PocketOffice Pro Suite — 11 Business Automation & Agency Operations Skills¶
Turnkey CRM, Invoicing, Financial Health, Proposal Generation & Custom Module Architecture for AI Agents
The PocketOffice Pro Suite transforms AI coding agents into dedicated business operations engineers, automating customer relationships, cash flow tracking, proposal generation, and enterprise module development.
🏛️ Suite Overview & Included Skills¶
PocketOffice Pro Suite (11 Skills)
├── Business Operations (4 Skills)
│ ├── pocket-crm → Lead Pipeline Tracking & Customer History
│ ├── pocket-invoicing → Multi-Currency Invoice PDF Generation & Tax Rules
│ ├── pocket-finance → Cash Flow Forecasting & Financial Health Reports
│ └── pocket-calendar → Meeting Schedules, Timezones & Agenda Playbooks
│
├── Marketing & Knowledge (4 Skills)
│ ├── pocket-proposals → Commercial Proposals, Scope of Work & Sign-offs
│ ├── pocket-marketing → Campaign Workflows & Promotional Outreach
│ ├── pocket-kb-manager → Internal SOPs, Searchable Wiki & Markdown Sync
│ └── pocket-memory → Business Context Injection & Client Memory
│
└── Architecture & Packaging (3 Skills)
├── pocket-module-builder → Custom Module Scaffolding & Views
├── pocket-release → Module Packaging & Version Tagging
└── pocketoffice-module-builder → Enterprise Platform Extension Engine
🚀 Installation & Agent Activation¶
🔗 Official Links¶
- Product Page: https://tidyfactor.com/products
- Skills Matrix: https://tidyfactor.com/skills