Featured module
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
Business Tools In One Place
r5i.io brings commerce, customer management, invoicing, subscriptions, and reporting into one system.
Everything In One Place
Commerce, CRM, billing, and reporting all in one place.
Works With Your Tools
Connect payment, accounting, and fulfillment systems without rebuilding core workflows.
Start Small, Grow Fast
Start with one module, then add more as your team gets comfortable.
Explore Products
Review the modules, tool connections, and launch fit before you schedule a session.
Open next stepSolve The First Bottleneck
Platform Pillars
Start with the module that solves your biggest bottleneck
Commerce, billing, CRM, subscriptions, and reporting modules are designed to stand alone or expand into a connected platform.
Business Platform Suite E-Commerce Tools Online Ordering Subscription Management CRM & Engagement Analytics & Reporting
Product module
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
Product module
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
Product module
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
Product module
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
Product module
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)
SaaS Trust Framing
A connected platform, not a bundle of separate tools.
Teams can start in phases, keep customer data connected, and plan tool connections in one place.
- Unify operations across commerce, CRM, billing, and reporting
- Reduce tooling sprawl and reconciliation overhead
- Launch in phases without losing long-term architectural flexibility
- Improve visibility into revenue, retention, and fulfillment performance
Acquire Sell Retain Measure & Improve
Deployment Model
Module-First
Start with one operational workflow, then expand without re-platforming.
Operational Coverage
4 Lifecycle Stages
Acquire, sell, retain, and optimize from one connected control plane.
Integration Posture
API-Ready
Payments, accounting, commerce, and delivery systems connect without custom rewrites.
Match The Operating Model
Use Cases
See the operating models r5i.io supports best
Use cases help teams choose the right modules before booking a deeper planning session.
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 The Best-Fit Rollout
Audience Fit
Who r5i.io Is Built For
Designed for small and mid-sized teams that want commerce, billing, and support to share the same customer data.
Small And Mid-Sized Businesses
Teams that need billing, CRM, commerce, and reporting in one operational stack without a drawn-out implementation cycle.
Digital-First Retail
Operations requiring synchronized catalog, inventory, checkout, billing, and post-purchase lifecycle workflows.
Restaurant Ordering Teams
Food-service operators needing branded online ordering with delivery integrations and loyalty programs.
Subscription And SaaS Models
Businesses running recurring billing, plan tiers, churn controls, and customer self-service operations.
Launch Planning
Ready to match modules and connections to the way your team works?
We scope your current stack, choose the right rollout sequence, and define ownership across billing, CRM, and workflow automation.
Integrations
Connected To Your Existing Tools
Connection options for payments, commerce, accounting, and delivery systems.
Payments
Stripe PayPal Square LemonSqueezy
Commerce
Shopify WooCommerce BigCommerce Amazon eBay
Accounting
QuickBooks Xero FreshBooks
Delivery
DoorDash UberEats GrubHub
Security
Security Basics Built In
Security and compliance controls are part of the platform from the start.
Encryption In Transit & At Rest
Sensitive operational and payment data is protected across storage and network boundaries.
Role-Based Access
Permission boundaries ensure teams only access the modules and data required for their responsibilities.
Audit Trails
Action-level visibility supports governance, debugging, and controlled change management workflows.
Compliance-Ready Foundations
Role-based access, audit trails, and operational controls support teams planning for GDPR, CCPA, and PCI-oriented process requirements.
Launch Plan
Launch Phases
Clear onboarding helps your team get comfortable quickly and reach launch goals.
Route Features
Platform Modules
Modules and capabilities available across the r5i.io platform.