Easy Insight Reviews - Pros & Cons, Ratings & more

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Intuitive, powerful, and affordable, Easy Insight is your solution for creating rich visualizations from your existing SaaS products.

Easy Insight

Web-based

Founder

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.

Tech Specialist

Having all of my data in one place to compare and use to make important business decisions is a nice change.

Director of Digital Learning and Technology

A Lifesaver for Schools During Distance Learning.

Consultant

The reports can be difficult to create and sometimes you run into issues when combining data from multiple databases.

Content Manager

Sometimes the formatting in Excel is a little strange, you cannot get all the data to export in one line, it usually takes two lines which is not ideal.

Easy Insight provided quick and intuitive reporting on our data set in ways that Zoom's own reporting platform could not.

EI provides essential business metrics for us, and allows us to expose some otherwise hidden data to our customers.

Simplifying Data Analysis

I have been very impressed with the overall product. The owner has gone above and beyond to make sure we have all the data we need and is always willing to help when we cannot figure out how to make something work. 

Easy Insight Hits The Mark 

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. 

Highly Recommended to Understand Your Business Better

A Lifesaver for Schools During Distance Learning

Having all of my data in one place to compare and use to make important business decisions is a nice change. In this day and age of their always being "an app for that", this software helps to pull it all together in an easily manageable platform.

Best BI Software yet. 

It is a great tool that has brought great value to us as we manage our project resources.

Easy Insight into Basecamp

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.

The only BI tool for operations

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

Basically any customized report is possible with Easy Insight.

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.

Easy Insight is Essential Glue + Analytics for SaaS

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.

A Must Have

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. 

Good little reporting tool

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 their free trial. My superiors and I were blown away! Not only did it provide the classic sales pipeline that everyone expects, but thanks to their helpful and friendly staff I was able to build custom reports for each of my executives. We have pipelines, quarterly reports, reports by sales rep, upcoming project reports and even a report that calculates estimated server loads due to upcoming projects. The great thing is that once I build these reports I don't have to log in to easy insight to update them. They will automatically import data from your CRM and allow you to automate them so that they email themselves to your managers and execs at any time on any day. This means as long as your CRMs data is kept current you aren't doing double work managing a reporting plugin and your CRM constantly or manually creating reports. This has allowed me to provide powerful reporting capabilities while still keeping a simple CRM for my sales people so they aren't doing tons of data entry but rather spending their time doing what generates revenue: building and maintaining relationships with clients. It even interfaces with a number of CRMs so even if you are using something more robust like Salesforce I would give it a try you might be surprised. This is a really exceptional product.  

Easy Insight Reviews

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