CRM & Customer Service

Get 360° transparency about your customer data

Put an end to fragmented customer data and inefficient processes. Our specialized CRM gives you a holistic view of all customer interactions, from commodity to non-commodity products. Transparency for you, your colleagues and partners. Increase your team's efficiency and improve your customer relationships.

+150 leading energy transition companies rely on the epilot cloud platform

What makes epilot CRM stand out?

Solve the unique challenges of the energy industry with a solution specifically designed for the energy industry.
Before...
Customer data is managed in various systems (e.g. CRM, ERP, Excel, other systems) for various products
Confusing user interfaces make it difficult to answer customer concerns quickly
The service team is overloaded as customers answer any concerns by phone or email
With epilot CRM & Customer Service
Manage all customer data and interactions centrally in one place — for commodity and non-commodity products
Quick response times thanks to a clear 360° customer view and automation for typical energy sector processes
Relieve the service team with self-service options in the customer portal and efficient management of complex energy products

Increase your efficiency and exploit sales potential in service

All customer data in one place

Customer information is often spread across multiple systems. epilot offers more than classic CRM systems: A holistic view of the entire product portfolio and all customer processes. From commodity to non-commodity offers — all information about orders, contracts, products, communication and tasks is available at a glance. Relationships between contacts, accounts, partners and individual business objects can also be viewed. Flexible data integration also enables the integration of third-party systems.

Commodities, Non-Commodities, and Network Processes

Manage customer inquiries about classic energy products and new energy solutions in one system. From meter level recording to ordering a PV system — everything is available in one clear interface. Use preconfigured processes for typical issues in the energy sector and adapt them flexibly to your needs.

Relieve your team through self-service processes

Biete Self-Service für energiespezifische Prozesse wie Vertragskündigung, Abschlagsänderung, Tarifwechsel, Zählerstandsübermittlung, und Umzugsmeldung. Ermögliche auch die Verwaltung von Non-Commodity Produkten wie Solaranlagen oder Wallboxen direkt im Kundenportal. Unterbreite spannende Angebote für Cross- und Upselling, passend zur Energiewende.

Efficient customer communication

Communicate efficiently with customers and partners via the integrated email service. Save time with AI-assisted email processing and variable-based message and document templates. Access central mailboxes and prevent loss of information. Maintain an overview with central document management for customers and processes. Simplify processes and data entry with standardized click paths for service employees and customers.

Collaborate within a team and with partners

Collaborate as a team and with partners through notes, tagging, and tasks. The activity log shows the entire history of each customer. In this way, the status of an order, such as a wallbox order, remains transparent for everyone and cooperation runs smoothly, even in the event of staff shortages. Note function, tagging, messages and task assignments support efficient collaboration.

Up- and cross-selling in customer service

Use internal guidelines that you can build with Journeys to help your customer service upsell and cross-sell. Smart action suggestions during service processes make it possible to optimally exploit the potential of every customer — without major training costs.

Data analytics for better business decisions

Benefit from advanced analytical skills to identify sales opportunities and uncover potential for improvement. Get deep insights into customer behavior and market trends to continuously optimize your offerings and services.

Your benefits

Take the pressure off your team

Manage all customer data centrally and significantly reduce administrative costs and thus cost-to-serve.

Improve your customer experience

Modern user interfaces and standardized communication tools ensure consistent, efficient and customer-friendly interactions.

Increase transparency and traceability

Give all parties clear insights into all data about the customer, the joint project and the process status.

Exploit sales potential in service as well

Use smart action suggestions and internal guidelines to identify and implement sales opportunities in customer service.

Explore more features

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.