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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
Since companies have distinctive business requirements, it is only logical that they abstain from purchasing a one-size-fits-all, ”best” system. Regardless, it is almost impossible to pinpoint such application even among recognizable software solutions. The correct thing to do can be to write the different important functions that necessitate deliberation such as major features, pricing, skill capability of the users, company size, etc. After which, you should do your research exhaustively. Go over some of these Coconut Software reviews and check out each of the applications in your list more closely. Such detailed product investigation guarantee you avoid poorly fit applications and select the one which provides all the aspects 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 might also be beneficial to investigate other subcategories of Appointment Scheduling Software gathered in our database of B2B software reviews.
It is essential to note that almost no app in the Appointment Scheduling Software category will be a perfect solution that can fulfill all the requirements of various company types, sizes and industries. It may be a good idea to read a few Coconut Software Appointment Scheduling Software reviews first as specific software can perform well only in a very small set of applications or be designed with a very specific industry in mind. Others might function with a goal of being simple and intuitive and therefore lack complicated functions needed by more experienced users. You can also find solutions that cater to a wide group of customers and provide a powerful feature set, however that in most cases comes at a more significant price of such a solution. Ensure you're aware of your needs so that you buy a service that offers exactly the functionalities you look for.
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 are aware that when you decide to get a Appointment Scheduling Software it’s crucial not only to find out how professionals evaluate it in their reviews, but also to discover whether the actual users and enterprises that purchased it are genuinely satisfied with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Coconut Software reviews across a broad array of social media sites. The information is then featured in a simple to digest form showing how many clients had positive and negative experience with Coconut Software. With that information available you should be equipped to make an informed purchasing 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
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