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Leaptree Optimize
What Leaptree Optimize is
Leaptree Optimize provides AI-driven contact-center quality assurance inside Salesforce. It audits calls, chats, and emails to identify trends, risks, and performance gaps, while letting users build customizable QA scorecards without developer support. Professional includes omni-channel assessments, automated scorecard scheduling, customizable reports and dashboards, gamification, disputes, and QA calibration. Enterprise adds recommended learning actions, large-text analysis, rewards and upsells, Auto Flag, Auto QA, Agentforce QA, Conversation Insights, Data Verification, and Process Analysis. Optimize runs in the customer’s Salesforce environment without external integration or middleware. Leaptree says AI enhancements run through Amazon Web Services on Salesforce records. Native Salesforce permissions apply, and the app logs evaluations, AI insights, scoring changes, and corrective actions. Professional starts at $900 a month plus a $3,500 onboarding fee; Enterprise starts at 1800.00 USD plus $5,000 onboarding.
Who it suits
Optimize suits contact-center operations, QA, compliance, risk, customer-experience, Salesforce administration, and RevOps teams. It is designed for organizations already operating their workflows in Salesforce.
What it does well
- Audits calls, chats, and emails
- Custom scorecards without developers
- Runs inside Salesforce
- Uses native Salesforce permissions
- Logs evaluations and corrective actions
What to know first
- Starts at $900 a month
- Separate onboarding fees apply
- Base plans limit evaluators and agents
Limits
Professional and Enterprise base plans include up to 10 CX evaluators and 100 CX agents; additional evaluators and agents are billed separately. The Bronze, Silver, and Gold AI Credits plans cap monthly interactions at 25,000, 50,000, and 100,000 respectively, with AI limited to specified scorecard types.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise | Starts at; once-off enterprise onboarding fee of $5,000 · Up to 10 CX evaluators · Up to 100 CX agents · Additional evaluators $110/mo · Additional agents $10/mo · AI-powered CX QA engine | $1,800 a month |
| Bronze AI Credits | Up to 25,000 interactions per month · AI on up to 5 scorecard types | $2,000 a month |
| Silver AI Credits | Up to 50,000 interactions per month · AI on up to 10 scorecard types | $3,800 a month |
| Gold AI Credits | Up to 100,000 interactions per month · AI on up to 20 scorecard types | $6,500 a month |
| Professional | Starts at; once-off professional onboarding fee of $3,500 · Up to 10 CX evaluators · Up to 100 CX agents · Additional evaluators $90/mo · Additional agents $10/mo | $900 a month |
| Platinum AI Credits | Up to 100,000+ interactions per month · AI on up to 20+ scorecard types | On request |
As leaptree.ai lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Leaptree website
- Arrange a launch session for the 15-day trial
- Provide customer test data
- Deploy the application in Salesforce
- Use the LeapForward onboarding program
Verdict
Leaptree Optimize keeps contact-center QA, scoring, permissions, and audit records within Salesforce. The plans target teams needing configurable assessments and progressively broader AI capabilities, with substantial starting costs and usage limits.
Questions
How much does Leaptree Optimize cost?
Professional starts at $900 a month with a once-off professional onboarding fee of $3,500. Enterprise starts at $1,800 a month with a once-off enterprise onboarding fee of $5,000.
Is there a free plan or trial?
There is no free plan. Leaptree offers a 15-day trial using the customer’s test data, set up through a launch session.
Where does Optimize run?
It runs inside the customer’s Salesforce environment and requires no external integration or middleware. Platforms listed are self-hosted and web.
What do the base plans include?
Professional and Enterprise each include up to 10 CX evaluators and 100 CX agents. Extra evaluators and agents are priced separately.
What does Enterprise add?
Enterprise adds features including recommended learning actions, Auto Flag, Auto QA, Agentforce QA, Conversation Insights, Data Verification, and Process Analysis.
How is access controlled and activity recorded?
The application uses Salesforce’s native permission model and logs evaluations, AI insights, scoring changes, and corrective actions in Salesforce.
Facts from Leaptree Optimize's own pages
- AI infrastructure
- The FAQ states that AI enhancements run via Amazon Web Services and operate on Salesforce records. · leaptree.ai, 11 Oct 2026
- Enterprise AI features
- Enterprise adds recommended learning actions, large text analysis, rewards and upsells, Auto Flag, Auto QA, Agentforce QA, Conversation Insights, Data Verification, and Process Analysis. · leaptree.ai, 11 Oct 2026
- Headquarters
- Dublin, Ireland · leaptree.ai, 28 Sept 2026
- Intended users
- The FAQ identifies contact center operations leaders, call center QA managers, compliance leaders, risk and governance teams, customer experience leaders, Salesforce administrators, and RevOps teams as intended users. · leaptree.ai, 11 Oct 2026
- Interaction coverage
- The product audits calls, chats, and emails to identify trends, risks, and performance gaps. · leaptree.ai, 11 Oct 2026
- Limits
- The listed base plans include up to 10 CX evaluators and 100 CX agents; extra evaluators and agents are priced separately. · leaptree.ai, 11 Oct 2026
- Permissions and audit
- The app uses Salesforce’s native permission model and logs evaluations, AI insights, scoring changes, and corrective actions in Salesforce. · leaptree.ai, 11 Oct 2026
- Professional features
- The Professional plan includes omni-channel QA assessments, an automated scorecard scheduler, customizable reports and dashboards, gamification, disputes, and QA calibration. · leaptree.ai, 11 Oct 2026
- Purpose
- Leaptree Optimize provides AI-driven contact center quality assurance inside Salesforce. · leaptree.ai, 11 Oct 2026
- Salesforce deployment
- The app runs inside the customer’s Salesforce environment and requires no external integration or middleware. · leaptree.ai, 11 Oct 2026
- Scorecards
- Users can build customizable QA scorecards without developer support. · leaptree.ai, 11 Oct 2026
- Security
- Leaptree says Optimize passed Salesforce’s Security Review as a certified Managed Package. · leaptree.ai, 11 Oct 2026
- Support
- The company describes direct expert support and says its LeapForward onboarding program helps customers get started. · leaptree.ai, 11 Oct 2026
- Trial
- The maker offers a 15-day trial using the customer’s test data, set up through a launch session. · leaptree.ai, 11 Oct 2026