What a great team
What a great team, not only have they maximised sales but enabled the business to be more compliant. Back up service is speedy and efficient. Thanks 360 Lifecycle.
27 de março de 2023
Opinião espontânea
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Informações sobre a empresa
Escrito pela empresa
360 Lifecycle entered the financial market with a vision: to offer a comprehensive practice management system that empowers financial advisers to grow their business. Today, 360 Lifecycle stands as a key player in the mortgage intermediary software space, working with UK financial advice companies and networks like Quilter, Alexander Hall, Lifetime Connect, New Leaf, and HLP. Our platform is engineered to optimise the advice process, enabling advisers to stay focused on their daily tasks while reducing costs, saving time, and boosting productivity. Our secure Client Portal and FactFind helps advisers and their clients to navigate the complexities of mortgages, protection, and general insurance. Including seamless integrations with multiple sourcing partners, advisers can manage clients, schedule appointments, and organise tasks with efficiency, promoting new opportunities and enhancing client relationships. Our Client Portal, accessible from any device, keeps clients engaged and informed, while our Office tools ensure advisers remain competitive and in control of their business operations. Additionally, our comprehensive payment tools eliminate the hassle of manual payment processing, paving the way for a more streamlined and effective accounting experience. Discover more about how 360 Lifecycle is revolutionising the financial advice process at www.360lifecycle.co.uk and connect with us on LinkedIn and X @360Lifecycle.
Informações de contacto
Unit 18B, off East Link, Meridian Business Park, LE19 1XW, Leicester, Reino Unido
- 0116 2408621
- enquiries@360lifecycle.co.uk
- 360dotnet.co.uk
As pessoas também visitaram
The product saves time snd increases…
The product saves time and increases sales first class service back's this up wouldn't look anywhere else
Staff so knowledgeable and willing to go the extra mile can't rate highly enough
14 de fevereiro de 2023
Opinião espontânea
Unethical spammers - do NOT trust
They have repeatedly spammed me after I blocked their email, requested to be removed, and obviously unsubscribed.
5 de janeiro de 2023
Opinião espontânea
Resposta da 360 Lifecycle
Hi Ben, we reached out previously to see if we could get some further details to ensure you are removed from our marketing system, we have reviewed our most recent client communications and have been unable to see any unsubscribes from any possible emails that may be yours. If you can contact us at marketing@360lifecycle.co.uk we would welcome the opportunity to ensure this is resolved prior to any further communications being sent. Thank you, 360 Dotnet
Brilliant system
28 de janeiro de 2021
Opinião espontânea
Fantastic service and system
18 de dezembro de 2020
Opinião espontânea
Tried leaving 360 dot net as I hadn't…
Tried leaving 360 dotnet as I hadn't used the system but they enforced their 2-year contact even though I offered to pay 3 months as a goodwill notice gesture period. Do not commit unless you're prepared to stick out the terms of the contract. As a system, it promotes being advanced in the tech field but is not. Firstly it is not even cloud-based. You have to operate two separate systems one for your compliance and the other for CRM. Then there is a separate weblink for an online portal. It doesn't have API integration which allows other third party software/apps to link in with the system. We are now using Intelifo which has API integration, a personal finance portal where clients can complete a personal profile and is all cloud-based
26 de outubro de 2019
Opinião espontânea
Resposta da 360 Lifecycle
We are disappointed to receive this negative feedback and we obviously take it very seriously. Whilst we sympathise with your situation that Tenet have imposed a new system on you many Tenet firms are very disappointed that they are no longer able to carry on using our solution. It is not unreasonable to expect that customers should honour the terms and conditions that they have signed up to.
360 Lifecycle is an end to end cloud-hosted practice management system, which is segmented into different elements to allow a flexible user experience. The web link mentioned – in reference to our Online FactFind – can be used separately to the additional CRM elements, but has an integration with these components so full data transfer can take place upon creation and submission of this piece of the system. 360 Lifecycle integrates with a number of different third parties to further enhance our customer’s experience and we have a range of additional ones in the pipeline. Our Client Portal does offer a business’s clients the ability to remotely access any documentation or progression information in reference to their transaction with that business, on a true web-based platform.
100% Recommend
The 360 software has changed the way we work, it has streamlined all our processes and provides helpful reports, KPI's and figures.
It also accelerates mortgage applications for clients, as everything is in one place. The support team are brilliant and always on hand to help.
I would recommend the software 100% to any firms looking at a new CRM.
14 de março de 2018
Opinião espontânea
360Dotnet provides true Benefits…
360Dotnet is ideal for our business delivering true benefits to our day to day operation.
The support team are second to none; quick to respond, enthusiastic and very knowledgeable.
I particularly like the remote support service they can provide as and when necessary. I great comfort to the end user watching the support specialist guide them through the application (real-time) to resolution of their particular query. By default a good learning tool..... great product and great support team
25 de janeiro de 2018
Opinião espontânea
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