About Easy Insight

Use Easy Insight to track key metrics across your entire business and drive those metrics to the numbers you need. Create connections to a huge range of SaaS applications in a matter of clicks with no coding or professional services required. Prebuilt dashboards help you to get started right away and starting seeing immediate results.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

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

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Easy Insight Software - Visualize your business with dashboard spanning the entire range of SaaS applications you use. Take advantage of prebuilt dashboards to get started right away.
Easy Insight Software - Easily create custom reports to answer your key business questions. Create a wide range of visualizations in a matter of clicks.
Easy Insight Software - Auto generate dashboards covering multiple systems. Track orders through CRM, e-commerce, inventory, shipping, and accounting. Validate SKUs, customers, and invoices across multiple systems.
Easy Insight Software - Style your dashboards the way you want, then embed them for the rest of your team to use. Use data level security so that each user only see their own data without having to create numerous copies of the same dashboard.
Easy Insight Software - Use two way functionality to make changes back in the source systems. Find mismatched SKUs, old tasks, or other dirty data? Fix them quickly and easily right from your reports.
View 6 more
Easy Insight Software - Visualize your business with dashboard spanning the entire range of SaaS applications you use. Take advantage of prebuilt dashboards to get started right away. Easy Insight Software - Easily create custom reports to answer your key business questions. Create a wide range of visualizations in a matter of clicks. Easy Insight Software - Auto generate dashboards covering multiple systems. Track orders through CRM, e-commerce, inventory, shipping, and accounting. Validate SKUs, customers, and invoices across multiple systems. Easy Insight Software - Style your dashboards the way you want, then embed them for the rest of your team to use. Use data level security so that each user only see their own data without having to create numerous copies of the same dashboard. Easy Insight Software - Use two way functionality to make changes back in the source systems. Find mismatched SKUs, old tasks, or other dirty data? Fix them quickly and easily right from your reports.

Features

Total features of Easy Insight: 43

  • API
  • Access Controls/Permissions
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts/Notifications
  • Benchmarking
  • Charting
  • Collaboration Tools
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Connectors
  • Data Extraction Software
  • Data Import/Export
  • Data Synchronization
  • Data Transformation
  • Data Visualization Software
  • Drag & Drop
  • Key Performance Indicators
  • Metadata Management
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Profitability Analysis
  • Publishing / Sharing
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Trend Analysis
  • Scheduled / Automated Reports
  • Search/Filter
  • Self Service Data Preparation
  • Strategic Planning Software
  • Third Party Integrations
  • Trend / Problem Indicators
  • Trend Analysis
  • Visual Analytics

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Reviews

Overall rating

4.9 /5
(12)
Value for Money
4.9/5
Features
4.9/5
Ease of Use
4.6/5
Customer Support Software
5/5

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Showing 5 reviews of 12
Conrad R.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

The only BI tool for operations

Reviewed on 2021-04-27

The platform is easy to get onto! That said, it still helps to have an expert come in and take...

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.

Alternatives Considered

Tableau and Microsoft Power BI

Reasons for Switching to 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 R.
Overall rating
  • Industry: Education Management
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

A Lifesaver for Schools During Distance Learning

Reviewed on 2021-05-27

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.

Alternatives Considered

Looker, Visme, Google Cloud Platform and Tableau

Reasons for Switching to 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.
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.

Vikram J.
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Highly Recommended to Understand Your Business Better

Reviewed on 2021-07-26

It is a beautiful system. There are endless opportunities to design reports and dashboards and...

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.

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.

Showing 5 reviews of 12 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$29.00/month
  • Pricing model: Subscription
  • Free Trial: Available

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

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, Cin7, ClickUp, Constant Contact, DEAR Systems, FreshBooks, Freshdesk, Harvest, Highrise, Insightly, Jira, Katana, Keap, Locate, Mailchimp, Pipedrive, Pipeline, Pivotal Tracker, Quickbase, Quickbooks Online, Redbooth, Salesforce Sales Cloud, ShipStation, Shopify, Smartsheet, Solve CRM, SurveyMonkey, Teamwork, Trello, Xero, Zapier, Zendesk

Easy Insight offers the following support options:

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

Related categories

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