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Drag. Drop. Done. Business Intelligence Made Easy.
Use Easy Insight to track key metrics across your entire business and drive those metrics to the numbers you need. Create connections to a huge range of SaaS applications in a matter of clicks with no coding or professional services required. Prebuilt dashboards help you to get started right away and starting seeing immediate results.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.9
/5
12
Starting from
29
Per month
Other
Value for money contenders
Functionality
4.9
/5
12
Total features
43
3 categories
Functionality contenders
Overall Rating
4.9
/5
12
Positive reviews
100
%
11
1
0
0
0
Overall rating contenders
Pete H.
Management Consulting, 11-50 employees
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We use Hubspot as our web platform (marketing automation, CMS, etc.) and HighriseHQ for our CRM. Finding Easy-Insight saved us from upgrading our CRM. We can do incredible analysis and auto-report generating. This week, I wanted to report on the status of our sales funnel...and I had the PPT slides built in 10 minutes because the data was already waiting for me in an Easy Insight report (counts of leads in what stages of the funnel). Lastly, technical support has been responsive and helpful. This is perhaps the most useful and high ROI spend in my online marketing budget.
Speed. Simplicity. Support. Auto-report distribution. Price.
None
Mike R.
Education Management, 51-200 employees
Used weekly for 1-2 years
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Easy Insight is aptly-named; it provided quick and easy insights into our users' activity within Zoom, which is the primary purpose we sought this product out. At a time when schools couldn't get ed tech companies to answer the phone due to overwhelming demand, it was imperative that we find a solution that can both connect to and represent our data without wading through layers of support bots and...
For a non-technical user, I think that the learning curve might be a bit steep. Actions and buttons that seem intuitive don't always do what a novice might expect them to do. That said, every time I ran into a point of confusion or an unexpected outcome, Easy Insight had an article or video tutorial that got me back on track. As long as you understand the data set(s) you are starting with and have an idea of where you'd like to go, Easy Insight will get you there.
Verified reviewer
Computer Software, 51-200 employees
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We use Easy Insight for a couple of applications and it works quite well. It is fairly easy to use and allows you to schedule reports to be sent to you automatically, which is a big time saver! The Easy Insight folks are very friendly and have always gone over and above to make us happy and get us the reporting data we are looking for. Great customer service.
Easy to use, works with a lot of applications.
Doesn't have a lot of user documentation so for a non-techy user it may require contacting the help desk for help on writing requirements.
Conrad R.
Information Technology and Services, 11-50 employees
Used daily for 6-12 months
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The platform is easy to get onto! That said, it still helps to have an expert come in and take things to the next level. The pieces that come out of the box are great. Whatever is unique about your company will take some configuration, and that's where you need help.
At Clearinity, we spend all day in cloud-based inventory management software. These tools are big and complex, and getting good reporting is always tedious. Our clients now have tools that allow them to get the data they need from the sources that matter. It really wasn't possible before this, and it certainly wasn't easy!
The only gripe is market share and momentum. As of the writing, the team's technology is far ahead of the competition and the market share is growing. No other BI platform understands how to pre-structure data in the way that Easy Insight does.
Vikram J.
Business Supplies and Equipment, 11-50 employees
Used daily for 2+ years
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It is a beautiful system. There are endless opportunities to design reports and dashboards and schedule these for yourself and others (even externally). The support is second to none; all queries are resolved promptly. Initially, we were thinking to upgrade our CRM, but the Easy Insight add-on changed everything. That was about 3-4 years ago. We have saved tens of thousands of dollars. Our [SENSITIVE CONTENT] loves the system and every day we crunch the numbers to get the best out of business.
Easy Insight is super easy to use and provides countless customisable reports. Our sales and operation's team uses EI every day and find the system user-friendly. We love the support from EI too, whenever we need a customized report or feature, the EI team is quick to respond and provide us with the solution.
I wish they had support staff in Asia pacific to better support all time zones. Self-branding can be a new feature.
Easy Insight has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of Easy Insight?
Q. What other apps does Easy Insight integrate with?
Easy Insight integrates with the following applications:
Constant Contact, Insightly, Jira, Quickbase, DEAR, Cin7 Omni, Teamwork, Zapier, Pivotal Tracker, Solve CRM, Trello, Pipedrive, FreshBooks, Alchemer, Freshdesk, Salesforce Sales Cloud, ShipStation, Harvest, Redbooth, Basecamp, Quickbooks Online, Highrise, SurveyMonkey, Keap, ClickUp, Mailchimp, Asana, Xero, Smartsheet, Shopify, Zendesk Suite