Product Offerings
Choose the tools you need to sell, bill, support customers, and understand what is working.
Choose The Modules You Need
Start with core billing and commerce, then expand into CRM automation and forecasting.
Billing & Invoicing
Automate invoicing, receivables, reminders, and reconciliation workflows.
- Automated invoice generation and delivery
- Recurring billing schedules and reminders
- Payment status tracking with audit history
Commerce Operations
Run product catalogs, orders, and inventory with multi-channel sync.
- Shopify, WooCommerce, and BigCommerce sync
- Inventory and fulfillment tracking
- Abandoned cart and conversion workflows
Restaurant Ordering
Offer branded online ordering with delivery and POS integration support.
- Customizable menus and modifiers
- POS and delivery platform connectivity
- Loyalty and promotional campaign hooks
CRM & Sales Automation
Convert and retain customers with lead scoring and pipeline workflows.
- Lead capture and lifecycle automation
- Customer profiles with interaction history
- Pipeline management and follow-up orchestration
Subscriptions
Launch tiered plans, renewal automation, and churn reduction campaigns.
- Flexible billing intervals and plan tiers
- Self-serve subscriber account portal
- Renewal, failure, and retention notifications
Insights & Forecasting
Track financial and customer outcomes with actionable analytics.
- Custom KPI dashboards (scoped per rollout)
- Forecasting and trend detection planning
- Segment-level performance analysis (scoped per rollout)
Who These Products Are Built For
Platform modules are designed for retail, service, restaurant, and subscription teams.
Retail Operations
Run inventory, billing, and customer workflows from one connected workspace.
- Inventory and order synchronization
- Billing and receivables automation
- Customer support routing and ticket workflows
Service-Based Teams
Automate invoicing, project workflows, and client lifecycle communication for service organizations.
- Project and task collaboration
- Recurring and milestone billing
- Client history and follow-up automation
Restaurants And Food Brands
Deliver branded online ordering with menu controls, delivery integrations, and loyalty workflows.
- Mobile-first ordering flows
- POS and delivery app integration
- Promotions and repeat-order campaigns
Subscription Businesses
Manage recurring billing, plan tiers, retention automation, and customer self-service.
- Tiered plan and discount management
- Renewal and failed-payment workflows
- Churn prevention and win-back sequences
Choose Your Launch Path
Most teams start with one workflow, connect the tools already in use, and add modules once the team is comfortable.
Pick the first workflow
Start with billing, commerce, CRM, or support.
Map current tools
List what must sync before launch.
Scope the rollout
Set launch owners, training, and next metrics.
Deployment Models
Product modules can start small or launch together when your team is ready.
Module-First Rollout
Start with one operational bottleneck such as invoicing or CRM, then expand incrementally.
Suite Deployment
Launch multiple modules together for teams needing synchronized billing, sales, and reporting workflows.
Custom Integration Program
Bridge r5i.io with existing ERP, accounting, and logistics systems through tailored API workflows.
Matches Your Business Stages
Each module supports a different part of selling, billing, and helping customers.
Acquire
Capture and qualify demand through forms, campaigns, and lead workflows connected to CRM pipelines.
Sell
Run commerce, online ordering, invoicing, and payment collection from the same operator workspace.
Retain
Manage subscriptions, loyalty programs, and lifecycle messaging to reduce churn and increase LTV.
Measure & Improve
Track conversion, margin, and fulfillment performance with dashboards and forecast reporting.
Works With Your Tools
Connect your existing payment, commerce, accounting, and delivery tools.
Payments
Commerce
Accounting
Delivery
Growth And Support Extensions
Beyond core operations, r5i.io supports loyalty, analytics, automation, and customer self-service expansion.
Loyalty And Rewards
Loyalty points, referrals, and tiered incentives to drive repeat purchases and retention. This capability is on the product roadmap.
Custom Integration Workflows
Custom API and webhook integrations with CRM, ERP, and fulfillment systems. Third-party connectors (Shopify, DoorDash, Stripe) are available on request and in planning.
Analytics Dashboards
Configurable reporting for sales, retention, and operational KPIs, with real-time dashboards and advanced analytics planned as later rollout phases.
Lead And Sales Automation
Lead scoring, routing, and automated follow-up pipeline workflows are on the product roadmap and not yet available in production.
Customer Self-Service Portals
Enable account management, billing access, order tracking, and support requests in one branded portal.