IMRTechnologies Platform Modules

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.

White-label deploymentWeb, mobile, desktop builderRole-aware portal accessTool-specific workflowsCloud and support handoffAdmin and platform controls

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.

Finance & Documents

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.

GST workflowsTax filingCA Agent AI
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Customer Operations

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.

Public widgetSLA timersAI assist
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Finance & Documents

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.

Scanned-doc OCRStructured extractionHistory views
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Platform & Development

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.

Template StudioWidget composerAsset library
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Growth & Hiring

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.

Brand config6 content typesGeneration history
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Governance & Resilience

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.

Host-aware contextKnowledge retrievalAction confirmations
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Governance & Resilience

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.

OSINT mappingOWASP/API reviewvSphere visibility
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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.

4 modules

AI Chatbot

White-label AI assistant

Deploy 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.

Branded widgetKnowledge-base RAGLead captureSession analytics
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CRM & Email Center

Sales pipeline and outreach

Manage 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.

Pipeline viewsEmail CenterNotificationsAI email compose
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Helpdesk & Ticketing

Support operations

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.

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.

Public widgetSLA timersAI assistAgent analytics
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Analytics Dashboard

Business intelligence

Track 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.

Traffic insightsLead sourcesChatbot analyticsConversion review
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Finance & Documents

Operational finance, tax workflows, OCR, and structured document processing for real teams.

2 modules

Platform & Development

Template-driven web, mobile, and desktop app delivery with reusable widgets, brand controls, and tenant app simulation.

1 modules

Growth & Hiring

Content generation, campaign ops, recruitment intake, and employer-facing hiring workflows.

2 modules

Governance & Resilience

Controls, evidence, security operations, and cross-tool AI assistance for higher-maturity teams.

3 modules

Saarthi Copilot

Cross-tool AI layer

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.

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.

Host-aware contextKnowledge retrievalAction confirmationsObservability
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Security & Compliance

Readiness and audit operations

Run 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.

Readiness workflowsEvidence libraryPrivacy operationsAI audit review
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AI Cybersecurity Ops

Security operations and posture

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.

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.

OSINT mappingOWASP/API reviewvSphere visibilityPentest reports
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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.