360 Thinking Overview | All-in-one software for UK financial services
OFFICIAL UK PLATFORMThe #1 all-in-one CRM built exclusively for UK financial services professionals
All-in-one software for UK financial services

Createanything yourfirm needs.

360 Thinking gives you every tool to create funnels, websites, forms, calendars, pipelines, emails, texts and automations, all in one login. And we've already built the funnels for you in Studio 360, so you can start getting new leads straight away.

Start your 14-day free trialTry the live funnel demo
29 tools in one loginPrebuilt Studio 360 funnelsNo contracts

All-in-one software

Every tool you need to find, win and look after clients, in one login. Stop paying for nine apps that don't talk to each other.

Prebuilt funnels and templates

We've built the funnels for you. Studio 360 gives you 15 ready-made funnel designs for each of 7 industries, so you can start getting leads from day one.

Make your firm simple

One place for every lead, client, message and task. Less admin, fewer logins and more time with the people you help.

Why 360 Thinking

Growing a firm should be simple.

Be great at what you do. Find the people who need it. Look after them well, and they'll come back and send their friends.

But doing it all yourself, across a stack of tools that don't talk to each other, is really hard.

That's why 360 Thinking helps you create the funnels, follow-ups and systems that bring in leads and look after clients on autopilot. Start with a funnel we've already built, then create everything else your firm needs around it.

How it works

Start fast, then create the rest

  1. 1

    Pick a Studio 360 funnel

    Choose from 15 designs for your industry, add your logo, colours and wording, and go live.

  2. 2

    Create your system

    Create your pipelines, forms, calendars, emails and workflows with the tools in your account.

  3. 3

    Grow on autopilot

    Every enquiry lands in your pipeline and the follow-ups you created run for you.

Everything included

29 tools. One login.

Every feature below comes with your 360 Thinking account. Create anything your firm needs.

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.
Start your 14-day free trial
Built for financial services

Funnels and ideas for your industry

The same software for every firm, with Studio 360 funnels and example setups for each industry.

Mortgage brokersFact find to completion, on autopilot.Financial advisers and IFAsAnnual reviews that book themselves.Solicitors and conveyancersMatters that move without the chase.Accountants and bookkeepersYear end without the paper chase.Insurance and protection advisersCover that never quietly lapses.Paraplanners and financial admin teamsOne desk for every case in flight.
Why we built 360 Thinking
“You didn’t choose this career to spend your days chasing leads or managing sticky notes.”
★★★★★

“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.”

CChrisKennaugh & Co Mortgage Advisors
Got questions?

Frequently asked

What is 360 Thinking?

All-in-one software for UK financial services firms. You create your funnels, websites, forms, calendars, pipelines, emails, texts and automations in one login, starting from funnels we've already built in Studio 360.

Do I have to build everything myself?

You create your own setup, but you don't start from scratch. Studio 360 funnels are ready to go, and our UK support team, migration blueprints and weekly group coaching calls help you set up the rest.

Do my team need to 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.

Can I move my existing contacts across?

Yes. There are one-click import tools for contacts, plus migration blueprints for ClickFunnels, Kajabi, Mailchimp and spreadsheets.

How long are your contracts?

There are no long-term contracts. Use 360 Thinking month to month and cancel any time from your billing dashboard.

Create your firm’s system today.

Start your 14-day free trialNo contracts · Cancel anytime · UK data compliant