Wer nutzt diese Software?

Coconut Software is appointment scheduling built for enterprise financial services organizations including credit unions and retail banks. Clients include Jackson Hewitt, H&R Block and TCU Financial.

Durchschnittliche Bewertung

7 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Startpreis 100,00 $/Monat
  • Preisinformationen Minimum 10 users
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Coconut Software
  • https://coconutcalendar.com
  • Gegründet 2007

Über Coconut Financial

Coconut provides an enterprise appointment solutions for the financial services industry. Coconut is purpose build for appointment driven credit unions, retail banks and loan originators that schedule meetings across multiple locations and services. Coconut makes it it easy for customers to book meetings online, through a call center or in person at a branch location. Coconut integrates with a wide variety of email and calendar providers so booked meeting automatically sync.

Coconut Financial Funktionen

  • Analytik
  • Compliance Management
  • Kanalmanagement
  • Kundenbindung
  • Leistungsmanagement
  • Risikomanagement
  • Spartenoptimierung
  • Automatisierte Terminplanung
  • Gruppen-Terminplanung
  • Kalender-Synchronisierung
  • Kundendatenbank
  • Mehrere Standorte
  • Mobiler Zugriff
  • Online-Buchung
  • Online-Zahlungen
  • Termin-Erinnerungen
  • Wiederkehrende Termine
  • Zimmerbuchungsverwaltung

Die hilfreichsten Reviews für Coconut Financial

The scheduling tool that we we were looking for!

Bewertet am 12.12.2018
Kelly A.
Unit Therapist
Gesundheit, Wellness & Fitness, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

Booking appointments made easy!

Bewertet am 11.12.2018
Hannah P.
Service Manager
Rundfunk, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself!

Vorteile: 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.

Nachteile: 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.

Great tool for clients to book appointments with us

Bewertet am 13.12.2018
Kristin P.
Academic Program Coordinator
Krankenhausversorgung & Gesundheitswesen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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!

Vorteile: 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.

Nachteile: 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.

Exactly what we needed!

Bewertet am 11.9.2018
Verifizierter Rezensent
Physical Therapist/Vestibular Therapist
Gesundheit, Wellness & Fitness, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The software has improved our booking efficiency.

Vorteile: It was exactly what we needed to remind customers of their appointment and to allow them to book online.

Nachteile: 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.

Antwort des Softwareanbieters

von Coconut Software an 13.9.2018

Hi there.

Thank you very much for your feedback. We¿re glad to hear that we were able to help you improve booking efficiency and keep customers up to date with appointment reminders.

We will make sure to share your feedback with our product team. We¿re always looking for new ways to improve our customer experience.

Thank you for the review.

TCU loves Coconut Calendar!!

Bewertet am 10.9.2018
Denise N.
Business Analyst
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: Automated client notifications and flexibility to customize those notifications per service type.

Nachteile: Data capture/reporting could be stronger.

Antwort des Softwareanbieters

von Coconut Software an 13.9.2018

Thank you for your feedback Denise.

We are glad that we were able to help you achieve your goals related to providing your members with a self serve solution to book appointments.

We are currently working on a number of reporting and data capturing updates that we¿ll be sure to notify you about in the near future.

Thanks again for taking the time to review.

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