Customer Portal

Relieve your employees with a modern customer portal with self-services for customers

Offer your customers a branded customer portal for all concerns — completely without programming knowledge. Automate cross-selling and customer service processes to increase customer satisfaction and improve efficiency. It takes minutes, not months, from the start with epilot to a ready-to-use customer portal.

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

The benefits of the epilot customer portal

A centrally organized customer portal can optimize your customer service processes and increase customer satisfaction.
Before...
The customer portal is usually statically programmed and changes require support from agencies or IT departments
Existing customer portals do not offer flexibility for various business areas
Customers must contact service staff by phone or email, even with small details
Employees are overburdened by recurring inquiries
Customer information is not visible to the customer
Cross-selling opportunities are rarely used
With epilot customer portal
Configure the customer portal in the department and adapt it quickly and flexibly
Centrally combine all products managed in epilot (e.g. commodities, EDL) in one customer portal
Allow customers to independently carry out simple concerns such as status tracking, address changes, tariff changes or meter reading reports
Relieve employees through self-service processes and focus on tasks that require human support
Make all customer data and interactions available centrally and clearly in one place
Offer targeted cross-selling offers in the customer portal

Let your customers benefit from a modern self-service portal

Offer your customers full transparency with the epilot customer portal. Customers can track the status of their orders and orders in real time, view all information about open and completed orders, as well as relevant documents and contracts.

Modern user experience

After an intuitive registration process, your customers log into the modern, responsive customer portal directly in their browser; there is no need to download an app.

Status tracking of orders and orders

Your customers can track the status of their orders and orders in real time and know exactly when, for example, the installer is coming to install the solar system.

Easy data adjustment

Customers can simply submit their data, for example if information about an order is missing. Bank details, payment methods or appointments can be changed by the customer.

Order and contract overview

Your customers have all information about open and completed orders as well as relevant documents and contracts clearly available at a central location.

Explore and buy products

Your customers see all offered products in a portal and, depending on the product, can inquire about them or order them online. It is also possible to receive recommended additional products during the purchase process.

Offer management

Your customers can view offers directly in the customer portal and simply accept or reject them, which speeds up the decision-making process.

Communication

Your customers benefit from an efficient exchange of messages with your employees via the customer portal. All information is stored centrally so that no details are lost.

View consumption data Coming Soon

Your customers get detailed insights into their energy consumption behavior through smart meter data. You can see the effects of dynamic rates and can better plan monthly invoice amounts.

Configure the portal according to your needs

Flexible configuration without programming knowledge

Use our proven templates and adapt your customer portal to your corporate identity, or create it from scratch with our modular system. Change the menu structure, colors, add your logo and use your own domain — all without programming knowledge.

Offering self-services for customer concerns

You decide which self-services you want to enable with which rules. Place journeys in page navigation, as actions on the home page, or in detailed views.

Management of cross-selling and upselling offers Coming Soon

You can flexibly launch new products and services and play them out directly via the customer portal. Identify customer potential and tailor appropriate offers.

Management and analysis of portal accesses

Configure the registration process and keep track of registered users and their activities in the portal. Analyze user behavior to uncover optimization potential.

Your benefits

Take the pressure off your employees

Enable customers to self-service and significantly reduce the workload for your employees.

Improve your customer experience

Increase customer satisfaction through a modern customer portal, where customers can view their order status and individual information and offers.

Unleash the potential of interlinked business areas

Offer all your products and services to your customers in one portal.

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.