Header banner
Revain logoHome Page
coconut software logo

Coconut Software Review

3

·

Very good

Revainrating 4.5 out of 5  
Rating 
4.4
Office, Online Appointment Scheduling

View on AmazonView on ЯM

Description of Coconut Software

Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions and is backed by investments from Bay Partners, Conexus Venture Capital Fund, PIC Investment Group, SaskWorks Venture Fund, Information Venture Partners, and ScaleUp Ventures, with additional financing by CIBC. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently increase satisfaction scores, decrease churn, and strengthen acquisition. Visit www.coconutsoftware.com for more information.

Reviews

Global ratings 3
  • 5
    1
  • 4
    2
  • 3
    0
  • 2
    0
  • 1
    0

Type of review

Revainrating 5 out of 5

Great experience with Coconut Software

The best part about coconut software was the ease to use it. It gave us all our banking needs in one place which made life so much easier for employees and customers alike! I have no dislikes but nothing really stands out either. If you are looking into this program be sure to talk to your current bank or financial institution as there may be other programs available if they do not already offer them. We were able to get most everything we needed at once through this application. This helped…

Pros
  • Great interface
  • Easy access from any device, anywhere.
  • Highly customizable options that can meet specific business requirements; such features include security settings/authentication methods (e mailed passwords vs biometrics), data storage locations & backups etc.
  • Ability customize user experience via web browser iPads included with app download
Cons
  • Good but not great

Revainrating 4 out of 5

Great for tracking accounting - especially with QuickBooks

The best thing about this product is it's simple to use and easy to manage. It is also very helpful in reducing the amount of time spent on managing our accounts. Sometimes, I do not like how some of the features are designed. For example, there are times where you cannot view all your transactions within one screen. You have to click multiple screens to see everything. If you're looking to reduce the amount of time spent on managing your account, this will help. We've been able to keep track…

Pros
  • Very user friendly
  • Easy for beginners as well advanced users.
  • Highly customizable with various options available when creating invoices or reports such that they can be customized according their needs/wants
  • Great customer service! They answer questions quickly :)
Cons
  • Inability (for now)to print receipts from an invoice

Revainrating 4 out of 5

Easy, Reliable And Affordable Solution For Your Business Needs

I love how easy it was to use! After only 30 minutes or so my business partner had me up & running in less than an hour (we were new at this). The staff are very helpful when you have questions - they always respond within 24 hours. It's hard to find anything bad about their software. If your looking for something simple but reliable then definitely consider coconut softwares. We needed more functionality as we grew our client base quickly however coconut has been able to help us scale without

Pros
  • I like that it is easy to use and the staff is very helpful and responsive
Cons
  • I wish there were more options available for different business types