Customer portal
made easy.

The epilot customer portal provides the modern interface to your customers.

Illustration - Header customer portal
Illustration - Header customer portal

Self-service: Customer-friendly and efficient

Customer inquiries to service representatives via email or phone cost time and money – investments you could be putting into new strategies instead. The epilot customer portal eliminates the need for service queries such as “What is the status of my order?”, “Where can I find my contract?” or “How can I change my address data?”. You also handle quotation processes for interested leads directly via the customer portal.

Intelligent cross-selling

epilot enables seamless interaction between customer portal, order forms and a 360° view of your customers. This way, you can display targeted offers for products or services directly in the customer portal and allow your customers to make the order online.

Modern customer experience

Web design trends are quickly outdated. In the case of individually developed customer portals, this often means costly adjustments after a few years. As a software-as-a-service, epilot takes care of this job for you: Our user interfaces always comply with the latest mobile-first design standards, individually adapted to your corporate design.

Want to take your customer experience to the next level?

Cloud software for the digitalisation of the energy industry, epilot employee offers help

Customer portal features at a glance

Customer portal configuration

Management of customer portal users and no-code configuration of the customer portal.

Customer Portal Templates

Customizable customer portal templates for different use cases.

Design Builder

Design of the customer portal via setting colors, fonts, logo. Use of MUI theme for advanced customization.

Status tracking

Mirroring of the status of orders/orders from the epilot employee view to the customer portal.

Order and contract overview

All information on open and completed orders as well as relevant documents and contracts in one place.

Offer processes

Display of offers in the customer portal with function for acceptance or rejection by the customer or interested party.

Communication

Message exchange between customers and employees via the customer portal.

Cross-selling

Placement of product and service offers with the option of online conclusion in the customer portal.

Performance Tracking

Performance Tracking: Integration of tracking solutions to analyze user behavior.

epilot Mitarbeiter lächelt

Marlon Hütten

Chief Sales Officer

Sounds good?

Then let's talk.