About Easy Insight

Easy Insight is a fully featured business intelligence application that allows you to economically achieve the ability to gain an insightful overview of total business operations. With this overview, businesses can hone in and analyze data to find key information specific to their different business units—discovering how they can improve marketing campaigns, achieve better sales conversion rates, and drive better development processes. Running in the cloud, Easy Insight is securely accessible anytime – anywhere, using popular mobile and commercial devices.

Key benefits of Easy Insight

Easy Insight gets you building clear, concise, and stylish reports immediately when you need them. By eliminating the exorbitant expenses, time consuming sales pitches, and site complexity that hinders other traditional business intelligence applications, Easy Insight is a simple solution that will help you make better business decisions.

Small and medium businesses can quickly achieve visibility across their enterprise at no initial cost, paying only for what they need. Easy Insight is extremely user friendly, and clients can create a variety of customizable status reports with ease utilizing Easy Insight’s drag and drop report builder. Users also enjoy a built-in library of report, and dashboard templates that are available on demand.

Devices

Business size

S M L

Markets

Australia, Canada, China, United Kingdom, India, United States

Supported Languages

English

Images

Overview section of dashboard for Highrise.
Quarter over Quarter section of dashboard for Highrise.
Overview section of dashboard for Pivotal Tracker
Overview section of dashboard for Basecamp
Overview section of dashboard for Insightly
View 6 more
Easy Insight screenshot: Overview section of dashboard for Highrise. Easy Insight screenshot: Quarter over Quarter section of dashboard for Highrise. Easy Insight screenshot: Overview section of dashboard for Pivotal Tracker Easy Insight screenshot: Overview section of dashboard for Basecamp Easy Insight screenshot: Overview section of dashboard for Insightly

Features

Total features of Easy Insight: 32

  • API
  • Access Controls/Permissions
  • Ad hoc Reporting
  • Benchmarking
  • Collaboration Tools
  • Customizable Branding
  • Customizable Reports
  • Dashboard Software
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Drag & Drop
  • Key Performance Indicators
  • Metadata Management
  • Mobile Access
  • Performance Metrics
  • Profitability Analysis
  • Project Management Software
  • Publishing / Sharing
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Scheduled / Automated Reports
  • Search/Filter
  • Self Service Data Preparation
  • Status Tracking
  • Strategic Planning Software
  • Trend / Problem Indicators
  • Visual Analytics

Alternatives

Dundas BI

4.5
#1 Alternative to Easy Insight
Dundas BI is an extremely flexible dashboard, reporting and data analytics platform for enterprise organizations and...

Domo

4.2
#2 Alternative to Easy Insight
Domo is a business management suite that integrates with multiple data sources, including spreadsheets, databases,...

ClicData

4.6
#3 Alternative to Easy Insight
ClicData offers a business intelligence dashboard with intuitive, dynamic reports & an extensive array of visualization...

SAP Analytics Cloud

4.3
#4 Alternative to Easy Insight
SAP Analytics Cloud is a SaaS solution for blending BI data from multiple sources, accessing visualizations, viewing...

Reviews

Overall rating

4.8 /5
(6)
Value for Money
4.5/5
Features
5/5
Ease of Use
4.5/5
Customer Support Software
5/5

Already have Easy Insight?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 6
Pete H.
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Review Source

Overall rating

A Must Have

Reviewed on 2014-06-19

We use Hubspot as our web platform (marketing automation, CMS, etc.) and HighriseHQ for our CRM....

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

Sean M.
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Review Source

Overall rating

Excellent Reporting Tool

Reviewed on 2014-06-04

There are a lot of CRMs out there but few as simple and intuitive as Highrise. Unfortunately, we...

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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Review Source

Overall rating

Good little reporting tool

Reviewed on 2014-06-19

We use Easy Insight for a couple of applications and it works quite well. It is fairly easy to use...

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.

Mckay S.
Overall rating
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Basically any customized report is possible with Easy Insight.

Reviewed on 2017-08-08

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

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.

Zach B.
Overall rating
  • Industry: Computer Software
  • Review Source

Overall rating

Easy Insight is Essential Glue + Analytics for SaaS

Reviewed on 2014-06-20

We're using EI, along with Zapier and IFTTT, to glue together the SaaS tools that run our business....

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.

Showing 5 reviews of 6 Read all reviews

Easy Insight FAQs

Below are some frequently asked questions for Easy Insight.

Easy Insight offers the following pricing plans:

  • Starting from: US$50.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Easy Insight provides a tiered subscription model starting at $50/month. Tiers depend on the amount of storage/volume, functionality, and support required.

We do not have any information about Easy Insight features

Easy Insight has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Easy Insight supports the following languages:

English

Easy Insight supports the following devices:

Easy Insight integrates with the following applications:

Alchemer, Asana, Basecamp, Constant Contact, FreshBooks, Freshdesk, Harvest, Highrise, Insightly, Keap, Mailchimp, Pivotal Tracker, Quickbase, Redbooth, Salesforce Sales Cloud, Smartsheet, Solve CRM, Teamwork, Trello, Zendesk

Easy Insight offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for Easy Insight.