Automate your processes and increase efficiency
With epilot, you can automate complex business processes, reduce manual tasks, and use resources more efficiently.
+170 leading companies in the energy revolution rely on epilot cloud software
Why do you need epilot process automation?
Before...
Process automation with epilot
Create and manage custom processes
Process builder
Freely configure your process stages, work steps and automation rules. Whether for B2C and B2B sales processes, qualification processes, installation processes and more. Example: From ordering a product to installing a solar system including transfer to the billing system.
Best practice templates
Use epilot Blueprints, which were developed together with epilot customers, to activate best practice templates for your processes with one click. Customization of the standard is flexible.
Automate business processes and tasks
Task automation
Automatically assign tasks to employees, teams & partners and set deadlines, e.g. for feedback or installations.
News and documents
Use variable-based templates to quickly create personalized messages and documents. Let epilot AI help you process messages.
Process transparency
Follow the status of your processes in real time and get insights into relevant tasks from your colleagues and partners. This creates more transparency for all process participants.
Use processes interlinked with Journeys and Product Hub
Automated start of processes
Start automated processes based on customer inquiries and product purchases, or after completing a journey. Example: Start the “B2C Wallbox Lead Qualification” process after completing the “B2C Wallbox Request” journey.
Your benefits
Save time through automation
Win valuable
Process transparency
Increase the flexibility of your processes
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.