Coconut Software

Coconut Software is a customer engagement platform that specializes in providing appointment scheduling and queue management solutions. Their software allows businesses, particularly in the financial sector, to streamline customer engagement and enhance the overall experience. By leveraging self-serve appointment scheduling and queue management features, Coconut Software enables organizations to improve member convenience and build deeper connections with their customers. Their platform integrates seamlessly with Salesforce, offering an end-to-end view of customer engagement data. This integration helps close the CRM loop for appointments, allowing businesses to efficiently manage customer interactions and enhance customer relationship management. Coconut Software has gained significant recognition and momentum in the industry, with a focus on serving financial institutions such as banks and credit unions. Katherine Regnier, the CEO and Founder of Coconut Software, has led the company through strategic partnerships, venture capital funding, and rapid growth. Overall, Coconut Software offers a comprehensive suite of solutions that modernize customer engagement for businesses, particularly in the financial sector, helping them provide seamless appointment scheduling, queue management, and video services to enhance the customer experience.

Shortlist

Computer Software

51-200 employees