Coconut SoftwareCoconut Software Corporation
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Ivinex CRMIvinex
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Related Products
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About
Our cloud-based, enterprise-level appointment scheduling and visitor management platform combine your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration. Providing this customized experience, either in person or digitally, enhances client engagement, speeds up revenue-generating opportunities, balances workforce staffing, and delivers key insights that organizations cannot capture through their calendars or CRMs alone. In fact, we are the frictionless layer on top of those technology pieces and allow for meaningful connections through a simpler engagement process. Our intuitively-built user interface will delight your clients and your staff with its simplicity and flexibility. We understand the finance industry’s security and compliance requirements—and have built Coconut to surpass them.
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About
Ivinex UUE is the unifying link between our Contact Center and CRM systems. The Ivinex UUE state machine has radically changed how successful our business has been. Automating repetitive tasks and business processes has increased our success KPI's. Our agent users don't have to manually trigger an email or text or callback. We can now focus on strategically contacting our customers. Provide agents clear and instant messaging by providing them access to Script Pop technology. Access to customer data during calls in real time. This results in a more effective and efficient customer interaction. Give customers the most interactive answers and information. Seize knowledge about customer issues over time. Be better and more accurate to resolve customer service requirements. A smarter system. The process is simpler and easier than ever before. We want to provide you and your agents with the best tools available.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial institutions that want to improve the digital and physical engagement of their clients, Coconut’s suite of cloud based solutions uniquely solves this by providing a way to seamlessly schedule, measure and manage client, prospect and staff interactions
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Audience
Companies in need of a CRM platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCoconut Software Corporation
Founded: 2007
Canada
www.coconutsoftware.com
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Company InformationIvinex
Founded: 2006
United States
ivinex.com
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Alternatives |
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Categories |
Categories |
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Appointment Scheduling Features
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Visitor Management Features
Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
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Integrations
Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
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