Easy Insight

RATING:

4.9

(12)

About Easy Insight

Easy Insight connects to your cloud apps to help you get optimize e-commerce and inventory management, improve conversion rates, and ensure on time projects. Extend your SaaS apps such as Basecamp, DEAR Systems, Katana, Teamwork, Hubspot, Xero, and many others with beautiful dashboards. Drill from charts down into the underlying data to find actionable insights.

Easy Insight Pricing

Easy Insight provides a tiered subscription model starting at $29 / month. Tiers depend on the amount of storage/volume, functionality, and support required.

Starting price: 

$29.00 per month

Free trial: 

Available

Free version: 

Not Available

Visualize your business with dashboard spanning the entire range of SaaS applications you use. Take advantage of prebuilt dashboards to get started right away.
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Easy Insight Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Easy Insight

1 - 5 of 11 Reviews

User Profile

Conrad

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

The only BI tool for operations

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.

Reason for choosing Easy Insight

The other tools are too generalized. Their integrations don't stack up and their perspective on data is not specific enough to operational concerns.

Mike

Education Management, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

A Lifesaver for Schools During Distance Learning

PROS

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 AI. Easy Insight provided quick and intuitive reporting on our data set in ways that Zoom's own reporting platform could not. Even today, more than a year later, Easy Insight is our preferred method of examining Zoom logs and data. I feel a bit like we're using a Swiss Army Knife as a box cutter. Easy Insight connects to so many data types and sources and provides such a wealth of visualization choices that I am certain we could find a myriad of use cases. I look forward to exploring the platform evne more deeply as we transition back to "normal" in the education sector.

CONS

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.

Reason for choosing Easy Insight

We chose Easy Insight because the Free Trial showed us everything we needed at a price that our small school could afford. It was easy enough to dive in and get started without specialized training that we did not want to invest in anything more complex, heavyweight, or "fancy" for lack of a better word.

Anonymous

51-200 employees

Used free trial

Review Source: GetApp

OVERALL RATING:

4

Reviewed June 2014

Good little reporting tool

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.

User Profile

Vikram

Verified reviewer

Business Supplies and Equipment, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Highly Recommended to Understand Your Business Better

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.

PROS

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.

CONS

I wish they had support staff in Asia pacific to better support all time zones. Self-branding can be a new feature.

Reasons for switching to Easy Insight

We were with Tracks before EI. The support was horrible and the system was buggy. It was embarrassing to deals with issues every day. EI is a better system to manage, consolidate and report on data, plus their support is second to none.

Sean

Verified reviewer

Management Consulting, 11-50 employees

Used free trial

Review Source: GetApp

OVERALL RATING:

5

Reviewed June 2014

Excellent 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.

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.