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Coconut Software Logo

Empower financial advisors to deliver great advice.

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Coconut Software - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

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.

Starting price

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Alternatives

Coconut Software’s user interface

Ease of use rating:

Coconut Software reviews

Overall rating

4.6

/5

18

Positive reviews

89

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.89/10
Rating distribution

5

4

3

2

1

12

4

2

0

0

Who uses Coconut Software?

Based on 18 verified user reviews.

Company size

Midsize Businesses

Small Businesses

Enterprises

Top industries

Banking
Financial Services
Education Management
Consumer Services
Others

Use cases

Appointment Scheduling
Financial Services
Customer Engagement

Coconut Software's key features

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

Automated scheduling
Recurring appointments
Group scheduling

All Coconut Software features

Features rating:

Access controls/permissions
Activity dashboard
Alerts/Notifications
API
Appointment management
Audit trail
Automated scheduling
Branch Optimization
Calendar management
Client management
Communication management
Confirmations/Reminders
Contact management
Customer database
Customer engagement
Customer history
Customizable branding
Customizable reports
Customizable templates
Data import/export
Engagement tracking
Feedback management
Group scheduling
Live chat
Multi-Language
Multi-Location
Online booking
Purchasing & receiving
Real-Time analytics
Real-Time reporting
Recurring appointments
Reporting/Analytics
Reporting & statistics
Role-Based permissions
SMS messaging
Surveys & feedback
Third-Party integrations
Visual analytics
Website integration

Coconut Software alternatives

Coconut Software logo
visit website

Starting from

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Calendly logo

Starting from

10

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jobber logo
visit website

Starting from

39

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Coconut Software pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range
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User opinions about Coconut Software price and value

Value for money rating:

Coconut Software integrations (5)

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

Related categories