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:
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
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
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
Manage collaboration with partners efficiently and transparently
Solution providers typically use the following features
Blueprints for energy solutions
Charging stations B2B
District heating B2C
Electricity + energy solution bundlings B2C
Energy solution bundlings B2C
GHG quota B2C
Heat pump B2C
Plug-in PV plants B2C
Solar B2B
Solar B2C
Storage B2C
Wallbox B2C
Common questions
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.
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.
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.
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”.
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.
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.
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.
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.