AI enrichment
Fill in missing contact details from the web, one contact at a time or in bulk.
Enrichment searches the web for a contact and suggests values for empty fields, such as job title, LinkedIn URL, or company website. It runs on Firecrawl and OpenAI.
Before you start
- The contact needs an email address. Without one, Enrich with AI is disabled.
- NextCRM needs both a Firecrawl and an OpenAI API key. Your admin can set them for everyone. If they haven't, add your own under Profile Settings → LLMs (see Profile and settings).
If keys are missing, you see API Keys Required. Click Go to Settings to add them.
Enrich one contact
Open the contact and click Enrich with AI.
Choose the fields to look for. Position / Job Title, LinkedIn URL, Company Website, and Company Description are selected by default. You can also pick Twitter / X URL, Facebook URL, Instagram URL, Office Phone, and Mobile Phone.
To look for something else, enter a name under Add custom field (for example "Number of employees"), an optional description, and click Add field.
Click Start Enrichment (N fields). The panel shows progress while the web search runs.
Review the results. Each row shows the Field, the Current value, the Enriched value, a confidence percentage, and a Source link.
Uncheck anything you don't want, then click Apply N fields. Click Discard to keep the contact unchanged.
Nothing is saved until you apply.
Enrich many contacts
Go to Sales → Contacts and tick the checkboxes of up to 100 contacts.
Click Enrich N contacts above the table.
Choose the fields and click Start Enrichment (N fields).
Bulk enrichment runs in the background and only fills empty fields. It never overwrites existing data, and there is no review step. Contacts enriched successfully in the last 7 days are skipped.
To follow progress, open /crm/contacts/enrichment in your browser. The Enrichment Jobs page lists each contact with a status: Pending, Running, Completed, Failed, or Skipped. Failed jobs have a retry button. Refresh the page to see updates.
Other AI features
- Find Similar on companies, contacts, leads, and opportunities, and semantic results in search, use AI embeddings. See Working with CRM records and Search.
- Uploaded documents get an AI summary. See Documents.
- Campaign targets have their own enrichment. See Campaigns.