Features
Everything you need to find qualified prospects, get verified contacts, and time your outreach perfectly.
Companies
Find and qualify companies that match your ideal customer profile
Company Suggestions
- Weekly curated lists of high-potential prospects
- Based on industry trends and your ICP
- Researched and scored automatically
Instant Lookups
- Search millions of companies updated daily
- Filter by industry, size, location, year founded
- Broad category searches like "Software" or "Financial Services"
Deep Searches
- Real-time web search and crawling
- Latest data from websites, social media, and directories
- Discover companies not in traditional databases
Company Researcher
- AI-powered deep research on target companies
- Crawls websites, searches sources, uncovers insights
- Cited sources and confidence scores for verification
- Automatic Fit Score against your ICP with transparent criteria
Contacts
Identify decision makers with verified contact data
Key Contact Finder
- Discover decision makers, champions, and influencers
- Maps the buying committee regardless of role or title
- Confidence scores and explanations for each contact
Contact Data Finder
- Live web search and company website crawling
- Social profiles and contact details cross-verified
- Multiple sources for accuracy
Contact Roles
- Identify who has stake in decisions for your offering
- Case-by-case analysis of each company structure
- Understand influence dynamics before outreach
Email Finder & Verification
- Live sourcing from web, company sites, and social profiles
- Email permutation and verification at scale
- Bounce detection, catch-all detection, and deliverability scoring
Phone Numbers
- Direct, department, and company numbers when publicly disclosed
- Only from intentional sources: directories, websites, social profiles
- No scraped lists or outdated data that wastes your time
Cold Outreach
Get on prospects' radar before your first pitch
Touchpoint Engagement Score
- Monitors websites, social profiles, and key contacts over time
- Rewards quality engagement, penalizes spam
- Build familiarity before you ever pitch
Company Footprint Analysis
- Detect subtle changes in websites, posts, and social media
- Spot signals: new office, marketing pivot, hiring changes
- Identify pain points from their own public activity
Intelligent Value Recommendations
- Consultative sales philosophy: signal hook, value bridge, soft CTA
- Real-time web research enrichment baked into every recommendation
- Writer-Checker quality gate audits each draft against 6 criteria, auto-rewrites failures
- Persona-aware LinkedIn commenting and urgency decay bars for timing
- Quality badge (pass/revised) on each recommendation so you know it passed inspection
Value-First Reports
- AI deep researches a topic your prospect cares about and generates a PDF
- Forward it as a conversation starter: "thought you'd find this useful"
- Available on Starter and above — Basic plan gets the topic suggestion only
Competitor Monitoring
- Track competitor activity alongside prospects
- Perfect timing for engagement and applying pressure
- "Did you know X competitor is hiring for Y?"
Industry Insights
- Monitors web articles, Reddit, X/Twitter, and competitor websites
- Four categories: Competitor Watch, Industry Trends, Engagement Opportunities, Company Mentions
- Tracks competitor website changes: pricing, features, wording shifts
- Intelligent deduplication and relevance scoring across sources
- Daily scans on Professional/Enterprise, weekly on Starter
Activity Logging
- Log calls, emails, and notes in plain English
- Data Surfer automatically organizes and summarizes
- Your history shapes smarter recommendations over time
Opportunity Alerts
- All data analyzed alongside engagement history
- Alerts when the perfect moment to reach out arises
- Never miss a window of opportunity
Warm Leads
Nurture promising prospects and never let deals go cold
Everything in Cold Outreach
- All monitoring and intelligence features included
- Plus value-add recommendations and deal tracking
- Set deal values and track pipeline progression
Call Prep
- Auto-synthesized one-page briefing before every sales call
- Two modes: Cheat Sheet for mid-call glancing, Detailed for full prep
- Opener, Key Facts, Discovery Questions, Pitch Angle, Watch Outs, and Close-With
- Adapts to deal stage: warm, won (renewal/upsell), or lost (re-engagement)
- No usage quota consumed — 2 regenerations per lead per day
Nurture Score
- Tracks engagement health over time
- Ensures you stay in touch at the right cadence
- Prevents warm leads from going cold
Smart Follow-ups
- More than just "follow up" reminders
- Suggests value-adds based on site changes and social posts
- Context-aware recommendations for meaningful touchpoints
Key Contact Pinning
- Focus on your most promising contacts
- Keep subtle tabs on others in the account
- Ensure you're not forgotten in the company
Contextual Memory
- Remembers details from your conversations
- "They mentioned they're away until the 15th"
- Notifies you when it's time to re-engage
Closed-Lost Re-Engagement
- Dedicated view for previously lost deals
- AI-generated re-engagement recommendations based on new signals
- Research-driven outreach to reopen conversations when timing is right
Automated Suggestions
- Post comments and email drafts ready to use
- Based on prospect activity and context
- Edit and send, or use as inspiration
CRM
Organize prospects and integrate with your workflow
Search & Organize
- Tag companies and contacts with custom fields
- Resizable, orderable columns for your workflow
- Instant edit and addition of new data
Import & Export
- CSV import with intelligent column matching
- Works even when header names don't match directly
- Full data portability, no lock-in
Merge Data
- Intelligent duplicate detection and merging
- Choose to discard or merge empty fields
- Keep your database clean automatically
Pipedrive Integration
- Two-way sync of contacts and companies
- Enrich Pipedrive data with Data Surfer research
- Install directly from Pipedrive marketplace
Email Sync
- Gmail and Outlook sync for full thread visibility
- Automatically syncs email threads with monitored leads
- Full conversation history on every lead profile
- Incremental re-syncs keep threads up to date without manual effort
Lead Management
- Track cold and warm leads with activity history
- Assign to team members with deal values
- Win/loss outcomes feed back into recommendations
Platform
Capabilities that power everything you do
Cited Sources & Reasoning
- Every insight comes with cited sources
- Confidence scores for your final approval
- Full transparency in how conclusions are reached
Automations
- Auto-find contacts, research companies, source data
- Schedule daily, weekly, or monthly deliveries
- Trigger on actions like "new contact added"
Dashboard
- See all your data at a glance
- Recommended next actions surfaced automatically
- Quick access to what matters most
Team Management
- Invite colleagues to your workspace
- Assign leads and prevent overlap
- Collaborate on accounts seamlessly
Smart Chat (Eddie)
- Conversational AI that understands your data
- Define company profiles and research templates naturally
- Ask questions, get actionable answers
Adaptive Learning
- Learns your ideal customer profile over time
- Improves suggestions based on what works
- Gets smarter the more you use it
Intelligent Waterfall Enrichment
- Goes beyond rigid, prompt-based enrichment
- Automatically pursues relevance based on discoveries
- Browses the web in real-time, following leads intelligently
Live, High-Quality Data
- Contact data sourced in real-time for accuracy
- Millions of records kept in sync daily
- No stale data, no wasted outreach
REST API
- Full programmatic access to companies, contacts, search, research, and deep search
- Bearer token authentication with API key management in the dashboard
- Interactive docs at api.data-surfer.com to explore and test endpoints
- Powers the MCP Connector for conversational workflows
Chrome Extension
- Guided LinkedIn engagement directly in your browser — no automation
- Suggests: follow pages, connect, comment with AI-suggested messaging
- Touchpoint tracking from LinkedIn keeps your engagement score moving
MCP Connector
- 54 Data Surfer tools accessible from Claude or any MCP-compatible AI client
- Run your entire sales workflow from a conversation: find, research, manage pipeline
- Interactive UIs render directly in conversation
- Chat for when you're doing the work; dashboard for the overview
Data Surfer vs Traditional Tools
How real-time intelligence compares to static databases
| Capability | Data Surfer | Traditional Tools |
|---|---|---|
| Data freshness | Real-time sourcing | Static databases, often months old |
| Contact verification | Live bounce & catch-all detection | Pre-verified lists with decay |
| Company research | AI crawls websites in real-time | Manual research or basic firmographics |
| Buying committee | Maps decision makers, champions, influencers | Job titles only |
| Engagement timing | Monitors signals, alerts on opportunities | No timing intelligence |
| Sources | Cited with confidence scores | Black box, no transparency |
| Outreach quality | Writer-Checker quality gate audits every draft | No quality control on messaging |
| Workflow access | Conversational via MCP or dashboard | Dashboard-only, context switching |
| Competitive intelligence | Monitors competitor websites, pricing, features | No built-in competitor tracking |
Common Questions
How is contact data sourced?
All contact data is sourced in real-time from public sources: company websites, directories, and social profiles. We verify emails with live bounce detection and never use scraped or purchased lists.
What makes the engagement scoring different?
Our touchpoint engagement score monitors prospect activity over time and rewards quality interactions. It helps you build familiarity before pitching, rather than cold outreach to strangers.
How does the AI learn my ideal customer profile?
During onboarding, you can train it by describing your ICP or letting it scan your website. From there, it continues learning as you mark leads won or lost, research companies, and engage with prospects, refining its suggestions based on what actually works.
Can I integrate with my existing CRM?
Yes. We currently offer two-way sync with Pipedrive, plus Gmail and Outlook email sync that automatically surfaces full thread history on lead profiles. You can also import/export via CSV with intelligent column matching.
What is the MCP Connector?
The MCP Connector gives you access to 54 Data Surfer tools from Claude or any MCP-compatible AI client. You can run your entire sales workflow from a conversation: find prospects, research companies, manage your pipeline, and get recommendations without switching to the dashboard.
How does the Writer-Checker quality gate work?
Every outreach recommendation goes through a two-step process. The Writer drafts the message using signal hooks, value bridges, and real-time research. The Checker then audits it against six criteria and auto-rewrites anything that fails. You see a quality badge on each recommendation so you know it passed inspection.
What does Call Prep include?
Call Prep generates a one-page briefing before your sales calls. It includes an opener tied to real signals, key facts, discovery questions, a pitch angle, watch-outs, and a close-with recommendation. Choose Cheat Sheet mode for quick mid-call glancing or Detailed mode for full preparation.
Ready to see it in action?
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