Enterprise Appointment Management Software

Coconut Software is purpose-built for the appointment-driven financial services industry. Working with a number of enterprise clients — like Jackson Hewitt, First West, Connect First, RBC and Rogers — we understand that your enterprise scheduling needs are complex.

Simplify Complex Scheduling Requirements

Manage multiple timezones, departments, services, staff and skillsets, schedules, languages spoken, appointment lengths, appointment instructions (virtual, onsite, in branch) and more.

Configure the flow and functionality to integrate with your booking processes and branch procedures. Coconut provides functionality that flexes to your internal processes.

An Effortless OmniChannel Experience

Create a unique customer journey across all channels. Whether it be the contact center, your mobile app, or directly with your staff member – capture, centralize and create consistency for an intelligent customer experience.

Together we will design your very own unique customer-facing booking flow and confirmation emails that align with your branding guidelines and vocabulary.

Coconut Software - Blog - Software Image Hero

Real-time Access to Business Intelligence

Plan and manage the future of your appointment-driven business with more visibility into the performance appointments. Gain insight into:

  • Productivity per advisor
  • Call handle time
  • Number of no-shows, cancelled, completed appointments
  • Appointment conversion rate by product, service, staff, branch
  • Revenue generated per appointment
  • Trends in customers appointment booking (times, days, months)
  • Customer appointment satisfaction rates

More about Reporting & Analytics

Enterprise-Grade Security and Deployment Strategy

We are SOC-2 compliant, CASL-compliant, GDPR-compliant and have implemented specific measures (like third-party penetration tests) to monitor and protect your data.

Deployment Options: Based on your security requirements, our team is able to accommodate where your data lives.

Single sign-on: Manage users from a centralized authority with single sign-on.

More about Security

VIP Implementation Experience

Have confidence in our people and process. Your dedicated team and customer success coach will lead you through the implementation with a tried-and-true process that requires little IT resources on your end.

Map out your unique customer journey with an onsite design thinking session to better understand where Coconut fits and outline what success looks like for you.

Enjoy a collaborative relationship with a responsive, diligent team who are committed to your success. If you are not happy, they are not happy.

Enterprise SLA It’s vital to know you have support at your fingertips. We take being responsive seriously, and have developed a support plan and uptime levels that meet the needs of enterprise.

More about Launching Coconut

Integration Ready

Available integrations include CRM (Salesforce), Skype for Business, and Calendar Syncing options with MS Exchange, Office 365 and Google Calendar.

Published API to build your own integration to create custom client views or build integrations with other solutions, including proprietary systems.

Customized integrations including CRM systems, workforce management systems and existing proprietary solutions.

More about Integrations

Walk through the basics of Coconut Software and learn how easy it is to setup and manage your account.

Schedule a Demo

Learn More About

By Suchet Randhawa in Customer Experience - Sep 16, 2019

[Transcript] Embracing a Customer First Mindset: Eliminating Friction Points in your Customer Multi-Channel Journey

Get the transcript to our recent webinar to learn how evolving customer expectations and new technology trends are disrupting the financial industry.

Continue reading