Connect CRM, ERP, and billing for frictionless revenue operations

m3ter is the connective tissue between your CRM and ERP.  We help you achieve revenue stack modernization by providing a usage data ingestion platform, a billing calculation engine, and an integration layer that automates the flow of contract, billing, and usage data around your stack.

Why unified revenue systems matter more than ever

SaaS vendors typically have loosely-coupled CRM, ERP, and production systems, meaning it’s difficult to move data between them. That’s no problem with simple subscription pricing, but more complex usage-pricing needs data to travel easily.  Without automated connections:

Manual data entry: time-consuming and painful.

Inconsistent data: errors are inevitable.

Poor management data: long lead times for month end and reporting.

Limited sophistication: can’t accommodate complexity.

How m3ter connects your CRM and ERP to automated billing

From CRM & CPQ

Automatically pull in customer and order data from your sources of truth - Salesforce, Hubspot etc -  ensuring you’re always using the right pricing when calculating bills.

To ERP & Billing

Automatically deliver the right bill calculations and revenue categorisations to your finance systems - NetSuite, Sage, SAP etc - for invoicing, accounting, and reporting.

Back to CRM

Automatically deliver billing and usage data wherever else they’re needed.  This includes the CRM so your teams have customer insights at their fingertips.

Usage-based billing? We’ve already solved the hard part

Bulletproof infrastructure for usage data processing

m3ter ingests, enriches, and stores complex usage data so it’s ready for billing.

• Fits flexibly into your architecture
• Low/no need for pre-processing
• Designed for scale - high volumes and velocity
• Stores unaggregated data to enable flexibility, experimentation, and audit

Configure any charging model

m3ter’s bill calculation engine supports even the most advanced charging models. Flexibly configure for complex scenarios such as prepayments, credit systems, and parent/child hierarchies.  Handle high levels of unique pricing plans.

• Define how you measure usage
• Apply aggregation rules to create billable metrics
• Configure any pricing logic
• Configure any billing logic

Calculate bills continuously

m3ter processes usage data and calculates bill amounts automatically and continuously.  You have real time running totals for bills which means:

• Better reporting
• Better customer experiences
• More proactive Sales & Customer Success

A modern, API-first approach to integration

Integrations framework

API-first, events-based architecture with pre-built integrations

Workflow builder

Visual workflow builder to design and manage automated quote-to-cash processes.

Native within CRM & ERP

For key systems like Salesforce, our connectors allow control and configuration of m3ter natively within that system.

Ready to upgrade your monetization stack?

Automate billing workflows across your revenue stack.

Frequently asked questions

What CRMs is m3ter compatible with?
Most of our customers use Salesforce and we offer a sophisticated connector that allows them to flexibly manage custom object mappings and interact with m3ter from within Salesforce. But our flexible integration framework allows easy integration with other CRMs such as Hubspot.

What ERPs is m3ter compatible with?
Most of our customers use NetSuite, SAP, or Sage Intacct.  But we also offer pre-built connectors for a range of other ERPs and billing tools such as Stripe, QuickBooks, Xero, Chargebee, and Paddle.

Can m3ter support distribution on AWS Marketplace?
Yes. m3ter’s native integration allows customers to offer exactly the pricing they want on AWS Marketplace without compromise or extra effort.

Does m3ter provide invoicing?
We don’t, by design.  m3ter is an infrastructure product - we focus on the things ERP and billing systems don’t do well (usage data processing and complex rating) and then feed them with calculated bill line items.  We assume you will already have an invoicing solution in place or will be happy to use a best-in-breed solution like Stripe Invoicing.

Does m3ter support complex revenue recognition?
Yes and no. Yes, because we provide the data needed for sophisticated revenue accounting. No, because we do not provide revenue recognition tooling ourselves - we feed the revenue recognition tools that you already have in place, either as part of your ERP, or a best-in-breed tool.

How much customization is required to implement m3ter?
None. Implementing m3ter is about configuration, not code. That said, we offer highly flexible configuration options that allow you to offer almost any pricing or billing model you can imagine, and we are an API-first platform that supports high levels of automation.