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What is Coconut Software?

Our appointment scheduling and visitor management platform, designed for enterprise use, seamlessly integrates both in-person and online interactions. It offers features such as self-service booking, curbside pickup, online and in-person queuing, callback requests, wait time monitoring, virtual meeting support, and integration with contact centers. This tailored experience, whether experienced physically or online, boosts client interaction, creates additional revenue opportunities, and optimizes workforce management. Additionally, it delivers crucial insights that organizations often miss when relying solely on their CRM systems or calendars. Acting as a smooth interface, we enhance the functionality of existing technologies, fostering meaningful connections through a streamlined engagement process that simplifies interactions for all users. By bridging the gap between various platforms, we ensure a cohesive experience for both clients and staff.

What is Basic Online CRM?

Optimize your daily business functions to prioritize sales over data management. Foster rapid growth with intelligent collaboration tools and timely reminders designed to enhance efficiency. The Basic Online CRM supports you from the marketing phase right through the process of turning prospects into loyal customers. With a personalized reminders feed readily available on your portal dashboard or CRM homepage, you'll never miss a follow-up call again. Effortlessly identify key contacts within the same organization and focus on those with purchasing authority, allowing you to concentrate on your most valuable leads. Our cloud-based CRM solution is accessible on any device, guaranteeing you can work efficiently whether you're in the office, at a café, or enjoying leisure time at home. Moreover, Basic Online CRM provides options for integrating additional features that can further enhance your online contact management experience. With no requirement for a separate mobile or tablet app, the online CRM system adapts seamlessly to your device, ensuring it remains user-friendly and effective in meeting your needs. This adaptability empowers users to maintain connectivity and manage tasks with ease, significantly boosting productivity and facilitating better business outcomes. Ultimately, implementing such a system paves the way for a more streamlined operational workflow.

Media

Media

Integrations Supported

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

Integrations Supported

Cisco Webex
Facebook
Gmail
Google Analytics
Google Calendar
Google Hangouts
Microsoft 365
Microsoft Outlook
Postmark
Salesforce
Twilio
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Coconut Software Corporation

Date Founded

2007

Company Location

Canada

Company Website

www.coconutsoftware.com

Company Facts

Organization Name

Basic Business Systems

Date Founded

1979

Company Location

United Kingdom

Company Website

www.basiconline.net/saas-cloud-crm-x.html

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Visitor Management

Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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