Maestro Sales Sync lets PMC staff ask on WhatsApp about any customer, promo or product, in English or Taglish, and get the answer, the next best offer, and the follow-up handled. This page is what we show tomorrow, in what order, and what to say.
×
Same customers, products and promos PMC saw in Apex and Outpost, now answering on a phone.
No app to install and no screen to learn. The sales floor already lives on WhatsApp, so the CRM goes there.
"Ano promo for La Salle students?" English, Taglish, a photo or a voice note between customers.
Not just what to offer: the reason a staff member can repeat to the customer.
Drafts the message, makes the branded quote PDF, logs the call, sets the reminder.
It never messages a customer and never approves a discount. A person always sends and approves.
Text, photo or voice note, from the floor or the road.
Understands the ask, checks the CRM, decides the next best move.
Customers, promos, trade-ins, launch lists, fleets, quotes, notes.
The answer, a forwardable draft, a PDF quote, a reminder.
Send one, wait for the reply (10 to 30 seconds), then the next. Every step below was run end to end on the live assistant. Tap copy, paste into WhatsApp.
All fictional, all in the sample CRM.
Wait 30 seconds before resending. Sending while it is still answering gets "Still working on the last one". The quote takes the longest: the PDF arrives a few seconds after the reply.
Live and tested means run through the real assistant and checked against what it saved, not just what it said.
| Capability | Status | In the demo | What it does |
|---|---|---|---|
| 👤 Customer lookup | Live, tested | Step 3 | What they own and how old it is, orders, lifetime value, segment, staff notes. |
| 🏷️ Promos | Live, tested | Step 2 | Right promo for a school, segment or product, with dates, eligibility and what stacks. |
| 💡 Next best offer | Live, tested | Step 3 | What to upsell and why, from purchase history, notes and running promos. |
| ✍️ Forwardable draft | Live, tested | Step 4 | The customer message arrives as its own bubble: long-press, forward. |
| 📸 Trade-in from a photo | Live, tested | Step 5 | Identifies the device, gives the value by condition and the upgrade maths. |
| 🚀 Launch call list | Live, tested | Step 6 | Who to call first for iPhone 18 Pro, ranked by device age, tier and segment. |
| 🏢 Fleet refresh | Live, tested | Step 7 | Companies and schools whose Macs or iPads are due, with refresh and trade-in value. |
| 📄 Branded quote | Live, tested | Step 8 | Power Mac Center quotation as a PDF in the chat and a Google Doc, published pricing tiers only. |
| 📝 Log call + ⏰ reminder | Live, tested | Step 9 | Saves the note to the customer record and reminds the staff member on WhatsApp. |
| 🎙️ Voice notes | Live, tested | Step 9 | Taglish or English, read back before acting. Send one real voice note before the demo. |
| 🔒 Guardrails | Live, tested | Steps 10, 11 | No discounts beyond published promos (names the approver), masked phone numbers, honest about sample data. |
| 💬 Customer sentiment | Works | Optional | What reviews on Shopee, Lazada and the web store say, by aspect. |
| 📊 Pipeline | Works | Optional | Open deals by stage and the biggest opportunities, by business unit. |
| ✅ Task list, 🔁 repeating reminders | Works | Optional | A personal to-do list and reminders like "every Monday 9am". |
Thirty iPad Air with AppleCare for De La Salle: Academe pricing applied, totals checked line by line, Power Mac Center branding, marked as a sample. It arrives as a PDF they can forward to procurement, plus a Google Doc they can edit.
The design lives in a Google Docs template, so PMC's own team can restyle it without touching code.
Ticks are saved in this browser only.
Not in tomorrow's demo, but each is a natural next step on the same assistant. Good to have in mind when they ask "can it also...".