Name: epilot
Author: epilot

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

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epilot is a platform provided by epilot GmbH that aims to assist businesses in managing their customers throughout the customer lifecycle. According to the vendor, this platform offers various features including digital journeys, a customer portal, and CRM and customer service functionalities. It is designed to cater to small to large-sized companies in industries such as energy providers, renewable energy companies, e-commerce providers, utility companies, service providers in the energy sector, and companies in the network processes industry.

**Journeys**: According to the vendor, epilot Journeys are configurable click paths that can be embedded on websites, allowing customers to easily request complex products and services such as solar panels, electricity tariffs, or house connections.

**Kundenportal (Customer Portal)**: The epilot Kundenportal is a customizable self-service portal that, according to the vendor, enables customers to create offers, access their account information, and supports cross-selling by recommending relevant products or services.

**CRM & Kundenservice (CRM & Customer Service)**: The vendor claims that epilot provides a centralized location for all customer data, including documents, messages, invoices, appointments, and more, facilitating effective customer relationship management and customer service.

**Maßgeschneidert auf dein Business (Tailored to Your Business)**: According to the vendor, the epilot platform offers high flexibility and customization options, allowing businesses to tailor it to their specific needs without any programming knowledge.

**Digitale Klickstrecken einfach gemacht (Digital Click Paths Made Easy)**: The vendor states that epilot simplifies the configuration of user-friendly order and inquiry processes, guiding prospects and customers step by step through complex purchasing decisions, such as the purchase of solar panels or heat pumps.

**No-code: Klick und los geht's (No-Code: Click and Get Started)**: According to the vendor, epilot's no-code approach enables users to easily create, customize, and preview click paths without the need for programming knowledge, ensuring agility and speed in configuring processes.

**Intelligentes Crossselling (Intelligent Cross-Selling)**: The vendor claims that in epilot Journeys, additional products, recommendations, or bundles can be offered based on the customer's product selection, facilitating intelligent cross-selling opportunities.

**Omnichannel Nutzung (Omnichannel Usage)**: According to the vendor, epilot Journeys can be utilized online and offline, enabling data collection from prospects, customers, service employees, and partners across various channels.

**Angebotsprozesse (Offer Processes)**: According to the vendor, epilot Journeys support offer processes by presenting offers directly within the journey, allowing customers to accept or decline offers seamlessly.

Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

Workbooks CRM Edition

Workbooks Business Edition

Workbooks

Cin7 Orderhive was a SaaS based solution for order, shipping and inventory management functionalities. Acquired by Cin7 in 2021, it was discontinued in 2023.

Essentials

Standard

Enhanced

Orderhive (discontinued)

epilot

Order management software supports the purchase to pay workflow with automation applied to essential  (e.g. credit check, customer and supplier invoicing, purchase order generation, transmission of data through integrated systems) and ancillary tasks(multi-channel order tracking and analysis) inherent in the processing of orders, and allows sellers to more easily track inventory levels and selling channels, improve customer experience, and overall process sales more effectively.

Order Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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epilot

Overview

What is epilot?