--- description: Review of Coconut Software Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Coconut Software | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Customer Engagement Software](/directory/508/customer-engagement/software) > [Coconut Software](/software/66741/coconut) # Coconut Software Canonical: https://www.softwareadvice.co.nz/software/66741/coconut Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/66741/coconut?page=2) > 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. Coconut Software helps these FIs (and more) attract new customers, improve experience, sell more products, and improve customer loyalty. > > Verdict: Rated **4.6/5** by 18 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 18 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Coconut Software - **Location**: Toronto, Canada - **Founded**: 2007 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Visit www.coconutsoftware.com/coconut-pricing/ for more details. - **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, Spanish - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Alerts/Notifications - Appointment Management - Audit Trail - Automated Scheduling - Branch Optimisation - Calendar Management - Client Management - Communication Management - Confirmations/Reminders - Contact Management - Customer Database - Customer Engagement - Customer History - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export ## Integrations (7 total) - Constellation - Google Calendar - Microsoft Outlook - Microsoft Teams - Posh AI - Twilio - Zoom Workplace ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Customer Engagement Software](https://www.softwareadvice.co.nz/directory/508/customer-engagement/software) ## Related Categories - [Customer Engagement Software](https://www.softwareadvice.co.nz/directory/508/customer-engagement/software) - [Appointment Scheduling Software](https://www.softwareadvice.co.nz/directory/4731/appointment-scheduling/software) - [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software) ## Alternatives 1. 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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. > > Coconut will form a part of our member journey going forward. ----- ### "coconut calendar" — 5.0/5 > **mary** | *20 December 2021* | Financial Services | Recommendation rating: 8.0/10 > > **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. ----- ### "Not 100% reliable" — 3.0/5 > **Jennifer** | *10 July 2017* | Consumer Services | Recommendation rating: 5.0/10 > > **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 ----- ### "Coconut user and administrator" — 4.0/5 > **Lindsay** | *27 August 2021* | Banking | Recommendation rating: 8.0/10 > > **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'. > > **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. ----- ### "Exactly what we needed\!" — 5.0/5 > **Verified Reviewer** | *11 September 2018* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **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. > > The software has improved our booking efficiency. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/66741/coconut?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/66741/coconut) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data