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Optimize

Boost customer engagement quality

Improve quality assessment productivity by 50%. Get up and running in a couple of clicks – without leaving Salesforce. No coding required.

Pricing Overview

$89 per evaluator, per month, billed annually.
First 100 agents go free!
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How it works

Simple, yet powerful features

Automate and enhance your CX quality management program.

Access fully customizable CX QA dashboards and advanced reports, within a few clicks. Identify areas that need attention at a glance. Automate whatever you need to monitor from phone calls, web chats, email threads, and Zoom calls. Cut time spent on QA assessments by 50%!

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"We can evaluate twice as many cases compared to before ...Very glad we made the investment!"
- Peter Masaraneyi, Editec

Get vital insights with smart QA scorecards.

Evaluate, empower, and improve agent performance with intelligent QA assessment automation (no developers needed!). Build powerful, dynamic QA scorecards in the blink of an eye. Leaptree Optimize runs 100% within Salesforce for easy configuration and without the hassle of external APIs and integrations.

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Motivate and reward agents with personalized CX dashboards.

Drive performance in a fun way with gamification. Leaderboards, badges, and other game elements keep the whole team engaged, happy, and motivated.

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Calibrate for consistent evaluations.

Use QA Calibration to compare evaluator responses and ensure that scorecard markings are standardized, fair, and consistent – no matter who's doing the scoring.

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Why choose Optimize?

Get the most from your Customer teams

Simple, No-code Setup

Easily build and configure custom scorecards, out-of-the-box. Get started in minutes.

Native to SalesForce

Get started without the need for APIs or hassle with external integrations. Built 100% inside Salesforce for ease, data compliance, and security.

Technical Support

Get highly detailed, expert support when you need it. Our Leapforward onboarding programme means you'll be up and running in no time.

Major Savings

Free-up valuable time from your Call Center Managers, QA and CX teams.

Say goodbye to soul-crushing spreadsheets!

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