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Coconut is used by leading financial institutions across North America, including RBC, Arvest Bank and Rogue Credit Union to help increase loan pull through rates, reduce handle time and boost NPS.
Bitrix24 is a perfect solution for all types of businesses. It has something for every department — sales, marketing, project management, HR, and more.
Overall, very pleased with our partnership with Coconut. The software was a great addition and the entire team for sourcing, implementation and our Rep post launch have been great.
Full keyboard navigability (see WAVE at wave.webaim.org; i have a temporary disability with both typing/mousing and it hurts to not have full keyboard control).
The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.
Merge the Dashboard and Lobby areas. I am not totally clear as to why they are 2 separate areas.
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
It's a bit harder to move multiple appointments around some blocked out times, but I also know its because I'm trying to book 20 appointments for the same customer and its not the intended use.
I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments.
No way for an online booker to know if there is an appt already made for the time they need.
Our confidence level will increase when the management recognize our effort. I personally felt proud when my management appreciated the effort by result measured by the Bitrix.
It is awful and the service is worse than the software. It was nothing like what was presented to me.
Bitrix24 has a good and easy to engage with dashboards which help us to have a unified view over our projects in order to know what has been done and what's pending.
The CRM system is so full of bugs and nasty little details they havent even thought about. Their webmail is the worst ever thing I have seen.
Still, it is also the most effective at optimising such files and attaining the most appropriate performance in the quest for supposedly improved solutions for file quality management.
So after lead validation, the mail is sent after that follow-up begins then its success or failure. Everyday sales team have to work on this process but sad to say No reporting structure at all.
I like it has been a comprehensive and very reliable tool that has greatly contributed to the growth and success of my business.
Some of the tools is hidden on unexpected location inside on other tools and make the navigation process is quite frustrating.
Tembi G.: Hi, my name is Tembi and I'm the Executive Director of the Young Musicians University, and I give Bitrix24 a rating of a four. Prior to Bitrix24, we were using Trello. The reason why we switched from Trello to Bitrix24 was to have more features, and also so our team can collaborate on projects and tasks within the platform. So, we decided to go with Bitrix24 for a couple of reasons. One was it integrated other things, like it also managed our marketing, and so we could tap into what we were doing in say our social media with our Facebook comments and different things, and it would also alert it and kind of keep it all in one central location. Then the other thing is honestly just for more features. So Bitrix does a lot of things, and that's one of the things that we loved about the platform, is that we are able to use so many different entities, such as task management, scheduling, booking, all in one platform, and so that was very, very helpful. So getting started with Bitrix24, it was slightly technical I have to say, but there's a lot of good help videos out there. But the platform itself can seem intimidating if you don't necessarily have technical skills, but once we were able to get everything streamlined and flowing, everything fell in place. So getting started was a little rocky for us just because of the different entities, and we had to choose what features would actually benefit our business. The advice I would give to someone looking to get Bitrix24 up and running is to have someone on your team who's familiar with the technical aspects of setting it up. So, like I said, it's a great platform, but it was a little bit technical for our team, per se. So we ended up using it for a period of time, but looking for something that was less technical. So, I would say just make sure that you have someone who has that technicality or that technical know-how and skillset on your team so that you can maximize the features of Bitrix24.
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