Plug in. Power up.
Start from prebuilt pipeline stages and follow-up templates, then adapt them to your firm. No six-month consulting setup.
All-in-one software for UK financial services
Beautiful funnels.Live in minutes.Full 360°.
360 Thinking is the all-in-one software where you create everything your firm needs: funnels, websites, forms, calendars, pipelines, emails, texts and automations. We’ve already built the funnels in Studio 360, so you can start getting new leads straight away.
100% risk free
No contracts
Cancel anytime
360°ONE LOGINALL SYSTEMS LIVE
New enquiry
Financial adviser · pension review · via referral
Automated follow-up
SMS + email sent in 42 seconds
New · Studio 360
Your funnel, built in.
Every 360 Thinking account now includes Studio 360: your funnel, up and running instantly, start to finish. Beautiful and compliance-aware for your industry, with calculators, free guides, booking and every enquiry straight into your CRM. Try a few of the templates below. The full Studio 360 app does far more.
Launch the live demo
Switch industry, design and colours, then try the calculator, book a call or download a guide.
Live instantly7 industries15 designs eachLeads straight into 360 ThinkingIncluded with your account
Studio 360 · Authority by Funnel™
Build my first funnel
Every client starts with a funnel
Built with Studio 360: your funnel is up and running instantly, start to finish. Try the live demo ↓
Your funnel turns a referral, a social post or a website visit into a booked appointment. Studio 360's prebuilt UK funnels connect straight to your pipeline, so the follow-ups you set up run for you.
01
Pick a Studio 360 funnel15 designs for each of 7 industries, from mortgages to accountancy.
02
Make it yoursAdd your branding, then connect your intake form and calendar.
03
Clients come to youEnquiries land in your pipeline with follow-ups running.
360 THINKING · FUNNEL LAUNCH
Annual Review FunnelUK TEMPLATE · 3 PAGES
- Sector template installedDONE
- Your branding appliedDONE
- Intake & fact-find form connectedDONE
- Calendar booking switched onDONE
- SMS & email follow-ups armedDONE
- Enquiries routed to your pipelineDONE
STATUS
READY
NEW ENQUIRIES
0
Everything included
29 tools. One login.
Create anything your firm needs with the tools in your account, and start with funnels we’ve already built in Studio 360.
Win new clients
- Funnels & landing pagesCreate funnels and landing pages, or start from a prebuilt Studio 360 funnel.
- WebsitesCreate a full website for your firm on your own domain.
- BlogsCreate articles and guides that help clients find you on Google.
- Forms & surveysCreate fact finds, intake forms and multi-step surveys.
- QuizzesCreate quizzes that qualify leads and suggest the next step.
- Email marketingCreate email campaigns and newsletters with a drag-and-drop builder.
- SMS marketingCreate text campaigns, reminders and broadcasts.
- Social plannerCreate and schedule posts for Facebook, Instagram, LinkedIn and Google.
- Ads managerCreate and track Facebook and Google ad campaigns.
- Trigger links & QR codesCreate tracked links and QR codes that start your automations.
- Affiliate & referral managerCreate a referral programme with tracked links for introducers.
Convert & book
- Calendars & bookingCreate booking calendars with reminders, for one adviser or the whole team.
- One inboxCreate one inbox for SMS, email, WhatsApp, Facebook, Instagram and Google messages.
- Website chatCreate a chat widget that turns website visitors into enquiries.
- Phone systemCreate business numbers with call tracking and recording.
- Missed-call text backCreate an automatic text whenever you miss a call.
- AI assistantCreate an AI assistant that answers questions and books appointments.
Run every client
- CRM & contactsCreate a full record for every client, with notes, tasks and history.
- PipelinesCreate pipelines for every service, with your own stages.
- Workflows & automationsCreate workflows that follow up, remind and move cases on for you.
- Client portalCreate a secure portal where clients upload documents and see progress.
- Courses & membershipsCreate courses, guides and member areas for clients or your team.
- CommunitiesCreate a private community for clients, introducers or your team.
- Documents & e-signCreate agreements, letters and contracts to sign online.
Get paid & grow
- Invoices & paymentsCreate invoices, payment links and text-to-pay requests.
- ReviewsCreate automatic Google review requests when a case completes.
- ReportingCreate dashboards that show where leads come from and what converts.
- Team accountsCreate logins for your whole team, with no per-user fees.
- Mobile appCreate, reply and manage your pipeline from your phone.
Need a hand setting up? You get UK support, migration blueprints and weekly group coaching calls.
Start your 14-day free trial
See it in action
Watch how UK firms save 14+ admin hours every week
CLICK TO PLAY
360 Thinking platform tourPipelines · Portals · Automations
The new standard for advisers
Don’t chase clients. Let them come to you.
Mortgage broker, financial adviser or legal firm: 360 Thinking helps you attract high-intent clients, automate follow-ups and close deals faster, without the overwhelm.
Bring clients in
Capture referrals, social leads and website visits with high-converting intake funnels that feed straight into your calendar.
Eradicate human error
Automatic reminders for renewals, annual reviews and missing AML documents, so nothing slips through the cracks.
14+
Admin hours saved every week
£315+
Average monthly software saving
9
Tools you can cancel today
60s
Automated follow-up after every enquiry
Cost reduction engine
Replace the software you’ve duct-taped together
No more software stacking. Cancel the separate subscriptions, put your whole team on one login, and start saving straight away.
Tap a tool to mark one you don’t pay for.
Average firm saving
£315+/month
9 of 9 subscriptions cancelled
Plus zero integration downtime, no broken Zapier webhooks, and one source of truth for every client record.
Calculate your firm’s savings
Transformational difference
Before vs after 360 Thinking
Once your practice switches, you won’t go back. Here’s why.
Without BEFORE
✕Relying on sporadic word-of-mouth referrals
✕7+ stacked subscriptions costing £350+/mo
✕High-value mortgage and pension leads slipping through
✕Sales processes run on Excel and sticky notes
✕Blending in with generic market communications
✕Staff buried answering “What’s happening with my case?”
With 360 Thinking AFTER
✓A predictable stream of inbound client enquiries
✓One system replacing your entire tech stack
✓Automated SMS and email follow-ups within 60 seconds
✓UK client portals with real-time case stage tracking
✓Authority-building positioning and verified 5-star reviews
✓A firm that runs with the efficiency of an enterprise team
Templates by industry
A starting point for every corner of financial services
Studio 360 templates and example workflows for each industry. Pick yours, then set it up your way.
Mortgage
Mortgage broker
DIP to completion on autopilot
Streamline your mortgage funnel, automate fact-find reminders, update clients and estate agents at the same time, and track every case from DIP to completion without the WhatsApp chaos.
Explore the full siteCommon headaches
Flows you can build
Why we built 360 Thinking
“You didn’t choose this career to spend your days chasing leads or managing sticky notes.”
Most financial professionals believe they just need more leads. But if your follow-up isn’t automated, your admin team is buried in repeat email updates, and clients keep asking what’s happening with their case, you don’t need more work. You need a smarter system.
★★★★★
“360 Thinking changed my life overnight. I can’t thank Alex and the team enough. If you are in financial services, this is a complete no-brainer.”
Packages
Two packages. Pick yours.
Both include the 360 Thinking software and Studio 360’s ready-made funnels, and both start with a 14-day free trial. 360 Pulse adds Demand By Video Edit.
Authority by Funnel™
£99/month
14 days free, then billed monthly
The 360 Thinking software plus Studio 360’s ready-made funnels, so you can create anything your firm needs and start bringing in leads.
- Every 360 Thinking tool
- Studio 360 ready-made funnels
- 15 funnel designs for your industry
360 Pulse
£249/month
14 days free, then billed monthly
Everything in Authority by Funnel™, plus Demand By Video Edit.
- Everything in Authority by Funnel™
- Demand By Video Edit
Got questions?
Frequently asked questions
Still unsure? Our UK-based team is happy to help.
How long are your contracts?
There are no long-term contracts or lock-in commitments. Use 360 Thinking month to month and cancel any time with one click from your billing dashboard.
If I need setup help, is someone available?
Yes. We provide dedicated UK-based support by email at [email protected], live help channels, and weekly group coaching calls to guide you through your pipelines.
If I cancel, what happens to my data?
You own your data at all times. Before cancelling, or at any point, you can export full CSV files of your contacts, pipeline history and case notes.
Can I migrate my existing funnels and contacts?
Yes. There are one-click import tools for contacts, plus migration blueprints for ClickFunnels, Kajabi, Mailchimp and spreadsheets.
Do my team need to install software or be technical?
No. 360 Thinking is fully cloud-hosted. Log in from a web browser or the mobile app and everything is ready out of the box.
Is 360 Thinking compliant with UK GDPR and FCA data security?
Yes. Data storage, encryption and audit logs are engineered to meet UK GDPR standards, ISO 27001 data centre security and standard financial record-keeping requirements.
Ready to take control of your pipeline?
Start your 14-day free trial
No contracts · Cancel anytime · UK data compliant