CRM that your teams actually use.
Trexo is a Melbourne-based HubSpot Gold Partner, highly experienced with Salesforce. We help organisations choose, implement and run CRM platforms that strengthen customer relationships and accelerate growth. We start with how you sell, serve and market, then configure the platform to fit, not the other way round.
When the CRM isn't pulling its weight.
- Low adoption. The CRM exists, but sales and service teams work around it in spreadsheets and inboxes.
- Disconnected data. Marketing, sales, service and finance each hold a different version of the customer.
- Manual work. Quoting, follow-ups, handovers and reporting depend on people remembering to do them.
- No clear view of pipeline or performance. Leaders can't trust the numbers they're given.
- A platform that has outgrown its original set-up. Years of customisation make every change slow and risky.
Everything from selection to support.
- CRM strategy and platform selection: HubSpot, Salesforce, or both
- Implementation and migration from spreadsheets or legacy systems
- Sales, marketing and service process design and automation
- Integration with ERP, finance, quoting and contact-centre systems
- Reporting and dashboards leaders can rely on
- Practical AI in the CRM: lead scoring, summaries, routing and assistants
- Ongoing administration, optimisation and support
The platform that fits your business.
We're a HubSpot Gold Partner and highly experienced with Salesforce, so we recommend the platform that fits your business. We'll tell you plainly which is right, and why.
Suits growing businesses that want marketing, sales and service in one easy-to-adopt platform.
Suits organisations with complex processes, large teams or deep integration needs.
Connect your customer journey. Not just your software.
As a HubSpot Gold Partner, we design, implement and connect HubSpot around the outcomes your teams are accountable for, then keep improving it after go-live.
One trusted view of every customer
We design your data model, migrate and clean your records, and connect HubSpot to your finance, ERP and operational systems, so every team works from the same customer record.
Turn attention into pipeline
We set up campaigns, lead capture, scoring and nurture, connect your website and content, and build the attribution reporting that shows what is really generating pipeline.
Win the right deals, faster
We design pipelines, deal stages, sales automation and forecasting your reps will actually use. Where quoting, billing or payments are in scope, we can also configure Revenue Hub to connect your quote-to-cash process.
Keep customers and grow them
We implement help desk, ticketing and contact-centre workflows, service levels and customer feedback, so your service team resolves issues faster and spots the next opportunity.
Put AI to work across your customer journey.
We help you choose practical use cases, then set up and govern AI agents in Agent Hub that work from the same HubSpot customer data as your teams.
Deep Salesforce expertise, from org design to everyday adoption.
Our team is highly experienced with Salesforce, including Sales Cloud and Service Cloud. We implement new orgs, improve existing ones and provide the specialists to run them.
Sell with a pipeline you can trust
We design opportunity stages, territories, forecasting and automation around how your team actually sells, then build the dashboards leaders rely on.
Resolve service issues faster
We implement case management, routing, entitlements and knowledge, so service and contact-centre teams resolve issues consistently.
Fix the org you already have
We review complex or ageing orgs, reduce technical debt, rationalise customisation and automation, and make change safe again.
Keep it running and improving
Dedicated Salesforce admins, developers and architects in Australia and the Philippines, as a managed service or embedded in your team.
HubSpot and Salesforce, working as one.
Many organisations run marketing in HubSpot and sales or service in Salesforce. We connect them properly, so leads, contacts, deals and activity flow both ways without duplicates or disputes over whose data is right.
Decide who owns what
We agree which platform owns each object and field, and what syncs in which direction, before a single setting changes.
Configure the connector
We set up the HubSpot–Salesforce integration: field mappings, sync rules, inclusion lists, lead handover and activity logging.
Protect data quality
We deduplicate, standardise and monitor sync errors, so problems are caught before they reach your pipeline reports.
Report on one funnel
We build lifecycle and attribution reporting that spans both platforms, so marketing and sales finally agree on the numbers.
Beyond the standard connector.
Where the native integration isn't enough, for custom objects, complex ownership rules or other systems in the mix, we design and build API or middleware integrations, and support them as a managed service.
Move between platforms, in either direction.
Whether you're consolidating from Salesforce to HubSpot, scaling up from HubSpot to Salesforce, or leaving spreadsheets and legacy systems behind, we plan and phase the move so the business keeps running.
Simplify and consolidate
For teams that want marketing, sales and service in one easier-to-adopt platform. We map objects, custom fields and automation to their HubSpot equivalents and rebuild what matters.
Scale for complexity
For organisations whose processes, teams or integrations have outgrown their current setup. We design the Salesforce org first, then migrate data, history and process.
Leave spreadsheets behind
From spreadsheets, inboxes or ageing CRMs into HubSpot or Salesforce, with a clean data model from day one.
Audit and map. Every object, field, owner and automation, agreed before anything moves.
Clean first. Deduplicate and standardise so you don't migrate old problems.
Test and reconcile. Trial loads checked against the source until the numbers match.
Phased cutover. Planned around your trading calendar, with a clear rollback path.
Adopt and support. Training, early-life support and a managed service if you need it.
Every CRM program is shaped to what you need.
This is the typical path.
Discover
Understand your customer journeys, processes, data and goals. Agree what success looks like.
Design
Design the data model, processes, automation and integrations.
Build
Configure the platform, integrate your systems and test as we go, in short cycles.
Test
Test end to end with your teams before go-live.
Launch
Migrate data, train your teams and go live. Then we stay to support adoption and keep improving.
Start where you need to.
- Implementation project for a defined scope and timeline.
- Managed CRM service for ongoing administration, support and improvement. About Managed Services →
- Dedicated CRM specialists: HubSpot and Salesforce admins, developers and architects, Australian or Philippines-based, managed by Trexo. Philippines Solutions →
Common questions.
Are you a HubSpot partner?
Yes. Trexo is a HubSpot Gold Partner.
Do you work with Salesforce too?
Yes. Our team is highly experienced with Salesforce, including Sales Cloud and Service Cloud.
Can you take over an existing CRM?
Yes. We often start with a review of an existing set-up, then fix, simplify and improve it.
Do you provide ongoing support after go-live?
Yes. Most consultancies leave at go-live. We stay, through a managed service or dedicated specialists.
Can we get CRM specialists from the Philippines?
Yes. Our Philippines team includes HubSpot specialists and Salesforce admins, developers and architects, backed by Australian experts.
Do you run the marketing too?
Yes. A CRM is only as good as the pipeline flowing through it, so we also run growth and performance marketing and optimise the whole funnel. RevOps & Growth Marketing →
Let's make your CRM work harder.
Tell us about your platform and your goals. We'll come back within one business day.