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Coconut Software

by Coconut Software · Since 2007
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ActiveAvailable globallyCloud
Quick facts
VendorCoconut Software
Year launched2007
StatusActive
Location40 University, Suite 250, Toronto, Ontario M5J 1T1, CA
Countries servedGlobal
Languages1
Integrations7+
Free tier
Free trial
Contact salesYES

About Coconut Software

Coconut Software is a scheduling platform from Coconut Software that facilitates appointment booking and management. It combines online booking, calendar integration, and reporting capabilities so organizations can efficiently manage customer interactions. With features designed for both customers and businesses, it enables users to schedule appointments, receive reminders, and access analytics to track engagement. The platform is adaptable across various industries, making it suitable for businesses aiming to improve their appointment processes. Key capabilities: online booking calendar integration reporting tools customer reminders customizable workflows Best for: businesses that need to manage appointments and improve customer engagement.

Coconut Software is an innovative appointment scheduling and queuing system designed with the unique needs of financial institutions in mind. The platform seeks to streamline the entire scheduling process while effectively managing customer queues and facilitating secure video banking. This software is essential for enhancing the customer journey across both digital and in-person interactions. Its core features include appointment scheduling, an efficient queuing system, secure video banking capabilities, and robust customer experience management, all crafted to improve service delivery and overall customer satisfaction. Navigating Coconut Software is a breeze, thanks to its user-friendly and intuitive interface. The modern design minimizes complexity, making it easy for both staff and customers to use the system. Notable design elements such as drag-and-drop scheduling and customizable dashboards significantly enhance user experience, allowing for real-time updates and efficient management of appointments and queues. This user-centric approach ensures that new users can quickly familiarize themselves with the system, reducing training time and enabling staff to provide better service without a steep learning curve.

Pros & Cons

What users like
  • +• Easy to use and mobile-friendly
  • +• Great analytics for tracking meetings and clients
  • +• Customizable features to optimize meeting bookings
  • +• Local company with good customer support
  • +• Integrates well with other financial software
  • +• Offers online appointment booking for clients
  • +• Secure video conferencing
  • +• Improves customer satisfaction with convenient scheduling
  • +• Saves staff time on administrative tasks
  • +• Increases appointment bookings and conversion rates
  • +• Reduces appointment length
  • +• Improves customer and member NPS scores
What users flag
  • • No online booking availability check for clients
  • • Lacks full keyboard navigation accessibility
  • • Separate dashboard and lobby areas can be confusing
  • • Difficulty moving multiple appointments around blocked times
  • • Occasional glitches after updates
  • • Limited reminder options
  • • Credit card processing issues
  • • Incompatibility with Safari browser

Features

Key features

• Appointment Booking
allows customers to schedule appointments with staff online in just a few clicks.
• Queue Management
helps manage walk-in traffic in branches with a digital lobby interface and queue tracking system.

Additional features

• Video Banking
enables secure video conferencing for virtual meetings and transactions.
• Reporting & Insights
provides data on traffic trends, staff productivity, and customer journeys.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

NOT

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