r5i.io Modules

Product Offerings

Composable modules to run operations, engage customers, and scale revenue workflows.

Catalog

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
  • Forecasting and trend detection
  • Segment-level performance analysis
Use Cases

Who These Products Are Built For

Platform modules are designed to fit specific operating models across retail, services, restaurant, and subscription teams.

Retail Operations

Run inventory, billing, and customer workflows from one operational control plane.

  • 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
Packaging

Deployment Models

Product modules can be introduced incrementally or deployed as a full operational stack.

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

Revenue Workflow Mapping

Each module aligns to a stage in the customer and revenue lifecycle.

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 a unified operational surface.

Retain

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

Optimize

Use real-time dashboards and forecast reporting to improve conversion, margin, and fulfillment performance.

Integrations

System Connectivity

Plug into your existing payment, commerce, accounting, and delivery ecosystem.

Payments

StripePayPalSquareLemonSqueezy

Commerce

ShopifyWooCommerceBigCommerceAmazoneBay

Accounting

QuickBooksXeroFreshBooks

Delivery

DoorDashUberEatsGrubHub
Extended Modules

Growth And Support Extensions

Beyond core operations, r5i.io supports loyalty, analytics, automation, and customer self-service expansion.

Loyalty And Rewards

Launch points, referrals, and tiered incentives to increase repeat purchases and retention.

Custom Integration Workflows

Connect CRM, ERP, payment, and fulfillment systems with API-first integration patterns and webhooks.

Analytics Dashboards

Track sales, retention, and operational KPIs with configurable reporting and real-time visibility.

Lead And Sales Automation

Capture, score, and route inbound demand with automated follow-up and pipeline workflows.

Customer Self-Service Portals

Enable account management, billing access, order tracking, and support requests in one branded portal.