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Operations dashboard workspace

Solve 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
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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
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Commerce Operations

Run product catalogs, orders, and inventory with multi-channel sync.

  • Shopify, WooCommerce, and BigCommerce sync
  • Inventory and fulfillment tracking
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Restaurant Ordering

Offer branded online ordering with delivery and POS integration support.

  • Customizable menus and modifiers
  • POS and delivery platform connectivity
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CRM & Sales Automation

Convert and retain customers with lead scoring and pipeline workflows.

  • Lead capture and lifecycle automation
  • Customer profiles with interaction history
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Subscriptions

Launch tiered plans, renewal automation, and churn reduction campaigns.

  • Flexible billing intervals and plan tiers
  • Self-serve subscriber account portal
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Insights & Forecasting

Track financial and customer outcomes with actionable analytics.

  • Custom KPI dashboards (scoped per rollout)
  • Forecasting and trend detection planning
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.

Featured

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.

Discovery & Fit Mapping

Align business goals, workflow constraints, and module priorities before rollout.

  • Current-state stack assessment
  • Module and integration map
  • Risk and dependency log

Configuration & Integration

Configure core modules and connect payment, accounting, commerce, and delivery systems.

  • Data migration plan
  • Environment configuration
  • Integration validation checklist

Go-Live & Enablement

Transition teams to production workflows with guided onboarding and measurable rollout targets.

  • Role-based team onboarding
  • Go-live runbook
  • Success metric baseline dashboard