THE REVENUE ENGINE
Focus on your
customers.
01 / USE CASES FROM FIRST CONTACT TO ONGOING ACCOUNTS
- Sales pipeline
Work through quotes, approvals, and next steps with your team and agents. Explore the example below.
- Keep leads warm
Connect lead enrichment with the tools you already use to automate enrichment and keep follow-ups informed.
- Account management
Keep customer context, account updates, and next steps together so your team can manage accounts collaboratively.
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.
Your team and agents.
One thread to work from.
Bring the customer’s request into Tether. Tag a teammate, ask an agent to draft the next step, and review it together. The request, revisions, approval, and result stay in the same thread, so the next person can pick up where you left off.
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 EVERY DETAIL, CONNECTED
One customer thread. Your whole team.
Tether is the multiplayer workspace for your deals. Share customer context, tag an agent, and work through the next steps with your teammates in one shared thread.
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
Customer context, team decisions, and approved actions stay connected. Odoo is the current connector. Other tools shown illustrate the wider ecosystem. Explore the Odoo app →
A LITTLE LESS ADMIN. A LOT MORE MOMENTUM.
Bring your AI.
Keep the final say.
Early access opens to revenue teams in small groups. Tell us where customer context gets lost, and we’ll be in touch.