Make collaboration with partners more efficient
With the epilot partner portal, you have an overview of all project progress, tasks and deadlines. This makes cooperation with technical partners, installers or distribution partners seamless and you can ensure that all partners are on the same page.
+170 leading companies in the energy revolution rely on epilot cloud software
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Why do you need a partner portal?
Before...
With epilot partner portal
Efficient collaboration with the epilot partner portal
The partner portal brings structure, speed and transparency to daily work with installers and other partners. Watch the video to find out how epilot customers are taking advantage of these benefits and taking their partner collaboration to a whole new level.
Collaborate with partners in one place
Joint 360° view
You have all data about the customer, the joint project and the process status in one central location.
Roles & rights
You can flexibly configure the access rights and views of partners and map hierarchical group structures. At field and file level, you can decide which data which partner should see.
Seamlessly integrate partners into your processes
Processes
Involve partners in process flows, e.g. by assigning entire processes or tasks and automatically sending messages.
Click paths
Use click paths for intuitive and consistent collection of information, e.g. to document technical work.
Extend your sales reach and optimize your lead management
Lead management with regional partners
Facilitate coordination in nationwide lead management with regional partners.
Products & solutions Coming Soon
Integrate partner products and services into your sales and enquiry routes and provide your own products and services for integration into partner routes.
Your benefits
Take the pressure off your team and partners
Improve communication and collaboration
Increase transparency and traceability
Explore more features
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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.