# Easy Insight Software Reviews, Demo & Pricing - 2026 > Review of Easy Insight Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/bi/easy-insight-profile --- [Home](https://www.softwareadvice.com/) / [Business Intelligence Software](https://www.softwareadvice.com/bi/) / Easy Insight Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/easy-insight-profile/reviews/) # Easy Insight 2026: Benefits, Features & Pricing Wondering if Easy Insight is right for your organization? Our Business Intelligence Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Easy Insight 4.8 [(13)](https://www.softwareadvice.com/bi/easy-insight-profile/reviews/) Pricing Starting at $29.00 per month ### 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. Wondering if Easy Insight is right for your organization? Our Business Intelligence Software selection experts can help you in 15 minutes or less. ## Easy Insight User Interface ## Popular Easy Insight Alternatives Main Product Easy Insight 4.8 [(13)](https://www.softwareadvice.com/bi/easy-insight-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.89Value for money - 4.89Customer support - 4.88Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Microsoft Power BI](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/) 4.6 [(1883)](https://www.softwareadvice.com/bi/microsoft-power-bi-profile/reviews/) Ratings Breakdown - 4.13Ease of use - 4.41Value for money - 4.16Customer support - 4.49Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [ImportYeti](https://www.softwareadvice.com/bi/importyeti-profile/) 4.9 [(206)](https://www.softwareadvice.com/bi/importyeti-profile/reviews/) Ratings Breakdown - 4.80Ease of use - 4.86Value for money - 4.95Customer support - 4.77Functionality Pricing Available upon request Get Price Alternative Product [Tableau](https://www.softwareadvice.com/bi/tableau-profile/) 4.6 [(2353)](https://www.softwareadvice.com/bi/tableau-profile/reviews/) Ratings Breakdown - 4.12Ease of use - 4.20Value for money - 4.24Customer support - 4.49Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Microsoft SQL Server](https://www.softwareadvice.com/bi/microsoft-sql-server-profile/) 4.6 [(1977)](https://www.softwareadvice.com/bi/microsoft-sql-server-profile/reviews/) Ratings Breakdown - 4.31Ease of use - 4.27Value for money - 4.26Customer support - 4.57Functionality Pricing Starting at $209.00 one time Get Price Alternative Product [Google Data Studio](https://www.softwareadvice.com/bi/google-data-studio-profile/) 4.5 [(337)](https://www.softwareadvice.com/bi/google-data-studio-profile/reviews/) Ratings Breakdown - 4.13Ease of use - 4.72Value for money - 3.68Customer support - 4.33Functionality Pricing Available upon request Get Price ## Easy Insight Pricing and Plans Starting price: $29.00 per month Free Trial Free Version Basic $29.00 per month No plan information available Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Easy Insight Features - Popular features found in Business Intelligence Ad hoc Reporting Benchmarking Collaboration Tools Data Connectors Data Visualization Key Performance Indicators Multiple Data Sources Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend/Problem Indicators - More features of Easy Insight Access Controls/Permissions Ad hoc Query Alerts/Notifications API Customizable Branding Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Extraction Data Import/Export Data Synchronization Data Transformation Drag & Drop Metadata Management Publishing/Sharing Real-Time Analytics Real-Time Data Real-Time Reporting Reporting/Analytics Role-Based Permissions Scheduled/Automated Reports Search/Filter Self Service Data Preparation Third-Party Integrations Trend Analysis Visual Analytics ## Easy Insight Integrations Keap Integration rated undefined from -1 review Cin7 Omni Integration rated undefined from -1 review Cin7 Core Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review ShipStation Integration rated undefined from -1 review Shopify Integration rated undefined from -1 review See all 31 integrations ## Easy Insight User Reviews Overall Rating 4.8 Ratings Breakdown 5 85% 4 15% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.9 Customer support 4.9 Functionality 4.9 Conrad R. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 12 months Review source Reviewed April 2021 The only BI tool for operations 5 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. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons 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. Read More MR Mike R. Verified reviewer Education Management 51-200 employees Used weekly for less than 2 years Reviewed May 2021 A Lifesaver for Schools During Distance Learning 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Reasons 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. Read More VR Verified Reviewer Computer Software 51-200 employees Used unspecified for unspecified Review source Reviewed June 2014 Good little reporting tool 4 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. Ratings Breakdown 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. Read More Vikram J. Verified reviewer Business Supplies and Equipment 11-50 employees Used daily for more than 2 years Reviewed July 2021 Highly Recommended to Understand Your Business Better 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More AG Albert G. Verified reviewer Marketing and Advertising 51-200 employees Used daily for less than 12 months Reviewed July 2021 Easy Insight Hits The Mark 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I like that it is very easy to learn to use, and once you know how to use it, it is very easy to adapt to your changing needs. Cons: 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. Reasons for choosing Easy Insight Ability to work directly with Basecamp. Read More DX Derrick X. Verified reviewer Program Development 51-200 employees Used daily for less than 12 months Review source Reviewed May 2024 Simplifying Data Analysis 4 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: I quickly looked at customer feedback and saw clear trends and issues. This helped me fix problems and make customers happier. Cons: I couldn't change the report visuals and formats much, which made it harder to present the data the way I wanted. Read More SM Sean M. Verified reviewer Management Consulting 11-50 employees Used unspecified for unspecified Review source Reviewed June 2014 Excellent Reporting Tool 5 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. Ratings Breakdown 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. Read More OL Orlando L. Verified reviewer Marketing and Advertising 2-10 employees Used weekly for less than 2 years Reviewed May 2021 Easy Insight into Basecamp 5 It is a great tool that has brought great value to us as we manage our project resources. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The integration with Basecamp and Zoom which we use daily at our firm. Cons: That some of the other integrations that we would like to use are not as well developed as the Basecamp views and reports and we currently do not have the time or staff to develop these. Reasons for choosing Easy Insight Easy integration with Basecamp, the reports/dashboards gave us what we needed to manage our resources, ease of use. Reasons for switching to Easy Insight Microsoft Project is not as stable as Basecamp/Easy INsight and it is too "robust" for our needs. Read More Pete H. Verified reviewer Management Consulting 11-50 employees Used unspecified for unspecified Review source Reviewed June 2014 A Must Have 5 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. Ratings Breakdown Pros: Speed. Simplicity. Support. Auto-report distribution. Price. Cons: None Read More Zach B. Verified reviewer Computer Software Used unspecified for unspecified Review source Reviewed June 2014 Easy Insight is Essential Glue + Analytics for SaaS 5 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. Ratings Breakdown 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. 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