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Easy Insight Reviews

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7 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The only BI tool for operations

Reviewed 22 days ago

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.

Pros

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!

Cons

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.

Overall Rating

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    Excellent Reporting Tool

    Reviewed 7 years ago

    There are a lot of CRMs out there but few as simple and intuitive as Highrise. Unfortunately, we almost didn't use it because it lacks any reporting capabilites. Also, the majority of plugins out there don't allow for much reporting beyond just simple sales pipelines that just end up making you have to enter information in two different systems. By chance though I stumbled on Easy Insight and used...

    Pros

    Staff is friendly and helpful, constantly making improvments and changes to meet the needs of clients. Easy insight is a very powerful and flexible tool; your ability to create specialized reports is only limited by your imagination.

    Cons

    Really I haven't had any problems with it my bosses and I are very happy. Whenever I've run into a problem or couldn't figure something out the staff is very responsive so issues get addressed very quickly.

    Overall Rating

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      Good little reporting tool

      Reviewed 7 years ago

      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.

      Pros

      Easy to use, works with a lot of applications.

      Cons

      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.

      Overall Rating
      • Value for money
      • Ease of use
      • Features
      • Customer support
      • Likelihood to recommend10/10

      Share this review:

      Basically any customized report is possible with Easy Insight.

      Reviewed 4 years ago

      Knowing exactly what was going on in our business and being able to pull exactly the data we want.

      Pros

      The software is very customizable. You really can do all kinds of things to customize your reports that use your existing data. It is super convenient to be able to pull information straight from your other cloud-based software in your business. As long as you have good data, your reports will turn out well. It really helps you to watch key metrics that are important in your business.

      Cons

      The reports can be difficult to create and sometimes you run into issues when combining data from multiple databases. Firms like TeamworkExpertTraining.com do provide services for you which is nice. Of course, once you get them set up, you can keep using the reports from then on.

      Overall Rating

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        A Must Have

        Reviewed 7 years ago

        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.

        Pros

        Speed. Simplicity. Support. Auto-report distribution. Price.

        Cons

        None

        Overall Rating

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          Easy Insight is Essential Glue + Analytics for SaaS

          Reviewed 7 years ago

          We're using EI, along with Zapier and IFTTT, to glue together the SaaS tools that run our business. EI provides essential business metrics for us, and allows us to expose some otherwise hidden data to our customers.

          Pros

          Flexible. Supports lots of services and when combined with ZAPier can support just about anything with an API. James provides great personalized support.

          Cons

          Some bugs, but have always been worked out promptly when requested. UI could be friendlier but it does the trick once you figure it out.

          Overall Rating
          • Value for money
          • Ease of use
          • Customer support

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          This reviewer only left a rating

          Reviewed 6 years ago
          Pros

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          10+ YEARS RECOMMENDING SOFTWARE

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