredibly helpful in ensuring we optimize the tool for our specific CFD trading business needs. Review collected by and hosted on G2.com.

Integration with our proprietary call recording system took some initial configuration, but the Leaptree team was highly effective in supporting us through the process. Review collected by and hosted on G2.com.

We chose LeapTree when we launched our Quality Management program. Right from the beginning, the setup process was straightforward, thanks in large part to the assistance of a dedicated onboarding manager. Since LeapTree is native to Salesforce, creating scorecards felt intuitive, and the dashboards integrated seamlessly with our existing Salesforce fields and data. Our team uses LeapTree daily, and it consistently meets the needs of our front-line users. Overall, LeapTree fulfilled our requirements when we started our QA program and continues to do so as the product evolves. Review collected by and hosted on G2.com.

Compared to other QA providers, LeapTree currently offers minimal automation, even though they are actively developing their platform and regularly introducing new features. The manual nature of LeapTree, along with the absence of trending capabilities and automatic knowledge creation, are definite areas where the product could be improved. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 the tool. Review collected by and hosted on G2.com.

Leaptree has transformed how we approach QA by replacing manual, spreadsheet-heavy processes with a streamlined and scalable system. The platform is user-friendly and adaptable, making it easy to configure scorecards, automate reviews, and access actionable reporting.

From day one, the Leaptree team provided excellent support and helped tailor the setup to our specific needs. The result has been greater visibility into performance, more effective coaching conversations, and measurable improvements in consistency across the customer experience.

I would strongly recommend Leaptree to any organization looking for a Salesforce-native QA solution that delivers both efficiency and real business impact. Review collected by and hosted on G2.com.

I don’t have any dislikes — the platform has fully met our needs so far. Review collected by and hosted on G2.com.

Leaptree is an essential tool for 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. We went from using an excel doc to streamlining our QA process. This saved us time and effort by having everything centralized in salesforce. I would recommend this product to any team wanting to enhance their customer service. Review collected by and hosted on G2.com.

The only thing I dislike about Leaptree is some of the features are hard to figure out. (Which may come from my lack of Salesforce knowledge) I wish there was more trainings around scorecard creation. For example, if an evaluator rejected a scorecard then the new scorecard always populated to the same evaluator regardless of who rejected it. Probably an easy fix but we never figured it out! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There really isn't much to complain about, it accomplishes exactly what we need it to do. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I think the only downsize we encountered were the limitations our own internal team had with the version we were using. Review collected by and hosted on G2.com.

Implementing Leaptree as the foundation of our newly created QA program has been a game-changer for our team. As we built our quality assurance process from the ground up, we needed a platform that was intuitive, scalable, and provided actionable insights—and Leaptree has delivered on all fronts.

Leaptree streamlines the QA process with its customizable scorecards, enabling us to tailor evaluations to our specific needs. The automation features have significantly reduced manual work, allowing our QA team to efficiently assess interactions, track trends, and provide timely feedback. The seamless integration with Salesforce also ensures that evaluations are easily accessible and tied to performance metrics, making the process smoother for both analysts and agents. Review collected by and hosted on G2.com.

Leaptree has been instrumental in establishing a structured, efficient, and impactful QA program. Its user-friendly interface, robust analytics, and automation capabilities make it an invaluable tool for quality assurance and continuous improvement -- the only thing that I could think of as far as a "dislike" would be the amount of content to learn to fully unitlize everything Leaptree Optimize offers is a lot, but worth it! Review collected by and hosted on G2.com.

Leaptree Optimize allows you to clarify commission and bonus rules for my teams. The calculations are automated and for the team bonus. Review collected by and hosted on G2.com.

The configuration of compensation plans can be a bit technical at first. Review collected by and hosted on G2.com.

Leaptree is an intuitive and highly efficient QA tool that has significantly streamlined our quality assurance processes. The platform allows for seamless setup of multiple scorecards and automated scheduling, ensuring a structured and predictive approach to QA. The ability to filter cases based on various criteria enhances targeted reviews, while its reporting and automation capabilities provide deeper insights into performance trends. Review collected by and hosted on G2.com.

The only area for improvement would be ensuring that future updates are thoroughly tested before deployment to prevent any disruptions in functionality. Review collected by and hosted on G2.com.