The operating system
for digital agencies.
Alfredify replaces the 8–12 disconnected tools every digital agency is forced to maintain — projects, clients, ad accounts, team accountability, finances, and SOPs — with one unified platform. 21+ modules built. Already running a real agency in production.
The Problem
Every agency founder operates across 8–15 disconnected tools with no unified operating layer.
The client list is in a spreadsheet. Projects live in Asana. Daily updates come through Slack and disappear by Thursday. Ad performance is scattered across Meta Business Manager, Google Ads, and TikTok dashboards — each requiring a separate login, a separate reporting cadence, and manual data assembly to compare results.
Invoices are in QuickBooks. Margins live in a spreadsheet that hasn’t been updated this week. Team output is somewhere between a daily standup, a Notion doc, and memory. There is no single source of truth. No unified view of the business.
No way for a founder to sit down and — in under five minutes — understand the full state of their agency: which clients are at risk, which projects are behind, which team members are overloaded, what the actual margins look like, and whether the pipeline is healthy.
The market’s answer has been: add more tools. Each new tool that gets added to “solve a problem” makes the underlying fragmentation worse. The result is invisible overhead — 3–8 hours per week of executive time just assembling data that should already be assembled.
8–15
Average tools per agency
3–8 hrs
Lost per week synthesizing data
$800–$2,500
Monthly tool stack cost
33%
Say their stack has zero productivity impact
The typical agency tool stack
Project Management (Asana, Monday, ClickUp)
CRM & Client Records (HubSpot, spreadsheets)
Ad Platform Dashboards (Meta, Google, TikTok — separate logins)
Financial & Invoicing (QuickBooks, FreshBooks, Xero)
Internal Docs & SOPs (Notion, Google Drive, Confluence)
Team Communication (Slack, Teams — where context disappears)
Reporting & Dashboards (AgencyAnalytics, Databox, spreadsheets)
Time Tracking & Accountability (Harvest, Toggl, manual check-ins)
The core insight: The problem isn’t that agencies need better individual tools. Project managers didn’t solve it — they just moved the chaos into task cards. CRMs captured client relationships but nothing around them. Reporting tools visualized data that still had to be manually assembled. The problem is that no unified operating layer exists.
The Solution
One platform. The entire agency.
Alfredify is not another tool to add to the stack. It is the system that becomes the stack. Inside Alfredify, an agency operator can see every project, every client, every ad account, every team member’s output, every dollar, and every SOP — in one place, in real time, without assembling it yourself.
This is not a dashboard that visualizes data you still have to maintain elsewhere. This is an operating system that is always current because the work is being done inside it. This is infrastructure — not a productivity accessory.
8 Core Modules (All Built)
Project Management
Full task lifecycle with assignment, timelines, budget monitoring, and status tracking. Kanban, list, and calendar views. Budget-to-actual tracking per project, per client. Every project visible, every deadline accounted for, every budget monitored in real time.
Client Management
CRM-grade records with contact history, project history, full communication log, account health scoring, and billing context. Every client relationship lives in one place — not scattered across HubSpot, spreadsheets, and Slack DMs.
Ad Account Management
Meta Ads and Google Ads visibility — campaign-level data, spend tracking, and performance metrics — unified inside the same platform where projects and clients live. No more switching between three ad dashboards and a spreadsheet to understand performance. TikTok Ads integration in scope.
Team Reporting & Accountability
End-of-day reports, task completion tracking, performance history, and accountability dashboards. Founders see who is delivering, where bottlenecks are forming, and what fell through the cracks — without a weekly all-hands meeting to find out.
Financial Reporting
Revenue tracking, invoicing visibility, margin analysis by client and by project, billing status monitoring, and financial health indicators. The financial picture is always current because the work is being done inside the same system.
SOPs & Training Library
Internal process documentation, onboarding guides, and role-based training content. The agency's playbook lives inside the platform — not in a Notion workspace that three people have bookmarked and nobody updates.
KPI Dashboards
Real-time business performance visibility across revenue, client retention, project delivery rate, team output, and financial health. The founder's cockpit view — built from live data, not manually assembled spreadsheets.
Internal Documentation Hub
Company-wide knowledge base for decisions, context, guides, and process documentation. Institutional memory that persists regardless of team turnover.
13+ Additional Modules (All Built)
Contracts Management
Contract lifecycle from draft to signature to renewal
Client Inquiries
Lead pipeline from inquiry to qualification to conversion
Creative Requests
Internal creative production request management
Ticketing & Bug Reports
Internal issue tracking and resolution workflow
Global Search
Cross-module search across all data in the platform
Settings & Team Management
Member management, roles, permissions, billing, integrations
Video Library
Centralized video asset management and organization
Meta Ads Copywriter
AI-powered ad copy generation for Meta campaigns — shipped and in production
Meeting Reviewer
Meeting notes capture, review workflow, and action item tracking
Patch Notes
Internal changelog for transparent product updates
Super Admin Panel
Platform-level admin controls and configuration
Data Export
Export capabilities across all major data types
Integrations
Technical Architecture
Backend: Laravel 10 (PHP 8.1+) with Domain-Driven Design, ~90 Eloquent models
Frontend: React 18 + TypeScript, Inertia.js SPA, Tailwind CSS + shadcn/ui + Mantine 8
Database: PostgreSQL via Supabase
Real-time: Laravel Reverb (WebSockets)
Infrastructure: AWS S3 storage, Stripe payments, Sentry monitoring (PHP + React), PWA-enabled, multi-language (i18n), E2E testing with Playwright
Traction & Timeline
Built it. Then ran an agency on it.
Alfredify wasn’t built from market research — it was built from operational necessity. The product exists because the founder needed it to run his own business. That’s the strongest form of product-market fit signal: the builder is the user.
2024
Product Built From Operational Need
Zackary Perron, running TPS Digital Services, builds Alfredify to solve his own agency's fragmentation problem. Not a research project — a tool built from daily operational frustration.
2025
Production-Grade Platform Completed
21+ modules shipped across project management, client management, ad account visibility, financial reporting, team accountability, and SOPs. 90+ Eloquent models. Full tech stack proven: Laravel 10, React 18, TypeScript, PostgreSQL, WebSockets, PWA.
Mar 2026
Fundraising Activated & Strategic Preparation
Competitive landscape mapped. ICP defined. Go-to-market strategy built. Investor narrative crystallized. Pre-seed raise initiated targeting $500K–$1.5M.
Apr 2026
30-Day Structured Internal Trial
TPS Digital Services runs entirely on Alfredify for 30 days with structured data collection — measuring hours saved, reporting quality, team accountability improvements, and operational clarity.
May 2026
External Alpha: Cohort 1
15–25 agency founders from inner circle receive access. Structured feedback collection, willingness-to-pay signals, and retention data. Testing whether value transfers beyond the founder's own agency.
Jun 2026
Alpha Retrospective & Scale Decision
Full retrospective. Pricing model validated. Churn and retention data from first cohort. Decision point on beta timeline and growth acceleration.
0+
Modules built
0+
Database models
0
Core modules live
0
Agency running on it
What we can demonstrate today: A live, functional product with all core modules. A real agency running its operations on the system. Technical depth proven in production (90+ models, real-time WebSockets, PWA). An AI feature already shipped (Meta Ads Copywriter). Multi-month history of real operational usage.
The Market
$369B+ market. No winner in the agency vertical.
The global digital agency market was valued at $369 billion in 2025 and is projected to reach $890 billion by 2035, growing at 9.2% CAGR. North America represents 36–38% of the global market — the largest single region.
There are approximately 120,000–180,000 digital marketing agencies in the United States alone (IBIS World, SBA NAICS 541810), with over 500,000 globally. The largest and most underserved segment is SMB agencies with 5–50 employees — the majority of agencies never exceed 50 people.
These agencies spend an average of $800–$2,500 per month across 8–12 disconnected tools. Small agencies (0–20 employees) spend ~$121K/year on software; mid-sized agencies (50–100 employees) spend ~$194K/year. Despite this investment, 33% of agency employees report their tech stack has zero impact on productivity, and 14% say it actively hinders them.
$369B+
Global digital agency market (2025)
9.2%
CAGR through 2035
120K–180K
Digital agencies in the US alone
500K+
Agencies globally
Revenue Opportunity
120,000+ US agencies × $300–$600/mo = $430M–$860M addressable market (US only)
~30,000 performance marketing agencies (5–50 people, 2–7 years in business) = $108M–$216M
1% capture (≈1,500 agencies) at $300–$600/mo = $5–$9M ARR — a tractable early milestone, not a ceiling
Vertical SaaS Playbook: Proven
The last five years validated a clear pattern: generic horizontal platforms get beaten in specific verticals by products with deep operational context. Every profession below now has a category-defining vertical SaaS winner. Digital agencies do not.
| Company | Vertical | Valuation |
|---|---|---|
| ServiceTitan | Field Service | $9.5B |
| Clio | Legal | $3B |
| Procore | Construction | $9B |
| Veeva | Life Sciences | $35B |
| Karbon | Accounting | $300M+ |
| Alfredify | Digital Agencies | ? |
The agency vertical window is open — and it won’t stay open indefinitely.
Competitive Landscape
Everyone does pieces. Nobody does the OS.
The primary competition for Alfredify is not any single named software product. It is the stitched-together stack of Asana + Notion + QuickBooks + spreadsheets + Slack + AgencyAnalytics that 80%+ of agencies are running today. Among named competitors, none deliver the full unified operating layer.
| Capability | Stitched Stack | Teamwork | Accelo | Productive | Scoro | Alfredify |
|---|---|---|---|---|---|---|
| Project Management | ||||||
| Client Management (CRM) | ||||||
| Ad Account Visibility (Meta/Google) | ||||||
| Financial Reporting & Invoicing | ||||||
| Team Accountability & EOD Reports | ||||||
| SOPs & Internal Documentation | ||||||
| Shipped AI Feature | ||||||
| Unified Cross-Layer View | ||||||
| Built for Performance Marketing | ||||||
| Live in a Real Agency Today |
Competitor Detail
Accelo
$39–$50/user/moProfessional Services Automation
Strengths: Comprehensive PM + CRM + billing integration. Strong automation workflows.
Where they fall short: Built for the 2010s agency model. No ad account visibility. Dated UX with 2–4 week onboarding. Opaque pricing — no public trial.
Teamwork.com
$10.99–$25.99/user/moProject Management for Agencies
Strengths: Affordable entry point. Solid PM with Gantt charts and resource scheduling.
Where they fall short: PM only — no native billing, no financial reporting, no ad account visibility, no accountability layer. Requires 3–4 additional tools to run an agency.
Productive.io
$9–$28/user/moAgency Operations (Projects + Resources + Billing)
Strengths: Lowest entry price. AI scenario planning for resource allocation. Strong resource management.
Where they fall short: No ad account visibility. No cross-business accountability dashboards. No AI features for creative work. Primarily resource and billing optimization, not a full OS.
Scoro
$19.90–$23.90/user/moEnd-to-end Professional Services Automation
Strengths: Massive feature set. 1,000+ integrations. Financial dashboards. Multi-entity support.
Where they fall short: Feature breadth creates complexity — steep learning curve. No ad account visibility. Expensive relative to value for small agencies. Not built for performance marketing workflows.
AgencyAnalytics
$79/mo + $20/clientAutomated Client Reporting Dashboards
Strengths: Excellent for client-facing reports. 75+ marketing tool integrations. White-label capability.
Where they fall short: Reporting output only — doesn't touch project management, team operations, financials, or SOPs. Per-client pricing scales poorly (recent price hike from $10 to $20/client). Not an operating system.
Monday.com / ClickUp
Free–$28/user/moHorizontal Work Management (adapted to agencies)
Strengths: Low cost. Visual, user-friendly. Extensive integrations. AI features.
Where they fall short: Not agency-specific. No financial/billing modules. No ad account integration. Resource planning is basic. Requires 4+ additional tools for agency operations. A productivity tool, not an operating system.
Alfredify’s position: The only platform that delivers project management, client management, ad account visibility (Meta + Google), financial reporting, team accountability, and SOPs in a single unified system — built specifically for performance marketing agencies by someone who runs one.
The positioning against the stitched stack: “You’re already paying $1,200/month across 10 tools and spending 5 hours a week connecting them manually. Alfredify is what that stack was trying to be.”
The Moat
Harder to leave with every month.
Most SaaS tools are replaceable — if a competitor builds similar features at a lower price, customers leave. Alfredify is designed to become irreplaceable. Not through lock-in tactics, but through depth of integration into how the agency thinks, works, and remembers.
The moat is not a feature — it is a transformation. After 12 months on Alfredify, an agency has changed how it operates. The history, habits, processes, and team behavior are all embedded. Leaving isn’t a software switch — it’s dismantling an operating system.
Data Moat — Historical Accumulation
Every project, client interaction, ad account result, invoice, and team activity becomes institutional memory. By month 3, reporting shows trends that were invisible. By month 6, full client history and team performance picture exists. By month 12, all historical financial data, campaign performance, project records, and communication history are embedded. Switching at that point means exporting 12+ months of records, migrating all client data, losing ad account performance baselines, and rebuilding financial reporting from scratch.
Behavioral Moat — Team Habit Formation
When a team uses Alfredify daily for 30–90 days, it becomes the default interface for work. Days 1–14: adoption (team learns where things live). Days 14–60: habit formation (checking Alfredify is default morning behavior). Day 60+: system dependency (team doesn't know how to operate without it). A competitor can copy features but cannot undo months of muscle memory and institutional norms.
Process Moat — SOP & Workflow Lock-In
The SOP Library and documentation modules mean the agency's playbooks live inside Alfredify. Processes become Alfredify-native. New employee onboarding runs through it. Process docs reference Alfredify features — the process and the tool become one thing. Removing Alfredify means rewriting every SOP.
Compounding Loop
More data → better reporting → more decisions made inside Alfredify → deeper process dependency → harder habit to break → higher switching cost → lower churn → more time to accumulate more data. This loop compounds. Every month on the platform makes the next month stickier.
Moat Strength Over Time
| Period | Moat Strength | What’s Happening |
|---|---|---|
| 0–30 days | Thin | Product quality is primary retention driver |
| 30–90 days | Moderate | Habit formation active, early data accumulation |
| 90–180 days | Significant | SOPs built, team behavior changed, meaningful data history |
| 6–12 months | Deep | Switching requires organizational disruption, migration, retraining |
| 12+ months | Near-irreplaceable | Agency's operational history, processes, and team habits all embedded |
“You can replace your accounting software in a weekend. You cannot replace your operating system without stopping to rebuild how the whole business runs. That’s what we’re building toward.”
The Founder
Built it because he needed it.
Zackary Perron
Founder, Alfredify · CEO, TPS Digital Services · Montreal, Canada
Zackary runs TPS Digital Services — an execution-driven performance marketing agency managing paid media, creative production, and growth strategy for clients across multiple verticals. He didn’t study agency operations from the outside. He runs one. Every day. The operational frustrations that Alfredify solves are frustrations he experiences firsthand.
Alfredify is the OS that runs TPS Digital Services right now. Not a prototype sitting in a demo environment. Not a side project built from market research. The actual tool his team uses to manage projects, track clients, monitor ad accounts, submit EOD reports, and run financial reporting. It’s been in active operational use for months.
The product wasn’t designed from user interviews or industry reports — it was designed inside real workflow. The module architecture maps to real agency operations because it was built by someone doing those operations. Every feature exists because the founder needed it to run his own business better. That’s the strongest form of product-market fit signal: the builder is the user.
This is the pattern behind every successful vertical SaaS company. Tope Awotona built Calendly because scheduling was broken in his own sales process. Kyle Forster built ServiceTitan because his family’s plumbing business ran on paper. Jack Newton built Clio because his law practice couldn’t find practice management software that worked. Zackary is building Alfredify because no tool exists that lets him see his entire agency — projects, clients, ad accounts, team performance, and finances — in one place.
“The insight wasn’t ‘agencies need better software.’ It was: I can’t see my own business clearly, and neither can anyone I know, and I’ve decided to fix it.”
Why now?
Three forces have converged to create the window for an agency operating system.
1. The Tool Consolidation Moment
Agencies are actively auditing and cutting their tech stacks. After years of adding tools, the conversation has shifted from “what tool solves this?” to “what eliminates three of these tools?” Budget pressure and tool fatigue are pushing agencies toward consolidation. The demand for a single platform has never been higher.
2. The Vertical SaaS Playbook Is Proven
ServiceTitan, Clio, Procore, Veeva, and Karbon all proved the same thesis: deep vertical specificity beats horizontal breadth. Every major profession now has a category-defining vertical SaaS platform — except digital agencies. The pattern is clear, the market is massive, and the category is still open.
3. AI Has Moved From Pitch to Shipped Feature
Most SaaS companies are still putting “AI-powered” in their pitch decks without shipping anything. Alfredify already has Meta Ads Copywriter in production — generating ad copy for real campaigns. AI isn’t a roadmap item. It’s a deployed feature. The ability to embed AI deeply into agency workflows (not just bolt on a chatbot) is a timing advantage that compounds.
This window won’t stay open indefinitely. Once a vertical SaaS platform captures the agency category, the compounding effects of data moat, behavioral lock-in, and network effects make it extremely difficult for a second entrant to displace them. The race is to be first to own the position — not first to build every feature.
Investor Questions
The questions you’re already thinking.
We’ve heard them. We’ve thought about them. Here are the honest answers.
What's Next
We’re raising to own the agency OS category.
Raising $500K–$1.5M pre-seed to accelerate alpha → beta, make first hires, and own the category window before it closes.
Pre-seed · 21+ modules built · Internal trial live · External alpha May 2026
Use of Funds
Engineering: First 1–2 hires to accelerate feature velocity and support scale
Alpha → Beta: Infrastructure, onboarding, and feedback tooling for external users
Go-to-Market: Founder-led sales motion, content, and community building
Runway: 12–18 months to reach beta launch and early revenue