Sales platform for solution providers

Digitalize the sale of PV systems, heat pumps and more

From lead generation to project execution — everything in one platform.

Flexible & modular

GDPR compliant

No programming knowledge required

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

The challenges of modern solution providers

Solution providers in the energy sector are facing complex challenges:

Inefficient sales processes slow down growth.

Manual processes slow down project execution.

Lack of transparency when working with partners.

Difficulties in scaling the business.

The solution: epilot sales platform

As the energy XRM, epilot offers a comprehensive digital solution that is specifically tailored to the needs of solution providers. From lead generation to project execution — optimize your sales processes with a central platform.

Generate leads in a structured way, collect data and qualify inquiries

Optimize your lead management process from initial inquiry to qualified order.

Digital order journeys for efficient lead recording in solar, heat pump and charging infrastructure projects

Automated lead qualification based on defined criteria

Central overview of all inquiries and their status in the sales process

Structured data collection for precise quotation preparation and project planning

Process inquiries and orders faster and more efficiently

Speed up your sales processes and increase efficiency in order processing.

Automated workflows for fast
preparation of offers and order confirmation

Integrated product configuration for
complex energy solutions

Modern self-service customer portal with
status tracking

Seamless transfer of sales data to
project planning and installation teams

Blueprints for energy solution provider

Be ready for immediate use with end-to-end templates
Choose from fully pre-configured blueprints for complete use cases in the energy transition and save time and resources.
Our references

What our customers say about epilot

"The biggest benefits of epilot for empact are the transparency of journeys, fast response times to inquiries and a high level of customer satisfaction. Data quality and the data lake are also very valuable to us."
Manuel Thielmann
Manuel Thielmann
COO

Common questions

How does epilot support the end-to-end digitization of our sales processes?

epilot offers you a 360° view of all customer interactions. From the initial inquiry to ongoing support, you have everything in one system. Digital click paths and automated workflows optimize every step of the sales process. The integrated CRM functions and the customer portal as part of the holistic energy XRM ensure seamless communication. Our data lake enables in-depth analyses for data-driven decisions. This allows you not only to digitalise individual steps, but also to transform your entire sales approach.

How flexible is epilot when it comes to adapting to our specific sales processes?

Use our visual no-code editor to customize products, click paths and processes without IT knowledge. Our ready-made blueprints for the energy sector give you a quick start. You can make your own adjustments at any time - whether for new products or changing market conditions. This allows you to stay agile and bring new offerings to market faster.

How does epilot support the efficient management of our partner network?

Our integrated partner portal revolutionizes your collaboration with specialist partners. You have full transparency across all projects and can assign tasks directly. The detailed roles and rights concept enables secure integration of all parties involved. This significantly reduces your administrative workload, speeds up response times and ensures that your quality promises are kept.

How does epilot help to plan and distribute energy solutions more efficiently?

epilot combines project planning, installation and sales in one system. You control the entire process - from lead generation to maintenance - via a central platform. Automated workflows allow you to drastically reduce processing times. Our product hub enables you to easily configure and market complex energy products such as solar, heat pumps or charging facilities. The result: faster project execution, fewer errors and a significantly shorter “time to close deal”.

Can I use single functions modularly without changing my entire system?

Yes, you can use epilot modularly without moving your entire system. You can select specific functions that solve your current problem and do not have to implement the entire scope of epilot directly.

What does epilot cost?

The cost of epilot depends on the modules you choose. Our flexible, modular structure allows you to pay only for the features you need. Through targeted consulting, we help you identify the right modules to create an excellent price-performance ratio. Book a demo for a non-binding quote.

How much effort is involved in the implementation, how long does it take and can you support us?

The implementation of epilot is efficient and fast. Our platform can be up and running within a day, the effort and duration depends on your specific requirements. epilot offers comprehensive implementation support, including consulting, training and technical support. Implementation is usually completed within a few weeks.

Is epilot GDPR compliant and safe?

Yes, epilot is GDPR-compliant and secure. The platform is ISO 27001 certified and stores all data in Germany. As a cloud solution, epilot meets the highest standards of data protection and security.

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.