Los detalles del producto se muestran en inglés. Próximamente traducciones.
Datos rápidos
- Precio
- $299.00 USD
- Versiones de ERPNext
- —
- tiempo de configuración
- 30 minutos
- Licencia
- Perpetuo único
- Idiomas
- 11 idiomas
Compra única
Lead Scoring & Routing Engine
A build-to-order Frappe app that adds rule-based and behavioral lead scoring to ERPNext CRM, then auto-assigns every lead by round-robin, weight, or territory. ECOSIRE scopes, builds, installs, and supports it on your bench.
$299.00USD
Sin pago ahora. Esto envía una solicitud de presupuesto a nuestro equipo; te responderemos por correo con precios y próximos pasos.
Características clave
Dedicated Frappe app and module with a `Lead Scoring Rule` DocType for weighted demographic conditions on industry, company size, source, country, and any existing custom field
`Lead Behavior Event` DocType accumulating points from tracked signals (email opens, page visits, form submits) ingested via a whitelisted `frappe.whitelist()` REST method
`hooks.py` doc events on `Lead`/`CRM Lead` (`validate`, `after_insert`, `on_update`) that recompute the score server-side, never in the browser
Server script recomputes `custom_lead_score` and derives an A/B/C/D grade against configurable threshold bands
`Lead Scoring Settings` singleton so ops tune weights, thresholds, and grade cut-offs with no code change or redeploy
Configurable `Lead Routing Rule` engine with round-robin, weighted round-robin, and territory/product-based strategies
Territory and product-interest mapping that resolves the correct owner or sales team from the lead's `territory`/country fields
Routing writes native Frappe `ToDo` assignments and sets `lead_owner`, integrating with existing Assignment Rules, notifications, and Kanban
Scheduler event (`scheduler_events` in `hooks.py`) sweeps stale, unworked, or unassigned hot leads on a configurable interval
Client script on the Lead form rendering a live score, grade badge, and next-best-action indicator for reps
Whitelisted REST endpoints to push behavioral events or re-trigger scoring from your website, marketing tool, or webhooks
Full audit trail: every scoring and routing decision logged with rule name, delta, and timestamp for sales-ops review
Role profiles and DocType permissions separating rule editors (ops) from reps who only see the scored outcome
Auto-prioritization: hot leads above a threshold jump the routing queue and can trigger notification or escalation to senior closers
Sobre este producto
High lead volume exposes a real gap in ERPNext CRM out of the box: the Lead DocType has no native scoring, and Assignment Rule gives you basic round-robin ToDo assignment but no concept of demographic fit, behavioral intent, score thresholds, or grade-based prioritization. Sales-ops teams end up bolting scoring logic into spreadsheets or leaving reps to cherry-pick leads, so hot inbound sits unworked while low-fit leads soak up capacity. When you try to encode "score the lead, grade it, then route hot A-grade leads to senior closers by territory" using only stock ERPNext configuration, you run out of road fast.
Por qué elegir Lead Scoring & Routing Engine
Dedicated Frappe app and module with a `Lead Scoring Rule` DocType for weighted demographic conditions on industry, company size, source, country, and any existing custom field
`Lead Behavior Event` DocType accumulating points from tracked signals (email opens, page visits, form submits) ingested via a whitelisted `frappe.whitelist()` REST method
`hooks.py` doc events on `Lead`/`CRM Lead` (`validate`, `after_insert`, `on_update`) that recompute the score server-side, never in the browser
Server script recomputes `custom_lead_score` and derives an A/B/C/D grade against configurable threshold bands
`Lead Scoring Settings` singleton so ops tune weights, thresholds, and grade cut-offs with no code change or redeploy
Configurable `Lead Routing Rule` engine with round-robin, weighted round-robin, and territory/product-based strategies
ECOSIRE builds a proper Frappe app — its own module, not a pile of loose customizations — that closes that gap. We add a Lead Scoring Rule DocType (weighted conditions on industry, company size, source, country, and any custom field you already capture) and a Lead Behavior Event model that accumulates points from tracked signals such as email opens, website visits, form submissions, or webhook pings via a whitelisted REST endpoint. A hooks.py doc event on Lead (and optionally CRM Lead on v16) recomputes the total score on validate/after_insert through a server script, writes back a numeric custom_lead_score and a derived grade (A/B/C/D against configurable thresholds), and stamps the scoring timestamp. Nothing is hard-coded — thresholds, weights, and grade bands live in a single Lead Scoring Settings singleton so your ops team tunes them without a redeploy.
Routing runs the moment a lead crosses a threshold. We ship a configurable Lead Routing Rule engine supporting three strategies: round-robin across an eligible sales pool, weighted round-robin (a senior rep can carry a 3:1 share), and territory/product-based assignment that maps the lead's territory, country, or product interest to a specific owner or team. Assignment writes a standard Frappe ToDo and sets lead_owner, so it plugs into the native Assignment Rule, notifications, and Kanban views you already use — reps see it in the same inbox, no new UI to learn. A scheduler event sweeps stale or unassigned hot leads on an interval as a safety net, and every scoring and routing decision is logged for audit. Client scripts surface the live score, grade, and next-best-action badge directly on the Lead form. Role profiles and permissions gate who can edit rules versus who only sees the outcome.
Because this is built for your ERPNext, it fits your fields, your territories, and your sales structure — and it targets the version you actually run (Frappe/ERPNext v15 or v16). It is not a Frappe Cloud Marketplace download; there is no instant install. After you request a quotation we run a short scoping call, confirm your scoring dimensions and routing strategy, then build, install on a staging bench, and hand over. Typical delivery is 2–4 weeks from confirmed scope, and you receive the installable source, a git repository, documentation, training, and a post-go-live support window.
lo que obtienes
- Installable source code for the version we build, packaged as a proper Frappe app for your v15 or v16 bench
- Installation and configuration on your staging bench, including `Lead Scoring Settings`, initial rules, and routing pools wired to your real territories
- Technical documentation: DocType reference, hooks and server-script logic, REST endpoints, and scheduler jobs
- End-user guide plus a live training session for sales-ops on tuning weights, thresholds, and routing rules
- UAT on staging with your sample lead data, sign-off checklist, and a documented rollback plan before production
- Post-go-live support window for bug fixes and configuration adjustments
- Git repository handover with full commit history and branch/tag for the released version
- Data-migration notes and re-scoring helper to backfill scores onto your existing lead pipeline
¿Para quién es esto?
Sales Operations Manager
Owns lead distribution fairness and pipeline hygiene. Needs auditable, rule-driven scoring and routing that replaces spreadsheet triage and manual reassignment, tunable without engineering tickets.
Head of Sales / Revenue Leader
Wants reps spending time on the highest-fit, highest-intent leads. Needs grade-based prioritization so A-grade inbound reaches senior closers fast and nothing hot sits idle.
ERPNext Administrator
Runs the bench and cares about maintainability. Needs a clean Frappe app with proper DocTypes, hooks, permissions, and a git repo — not scattered customizations that break on the next v15/v16 update.
Marketing Operations Lead
Feeds behavioral signals into the CRM. Needs whitelisted REST endpoints to push email/website engagement events so lead scores reflect real intent, not just form-fill demographics.
Descripción general de la instalación
Descargar desde ECOSIRE
Compre la licencia en ecosire.com y descargue la aplicación ZIP de Lead Scoring & Routing Engine desde el panel de su cuenta.
Añade la aplicación a tu banco
Extraiga el ZIP en la carpeta de aplicaciones de su banco o ejecute `bench get-app` con la ruta a la aplicación extraída.
Instalar en su sitio
Ejecute `bench --site SITE_NAME install-app APP_NAME` seguido de `bench migrar` para instalar Lead Scoring & Routing Engine y aplicar su esquema.
Activa tu licencia
Abra la configuración de licencia de ECOSIRE en su sitio y active su clave de licencia. Requiere las aplicaciones gratuitas ecosire_connect y ecosire_license_client.
Cómo se compara Lead Scoring & Routing Engine
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Odoo Nativo |
|---|---|---|---|---|
| Lead scoring | Rule-based + behavioral, weighted, tunable via settings singleton | Whatever you build and maintain in-house | Fixed scoring model, limited to its own fields | |
| Grades & thresholds | Configurable A/B/C/D bands, no redeploy to change | Possible but you design and code it | Often hard-coded or absent | |
| Routing strategies | Round-robin, weighted, and territory/product-based | Build each strategy yourself | Usually round-robin only | |
| Behavioral signals | Whitelisted REST endpoints feed `Lead Behavior Event` | You build the ingestion and storage | Rarely supported or add-on gated | |
| Fit to your fields & territories | Built around your existing custom fields and territories | Fully bespoke by definition | Fit only where its schema overlaps yours | |
| Auditability | Every scoring/routing decision logged with rule and delta | Only if you build logging | Varies, often opaque | |
| Ownership & handover | Source code + git repo handed over to you | You own it, and all the build effort | Licensed, no source, vendor-locked | |
| Support & delivery | Scoped, built, installed, UAT'd, with a support window | Your team's time and roadmap | Self-install, community/ticket support |
Preguntas frecuentes sobre Lead Scoring & Routing Engine
+How long does delivery take?
This is build-to-order. After you request a quotation we run a short scoping call to confirm your scoring dimensions and routing strategy, then build, install on staging, and hand over. Typical delivery is 2–4 weeks from confirmed scope, depending on how many rules, territories, and behavioral integrations you need.
+Is this an instant download from the Frappe Marketplace?
No. It is not an existing marketplace app you install yourself. ECOSIRE builds it specifically for your ERPNext instance, installs it, and supports it. You receive the source code and git repository as part of handover.
+Which ERPNext versions are supported?
We build against Frappe/ERPNext v15 or v16. We target the version you actually run in production so the app installs cleanly on your bench and survives standard updates. Tell us your version on the scoping call.
+How does scoring actually work under the hood?
A `hooks.py` doc event on the Lead fires a server script that evaluates your `Lead Scoring Rule` records, sums weighted points from demographic conditions and accumulated `Lead Behavior Event` signals, then writes back `custom_lead_score` and a derived grade. Thresholds and weights live in a settings singleton so your team tunes them without a redeploy.
+How are leads routed, and does it work with our existing assignments?
The routing engine supports round-robin, weighted round-robin, and territory/product-based assignment. It writes standard Frappe `ToDo` records and sets `lead_owner`, so it integrates with your existing Assignment Rules, notifications, and Kanban views — reps see leads in the same inbox they already use.
+Can we feed in behavioral data from our website or marketing tools?
Yes. We expose whitelisted REST endpoints so your website, marketing automation, or webhooks can push events like email opens, page visits, and form submissions. Those events accumulate as `Lead Behavior Event` records and raise the lead's behavioral score in near real time.
+What support and updates do we get after go-live?
Handover includes a post-go-live support window for bug fixes and configuration adjustments, plus full documentation and the git repository. Because you hold the source, your team or ours can extend it later. Ongoing enhancement or version-upgrade retainers are available separately.
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Lead Scoring & Routing Engine
A build-to-order Frappe app that adds rule-based and behavioral lead scoring to ERPNext CRM, then auto-assigns every lead by round-robin, weight, or territory. ECOSIRE scopes, builds, installs, and supports it on your bench.
- Dedicated Frappe app and module with a `Lead Scoring Rule` DocType for weighted demographic conditions on industry, company size, source, country, and any existing custom field
- `Lead Behavior Event` DocType accumulating points from tracked signals (email opens, page visits, form submits) ingested via a whitelisted `frappe.whitelist()` REST method
- `hooks.py` doc events on `Lead`/`CRM Lead` (`validate`, `after_insert`, `on_update`) that recompute the score server-side, never in the browser
- Server script recomputes `custom_lead_score` and derives an A/B/C/D grade against configurable threshold bands