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产品详细信息以英文显示。翻译即将推出。
AI Lead Enrichment & Data Append for ERPNext — A build-to-order Frappe app that automatically appends company, job title, ema — 1/1示意预览

A build-to-order Frappe app that automatically appends company,

job title, email, firmographic and social data to your ERPNext Leads and Contacts from the enrichment providers you already use.

ECOSIRE scopes, builds, installs and supports it — not an instant Marketplace download.

什么是 AI Lead Enrichment & Data Append for ERPNext?

A build-to-order Frappe app that automatically appends company, job title, email, firmographic and social data to your ERPNext Leads and Contacts from the enrichment providers you already use. ECOSIRE scopes, builds, installs and supports it — not an instant Marketplace download. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

Dedicated Frappe app with its own module, installable via `bench get-app` and `bench install-app`, targeting ERPNext v15 and v16
Automatic enrichment on `after_insert` and `on_update` doc events for `Lead` and `Contact`, wired through `hooks.py`
Custom fields added to `Lead`/`Contact` for company, domain, size band, industry, estimated revenue, job title, seniority and verified email
Child `Enrichment Log` DocType storing the raw provider payload, provider name, credits used, status and timestamp per record
Provider-agnostic connector layer (Clearbit, Apollo, Hunter, ZoomInfo, People Data Labs or your existing API) selected at scope time
Real-time enrichment via a `@frappe.whitelist()` method called from a `client script` so reps see data in-form without leaving the record
Bulk and scheduled enrichment through a `scheduler_events` cron sweep that batches un-enriched and stale records
Background processing with `frappe.enqueue`, per-provider rate limiting, retry and exponential backoff for outages
API keys stored in encrypted `Password` fields on an `Enrichment Settings` single DocType — never hard-coded
Confidence/match scoring so low-confidence provider results are flagged for review instead of silently overwriting good data
Deduplication and write-back rules that never clobber human-verified fields unless configured to
Role-based access via ERPNext permissions and role profiles governing who can enrich and who can view provider keys
Full exposure over the Frappe REST API and whitelisted methods for on-demand enrichment from external systems
Credit-budget guardrails and per-run cost logging so enrichment spend stays inside the cap you set

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 ERPNext 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

ERPNext 兼容性
—
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
MariaDB 10.6+

关于此产品

Your sales team lives in the ERPNext CRM, but the Lead and Contact DocTypes arrive half-empty: a name and an email, maybe a company string typed by whoever filled the web form. Reps then burn hours on manual research — hunting job titles on LinkedIn, guessing company size, copy-pasting industry and revenue into custom fields — before a lead is even worth routing. ERPNext core has no enrichment pipeline; the CRM captures data, it doesn't append it. The result is inconsistent qualification, bad territory and round-robin assignment, and reporting you can't trust because half the firmographic fields are blank or free-text.

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 one working week 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.

你得到什么

  • Installable source code for your version of the app (custom Frappe module, DocTypes, hooks, server and client scripts)
  • Installation and configuration on your ERPNext, including provider connection and `Enrichment Settings` setup
  • Technical documentation covering architecture, DocTypes, hooks, whitelisted methods and scheduler events
  • User guide plus a live training session for your sales and CRM admin teams
  • UAT on a staging bench with an agreed acceptance checklist and a documented production rollback plan
  • Post-go-live support window for bug fixes and configuration adjustments
  • Git repository handover with full commit history and README
  • Configured matching, write-back and confidence rules aligned to your qualification workflow

这是给谁的

B2B Sales Operations Manager

Owns lead routing, territory assignment and CRM data quality in ERPNext. Needs consistent firmographic fields — company size, industry, revenue — populated automatically so round-robin and scoring rules actually work instead of failing on blank data.

SDR / Inside Sales Team Lead

Wants reps prospecting, not researching. Needs job title, seniority, verified work email and social links appended to each Lead the moment it lands, so SDRs can prioritize and personalize outreach from the ERPNext form directly.

ERPNext / CRM Administrator

Maintains the Frappe bench and CRM configuration. Needs a maintainable app with clean DocTypes, encrypted key storage, role-based access and an audit log — not a fragile custom script — plus a repo handover so the team can extend it.

RevOps / Marketing Data Lead

Responsible for data enrichment budget and provider contracts (Apollo, Clearbit, ZoomInfo). Needs credit-budget guardrails, per-run cost logging and rate-limit control so enrichment spend is predictable and tied to the providers already under contract.

AI Lead Enrichment & Data Append for ERPNext 如何比较

标准伊科西尔定制建造竞争对手ERPNext 原生
Time to running enrichmentone working week from confirmed scope, installed and testedMonths of in-house build, hooks and debuggingFast install but generic, may not fit your fieldsNot available — ERPNext core has no enrichment
Provider flexibilityProvider-agnostic connectors for the APIs you already pay forPossible but you build and maintain each connectorOften locked to one bundled providerNone
Real-time and bulk modesBoth — whitelisted method + scheduler sweepYou design and test both pipelines yourselfUsually one mode, limited batchingNone
Data safety and write-back rulesConfidence scoring, protected verified fields, full audit logDepends entirely on your team's rigorGeneric overwrite behavior, limited controlManual entry only
Fit to your CRM workflowFields, matching and routing tailored on scoping callFully custom but at full cost and timelineConfigure within the app's fixed limitsStandard fields, no enrichment logic
Maintainability and handoverClean Frappe module, docs, training, Git repo handoverWhatever your developer leaves behindClosed app, no source accessN/A
Cost controlCredit-budget guardrails and per-run cost loggingYou build the budgeting yourselfOften bundled credits, less transparentN/A
Support modelPost-go-live support window + optional follow-onInternal team owns all supportVendor support, generic SLAsCommunity/self-service

关于AI Lead Enrichment & Data Append的常见问题

Is this a ready-made app I can download and install today?

No. AI Lead Enrichment & Data Append is build-to-order. ECOSIRE scopes, builds, installs and supports it for your ERPNext. It is not an instant Frappe Cloud Marketplace download. We tailor the enriched fields, provider connectors and matching rules to your CRM and qualification process before installing.

How long does delivery take?

Typical delivery is one working week from confirmed scope. That window starts once we've agreed the providers, fields, matching rules and credit budget on the scoping call. Simpler single-provider builds land toward the shorter end; multi-provider setups with custom write-back logic toward the longer end.

Which enrichment providers do you support?

The connector layer is provider-agnostic. We commonly integrate Clearbit, Apollo, Hunter, ZoomInfo and People Data Labs, but we can build against any provider with an API you already pay for. You bring your own account and API keys — we store them in encrypted `Password` fields, never in code.

Which ERPNext versions are supported?

We build and test against Frappe/ERPNext v15 and v16. If you're on an older version we'll flag any migration considerations during scoping, but the delivered app targets current supported releases.

How does enrichment actually run inside ERPNext?

Two modes. Real-time enrichment fires via a whitelisted method from a client script when a rep opens or saves a `Lead`/`Contact`. Bulk enrichment runs as a scheduler event (cron) that sweeps un-enriched and stale records in batched background jobs with rate limiting and retry, so nothing blocks the UI and provider limits are respected.

Will enrichment overwrite data my reps have already verified?

No, unless you want it to. We configure confidence scoring and write-back rules during scoping. Low-confidence provider results are flagged for review rather than silently overwriting good data, and human-verified fields are protected by default. Every change is recorded in the `Enrichment Log`.

What about support and updates after go-live?

Every build includes a post-go-live support window for bug fixes and configuration adjustments, plus a full Git repo handover so your team can maintain and extend the app. Ongoing support, provider changes, new fields or version upgrades (e.g. moving to a future ERPNext release) can be arranged as a follow-on engagement.

申请报价

AI Lead Enrichment & Data Append

A build-to-order Frappe app that automatically appends company, job title, email, firmographic and social data to your ERPNext Leads and Contacts from the enrichment providers you already use. ECOSIRE scopes, builds, installs and supports it — not an instant Marketplace download.

  • Dedicated Frappe app with its own module, installable via `bench get-app` and `bench install-app`, targeting ERPNext v15 and v16
  • Automatic enrichment on `after_insert` and `on_update` doc events for `Lead` and `Contact`, wired through `hooks.py`
  • Custom fields added to `Lead`/`Contact` for company, domain, size band, industry, estimated revenue, job title, seniority and verified email
  • Child `Enrichment Log` DocType storing the raw provider payload, provider name, credits used, status and timestamp per record

申请报价

告诉我们您对 AI Lead Enrichment & Data Append 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。