Rating
4.6
18 reviews
Categories
3
Founded
2007
Employees
180
Funding
32.5M
Series B
At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union.
Ad spend / mo
$0
1 paid keywords
Paid visits / mo
3
Organic keywords
1,010
Organic visits / mo
989
SEMrush reports no paid spend for this domain, but Google confirms 9 ad creatives- a paid channel SEMrush's panel misses.
Creatives run
9
as Coconut Software Corporation
Active now
9
last 14 days
Advertising since
Aug 2022
3.5+ yrs running
Last seen
today
still active
Running 18 ads on LinkedIn as Coconut Software - a paid B2B channel, on top of any Google/Capterra spend. Includes video creative.
The shared messaging across Appointment Scheduling & Online Booking Software advertisers - the validated angles to copy. See the niche →
(18 reviews)
Pros: I love that my clients can make their own appointments during my open times. This assures that if I miss their call, they have a way to connect giving me another opportunity to serve their needs.I also like that other coworkers can also schedule the appointments for the client without me. Enables us to capture more opportunities.
Cons: When setting days off in Outlook, there is box for "all day" that does not block time in coconut calendar so I have to do it in both.
Jay K. · MLO · Banking · March 17, 2023
Pros: the ease in which an appt can be made., and the overall ease of moving an appt and of course pertinant client data connected to the appt.
Cons: no way for an online booker to know if there is an appt already made for the time they need.
mary m. · tax preparer · Financial Services · December 20, 2021
Pros: I like that I can move employee tasks around, and I can restrict thing I don't want them booked for. I also love that we get the reminder text options to our members. This sends them a text 1 hour prior to their appt so that we have a lower rate of 'no shows'.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Financial Services | 1 | 4 | Ad |
Domain confidence 99%
Cons: I would like to be able to have my employees display in work role, as opposed to alphabetical. For example, all my Account managers show first and then all my tellers show last.
Lindsay A. · Branch Manager · Banking · August 27, 2021
Everyone can be serviced in order.
Pros: Easy to navigate. Having the ability to schedule a week ahead. Notification text to customer.
Cons: Timeout feature. Don't like it when the computer times out in the middle of the day.
Jashmin F. · Financial Services Manager · Banking · July 28, 2021
Overall, very pleased with our partnership with Coconut. The software was a great addition and the entire team for sourcing, implementation and our Rep post launch have been great.
Pros: The implementation of this software was easy. Coconut has the process down to a science and we had no issues or defects. In addition, the software easily integrated for Calendar Sync. Has improved our overall appointment to walk in ratio with members.
Cons: I don't have anything to comment or critique. The software has worked well for us.
Candy S. · Member Experience Manager · Banking · July 28, 2021
I use this software to schedule virtual and in-person meetings with clients, works well overall.
Pros: It is pretty easy to get setup on their website and get started. It has great analytics to keep track of your meetings and track clients through meeting dates. It also has a lot of custom function tools to optimize meeting bookings for a variety of formats.
Cons: The interface could have a better more modern design, it has become a little better recently but some pages are not fully updated. They are also launching new products on the platform but usually require additional fees to access.
Kristina B. · Director · Education Management · May 26, 2021
Pros: Reminders/notifications. dragging/dropping appointments to a new time, ability to add Email Note(s) the client can see.
Cons: $78
Roger B. · temp contract worker · Consumer Services · March 3, 2021
Easy to use.
Pros: Helps to organize my day and my clients day.
Cons: Has helped during Covid and when we were closed to the public.
Carolyn B. · Insurance representative · International Affairs · January 20, 2021
Pros: Ease of use and short learning curve for end users. Open to suggestions on new functionality and have been very responsive to our organizations needs. Customer support is quick to respond and resolve cases.
Cons: Sync reliability has caused booking issues with staff and would like to see updates to the reporting functions, for example ability to export reports from the insights page and administrator specific reporting for system changes.
Darryl K. · Solutions Delivery Manager · Banking · January 29, 2020
Coconut will form a part of our member journey going forward.
Pros: Look and presentation. Standardization of how we interact with our membership Online booking options for our membership Ease of implementation and working with the Coconut team
Cons: The only thing that comes to mind was that it took some time to get integrated with our banking system provider.
Jeff H. · Chief Operating Officer · Financial Services · January 29, 2020
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
Pros: That it was intuitive to use and mobile and PC friendly.
Cons: It's a bit harder to move multiple appointments around some blocked out times, but I also know its because I'm trying to book 20 appointments for the same customer and its not the intended use. But it's easy to adjust if there are some overlaps.
Russell L. · Elevator Manager · Food Production · January 29, 2020
We really enjoy using the software! It's awesome that you check in with us every now and then. It's really appreciated and the stats that you pull for us are also insightful. Being able to report on our data is awesome!
Pros: Things have been going really well, our clients can now book appointments easily online. Before we had Coconut Software it was a manual process which costed us time.
Cons: There was initially some push back to using the software as there was a slight learning curve for our staff. It would be great to have some additional features built to better organize our calendars within Coconut Software.
Kristin P. · Academic Program Coordinator · Hospital & Health Care · December 13, 2018
It's been a wonderful experience so far as Coconut Software have been responsive to our team! We have some product features that could be of benefit to our team and some software improvements that could improve our overall experience.
Pros: Our needs are being met with the tool and we're very pleased with this. Our staff members have provided positive feedback and we're looking forward to adding more staff to the software! We also have a few product requests that we have shared with the customer success team and they have been there to listen and share some of the product road map with us at the same time.
Cons: Sometimes when there are updates being pushed, it can cause a temporary glitch however, the support team is always there to help. Regarding the product requests, we feel that these could benefit our team going forward.
Kelly A. · Unit Therapist · Health, Wellness and Fitness · December 12, 2018
The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself!
Pros: The software itself really helps our organization track & schedule walk in appointments, book appointments over the phone within a couple of minutes, and easily remind our customers of an upcoming appointment.
Cons: The schedule view can become a little cluttered with all of the appointments going on with our various technicians. We wish that there was some additional customizability when viewing the staff schedules to reduce any overlap or confusion for employees.
Hannah P. · Service Manager · Wireless · December 11, 2018
Pros: Coconut Software is simple to use and customizable for specific needs of the company.
Cons: Our software is completely customized to our needs, and therefore I'm unable to comment as we do not have issues with the system as it stands.
Dani F. · Director, Operations · Health, Wellness and Fitness · September 13, 2018
The software has improved our booking efficiency.
Pros: It was exactly what we needed to remind customers of their appointment and to allow them to book online.
Cons: No real issues. If anything, if we could be able to have more view options (i.e. weekly view without Saturday and Sunday) that would be great.
Anonymous User · Physical Therapist/Vestibular Therapist · Health, Wellness and Fitness · September 11, 2018
We wanted to allow our members to self serve for appointment booking as well as have a more powerful internal staff facing tool. Coconut's solution has met and exceeded our expectations and they are constantly working to continually improve the software and add new features and functionalities.
Pros: Automated client notifications and flexibility to customize those notifications per service type.
Cons: Data capture/reporting could be stronger.
Denise N. · Business Analyst · Financial Services · September 10, 2018
Pros: I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments
Cons: Sometimes clients don't get their reminder, sometimes the credit card can't be charged for a no-show with Stripe, the program doesn't work with Safari browser/clients complain they can't book online, you only get 1 reminder sent out, now I get an error message when booking if the program is on too long, clients complain they have to keep putting in their cc# for every service they book
Jennifer C. · owner · Consumer Services · July 10, 2017
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| Customer Engagement | 1 | 23 | Ad |
