Stage 01
Attract
Create demand
Google, Meta, LinkedIn, partner, email and event traffic arrives with source context.
Output
Campaign + source
Frappe App by Midocean
Make marketing accountable to ERPNext revenue.
Midocean GTM Engine connects campaign source, lead identity, AI-assisted qualification, governed engagement, quotation hand-off and closed-loop revenue reporting on Frappe and ERPNext.
AI-assisted, human-governedERPNext system of recordFirst-party evidenceCommercial scope review
Signal connected
Campaign → quotation
Distribution
Commercial · scoped
Acquisition
Google · Meta · LinkedIn · partners
Engagement
Email · approved messaging APIs
Commercial
Opportunity · quotation · owner
Evidence
Campaign · pipeline · won revenue
Product, not a poster
See the operating surfaces before the demo.
Explore the product through three purpose-built views: revenue control, governed journey orchestration and evidence-linked attribution.
End-to-end go-to-market flow
Six stages. One commercial memory.
The animated signal shows context moving forward. ERPNext keeps the durable record underneath every stage.
Stage 02
Capture
Create identity
Forms and approved chat or messaging touchpoints create or enrich a governed lead record.
Output
Known lead
Stage 03
Qualify
Prioritize evidence
AI-assisted fit and intent signals recommend the next action for human review.
Output
Explainable score
Stage 04
Engage
Run the journey
Email and messaging sequences use consent, templates, timing and owner controls.
Output
Tracked activity
Stage 05
Convert
Move to commercial
Qualified demand becomes an ERPNext opportunity, quotation and accountable follow-up.
Output
Pipeline value
Stage 06
Learn
Close the loop
Won, lost and retained outcomes improve channel, audience and campaign decisions.
Output
Revenue evidence
E
System of record
All durable commercial data stays synchronized with ERPNext.
LeadsContactsOpportunitiesActivitiesQuotationsCustomersRevenue
Architecture with boundaries
AI can assist the decision. It should not hide it.
The product separates channel data, first-party evidence, AI recommendations and ERPNext records. That makes approvals, exceptions and accountability visible.
Governance rule: customer-facing actions, commercial status and sensitive data use explicit permissions, provider controls and human ownership.
Layer 1
Acquisition channels
Google Ads, Meta, LinkedIn, email, events, partners and direct traffic.
Layer 2
Event + consent layer
UTM context, first-party events, consent state, identity rules and de-duplication.
Layer 3
AI assistance layer
Summaries, score suggestions, content assistance and next-best-action recommendations.
Layer 4
ERPNext system of record
Leads, contacts, opportunities, activities, quotations, customers and revenue outcomes.
Powerful, but commercially grounded
The missing operating layer between campaign and quotation.
Frappe landing experiences
Fast campaign pages, forms and first-party source capture designed around a measurable conversion action.
Identity and enrichment
De-duplicate records, validate key fields and preserve source history before sales hand-off.
AI-assisted qualification
Summarize intent, fit and engagement evidence while keeping approval and override with your team.
Email journey control
Segmented sequences, templates, experiments and suppression rules connected to lead lifecycle.
Messaging orchestration
Approved WhatsApp provider or API workflows with consent, templates and conversation ownership.
Behavior event tracking
Capture campaign source, page visits, content engagement and conversion events with clear retention rules.
Quotation hand-off
Create governed commercial follow-up from ERPNext templates, products, terms and approval paths.
Revenue attribution
Connect recorded campaign touchpoints to opportunity, quotation and won revenue—without black-box promises.
Built for considered purchases
Best fit where one qualified conversation matters.
The design favors B2B and operational sales journeys where source, context, owner follow-up, quotation and revenue evidence matter more than raw lead volume.
Manufacturing
B2B services
Distribution
Technology
Project businesses
Multi-location sales teams
How teams use it
1
Connect
Map lead sources, website forms, campaign channels and ERPNext sales records.
2
Model
Define lifecycle stages, consent rules, scoring signals and owner hand-offs.
3
Launch
Activate governed journeys, channel templates and attribution tracking.
4
Improve
Review pipeline quality, conversion evidence and experiment results.
Version and deployment support
Compatibility is reviewed, not guessed.
The catalog separates the target baseline from environments that require validation. Actual support is confirmed against your installed apps, hosting permissions and integration surface.
PlatformVersionsStatus
ERPNext + Frappev15 baselineTarget baseline
Newer ERPNext / Frappe releasesValidated per deploymentCompatibility review
Frappe CloudPlans permitting custom appsEnvironment review
Self-hosted / private cloudBench-managed deploymentSupported after audit
Frequently asked questions
Decide whether the architecture fits.
No. It is designed as a go-to-market orchestration and evidence layer around ERPNext sales records. ERPNext remains the system of record for leads, opportunities, quotations, customers and commercial outcomes.
Architecture demo, not a generic sales call
Bring your funnel. Leave with the system boundary.
We’ll map the smallest valuable flow from campaign signal to ERPNext commercial outcome, then confirm data, channel, compatibility and deployment assumptions.
Current acquisition and messaging stack
ERPNext lead-to-quotation workflow
Consent, tracking and data ownership
Proof-of-value scope and commercial estimate
Commercial enquiries
business@midocean.techNo customer or campaign data is required for the first architecture discussion.
Midocean GTM Engine is presented as a commercial solution preview. Final features, channels, version compatibility, licences, third-party provider costs, privacy controls and delivery scope are confirmed in the accepted proposal.