Public-facing pages for the platform we actually ship
The tools catalog now reflects the live IMRTechnologies implementation: customer operations, finance and documents, growth and recruitment, security and cyber operations, and the Saarthi cross-tool copilot layer.
Start with one module
Best when a team already knows the core gap: support ticketing, accounting, document extraction, or CRM follow-up.
Bundle around a workflow
Use this when lead capture, CRM, analytics, chatbot, or support flows need to hand work to each other cleanly.
Roll out a branded portal
Choose this when the operating model spans cloud, support, hiring, security, finance, and AI assistance under one tenant experience.
Current Highlights
Modules that changed the platform surface most recently
These are the areas where the public site had drifted furthest from the product: operational finance, ticketing, document AI, marketing generation, cross-tool copilot, and security operations.
Accounting Suite
Run invoicing, expenses, reports, tax workflows, and AI-assisted finance operations in one portal.
Accounting is one of the deepest live products in the platform. It covers journals, invoicing, expenses, reports, tax filing, CA Agent workflows, OCR-assisted finance capture, and tenant knowledge-base support for compliance material.
Helpdesk & Ticketing
Structured support with SLA logic, public widget intake, and AI-assisted agent workflows.
The ticketing stack is a full workflow tool, not just a mailbox. It includes public ticket intake, status lookups, SLA timers, canned responses, analytics, and AI assist for response drafting and escalation review.
Document AI Suite
Upload PDFs, DOCX files, images, and text files to extract structured data with OCR and AI analysis.
Document AI supports scanned and native documents, rich extraction history, preset or custom templates, OCR fallbacks, and formatted PDF or DOCX exports. It is designed for operational document processing rather than demo-only OCR.
App Platform Builder
Create branded client apps from reusable templates, widgets, assets, and module manifests.
The app development platform is now a real builder surface for web, mobile, and desktop app delivery. Platform-admin can manage templates, create tenant app instances, compose pages and widgets, upload assets, generate widget copy with AI, preview full-screen simulations, and sync template changes into linked apps.
AI Marketing Studio
Generate campaign-ready content using tenant brand rules, reusable prompts, and history-aware review.
The marketing implementation is productized as a studio, not just a service pitch. It includes brand configuration, multi-format content generation, saved history, and marketing attribution-aware workflows across the wider platform.
Saarthi Copilot
A tool-aware copilot that can retrieve context, guide workflows, and draft actions inside the IMRTechnologies platform.
Saarthi is not positioned as a generic chat bot. It sits on top of live tools, supports host-aware context across portal, admin, and platform-admin surfaces, performs knowledge-base retrieval, and uses confirmation gates before write actions.
AI Cybersecurity Ops
Map external exposure, scan environments, validate findings, and turn security evidence into action.
The cybersecurity product is already implemented as a serious ops surface: OSINT-style asset discovery, controlled scanning, vulnerability and incident management, AI analysis, vSphere visibility, agent workflows, packet and traffic review support, and pentest reporting.
Full Catalog
Grouped the way buyers actually evaluate the platform
Customer Operations
Lead capture, pipeline, support workflows, and analytics that stay inside one branded operating system.
AI Chatbot
White-label AI assistantDeploy a branded assistant that answers, qualifies, and routes visitors around the clock.
IMRTechnologies configures the chatbot, branding, retrieval logic, lead capture, and analytics so the bot behaves like part of your business, not a generic widget.
Branded assistant shell
Custom naming, avatar, welcome copy, placement, and visual styling under your brand.
Knowledge retrieval
RAG-backed answers using your uploaded knowledge base and business context.
CRM & Email Center
Sales pipeline and outreachManage leads, contacts, follow-up, and outbound communication from one tenant workspace.
The CRM implementation has moved beyond a simple board. It now includes live notifications, Email Center workflows, templates, signatures, audience targeting, incoming mail views, and AI compose support.
Lead and contact pipeline
Track stages, owners, notes, labels, and conversion movement across your team.
Email Center workflows
Compose campaigns, save templates, manage signatures, and target the right audience.
Helpdesk & Ticketing
Support operationsStructured support with SLA logic, public widget intake, and AI-assisted agent workflows.
The ticketing stack is a full workflow tool, not just a mailbox. It includes public ticket intake, status lookups, SLA timers, canned responses, analytics, and AI assist for response drafting and escalation review.
Customer intake channels
Use the public widget and portal forms for external issue submission and status checks.
Agent operations
Work queues, assignees, internal notes, canned responses, and activity logs.
Analytics Dashboard
Business intelligenceTrack demand, chatbot engagement, leads, and conversions from one configurable dashboard.
The analytics layer brings website, chatbot, lead, and campaign signals into one branded reporting surface so teams can measure acquisition and response performance without stitching tools together manually.
Acquisition metrics
Review traffic, visitor volume, and source patterns across your public demand surfaces.
Lead funnel reporting
Monitor how visitors become leads and where high-intent enquiries originate.
Finance & Documents
Operational finance, tax workflows, OCR, and structured document processing for real teams.
Accounting Suite
Finance and tax operationsRun invoicing, expenses, reports, tax workflows, and AI-assisted finance operations in one portal.
Accounting is one of the deepest live products in the platform. It covers journals, invoicing, expenses, reports, tax filing, CA Agent workflows, OCR-assisted finance capture, and tenant knowledge-base support for compliance material.
Core books and invoicing
Contacts, journals, invoices, bank records, expenses, and ledger-aligned workflows.
Reporting and exports
P&L, balance sheet, trial balance, GST, TDS, aging, and export-oriented financial outputs.
Document AI Suite
Extraction and OCRUpload PDFs, DOCX files, images, and text files to extract structured data with OCR and AI analysis.
Document AI supports scanned and native documents, rich extraction history, preset or custom templates, OCR fallbacks, and formatted PDF or DOCX exports. It is designed for operational document processing rather than demo-only OCR.
Multi-format intake
Process PDFs, DOCX, images, plain text, and structured files through one upload flow.
Template-led extraction
Use built-in focus presets or tenant-specific custom templates for recurring document patterns.
Platform & Development
Template-driven web, mobile, and desktop app delivery with reusable widgets, brand controls, and tenant app simulation.
Growth & Hiring
Content generation, campaign ops, recruitment intake, and employer-facing hiring workflows.
AI Marketing Studio
Content and campaign opsGenerate campaign-ready content using tenant brand rules, reusable prompts, and history-aware review.
The marketing implementation is productized as a studio, not just a service pitch. It includes brand configuration, multi-format content generation, saved history, and marketing attribution-aware workflows across the wider platform.
Brand-controlled generation
Inject name, audience, industry, offerings, tone, and language into every generation.
Platform-aware prompts
Generate content by format and destination rather than relying on one generic prompt.
HR & Recruitment Suite
Hiring workflowsPublic hiring funnels, employer intake, AI matching, and recruitment coordination in one platform flow.
HR is not only a job board. The platform now supports employer request intake, public job applications, AI-ranked matching, internal candidate and interview management, and recruitment coordination through portal workflows.
Public hiring surface
Expose job openings, employer requests, resume upload, and applicant status tracking publicly.
Candidate and application ops
Track candidates, applications, interviews, and notes inside the tenant workflow.
Governance & Resilience
Controls, evidence, security operations, and cross-tool AI assistance for higher-maturity teams.
Saarthi Copilot
Cross-tool AI layerA tool-aware copilot that can retrieve context, guide workflows, and draft actions inside the IMRTechnologies platform.
Saarthi is not positioned as a generic chat bot. It sits on top of live tools, supports host-aware context across portal, admin, and platform-admin surfaces, performs knowledge-base retrieval, and uses confirmation gates before write actions.
Tool-aware assistance
Operate with route context instead of acting like a detached assistant window.
Knowledge retrieval
Pull answers from deployment knowledge bases before generating a response.
Security & Compliance
Readiness and audit operationsRun policies, evidence, privacy, and audit-prep workflows for framework readiness inside one workspace.
Security & Compliance is a substantial product family with framework tracking, assessments, control evidence, policy drafting, vendor and privacy workflows, and AI-assisted audit-log analysis. It is positioned for readiness and operational support around standards and regulations such as ISO/IEC 27001, SOC 2, GDPR, and India’s DPDP regime without implying unearned certification or legal sign-off.
Framework readiness and assessment operations
Track assessments, mapped controls, status, and supporting evidence across governance work for customer-selected frameworks.
Evidence and policy management
Store evidence, draft policy content, and generate policy packs for repeated control sets and internal review cycles.
AI Cybersecurity Ops
Security operations and postureMap external exposure, scan environments, validate findings, and turn security evidence into action.
The cybersecurity product is already implemented as a serious ops surface: OSINT-style asset discovery, controlled scanning, vulnerability and incident management, AI analysis, vSphere visibility, agent workflows, packet and traffic review support, and pentest reporting.
Recon and attack-surface mapping
Track domains, services, hosts, and exposed assets before moving into deeper validation workflows.
Scan and vulnerability operations
Run targeted or bulk scans, review service exposure, and move findings into operational triage.
Why this matters
The marketing site now has to explain workflows, not just categories
Shared operating model
Cloud, support, recruitment, finance, security, and AI tools now hand work off to each other instead of living as isolated demos.
Implementation-backed copy
Public claims now need to reflect real modules like Email Center, CA Agent KB, Guacamole access, pentest reporting, and Saarthi actions.
Better buyer fit
Prospects can now understand whether they need one module, a bundle, or a broader portal rollout from IMRTechnologies.