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Customer story · Agents Intel

Transforming 12 Years of Sales Data Into Actionable Business Intelligence Within Minutes

Agnes Zak · Recorded 11/3/2025

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Share One · November 3, 2025
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Agnes Zak, a broker with Compass, used Agents Intel to eliminate guesswork in her real estate business. By uploading 12 years of transaction history, she gained a clean dashboard that pinpointed exactly where her business originated. The platform enabled her to identify repeat clients and referrals within minutes, allowing for data-driven marketing decisions.

At a glance

Primary Use Case
Tracking lead sources and repeat client transactions
Reported Result
Eliminated advertising guesswork with a clean dashboard
Time to Value
Minutes to upload and view 12 years of data
I would say it's an absolute game-changer.
Within minutes, you'll see literally your entire business.
Advertising is no longer a guessing game. You'll know exactly where to direct your marketing dollars.

The interview

What is your overall impression of Agents Intel?

I would say it's an absolute game-changer. You'll get to see your entire business in a one clean, easy-to-read dashboard, and you'll know exactly where your business is coming from.

How has the platform impacted your marketing and advertising strategy?

Advertising is no longer a guessing game. You'll know exactly where to direct your marketing dollars for your best results.

What specific business challenges were you facing before using the software?

Before I started using Agent Intel, none of the information that I was looking for, like where my business is coming from or what my repeat and referrals are, was available. I knew I had clients I'd done a lot of business with, but I could never pinpoint exactly who they were and how many transactions I'd done with them.

Did you have any hesitations before signing up?

The biggest hesitation was how long is it going to take to get it all set up and input all the information. I've been in Naples for 12 years now, so there were a lot of transactions. I was wondering how long it would take me to put that all into the system.

How difficult was the data migration and setup process?

Surprisingly, it's such an easy way to transfer all that into Agent Intel that it was just a no-brainer. It's a simple download, upload to the system and boom, it's there. Within minutes, you'll see literally your entire business.

What is the emotional impact of seeing your business data clearly?

Once you see the real numbers, where your business is coming from, and how much commission you've earned—especially from your repeat clients, your past clients, and their referrals—you get to experience a whole different dimension of gratitude for their loyalty.

What advice would you give to someone considering Agents Intel?

Just give it a try. It's so simple. You will be absolutely shocked how easy it is to put all your information in one spot and see everything in one big picture. It's super easy. Don't overthink it.

Frequently asked

How long does it take to set up Agents Intel with years of data?

Agnes Zak initially worried about the time required to input 12 years of Naples real estate transactions. However, she found the process to be a 'simple download and upload' that populated her entire business history into the system within minutes.

Can Agents Intel help identify where real estate leads come from?

Yes, Agnes Zak noted that the most important part of the platform was finally figuring out exactly where her business was coming from. It allowed her to pinpoint specific repeat clients, their referrals, and the total commission earned from those relationships.

Is Agents Intel difficult to use for non-technical brokers?

Agnes Zak described the platform as a 'no-brainer' and 'super easy.' She advises other professionals not to overthink it, as the system provides a clean, easy-to-read dashboard of the entire business picture.

Full transcript

Agnes Zak (00:00) I would say it's an absolute game-changer. You'll get to see your entire business in a one clean, easy-to-read dashboard, and you'll know exactly where your business is coming from. And at the same time, advertising is no longer guessing game. You'll know exactly where to direct your marketing dollars your best results. My name is Agnes Zak, I'm a broker with Compass, beautiful sunny Naples, Florida. before I started using Agent Intel, none of the information that I was looking for, like where my business is coming from? what are my repeat and referrals? where that's coming from. like, I knew I had clients who I've done a lot of business with, but I could never pinpoint exactly who they were, and how many transactions I've done with them. And also where the business was coming from. I think that is the most important part, to finally figure out where the business is coming from. the biggest hesitation how long is it going to take to get it all set up, and input all the information? I've been in the Naples for... 12 years now. So there was a lot of transactions. So I was wondering, how long is it going to take me put that all into the system? But surprisingly, it's such an easy way to transfer all that into Agent Intel that it was just a no-brainer. It's simple download, upload to the system and boom, it's there. Within minutes, you'll see literally your entire business. once you see the real numbers, where your business is coming from, and how much commission you've earned, especially from your repeat clients, your past clients, their referrals, you get to experience a whole different dimension of gratitude for their loyalty. Just give it a try. It's so simple. You will be absolutely shocked how easy it is to put all your information in one spot, and see everything in one big picture. it's super easy. Don't overthink it.

About Agents Intel

Agents Intel is an AI-enhanced business intelligence platform designed for real estate agents and sales professionals to transform sales history into strategic growth plans. The platform serves business owners who need to track transactions and financial performance with precision. By moving users from unverified assumptions to fact-based decision making, Agents Intel helps professionals like Agnes Zak gain certainty through a personalized plan based on proven strengths.

Industry
Artificial Intelligence Software

Topics

  • real estate
  • business intelligence
  • broker
  • marketing roi
  • data migration
  • referral tracking

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How this story was recorded

Who recorded this video testimonial for Agents Intel?

Agnes Zak recorded it themselves — no film crew, no studio. Agents Intel sent a single Share One link, and the story was captured straight from Agnes Zak's own phone or laptop browser. Any business can collect the same kind of first-person video at share.one.

Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.

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