A CRM manages one type of relationship: the one with the customer. In the energy market, however, many other relationships are just as central to daily operations – such as those with asset operators, installers, grid operators, and internal teams. These stakeholders are, in turn, connected to processes, products, contracts, metering points, and much more. With its 360° platform, epilot has developed the perfect answer to this requirement: the energy XRM.
More than just a CRM
The concept behind it is not new: XRM, or Anything Relationship Management, has long been considered an evolution of the classic CRM. While a CRM focuses on a single, central customer relationship, an XRM manages any number of relationships between various stakeholders – employees, partners, or suppliers – all within the same system, rather than through fragmented workarounds.
The German energy market is a particularly clear example of why this is necessary: it is too complex, too specialized, and too dynamic for a one-size-fits-all solution. epilot has therefore worked with industry experts to specifically evolve and tailor the XRM principle for the energy sector, creating the energy XRM. It is designed specifically for the relationships that truly matter to energy suppliers, grid operators, and their partners.
A classic CRM cannot keep up with the demands of the new energy world
The use cases that are part of everyday life for epilot users rarely involve just one relationship. For a new grid connection, for example, an installer submits technical data, approval depends on the current capacity at the connection point, and a legal deadline is ticking – all while other requests are being processed simultaneously. A classic CRM only captures a fraction of this, namely the customer side; for everything else, you need additional systems that do not communicate effectively with one another.
This is exactly what wastes time in daily operations: information is entered twice, the overview of the processing status is lost, and no one can see at a glance where things are getting stuck. Furthermore, the interplay of multiple individual systems, along with their integration and interface maintenance, costs an unnecessary amount of money.
The epilot energy XRM
This is where epilot’s solution comes in: the new energy world is becoming complex, but the system landscape behind it doesn't have to be. Specifically, the energy XRM bundles use cases, processes, involved stakeholders, and data into one ecosystem – from sales and service to customer, partner, and asset management, all the way to new energy topics like HEMS or virtual power plants.
Unlike generic solutions, the epilot energy XRM was developed from scratch for the German energy market. It includes Vertical AI that understands industry-specific contexts directly rather than having to learn them – not just an add-on AI feature, but something deeply anchored in the platform's foundation. This enables true automation and autonomous action, rather than just performing individual tasks on the surface. All of this is done under the highest security standards, which are non-negotiable in the energy sector: ISO 27001 certification, GDPR compliance, hosting in Germany, no model training with customer data, and much more.
How it differs from the competition
If you look at the software market for the energy industry today, you will find various categories of providers. For example, CRMs specialized in the energy sector. These are strong in individual use cases but remain CRMs rather than comprehensive ecosystems, contributing to a fragmented system landscape. Generic business suites offer a wide range of functions but lack industry depth, which leads to expensive customization. All-in-one operating systems pursue a similar holistic idea but usually require a complex all-or-nothing migration, including the ERP, instead of allowing for an iterative expansion. And point solutions may provide depth in one specific use case, but they also increase the patchwork of systems instead of resolving it.
The epilot energy XRM is the only holistic platform that is specialized from scratch for the German energy market and can be expanded flexibly and iteratively, allowing you to go live quickly and remain agile. It unites the areas of grid, commodity, non-commodity, and new energy topics like HEMS and VPP on a single ecosystem. Anyone looking to realistically compare total costs should therefore not just look at license prices, but also calculate the actual total cost of integration – the effort required to keep multiple individual systems running and synchronized over the long term.
Start flexibly, grow individually
Introducing the energy XRM does not mean you have to adopt the entire platform from the start. You have complete flexibility regarding which use case comes first and how quickly others follow. For the first use case, there are proven Blueprints – ready-to-use, end-to-end templates developed from real customer projects for complete use cases that can be specifically adapted, so you don't have to start with a blank screen.
In this way, a single use case grows into a complete energy XRM over time – at a pace that suits your company.
We would be happy to show you what this could look like for your company in a brief conversation.
Common questions
