Frappe app

Midocean GTM Engine

Connect campaign source, lead identity, governed AI qualification, journeys, quotations, and revenue evidence around ERPNext.

Features

  • Campaign-source capture: Preserve source, campaign, and landing-page context with the ERPNext lead.
  • AI-assisted qualification: Recommend fit, intent, and next action while keeping approval with the sales owner.
  • Email and messaging journeys: Coordinate approved templates, timing, consent, and conversation ownership.
  • Quotation hand-off: Move qualified demand into opportunities, quotations, and accountable follow-up.
  • Revenue evidence: Connect recorded touchpoints to pipeline, quotation, and won outcomes.
  • ERPNext-native control: Keep durable lead, activity, and commercial records in ERPNext.

Industry fit

  • Manufacturing
  • B2B Services
  • Distribution
  • Technology
  • Project Businesses

Supported versions

  • ERPNext + Frappe v15: Supported — Current solution baseline.
  • ERPNext + Frappe Newer releases: Compatibility Review — Validated against installed apps before deployment.
  • Frappe Cloud Custom-app plans: Compatibility Review — Hosting permissions must allow the approved app scope.
  • Self-hosted / private cloud Bench-managed: Supported — After environment and security review.

Installation guide

Midocean GTM Engine is delivered as a managed commercial deployment.

  1. Review the current ERPNext version, installed apps, and hosting permissions.
  2. Map channels, consent, lifecycle stages, and provider accounts.
  3. Install and configure the approved app scope in a staging environment.
  4. Complete user acceptance testing before production activation.

Page details

  • Category: Marketing
  • Access: Custom Quote
  • Price: Scoped pricing
  • Pricing model: Custom Quote
  • Publisher: Midocean Technologies
  • Current release: Solution preview
  • Install method: Managed Deployment

Description

Marketing operations connected to the commercial record

Midocean GTM Engine is a Frappe and ERPNext application for B2B teams that need campaign context to survive the hand-off into sales. It brings source capture, lead identity, assisted qualification, journeys, activities, quotations, and revenue evidence into one governed flow.

AI assistance with accountable control

AI can summarize evidence, recommend a score, draft content, and suggest the next action. Customer-facing actions and commercial record changes remain subject to configured rules, permissions, and human approval.

Deployment boundary

Channel providers, advertising accounts, consent requirements, ERPNext customizations, and data quality differ by customer. Midocean confirms the final architecture, licence, compatibility, and implementation scope in the accepted proposal.

Related ERPNext resources