The energy XRM for energy suppliers & municipal utilities

Digitalize your business areas to scale the energy transition

Transform your non-commodity and commodity business. From product management through to sales and customer service on a single, integrated platform.

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Flexible & modular

GDPR compliant

No programming knowledge required

Kununu Top Company 2026
295 Bewertungen
120+
Mitarbeitende
2017
Gegründet
200+
Kund:innen

100+ energy suppliers and municipal utilities rely on epilot energy XRM

The challenges of modern energy suppliers

Energy suppliers are facing enormous challenges today. At a time when customers expect flexibility and excellent service more than ever, these problems can be life-threatening:

Fragmented IT systems slow down agility.

It takes too long to introduce and adapt products.

Sales processes, also when working with partners, are inefficient.

Customer service is overloaded.

Structures, expertise and technology are lacking.

Challenges of energy suppliers in scaling the energy transition

The 5 biggest scaling issues and how you can solve them
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The solution: The epilot energy XRM

Imagine being able to solve all these challenges with a single, powerful platform. epilot offers you just that: end-to-end digitalization from the initial customer request to ongoing service support. You decide for yourself whether you want to use individual modules or the all-in-one solution.

Introduce new energy services and tariffs in a flash

Free your team from lengthy IT-dependent processes. Enable your team to react to market changes in real time to increase agility and launch new products faster.
Prozessschritte zur Tarifauswahl: Tarif wählen, Kontaktinformationen, Termin auswählen, weiteren Schritt hinzufügen

Visual no-code editor for quick configuration of products
and click routes for embedding on the website

Ready-made blueprints for tariff calculators and digital click routes
for energy service products in your corporate design

Produktdetailseite Wärmepumpe Viessmann Vitocal 250 mit passenden Zusatztarifen und Konfigurationsbutton

Flexible bundling of commodities and innovative energy services

Anzeige aktueller Netzentgelte und Übersicht der eigenen Produkte

Integration of price databases and support for dynamic tariffs

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Expand your product range with dynamic tariffs

Position yourself as an innovative partner for your customers

Liniendiagramm 'Dynamic Tariffs' mit stündlichem Strompreis in ct/kWh (englische Version)
Attract customers with an appealing presentation of your dynamic products in the tariff calculator and connect them to your own customer portal app for full transparency and control over their consumption. Everything linked together and flexibly configurable without code in a central platform.

Control your sales processes centrally across all product groups

Overcome the inefficiencies of fragmented systems and maximize your company's cross-selling potential through centralized management of all energy products and services.

Integrated product hub for electricity, gas, water, heat, solar, e-mobility and other non-commodities

Automated processes with seamless partner integration

Personalized offers and effective cross-selling directly in the customer portal

Streamline your customer service with self-service options

Transform your customer service from overworked employees and outdated portals to an efficient, customer-friendly experience that relieves your service agents and increases customer satisfaction.

Mobile-optimized customer portals for all products and services, created directly in the department — without programming knowledge and with your own branding

Comprehensive self-services for customers: From managing payment plans, household moves and meter readings for commodities to tracking the status of installations for non-commodities

Central 360° customer view for efficient customer service

Sales and service in one platform for holistic customer analysis and exploiting sales potential

Mockup des Kundenportals „Welcome to the customer portal“ auf Desktop und Smartphone
CRM-Ansicht einer Verkaufschance (Opportunity-257) mit Verkaufsprozess-Fortschritt, Produkten, Dokumenten, Beziehungen und Nachrichten
Portrait eines Mannes umgeben von Servicesymbolen: Dokumente, Solaranlage, Datei-Upload, Telefon, Nachrichten und Strom
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Energy suppliers & municipal utilities typically use the following functions

360° Customer Service

360° transparency beyond pure CRM with a holistic sales and service approach

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Blueprints

End-to-end templates for optimized processes in the energy transition

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Business Objects

Flexibly adaptable data structure for all use cases

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Customer Portal

Individually branded customer portal for modern self-services and cross-selling

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Data Lake

Automated data collection as a basis for business intelligence

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Journeys

User-friendly order and inquiry routes created without code

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Partner Portal

Efficient collaboration with partner companies

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Processes & Automations

Optimization and automation of complex business processes

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Product Hub

Central management of complex products and services with flexible pricing logics

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Blueprints for energy suppliers

Be ready for immediate use with end-to-end templates
Choose from fully pre-configured blueprints for complete use cases in the energy transition, such as "Commodities B2C", and save time and resources.
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Testimonials

What our customers say about epilot

"The cost-to-serve for energy suppliers is €30-50 per household per year. epilot can reduce these costs by up to 40%. "
Hans-Martin Hellebrand
Hans-Martin Hellebrand
Management Board
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"The possibility of combining network and sales topics in one platform will bring us additional efficiency gains."
Igor Kobets
Igor Kobets
Digitisation manager
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"We want to combine commodity and non-commodity in a modern, future-proof architecture that enables the integration of existing and future systems. epilot's flexible and agile way of working is an important impulse for our organization."
Jürgen Kroha
Jürgen Kroha
Head of Energy Sales
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"We are very pleased with the foundation we were able to lay with epilot - and we still have a lot of plans!"
Sebastian Freier
Sebastian Freier
Technischer Vorstand
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"What makes epilot unique in addition to the platform itself: A highly motivated team that quickly reviews and implements our ideas for the new features. The onboarding is also great: The team is getting involved so that we can be productive quickly with our system."
Anna Witenbek
Anna Witenbek
IT Department Manager
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"We have made the process for marketing PV systems in the B2B segment productive in two to three days. In the past, this was never possible and entailed external programming costs."
Christoph Hesse
Christoph Hesse
Chief Sales Officer
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"There is no other solution on the market that enables partner management as well as epilot. We have currently integrated 120 local craft businesses into the platform, which are fully automated via epilot for order processing."
Hans-Martin Hellebrand
Hans-Martin Hellebrand
Management Board
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"Compared to previous manual processing of energy service requests, the time required was reduced by up to 50%, depending on the product. For us, in addition to increasing efficiency, it is even more important: We can serve customers quickly and thus increase their satisfaction in the long term."
Vanessa Krause
Vanessa Krause
Senior Sales Operations Manager
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"The automation in epilot saves us an enormous amount of manual work. Many processes now run automatically, which relieves our team and makes workflows more efficient."
Juliana Nergiz
Juliana Nergiz
Kauffrau für Büromanagement
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"The epilot customer portal convinces us by mapping the service and sales of commodities and energy services in one system. The customer portal can access all relevant source and subsystems and ensure 360° customer view and processing."
Jürgen Kroha
Jürgen Kroha
Head of Energy Sales
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"With epilot, we have already introduced use cases in the network sector that go beyond the legal requirements. Now we are also digitising sales with epilot to make processes faster and more efficient. We want to use epilot to map the areas of PV, heat pumps and cross-selling."
Maximilian Martin
Maximilian Martin
Fachbereichsleiter Handel/Vertrieb Versorgungsbetriebe
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"From initial customer inquiries to planning and communication with the installer, everything runs via the epilot platform, which saves us a lot of time and manual work."
Bernhard Meyer
Bernhard Meyer
B2C Sales
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"We do not want to look at the traditional utility and grid sector in isolation from new business areas such as solar or e-mobility. We think about the energy future holistically and use epilot to represent it on a platform."
Sven Frohnen
Sven Frohnen
Head of Business Analysis & Product Management
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"By using epilot in energy service sales, our customers benefit from a fast and convenient online service, as we digitally record and process their inquiries directly at the customer interface. "
Christian Meyer-Hamerström
Christian Meyer-Hamerström
CEO
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"Employees enjoy working with the epilot platform because it provides tangible added value in their daily work."
Vanessa Krause
Vanessa Krause
Senior Sales Operations Manager
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"The interactive integration with different products and the sales process running in the background with customer contact, as well as the ability to centrally store customer data and interests, is exactly what we need."
Jochen Hille
Jochen Hille
Head of Energy Services
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"With the epilot Data Lake, we use the central BI tool to track all processes from start to finish, e.g. lead input to installed PV power. The holistic view of the energy service business enables well-founded decisions to increase efficiency and optimize processes. "
Vanessa Krause
Vanessa Krause
Senior Sales Operations Manager
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"I appreciate the community spirit of epilot: We benefit continuously from the further developments of the standard."
Jürgen Kroha
Jürgen Kroha
Head of Energy Sales
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"epilot regularly brings together players from the energy market in formats such as the Community Convention or the epilot World in order to promote exchange among themselves. We really appreciate this as an additional service beyond the platform. "
Anna Witenbek
Anna Witenbek
IT Department Manager
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"With the epilot process builder, employees can be automatically assigned tasks for structured processing. The processes also help a lot as a guideline when onboarding new employees."
Alexandra Weich
Alexandra Weich
Product Manager EDL
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FAQs

How does epilot differentiate itself from the ERP system?

epilot is used as a layer above the ERP system to operate the customer interface with a modern no-code platform in an agile manner and independently of IT. ERP systems are connected to epilot via open APIs.

Is epilot also suitable for smaller municipal utilities?

You start with your most pressing use case – such as a self-service portal – and gradually expand epilot into a complete energy XRM.

How does epilot support us in the introduction of energy services?

epilot offers your company a flexible platform to manage and sell both commodities and non-commodities. You can quickly introduce new products such as wallboxes, solar systems or heat pumps and sell them via various channels. Our solution helps you to scale your energy service business efficiently.

Can I integrate epilot into my existing systems?

Yes, epilot integrates seamlessly with your existing systems, including ERP, document management systems, archiving systems, planning tools and more.

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

Find out in a demo how epilot energy XRM can help you. Because nobody likes inefficient processes. Not employees, partners or customers.

Flexible & expandable in stages

GDPR compliant

No programming knowledge required

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Learn how to set up full use cases in minutes with our growing library of validated blueprints.

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