Changelog

Track the latest improvements and features in Data Surfer

Version 4.0

March 10, 2026
  • Claude MCP Server - run your full sales workflow inside Claude conversations
  • Interactive UIs for company profiles, lookup results, and research render directly in chat
  • Ground-up rebuild of AI outreach recommendations with consultative sales coaching
  • Structured email drafts with signal hooks, value bridges, and soft CTAs
  • Real-time research enrichment via Gemini with Google Search grounding on every email
  • Persona-aware LinkedIn commenting (thought leader, curator, announcer, engager)
  • Writer-checker quality gate auditing every recommendation against 6 criteria
  • Why Now, Cost of Inaction, and Urgency Decay context on every recommendation
  • Anti-spam and anti-hallucination checks on all AI-generated content
  • Closed-Lost Re-Engagement Pipeline with warming and nurturing recommendations
  • Gmail and Outlook email sync with automatic lead matching and thread history
  • Incremental email re-sync support
  • AI quality filter on company search removing irrelevant results
  • LinkedIn URLs supported as company search input
  • Auto deep search prompt when instant lookup returns sparse results

Version 3.9

February 4, 2026
  • Public REST API with key management and interactive docs (api.data-surfer.com)
  • API endpoints for companies, contacts, search, research, and deep search
  • API available to Starter+ plans
  • New Chrome extension for LinkedIn lead engagement
  • Extension cycles through recommended actions on cold prospects or warm leads rapidly
  • Extension actions include following LinkedIn pages and contacts, commenting on posts
  • Extension suggests potential comments to leave
  • Extension auto-detects actions and moves to the next
  • Pipedrive integration with contact and company sync including data enrichment and research features
  • Two-way Pipedrive sync possible
  • LinkedIn URL now returned if available in deep search and company lookups
  • AI quality filter on company search results
  • Industry-specific terminology discovery
  • Rate limiting introduced
  • Sessions invalidated on password change
  • Password change email notifications
  • Minimum password length increased to 12
  • Notes & Guidance for cold outreach leads in Signals
  • Editable recommendation comments and drafts in Signals
  • View and restore dismissed recommendations in Signals
  • Ability to view recommendation history and actions taken in Signals

Version 3.8

January 4, 2026
  • Cold Outreach System for tracking and warming up prospects (Labs/Beta)
  • Warm Leads tracking with deal values and nurture scoring (Labs/Beta)
  • Automations with trigger/action workflows and scheduling
  • Conversations Chat for refining ICP and templates via natural language
  • Points-based referral system with credit redemption
  • Several million new startups added to the database
  • Better toolbar positioning and actions
  • Improved tagging and tag management
  • Table column re-ordering and cleanup of empty columns
  • Improved mobile experience and element positioning

Version 3.6

December 2, 2025
  • Instant Lookups for company search
  • Step-by-step onboarding checklist
  • Helpful reminder emails to getting started
  • Personalized suggestions based on your progress
  • One-click actions directly from emails
  • Smart tag naming for search features
  • Multiple User Experience improvements
  • Cleaner UI, more playful branding
  • More accurate industry filtering
  • Fixed tag filtering to properly maintain your selections and sorting preferences
  • Fixed contact sorting after enrichment completes
  • Fixed company search suggestions to focus on prospects instead of competitors

Version 3.5

November 14, 2025
  • Simplified usage tracking - removed the credits system entirely, replaced with straightforward plan-based limits tied to your subscription
  • Usage now shows 'remaining capacity' instead of 'amount used' with real-time updates in the sidebar
  • Color-coded progress bars for each limit type
  • Renamed 'Surfer' to 'Research Template' throughout the app for clearer product language
  • Intelligent column mapping for imports that automatically detects your data structure
  • Enhanced signals with daily frequency option (in addition to weekly/monthly)
  • 'Last Run' and 'Next Run' columns show when signals executed and will execute next
  • Redesigned contacts page action toolbar with better tag management and role dropdown for quick filtering
  • Significantly faster performance with large contact lists
  • Redesigned companies page action toolbar with inline tag editing
  • Website URLs automatically normalized on companies page
  • Faster deep search performance in Company Finder
  • Create research templates directly from the enrichment screen in Company Finder
  • Combined progress bar on dashboard showing all limits at a glance
  • Upgrade button for free plan users on dashboard and sidebar

Version 3.4

November 3, 2025
  • Introduction of comprehensive contacts management system - find, filter, and enrich key decision makers, influencers, and champions
  • Access to 400m+ database of contacts with company data, emails, social media profiles, and phone numbers
  • Deep search tools for contact data with contextual understanding of your business
  • New admin panel bringing together integrations, company training, surfers, and team management
  • Smart detection tool to identify key decision makers fast
  • Optional fallback to source department/company contact information
  • Pipedrive CRM integration available via Pipedrive Marketplace for automatic enrichment
  • Smart dashboard with intelligent to-dos and suggestions for next steps
  • Tag merging to consolidate and organize tags
  • Auto-detection and removal of empty columns
  • Movable column reordering for custom table layouts
  • Improved notifications with friendly timestamps (e.g., '2 hours ago')
  • Cleaner action buttons and toolbars
  • Enhanced tooltips and contextual help throughout the platform
  • Doubled credits for all users to enable more efficient 'quick find' actions
  • Improved error handling and performance

Version 3.3

September 24, 2025
  • Multiple users per company support - team mates and extra users can now be added to your company account

Version 3.2

August 12, 2025
  • Search booster for external source enrichment including LinkedIn, Companies House, F6S, Crunchbase, PitchBook, SEC filings, government registries, business directories, and thousands of other quality data sources
  • UI updates to align surfer wizards with the purple brand theme

Version 3.1

August 9, 2025
  • Smart Company Finder suggestions based on AI market analysis
  • Duplicate Reduction and data merge tools
  • Enhanced signal monitoring with AI explanations
  • Improved company discovery algorithms

Version 3.0

August 7, 2025
  • Unified company views with comprehensive profiles
  • Intelligent tagging system for better organization
  • Intelligent SIGNALS for precision timing
  • Enhanced real-time company discovery
  • Advanced filtering and search capabilities

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