Compass Data Integration | Real Estate Performance Analytics
Connect Compass through scheduled exports by email, SFTP or S3. Your AI agent reads contacts, business tracker folders, lead flows, and transaction timelines — then correlates real estate pipeline performance with cross-channel insights from 1,400+ data sources.
- 1,400+ data sources
- Any warehouse or BI tool
Trusted by data-driven teams
What your AI agent extracts from Compass
Improvado pulls contacts with action plans and bulk email history, business tracker folders with linked CMAs and documents, leads from 3rd-party sources via Lead Flows, and transaction timelines with tasks and due dates. Your agent surfaces commission tracking, quota attainment, activity metrics from Performance Tracker, client milestones like anniversaries, and AI-powered Likely to Sell insights. All data refreshes on your export schedule for cross-platform analysis.
Complete Real Estate CRM Data Coverage
Improvado pulls contacts with action plans and bulk email history, business tracker folders with linked CMAs and documents, leads from 3rd-party sources via Lead Flows, and transaction timelines with tasks and due dates from Compass. We capture commission tracking, quota attainment, activity metrics from Performance Tracker, client milestones, and AI-powered Likely to Sell insights across all agents and offices.
Data objects and fields Improvado extracts from Compass
| Object | Fields |
|---|---|
| Contacts | contact_id name email phone action_plans client_milestones likely_to_sell_score last_contact_date |
| Business_Tracker_Folders | folder_id contact_id linked_cma documents tours timeline_events collaboration_status |
| Leads | lead_id source origin date_created assigned_agent routing_status pipeline_stage |
| Transactions | transaction_id contact_id timeline_tasks due_dates events commission_amount close_date |
From scheduled exports to answers in three steps
Connect
Ask
Report
What teams ask their AI agent about Compass
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Which contacts in my Compass CRM have Likely to Sell scores above 80 and haven't been contacted in 30 days?
Your AI agent analyzes Compass data and delivers actionable insights — automatically, in seconds.
Compare my Compass commission revenue by agent this quarter against their LinkedIn ad spend and email engagement rates.
Your AI agent analyzes Compass data and delivers actionable insights — automatically, in seconds.
List all leads from Facebook that came in this week and recommend the top-performing agent to assign them to.
Your AI agent analyzes Compass data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Compass — it reports on and monitors it.
Claude, ChatGPT, and Cursor can report on contacts, track Business Tracker folders with new CMAs or documents, recommend lead assignments to agents, and flag contacts for bulk email campaigns based on cross-platform signals like ad engagement or website behavior. Every query is logged in Improvado's audit trail with timestamp and user for full governance.
Explore MCP →Read
Report
Monitor
| Contact | Likely to Sell Score | Days Since Contact |
|---|---|---|
| Patricia Williams | 94 | 42 days |
| Thomas Anderson | 89 | 37 days |
| Maria Garcia | 87 | 33 days |
| Kevin O'Brien | 85 | 45 days |
| Nicole Foster | 82 | 31 days |
Send Compass data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
- SOC 2 Type II
- Certified Security
- HIPAA
- Health Data Privacy
- GDPR
- EU Data Protection
- CCPA
- CA Privacy Standard
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, reports, and monitors — with Compass as one of 1,400+ data sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total data sources | 1,400+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Report, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
How does Improvado connect to Compass?
What Compass data does Improvado pull?
How often does Compass data refresh?
Can the AI agent write data back to Compass?
Is Compass data secure with Improvado?
How does Compass connect with other platforms in Improvado?
“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”
“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”
Put an AI agent on your Compass today
Set it up once. Your agent starts reading and monitoring as soon as the first export lands.