Coconut Software
Embedded Appointment Scheduling for Banks and Credit Unions
By Coconut SoftwareProductivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2020
About Coconut Software
Intelligent branch solution that streamlines advisors’ workflows
►Embedded Scheduling in Salesforce: Give advisors a faster, simpler way to serve clients by booking, rescheduling, and managing meetings directly within Salesforce—no tab switching or duplicate entry required.
►Data Sync: Automatically sync every meeting, update, and cancellation between Coconut and Salesforce to keep client records accurate, complete, and always up to date—no manual work required.
►Integrated Calendar Scheduling: Eliminate scheduling conflicts with seamless synchronization between Salesforce, Outlook, and Google—ensuring every advisor’s calendar reflects real-time availability.
►Contact-Center Booking: Enable contact-center staff to book on behalf of advisors directly within Salesforce, reducing missed opportunities and helping clients get connected faster.
►Flexible Field Mapping: Configure how data flows between Coconut and Salesforce so staff, services, and branch information align perfectly for accurate reporting and clean client records.
►Customizable Advisor Dashboards: Equip advisors with clear, personalized dashboards that show upcoming appointments, client context, and key actions.
Highlights
- Make life easier for advisors Book, reschedule, and manage client meetings directly within Salesforce — no switching between applications or duplicate data entry. Advisors using Coconut save up to 10 minutes per appointment.
- Improve data accuracy and visibility Automatic data sync ensures every meeting, update, and outcome is logged in Salesforce, providing a clear view of advisor productivity and performance. Banks using Coconut see a 2.5% increase in new account growth.
- Strengthen the client experience With integrated scheduling, pre-meeting context, and branch-wide visibility, advisors can serve clients faster and more personally. Banks using Coconut achieve an 8.5% increase in loan pull-through rates.
Screenshots
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Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Coconut Essentials starting price: | $25,000 per company | Yearly |
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 30, 2020
- Industries
- Financial Services
- Languages
- English
- French
- Spanish
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