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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.
Businesses that need a better way to connect with customers and employees.
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.
There are some great message customization features that can be useful if you would like, but are not required.
I guess sometimes the notifications of the messages can get lost. It has happened when I send a message to a customer, and they respond.
Ease of use and great customer service! from customer communications to reservations it helps us in all aspects of our communications.
I am unable to fully close messages that I am no longer interacting with unless I archive the recipient.
I love the feature where you can mark a thread as "resolved. This helps our medium sized team know what customers have been responded to, and which have not.
The only thing I feel might be missing, is that it is hard to tell who the text is directed to. Sometimes you have to go way back into the previous texts to figure out who it belongs to.
I love how easy it is to search up a name or number and have access to the whole history. I appreciate being able to check on and off messages that were responded to and which need follow up on.
I just tried to compose a NEW message to a current client on my phone and can't figure out how. I can respond to any message I already have but can't create a new message.
Erika H.: Hi, my name's Erika and I'm a vice president. I give Text Request a five-star review. For more reviews like this, click below. Prior to Text Request, my team used their own cell phones first, which made it very complex in when they'd leave, not being able to have another CSR respond to a request because they were using their personal phones. We found a new app called Hatch, which we really liked in the beginning, but their company has such turnover, the service just was a challenge. So we started looking for other products and that's when we found Text Request. We chose Text Request for a couple of reasons. One it's online and any of my team can respond to any of the requests that we get coming in from our clients and their employees. And so nobody's ever left without a response until the CSR gets in the next day, which is awesome. The support that we've received from Text Request has been great. Never have to go through emails to find out who new rep is because they just all handle it smoothly. And their pricing is very competitive. Onboarding with Text Request is pretty simple. They just import our customer information, names, company names, cell phone numbers, all that, and we're easily able to communicate with the clients. So Text Request did pretty much ever everything for us, walked us through how to add people to our Text Request boards. When we get new clients or new employees, it makes it super easy. If you're looking for a new texting format to reach your clients, your customers, your team, I'd strongly suggest looking at Text Request for the simplicity of the program, the flexibility of the program, and the affordability of their program.
Coconut Software
Text Request
Top FeaturesCoconut Software
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