- Home
- Appointment Scheduling Software
- Coconut Software
Coconut Software Review
What is Coconut Software?
Coconut Software is an enterprise appointment scheduling solution designed to simplify and speed up the way enterprise companies create appointments with existing and potential clients while providing them with an enhanced overall experience.
With Coconut Software, scheduling appointment is faster and better as the platform makes the whole process easy for both companies and customers. The appointment scheduling journey is no longer slow as users are able to see customers’ request for appointment in real time and immediately set the perfect time and date.
Coconut Software can be integrated with internal systems seamlessly, ensuring that all schedule information is synced across the entire organization. Speaking of information, all customer data are secured and safe. Coconut Software complies with strict security standards and works with Amazon Web Services for the ultimate customer information protection.
Show MoreOverview of Coconut Software Benefits
Built For Financial Institutions
Coconut Software is designed to cater primarily to enterprise-level financial establishments. It is integrated with a specific set of appointment tools and capabilities that meet the needs and specifications of financial institutions such as banks, credit unions, savings and loans associations, and brokerage firms among others.
That means the software implements strict security measures and adheres to very high standards to ensure client information is safe and secure. Coconut Software provides you with a number of appointment scheduling solutions that meet your needs and requirements, giving you all the tools you need to create and manage all your appointments and schedules and deliver a smooth and seamless experience for your clients.
Clients Set Appointments At Their Convenience
Coconut Software has a client-facing interface through which they can book their appointments and pick the location or branch that is nearest to them, specify the service they need, and even pick the financial advisor or staff they want to interact or engage. The software lets customers create their own email and SMS reminder templates and configure the settings that automatically trigger notifications via email or text leading up to the scheduled date. This functionality helps both you and your clients to prepare for their appointment to and decreases of no-shows.
Show MoreOverview of Coconut Software Features
- Single Sign On
- Cloud-Based Hosting
- White Label
- Multi Brand and Locations
- 2-Way Calendar Sync
- Role-Based Access Control
- Metrics and Performance Reporting
- Multiple Text and Email Reminders
- SLA and Support
What Problems Will Coconut Software Solve?
When a customer calls into a call center to book an appointment, it is up to the call center rep to find the closest location to the customer, see if that location offers the service they are looking for, see if that location has an advisor qualified to provide that service and then see when that advisor is available. That is a lot of manual work to book a meeting.
Coconut Software houses all of this information and takes the rep through the individual step, automatically pulling the closest location based on customer address, showing the services offered at the branch, advisor qualifications and availability. All this turns a five minute booking process with lots of room for error into a less than 1 minute process that ensures the right appointment is booked at the right time.
A customer works a regular 9 – 5 job and has no time to book an appointment in-branch or over the phone. When they come home, they are able to fill out a contact us form but will likely only hear back during business hours. This makes it easy to miss the connection or forget about booking the appointment at all.
With Coconut’s online self service option, customers are able to go online, find the location they’d like to book an appointment at, select the service they would like and find an available, qualified advisor with an opening in their schedule that suits the time they are looking for. Once they book the meeting, the time is booked off in the advisors personal work calendar so that they are prepared ahead of time and don’t book anything else. Confirmation and reminder emails are sent to both the customer and advisor so the appointment stays top of mind.
Awards & Quality Certificates
Coconut Software Position In Our Categories
Because businesses have their own business needs, it is wise that they abstain from going for an all-in-one, ideal solution. Regardless, it would be almost impossible to try to come across such a software system even among sought-after software solutions. The best step to undertake is to note down the various major functions that demand consideration like major features, price terms, skill competence of staff, business size, etc. Next, you should double down on your research to a full extent. Go over some Coconut Software evaluations and check out the other software products in your list in detail. Such comprehensive research ascertains you steer clear of unsuitable software products and select the system that has all the features your business requires.
Position of Coconut Software in our main categories:
TOP
100
Coconut Software is one of the top 100 Appointment Scheduling Software products
If you are considering Coconut Software it could also be beneficial to analyze other subcategories of Appointment Scheduling Software listed in our base of B2B software reviews.
There are popular and widely used applications in each software group. But are they essentially the best fit for your enterprise’s special needs? A market-leading software application may have thousands of subscribers, but does it present what you require? For this reason, do not blindly shell out for popular systems. Read at least a few Coconut Software Appointment Scheduling Software reviews and think about the aspects that you desire in the software such as the price, main tools, available integrations etc. Then, choose a few solutions that fit your needs. Check out the free trials of these platforms, read online opinions, get clarifications from the seller, and do your investigation systematically. This profound research is sure to aid you choose the best software platform for your firm’s unique requirements.
How Much Does Coconut Software Cost?
Coconut Software Pricing Plans:
Free Trial
Quote-based plan
Contact Vendor
What are Coconut Software pricing details?
Coconut Software Pricing Plans:
Free Trial
Quote-based plan
Contact Vendor
Contact Coconut Software for information on their basic and enterprise pricing options.
User Satisfaction
Positive Social Media Mentions
43
Negative Social Media Mentions
1
We know that when you decide to buy a Appointment Scheduling Software it’s crucial not only to see how professionals rank it in their reviews, but also to check if the real people and enterprises that use these solutions are indeed satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Coconut Software reviews across a broad range of social media sites. The data is then featured in an easy to digest format indicating how many people had positive and negative experience with Coconut Software. With that information at your disposal you should be equipped to make an informed buying choice that you won’t regret.
Video
Technical details
Devices Supported
- Android
- iPhone/iPad
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Large Enterprises
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Coconut Software?
Coconut Software integrates with the following business systems and applications:
- G Suite
- Outlook 365
- MS Exchange
- Salesforce
Coconut Software
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Coconut Software Alternatives
Top Competitors To Coconut Software By Price
Product name:
Price:
Trending Appointment Scheduling Software Reviews
Coconut Software Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?