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r5i.io Modules

Product Offerings

Choose the tools you need to sell, bill, support customers, and understand what is working.

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Module 01
Billing & Invoicing Module 02
Commerce Operations Module 03
Restaurant Ordering Module 04
CRM & Sales Automation
Catalog

Choose The Modules You Need

Start with core billing and commerce, then expand into CRM automation and forecasting.

01

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
02

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
03

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
04

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
05

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
06

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)
Use Cases

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
First Steps

Choose Your Launch Path

Most teams start with one workflow, connect the tools already in use, and add modules once the team is comfortable.

  1. 01

    Pick the first workflow

    Start with billing, commerce, CRM, or support.

  2. 02

    Map current tools

    List what must sync before launch.

  3. 03

    Scope the rollout

    Set launch owners, training, and next metrics.

Packaging

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.

Lifecycle

Matches Your Business Stages

Each module supports a different part of selling, billing, and helping customers.

  1. Acquire

    Capture and qualify demand through forms, campaigns, and lead workflows connected to CRM pipelines.

  2. Sell

    Run commerce, online ordering, invoicing, and payment collection from the same operator workspace.

  3. Retain

    Manage subscriptions, loyalty programs, and lifecycle messaging to reduce churn and increase LTV.

  4. Measure & Improve

    Track conversion, margin, and fulfillment performance with dashboards and forecast reporting.

Integrations

Works With Your Tools

Connect your existing payment, commerce, accounting, and delivery tools.

Payments

Stripe PayPal Square LemonSqueezy

Commerce

Shopify WooCommerce BigCommerce Amazon eBay

Accounting

QuickBooks Xero FreshBooks

Delivery

DoorDash UberEats GrubHub
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Extended Modules

Growth And Support Extensions

Beyond core operations, r5i.io supports loyalty (planned), 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.