For energy suppliers, municipal utilities, grid operators & solution providers

The energy XRM

Digitalize your sales, service & grid processes with the 360° platform, from initial customer inquiries to ongoing support. For efficient processes, flexible market launches and happy customers.

Flexible & modular

GDPR compliant

No programming knowledge required

+170 leading energy transition companies rely on the epilot cloud platform

energy XRM: Beyond CRM

Energy suppliers and grid operators not only have to manage customer relationships, but also products, prices, services and complex processes with partners, installers and internal teams - ideally in the specialist area itself without being dependent on IT and agencies.

As an XRM, epilot offers the possibility to centrally manage any relationships across the entire process from the first customer enquiry to ongoing support - all in one platform.

Customised solutions for the challenges of the energy market

Fast market launch thanks to validated blueprints

Unique pool of market data

Vertical AI specifically for the energy sector

Lively community for exchanging ideas with other customers

The cloud platform for the energy transition

Discover epilot by solutions

For energy suppliers & municipal utilities

Whether it's commodities, energy solutions, or both: Digitalize your sales and service processes on a central platform with a 360° view of all customers and processes. Relieve your employees and be faster and more flexible in implementing and adapting products.

For grid operators

Comply with legal requirements and optimize your processes with a central online portal. Record applications digitally, automate processes and work with installers and other market partners in one software.

For solution providers

Implement energy solutions efficiently and sell them successfully with our platform. Capture and qualify leads, process inquiries faster, manage collaboration with partners more efficiently and thus sustainably increase your business success.

Testimonials

Here's what our customers say about epilot

"With epilot, we have standardised and automated recurring processes such as the registration of PV systems, wallboxes, heat pumps, storage systems and the grid connection with preconfigured document and e-mail templates, among other things. This saves us a lot of time, so that we only need 15 minutes per process instead of 45 minutes."
Yvonne Müsse
Yvonne Müsse
Netzmanagement / Technischer Service
"With epilot, we have successfully implemented 32 process variants for the registration of generation plants, which enabled us to process more than 8,000 applications digitally in the first year after launch. "
Christian Stange
Christian Stange
Head of Corporate Development
"We want to combine commodity and non-commodity in a modern, future-proof architecture that enables the integration of existing and future systems. epilot's flexible and agile way of working is an important impulse for our organization."
Jürgen Kroha
Jürgen Kroha
Head of Energy Sales
"We are very pleased with the foundation we were able to lay with epilot - and we still have a lot of plans!"
Sebastian Freier
Sebastian Freier
Technischer Vorstand
"epilot offers us maximum flexibility and the ability to act quickly. We can offer our customers digital solutions within a very short space of time - for example, we went live with our network portal after just two weeks, completely without consultants and legally clean."
Daniel Orel
Daniel Orel
Stabsstellenleitung Geschäftsfeldentwicklung
"What makes epilot unique in addition to the platform itself: A highly motivated team that quickly reviews and implements our ideas for the new features. The onboarding is also great: The team is getting involved so that we can be productive quickly with our system."
Anna Witenbek
Anna Witenbek
IT Department Manager
"We have made the process for marketing PV systems in the B2B segment productive in two to three days. In the past, this was never possible and entailed external programming costs."
Christoph Hesse
Christoph Hesse
Chief Sales Officer
"Compared to previous manual processing of energy service requests, the time required was reduced by up to 50%, depending on the product. For us, in addition to increasing efficiency, it is even more important: We can serve customers quickly and thus increase their satisfaction in the long term."
Vanessa Krause
Vanessa Krause
Senior Sales Operations Manager
"The automation in epilot saves us an enormous amount of manual work. Many processes now run automatically, which relieves our team and makes workflows more efficient."
Juliana Nergiz
Juliana Nergiz
Kauffrau für Büromanagement
"epilot enables us to automatically fill flexible standard templates for documents and emails with customer-specific data. This reduces errors, saves time and ensures correct information for our customers."
Fabian Schäfer
Fabian Schäfer
Projectmanager
"The epilot customer portal convinces us by mapping the service and sales of commodities and energy services in one system. The customer portal can access all relevant source and subsystems and ensure 360° customer view and processing."
Jürgen Kroha
Jürgen Kroha
Head of Energy Sales
"With epilot, we have already introduced use cases in the network sector that go beyond the legal requirements. Now we are also digitising sales with epilot to make processes faster and more efficient. We want to use epilot to map the areas of PV, heat pumps and cross-selling."
Maximilian Martin
Maximilian Martin
Fachbereichsleiter Handel/Vertrieb Versorgungsbetriebe
"With epilot, we have found a partner who enables us to quickly implement new product ideas and sell them digitally."
Martin Wienands
Martin Wienands
CEO
"From initial customer inquiries to planning and communication with the installer, everything runs via the epilot platform, which saves us a lot of time and manual work."
Bernhard Meyer
Bernhard Meyer
B2C Sales
"We do not want to look at the traditional utility and grid sector in isolation from new business areas such as solar or e-mobility. We think about the energy future holistically and use epilot to represent it on a platform."
Sven Frohnen
Sven Frohnen
Head of Business Analysis & Product Management
"epilot is a cloud-based, holistic and user-friendly solution that we can design and expand according to our wishes — and for which we do not need any IT resources to implement."
Eckhard Hage
Eckhard Hage
Head of Functional Area Electricity

FAQs

Can I manage customer inquiries automatically?

Yes, with epilot you can manage customer inquiries automatically. The platform offers automated processes and click paths that allow customer inquiries to be processed efficiently and error-free, from the initial inquiry through to ongoing service support.

Which processes can I automate?

With epilot you can automate a variety of sales, service and network processes, including:

1. Customer inquiries: Automated recording and processing of customer inquiries.

2. Ordering processes: Digitized order routes for energy products and services.

3. Grid connection processes: Automation of applications and approvals for grid connections, commissioning and the registration of customer systems.

4. Partner and installer management: Coordination and management of partners and installers via special portals.

5. (Self-)service processes: Management and automation of ongoing service and maintenance tasks via a 360° view for service agents and modern, flexibly configurable customer portals.

What are the hardware requirements?

As epilot is a cloud-based platform, the software is fully accessible via the internet. A business-grade desktop computer or laptop from the past 5 years running a supported Windows / Mac OS version is recommended as a minimum requirement.

Can I use single functions modularly without changing my entire system?

Yes, you can use epilot modularly without moving your entire system. You can select specific functions that solve your current problem and do not have to implement the entire scope of epilot directly.

What does epilot cost?

The cost of epilot depends on the modules you choose. Our flexible, modular structure allows you to pay only for the features you need. Through targeted consulting, we help you identify the right modules to create an excellent price-performance ratio. Book a demo for a non-binding quote.

How much effort is involved in the implementation, how long does it take and can you support us?

The implementation of epilot is efficient and fast. Our platform can be up and running within a day, the effort and duration depends on your specific requirements. epilot offers comprehensive implementation support, including consulting, training and technical support. Implementation is usually completed within a few weeks.

Is epilot GDPR compliant and safe?

Yes, epilot is GDPR-compliant and secure. The platform is ISO 27001 certified and stores all data in Germany. As a cloud solution, epilot meets the highest standards of data protection and security.

Get a live demo

Watch a demo to find out how the epilot cloud platform can help you. Because no one likes inefficient processes. Neither employees, nor partners, nor customers.

Flexible & modular

GDPR compliant

No programming knowledge required

Learn how to set up full use cases in minutes with our growing library of validated blueprints.