Digital
collaboration
made easy.

With epilot, you control the collaboration with partners and customers digitally. For more transparency, efficiency and quality.

Illustration - Header Partner portal
Illustration - Header Partner portal
Illustration - Partner network
Illustration - Workflow configurator

Common workflows

In the partner portal of our software, you automatically assign work steps to your partners, communicate with them and both sides document their activities. This creates transparency about the process status. And standardized processes ensure living up to the quality promise to your customers.

Selling together

You can also sell your products or services via your partners or sell the portfolio of your partners. You can flexibly create products and journeys for joint use.

Automated lead routing

You can use automation rules to assign incoming leads to your partners based on parameters such as region or product ordered.

Central system, common use

In epilot, you can create designs, products, journeys and workflows centrally in one client and share them with other clients. In this way, you can optimally digitalize cross-organizational collaboration and hierarchical group structures.

Want to manage your partners more efficiently?

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

Partner portal features at a glance

Journey Builder:

Integration of partners in process flows, e.g. via assignment of entire workflows or tasks, automated dispatch of messages.

Shared 360° view:

All data about the customer, the joint project and the process status in one central location.

Click sections:

Use of epilot click sections for intuitive and consistent collection of information, e.g. for documentation of technical work.

Lead routing:

Automated assignment of leads to partners based on defined parameters.

Communication

Communication via individual messages or automated messages via variable-based templates as well as via notes and comments.

Products & Services:

Integration of partner products and services into own sales and inquiry channels. Provision of own products and services for integration into partner sales and inquiry channels.

Roles & Rights

Flexible configuration of partner access rights and views. Mapping of hierarchical group structures.

epilot Mitarbeiter lächelt

Marlon Hütten

Chief Sales Officer

Sounds good?

Then let's talk.