NEO by Peterson Technology Partners
NEO by Peterson Technology Partners: An account research and outreach layer that keeps humans in control of outbound activity. Ranked #25 of 31 in Revenue AI Platforms by our editors (6.5/10); pricing: Pricing on request; best for small teams automating account research and outreach.
At a glance
- Editor score6.5 / 10
- PricingPricing on request
- Best forSmall teams automating account research and outreach
- Conversation intelligenceNo
- Facts checked24 Sep 2026
Where it wins
- Combines market signals with CRM and relationship context to prioritize accounts
- Maps buying committees and prepares persona-specific email and voice outreach
- Turns replies into dated follow-ups, meeting briefs and CRM updates
Where it doesn't
- Outbound activity requires human review and approval
- Public pricing is not available; buyers must contact sales
- Listed integrations are limited to Salesforce, Apollo and ZoomInfo
Our verdict on NEO by Peterson Technology Partners
NEO by Peterson Technology Partners is an AI sales intelligence platform for revenue leaders and sales teams at growth-oriented B2B companies. It is designed to sit alongside a CRM, helping small and mid-market teams find accounts with a potential reason to buy, identify relevant stakeholders and advance prospect conversations. Its focus is the work around prospecting and engagement rather than replacing a CRM or managing the broader pipeline.
The workflow connects external market signals with CRM and internal relationship context to prioritize accounts, then maps buying committees and prepares persona-specific outreach for email and voice engagement. NEO interprets replies and recommends dated follow-up actions; it can also generate account and market-context meeting briefs. Approved outcomes can be captured in connected CRM systems. This makes the product most relevant to teams that want research, preparation and follow-through in one sales workflow. Outbound activity in NEO 1.0 still requires human review and approval, so it is not a fit for teams seeking fully autonomous outbound execution.
NEO is cloud-based and names Salesforce, Apollo and ZoomInfo as integrations. The vendor describes connecting with a company’s CRM, but buyers should clarify which CRM products are supported and how their existing systems fit. Pricing is contact-sales, with the vendor describing a focused pilot and inviting buyers to schedule a conversation. Email is the listed support channel. Teams wanting account prioritization, stakeholder mapping and assisted outreach may find its focus appropriate; buyers who need public, plan-by-plan pricing or broad listed integration coverage should compare alternatives before proceeding.
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NEO by Peterson Technology Partners pricing
NEO by Peterson Technology Partners fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Conversation intelligence | No |
| Revenue forecasting | No |
| Pipeline management | No |
| Sales engagement | Yes |
| CRM connections | Salesforce |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: Salesforce, Apollo, ZoomInfo |
| Pricing | Pricing on request |
| Website | ptechpartners.com |
| Facts checked | 24 Sep 2026 |
NEO by Peterson Technology Partners integrations
NEO by Peterson Technology Partners lists 3 integrations on its own site.
- Salesforce
- Apollo
- ZoomInfo
Alternatives to NEO by Peterson Technology Partners
- Zoom Revenue AcceleratorConversation intelligence, pipeline tracking, coaching, and forecasting across desktop and mobile.9.0
- OutreachA broad revenue platform combining sales engagement, deal management, forecasting, and AI.8.9
- Salesforce Revenue CloudSalesforce-centered quote-to-cash workflows, from product configuration through invoicing.8.8
See all NEO by Peterson Technology Partners alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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