THE REVENUE ENGINE
Focus on your
customers.
01 / USE CASES FROM FIRST CONTACT TO ONGOING ACCOUNTS
- Sales pipeline
Prepare quotes, review approvals, and move the next step forward with your team and AI agents.
- Keep leads warm
Prepare follow-ups from the latest customer conversation so your team knows what to do next.
- Account management
Keep customer requests, account updates, and next steps together so teammates can pick up where you left off.
IN FOCUS / SALES PIPELINE
Stop piecing the deal
back together.
The customer’s request is in a call. The latest quote is in an email. The discount approval is in a chat. Before anyone can move forward, someone has to work out what was agreed and what still needs to happen.
From customer conversation
to the next step.
Share what the customer needs. Let AI prepare the follow-up, quote, or CRM update. Review it with your team and approve the next step.
Follow a customer call through a quote, a discount decision, and an approved send below.
Salesperson
We’ve finished the call. I’ve pasted the transcript and notes here.
CALL TRANSCRIPT · EXCERPT
Customer: “We need 40 seats across two warehouses. Can you send pricing by Friday?”
@Tether Agent Prepare the next steps: a stage update, a quote, and a follow-up email.
@Tether Agent
Based on the transcript, here’s a proposed stage update, draft quote, and email. Nothing has been applied or sent.
PROPOSED STAGEDiscovery → ProposalDRAFT QUOTE · Q-1042$48,200 / yearDRAFT EMAILTwo-site rollout & pricingEMAIL DRAFT · NOT SENT
Thanks for the call. Attached is the quote for 40 seats across both warehouses, including scanner kits and onboarding.
Salesperson
@Manager Can we offer an 8% discount if the customer commits to both sites?
ManagerApprover
Only if both sites sign together. @Tether Agent, make that condition explicit in the quote and email, then bring the revision back for review.
@Tether Agent
Revised Q-1042 and the email: 8% off, conditional on both sites signing together. The revised annual total is $44,344. Ready for your review.
Awaiting approval · Nothing sent
ManagerApprover
Approved this revision and its condition. @Tether Agent, send Q-1042 with the email and move the opportunity to Proposal.
@Tether Agent
Confirmed after approval
Quote and email sent with the approved condition. Odoo stage updated to Proposal. The request, revision, approval, and result all stay in this thread.
02 / SHARED CONTEXT YOUR TEAM, TOOLS, AND AI. UNIFIED.
Less switching. More selling.
Navigating multiple software tools slows your team down. Tether brings your team and AI agents together in one intuitive interface, where agents work with your connected systems to move deals forward.
Salesperson · Manager · @Tether Agent
Context · Discussion · Decisions- CRMOdoo · HubSpot · Attio · Zoho
- MeetingsZoom · Fireflies · Grain · Fathom
- EmailGmail · Outlook
- CalendarGoogle Calendar · Calendly
- DocumentsDrive · Notion · SharePoint
- GTM toolsClay · Apollo · Slack · Teams
A LITTLE LESS ADMIN. A LOT MORE MOMENTUM.
Put AI to work
on your sales process.
Tell us where deals slow down. We’re working with early-access teams to shape AI agents around their everyday sales workflows.