Sales trust accounting. Controlled. Compliant.
Trust compliance cannot be left to spreadsheets and workarounds. Rex brings sales trust accounting into your CRM with structured workflows, automated reconciliation and clear reporting. Reduce risk. Maintain audit readiness. Protect your agency and your clients.
Complete control over sales trust processes
Built-in tools that simplify compliance, reconciliation and reporting.
Commission Tracking
Calculate commissions accurately with configurable templates and settlement workflows.
Cashflow Control
Track payments, overdue invoices and refunds with full receivables visibility.
Invoicing Tools
Issue invoices, credit notes and receipts directly within the CRM.
Financial Reporting
Analyse revenue, commission performance and forecast cashflow confidently.
Refund Management
Issue refunds and credit notes directly within the receivables workflow.
Settlement Workflows
Structured settlement processes reduce risk and speed up commission completion.
Expert training, support and onboarding.
Getting started with Rex is simple. You’re never left to figure things out on your own. Our team works alongside you to ensure a smooth rollout, fast adoption and long-term success, so your agency can start seeing value from day one.
Dedicated implementation support
Hands-on onboarding to get your campaigns live quickly and correctly.
Comprehensive training programme
Practical training for agents and teams, including how to position Reach to vendors.
Ongoing customer success management
Access to local experts who help you optimise performance as your business grows.
Migration support from existing systems
Seamless setup and integration with your current tools and data.
Frequently Asked Questions
We've answered a few frequent questions below. Still have a question that’s not answered here?
Yes, Rex CRM can support agencies in staying compliant with trust accounting rules by helping you build clear, consistent processes around your data and workflows. With custom fields, tags and flexible reporting, you can track key trust information your way, while automation through Tracks reduces manual errors and keeps your team following the right steps every time. Because Rex is adaptable and backed by strong local support, you can align the system to your state or territory requirements and make sure everyone is using the same compliant process, giving you better visibility, accountability and peace of mind.
Protect every transaction with confidence
Book a personalised demo to see how Rex streamlines sales trust accounting, reduces compliance risk and gives your agency complete financial visibility.
