App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
Coconut Software
Empower financial advisors to deliver great advice.
(2)
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
How GetApp verifies reviews
GetApp carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Coconut Software Pricing, Features, Reviews and Alternatives
Coconut Software product 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.
Key benefits of using Coconut Software
Typical customers
Platforms supported
Support options
Training options
Coconut Software pricing information
Value for money
4.5
/5
18
Starting from
No pricing info
Pricing options
Value for money contenders
Coconut Software features
Functionality
4.3
/5
18
Total features
39
3 categories
Most valued features by users
Functionality contenders
Coconut Software users reviews
Overall Rating
4.6
/5
18
Positive reviews
89
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.78/10
12
4
2
0
0
Overall rating contenders
Jeff H.
Financial Services, 51-200 employees
Used daily for 6-12 months
Review source
Share this review:
Coconut will form a part of our member journey going forward.
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
The only thing that comes to mind was that it took some time to get integrated with our banking system provider.
Kelly A.
Health, Wellness and Fitness, 1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
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.
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.
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.
Jennifer C.
Consumer Services, 1-10 employees
Used daily for 1-2 years
Review source
Share this review:
I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments
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
Hi Jennifer, Thanks for taking the time to leave a review, we appreciate the feedback, as we are always working to improve the tool. We are happy to hear you like the layout and ease of use, but are sorry to hear about your unfortunate experience with some of the features. I can acknowledge we are currently working on some of the issues you mentioned. Additionally, we will be launching the ability to send out multiple reminders shortly, so please keep an eye out for that. If you would like to discuss further, please give us a call at 1-888-257-1309.
Russell L.
Food Production, 201-500 employees
Used daily for 1-2 years
Review source
Share this review:
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
That it was intuitive to use and mobile and PC friendly.
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.
Roger B.
Consumer Services, self-employed
Used daily for less than 6 months
Review source
Share this review:
Reminders/notifications. dragging/dropping appointments to a new time, ability to add Email Note(s) the client can see.
Need these things: * 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) * warning of a client already exists when adding a New Client * Ability to edit Client Note(s) next to Email Note(s) when creating a new Appointment * Make the client added to the create appointment dialog layer be significantly...
Hi Roger, thanks for the review and feedback. You've brought up some valid points and we will make sure to forward those to the product team.
Coconut Software FAQs
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:
French, Spanish, English
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, Constellation, Google Calendar, Twilio, Posh AI
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
© 2010-2024 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.