AI Lead Enrichment & Data Append for ERPNext

ECOSIRE builds you a proper Frappe app (its own module, installable via bench get-app / bench install-app) that wires a real enrichment layer into ERPNext. We add the custom fields and a child Enrichment Log DocType to hold provider responses, then hook enrichment into hooks.py doc events (after_insert and on_update on Lead and Contact) so a new or edited record is enriched automatically in the background. An enqueued server-side job calls your chosen provider — Clearbit, Apollo, Hunter, ZoomInfo, People Data Labs, or another API you already pay for — normalizes the response, and writes back company name, domain, employee count/size band, industry, estimated revenue, the contact's job title and seniority, verified work email, and linked social profiles (LinkedIn, X, company website). API keys live in encrypted Password fields on a single Enrichment Settings DocType, never in code.

Enrichment runs in two modes. Real-time: a client script fires a whitelisted method (frappe.call → @frappe.whitelist()) when a rep opens or saves a record, so they see enriched data without leaving the form. Bulk: a scheduler event (registered in scheduler_events in hooks.py) sweeps un-enriched or stale records on a cron cadence and processes them in batched background jobs that respect your provider's rate limits and credit budget, with retry and backoff so a provider outage never corrupts a record. Every call is written to the Enrichment Log with the raw payload, provider, cost/credits used, and status, so you have a full audit trail and can re-run a single record on demand. Access is governed by ERPNext permissions and role profiles — only the roles you designate can trigger enrichment or view provider keys — and the whole thing is exposed over the standard Frappe REST API so your other systems can enrich on demand too.

Because this is build-to-order, nothing is sold as an instant download. We start with a short scoping call to confirm which providers you use, which fields matter for your qualification and routing, your credit budget, and your matching rules (how we decide a provider result is a confident match versus a maybe). We build and configure against your ERPNext, run UAT on a staging bench, then install on production with a rollback plan. Typical delivery is 2-4 weeks from confirmed scope, targeting Frappe/ERPNext v15 and v16. You get the source code, a Git repo handover, technical and user documentation, a training session, and a post-go-live support window.