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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.
Being a small business owner can be overwhelming. At Thryv, we created simple software to help them get organised, communicate with their customers, and get paid, so they can get back in control.
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.
Great customer service & training. The Thryv team finds out what is most important to you and helps you with that first.
I cancelled after the first month for them failing to deliver anything at all and they charged me again 4 times in 3 days and claim I'm stuck with a 6 month contract.
The system is so robust and comprehensive, I still can't believe how amazing it is, and how few people I know who use it.
I am now requesting cancellation and they still giving me the run-around. I have made it clear that if I don't get a refund I will file a complaint with the bank "fraud" claim.
I am still learning and still developing new habits to work with this system, but I feel very confident that, because they are committed to helping me, we will reap a good ROI with this service.
This is the worse thing I've ever wasted money on in my 13 years of business.
Great overall experience. Customer service is very good with helping understand the program.
It can not connect to a dialer system which i need really bad may have to get another crm due to this issue.
Marvin: Hi. My name is Marvin, owner of HITS Tax & Bookkeeping Services LLC. A little bit about our company. We provide business solutions involving individual and business income tax preparation and filing. We also provide bookkeeping, payroll services, and we also set up and structure new corporation. We are excited to be a part of Thryv software, which we give a five star rating. Well, we are with the Thryv software. It has helped our business tremendously to communicate professionally and effectively to all of our clients. We're able to use the Thryv software to gather and organize all of our client information in the database. We're also able to use the Thryv software to accept our electronic payments through their merchant system, which has been a great resource for collecting our payments, and also it's been a great blessing that Thryv also connects to our QuickBooks account and it'll change with that as well as our Google account. We use a lot of other Thryv features, the social media features. It's been great to be able to post social media posts on a regular basis about our business services we provide, as well as their website services which has created our website and continue to make the necessary updates so that our clients and potential clients are going to be up-to-date and up to speed about our company and the service that we provide. I have to say, everything. There hasn't been anything that I do not like about Thryv. We absolutely use Thryv each and every day. We rely on Thryv and all of its features. Since we've been using Thryv, it has assisted in providing even more of the growth to our business. So we absolutely utilize [inaudible 00:02:11]. I can't really say I would change anything about Thryv because like I said, we use it to the maximum every day. There's really not one feature that I don't like more than the other. If I could choose anything, it would be a little bit more effectiveness on the campaign, and it could be that I just need a little bit more education on it. But we do utilize the campaign ads, but like I said, I can't really say it's my least favorite just to give something out there. But like I said, we're excited to use Thryv each and every day in every way possible.
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