Coconut SoftwareCoconut Software Corporation
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oClientGETREVE
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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
We help entrepreneurs to improve their sales with great client management. We offer a powerful tool with a unique pricing plan "Pay as you want". Collect all the client data you need. Add custom fields, groups, and tags, import and export documents. Make your account management easy and simple.
Increase the number of your appointments and improve their quality. Use reminders to help you keep track of your clients and appointments. Share the calendar with your peers.
Improve your account management by adding contracts, offers, files, tasks, and assets. Feel free to use the customer support system if your clients' have issues.
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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
Entrepreneurs, Small and Medium Business, Sales people, Accounting
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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
$1
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 InformationGETREVE
Founded: 2018
United Kingdom
oclient.me/
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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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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
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
Database Features
Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Task Management Features
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
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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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