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Coconut Software

Empower financial advisors to deliver great advice.

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Coconut Software - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Coconut Software overview

What is Coconut Software?

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.

Key benefits of using Coconut Software

Reduce friction across the journey by guiding members and customers to great advice, fast.

Put members and customers at the helm of their own experience by giving them flexible ways to connect with their advisor - phone, video, in-person.

Deliver a seamless experience across channels to ensure customers never have to repeat their story.

Give staff a clear view of who is in their queue to connect across every channel they serve.

Everything your advisors need to deliver personalized service in one central workspace (customer history, their reason for meeting, documents in one central workspace).

Help to identify cross-sell and upsell opportunities so advisors can increase products per household.

Predict how many advisors you’ll need across channels based on historical activity.

Understand where advisors spend their time, so you can see who is over or under utilized before adding staff.

Starting price

view pricing plans

Alternatives

Coconut Software’s user interface

Ease of use rating:

4.6

(18)

Coconut Software reviews

Overall rating

4.6

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.78/10

Rating distribution

Pros

“The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.”

Hannah P.

Service Manager

“Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.”

Russell L.

Elevator Manager

“I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments.”

Jennifer C.

owner

Cons

“Full keyboard navigability (see WAVE at wave.webaim.org; i have a temporary disability with both typing/mousing and it hurts to not have full keyboard control).”

Roger B.

temp contract worker

“Merge the Dashboard and Lobby areas. I am not totally clear as to why they are 2 separate areas.”

Roger B.

temp contract worker

“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.”

Russell L.

Elevator Manager

Who uses Coconut Software?

Based on 18 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Banking

Financial Services

Health, Wellness and Fitness

Consumer Services

Others

Use cases

Appointment Scheduling

Customer Engagement

Financial Services

Coconut Software's key features

Most critical features, based on insights from Coconut Software users:

Online booking

5.0

(3)

Calendar sync

5.0

(2)

Access controls/permissions

5.0

(3)

Group scheduling

5.0

(3)

Recurring appointments

5.0

(1)

Automated scheduling

5.0

(1)

All Coconut Software features

Features rating:

4.3

(18)

Confirmations/Reminders

5.0

(2)

Customizable branding

5.0

(1)

Multi-Location

5.0

(1)

Engagement tracking

(0)

Feedback management

(0)

Live chat

(0)

Multi-Language

(0)

Purchasing & receiving

(0)

Real-Time analytics

(0)

Real-Time reporting

(0)

Reporting & statistics

(0)

Reporting/Analytics

(0)

Role-Based permissions

(0)

SMS messaging

(0)

Surveys & feedback

(0)

Third-Party integrations

(0)

Visual analytics

(0)

Website integration

(0)

Data import/export

(0)

Customizable templates

(0)

Customizable reports

(0)

Customer history

(0)

Customer engagement

(0)

Customer database

(0)

Contact management

(0)

Communication management

(0)

Client management

(0)

Calendar management

(0)

Branch Optimization

(0)

Audit trail

(0)

Appointment management

(0)

API

(0)

Alerts/Notifications

(0)

Activity dashboard

(0)

Coconut Software alternatives

Coconut Software

4.6

(18)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.7

Features

4.3

Value for Money

4.5

Customer Support

4.8

LiveAgent

4.7

(1.7K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.7

Customer Support

4.7

Kickserv

4.4

(386)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.2

Value for Money

4.4

Customer Support

4.4

Commusoft

4.7

(209)

visit website

Starting from

100

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.8

Coconut Software pricing

Value for money rating:

4.5

(18)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

User opinions about Coconut Software price and value

Value for money rating:

4.5

(18)

To see what individual users think of Coconut Software's price and value, check out the review snippets below.

“The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.”

Hannah P.

Service Manager

“Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.”

Russell L.

Elevator Manager

Coconut Software integrations (6)

Top integrations

Coconut Software support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

FAQs/Forum

Email/Help Desk

Chat

Phone Support

Knowledge Base

Training options

In Person

Webinars

Videos

Live Online

Documentation

Coconut Software FAQs

Q. What type of pricing plans does Coconut Software offer?

Coconut Software has the following pricing plans:
Pricing model: Subscription

Q. Who are the typical users of Coconut Software?

Coconut Software has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

Q. What languages does Coconut Software support?

Coconut Software supports the following languages:
English, French, Spanish

Q. Does Coconut Software support mobile devices?

Coconut Software supports the following devices:
Android, iPad, iPhone

Q. Does Coconut Software offer an API?

Yes, Coconut Software has an API available for use.

Q. What other apps does Coconut Software integrate with?

Coconut Software integrates with the following applications:
Microsoft Outlook, Zoom Workplace, Microsoft Teams, Google Calendar, Twilio

Q. What level of support does Coconut Software offer?

Coconut Software offers the following support options:
FAQs/Forum, Email/Help Desk, Chat, Phone Support, Knowledge Base

Related categories

Customer Engagement

Appointment Scheduling

Financial Services