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Founding Beta — 5 Seats Only

Stop manually stitching your MarTech stack together.

MarTechOS turns repetitive marketing operations into configurable workflows you can preview before they touch production.

Connect your stack. Configure the workflow. Dry-run the changes. Execute safely.

One-time payment · 5 founding seats · Includes current beta + v1 access

  • Dry-run first: see intended creates, updates, skips, and mutations before execution.
  • Self-hosted: credentials and customer data stay in your environment.
  • Vendor-neutral core: workflows depend on capabilities, not one CRM's worldview.
  • Real adapters today: Salesforce, Pardot / Account Engagement, ZoomInfo, plus zero-network demo adapters.
  • Built for operators: YAML + CLI + APIs instead of another drag-and-drop automation toy.
martechos demo
$ martechos demo

Workflow: prospect_to_engagement

Discovered: 24 contacts
Segments:   3

Would create:
  1  CRM campaign
  24 campaign members
  3  mailing lists
  3  messages

Would update:
  6  existing contacts

External mutations:
  NONE

Dry-run complete.

Zero network calls · fictional fixture data · no real account required

Built for a founding cohort, not a mass-market launch.

What you getWhat you do not need
Current v0.1.0-betaA new CRM
Full source-based beta accessA hosted Paytonix account
Demo mode with fictional dataProduction credentials to try the workflow
Founding-user v1 accessA long-term subscription
Direct beta feedback pathA consulting retainer

Try the product logic before connecting a real account. Demo mode performs zero network calls and cannot mutate production systems.

The real problem

Your stack is automated. Your work often isn't.

Modern marketing teams already pay for CRMs, enrichment tools, mailers, analytics, warehouses, and ad platforms.

And technical operators still spend hours:

  • exporting CSVs
  • deduplicating contacts
  • creating campaigns
  • mapping member statuses
  • splitting audiences
  • building lists
  • recreating message variants
  • checking whether a previous run already touched the same record
  • reconciling campaign activity back to the CRM
  • debugging scripts that only one person understands

The problem is rarely that the tools cannot talk to each other.

The problem is that your operating logic lives in spreadsheets, one-off scripts, admin muscle memory, and tribal knowledge.

MarTechOS moves that logic into a repeatable workflow.

The work is beneath the level at which you should be operating.

How it works

One workflow. Different tools.

MarTechOS separates what the workflow needs to do from which vendor performs the action.

The workflow asks for capabilities

workflow.yaml
Find prospects
→ enrich
→ normalize
→ deduplicate
→ upsert CRM records
→ create campaign
→ assign members
→ segment
→ create messages
→ schedule
→ sync engagement

Adapters handle vendor-specific APIs at the edges. The operating logic stays in MarTechOS.

Architecture

architecture
        ENRICHMENT
     ZoomInfo / Demo
            │
            ▼
    ┌──────────────────┐
    │    MarTechOS     │
    │                  │
    │  Canonical       │
    │  models          │
    │                  │
    │  Validation      │
    │  Dry-runs        │
    │  Idempotency     │
    │  Run state       │
    └──────────────────┘
         │          │
         ▼          ▼
       CRM        MAILER
   Salesforce     Pardot
    / Demo         / Demo

Vendor-specific at the edges. MarTechOS-specific in the middle.

Full operation

From prospect search to campaign execution without rebuilding the process every time.

  1. 01

    Discover

    Search the configured enrichment provider for contacts that match your criteria.

  2. 02

    Enrich

    Resolve richer contact data through the provider's supported enrichment flow.

  3. 03

    Normalize

    Map vendor-specific records into MarTechOS canonical contact objects.

  4. 04

    Upsert

    Create or update CRM contacts without blindly duplicating records.

  5. 05

    Campaign

    Create the campaign and safely add members.

  6. 06

    Segment

    Split the audience using configuration rather than manual list work.

  7. 07

    Message

    Generate or render segment-specific messages from templates.

  8. 08

    Preview

    Inspect the proposed changes before the workflow mutates anything.

  9. 09

    Execute

    Run the approved workflow.

  10. 10

    Sync

    Bring engagement state back into the operating model.

The current beta includes

  • canonical models
  • provider capability checks
  • YAML + environment configuration
  • structured logging with redaction
  • idempotency keys
  • approval manifests
  • dry-run reporting
  • retry with backoff
  • JSON run-state tracking
  • demo adapters with fictional fixture data
  • sandbox proving harness
  • CLI commands: init, doctor, demo, validate, run

Preview before production

Preview before production.

The same workflow moves from inspection to execution.

dry-run
$ martechos run workflows/outbound.yaml --dry-run

Workflow validated.

Prospects discovered: 25

CRM:
  would create:        18
  would update:         7
  would create campaign: 1
  would add members:   25

Mailer:
  would create lists:   3
  would create messages: 3

External writes performed: 0
execute
$ martechos run workflows/outbound.yaml

Workflow validated.

Prospects discovered: 25

CRM:
  created:             18
  updated:              7
  campaign created:     1
  members added:       25

Mailer:
  lists created:        3
  messages created:     3

Run complete.
State saved → runs/outbound-20260822.json

The value proposition is predictability and explicit approval, not magical undo. Not every API mutation is reversible — but every mutation can be inspected before it happens.

Built for builders

Built for people who would rather design the system than babysit the process.

Reproducibility

Stop relying on "the way we usually do it." Configuration and workflows make the process inspectable and repeatable.

Safety

Dry-runs, capability validation, idempotency, and run-state reduce the blast radius of automation mistakes.

Portability

Workflow logic is not supposed to disappear the moment your company switches vendors.

Leverage

Encode a process once, then use the same operating model across campaigns, clients, and teams.

Founding Operator Beta

MarTechOS

$99one time

Get early access while the first production workflows are being hardened with real operators.

Claim a Founding Seat — $99

One-time payment. No subscription. No automatic renewal.

5 founding seats total.

The cap is intentional. This beta is for learning where real operators hit friction—not for onboarding hundreds of users before the product is ready.

Included

  • v0.1.0-beta
  • current source-based product access
  • zero-network demo mode
  • Salesforce / Pardot / ZoomInfo reference adapters
  • CRM / Mailer / Enrichment provider architecture
  • scaffolded starter configuration
  • quickstart documentation
  • future v1 access for founding buyers
  • direct beta feedback channel
  • founding-user pricing position

Beta disclosure

MarTechOS is a working technical product under active validation. The current reference adapters are intentionally narrow implementations—not exhaustive replacements for every capability in Salesforce, Pardot, or ZoomInfo.

You are buying early access to a real product, not a finished enterprise platform disguised as a beta.

Qualification

MarTechOS is deliberately not for everyone.

Good fit

  • MarTech / marketing engineers
  • RevOps engineers
  • Technical Marketing Ops practitioners
  • Salesforce / Account Engagement operators
  • Growth engineers
  • Analytics engineers working inside marketing
  • Agencies repeating the same campaign setup across clients
  • Technical consultants who want reusable delivery infrastructure

Probably not yet

  • Nontechnical marketers looking for a no-code UI
  • Teams expecting every vendor connector out of the box
  • Companies requiring white-glove enterprise support
  • Users who want a hosted SaaS that stores their credentials
  • Teams unwilling to work with beta software

The right buyer should think: “This was built for someone like me.”

Safety model

Automation should increase control, not remove it.

Self-hosted

MarTechOS runs in your environment. Your vendor credentials are configured locally rather than handed to a central credential store.

Dry-run first

Mutating workflows show intended actions before execution. See exactly what would be created, updated, or skipped.

Capability-aware

The product checks whether configured providers support the operations a workflow requires before it runs.

Idempotent by design

The runtime includes hashing and idempotency mechanisms designed to reduce accidental duplication.

Redacted logs

Sensitive values are deliberately removed from structured logs. You get observability without credential exposure.

Demo without access

The built-in demo adapters run against fictional data with zero network calls. Evaluate the logic, not your production data.

Run-state tracking

Completed operations are recorded so subsequent runs can avoid redundant work.

Language used intentionally: “designed to reduce accidental duplication and unsafe execution” — not “guaranteed never to duplicate anything.” Beta buyers respect precise engineering language more than absolute marketing claims.

Common questions

FAQ

Do I need Salesforce, Pardot, or ZoomInfo to try it?

No. MarTechOS includes demo providers with fictional fixture data and no network calls, so you can experience the full workflow without connecting a production account.

Is this SaaS?

Not in the current beta. MarTechOS is self-hosted and source-based.

Does Paytonix store my CRM credentials?

No. The current product is designed around customer-controlled credentials in the customer's own environment.

Is this a no-code tool?

No. The beta is intentionally designed for technical operators who are comfortable with configuration, APIs, terminals, and modern developer tooling.

Why not just use Zapier / Make / Workato?

Those tools are excellent at connecting individual triggers and actions. MarTechOS is focused on repeatable operational workflows with canonical data models, validation, dry-runs, idempotency, run state, provider capabilities, and code-level extensibility. The category is closer to an operating runtime than a collection of one-off zaps.

Can I add another CRM or mailer?

The architecture was built for that. The beta currently ships with a limited set of reference adapters. Additional adapters will be driven by real user demand rather than connector-count vanity.

Does it use AI?

MarTechOS can participate in AI-assisted workflows, but AI is not the product. The core value is reliable orchestration across fragmented marketing systems.

What happens after I pay?

You receive founding-beta onboarding instructions and product access. The first recommended step is to run the zero-network demo before connecting a live account.

Is the $99 recurring?

No. The founding beta is a one-time $99 purchase.

Why only five seats?

Because the current goal is high-signal operator feedback. Paytonix would rather learn deeply from five real users than pretend a beta is ready for mass distribution.

Getting started

Start with fictional data. Decide whether it belongs near production later.

  1. 01Install MarTechOS.
  2. 02Run the bundled demo.
  3. 03Inspect the workflow.
  4. 04Configure a provider only when you're ready.
  5. 05Dry-run before enabling writes.

This turns the buyer's mental model from “I'm paying $99 to gamble on some GitHub repo” into “I'm paying $99 for a bounded technical evaluation with a clear first success state.”

Founding beta interest

Questions before checkout?

Leave your email if you want a short walkthrough of the demo workflow before claiming a founding seat. No newsletter — one follow-up about the beta only.

5 seats · $99 one time

The first five operators will shape what MarTechOS becomes next.

If you spend your week moving data between marketing systems, rebuilding campaigns, writing glue scripts, or maintaining workflows that only exist in your head, this beta is for you.

Get in before the product becomes broader, more polished—and priced like a broader product.