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Easy Insight Reviews & Product Details

Easy Insight Overview

What is Easy Insight?

Easy Insight provides affordable, easy to use SaaS business intelligence. Instant connections to other popular SaaS products such as Basecamp, Zendesk, and Salesforce come with prebuilt dashboards to get you up and running with immediate results. A simple report builder helps you quickly adjust or create any new reports from scratch in a variety of visualizations. When you're ready to move beyond connecting to one or two SaaS products, Easy Insight provides robust ETL capabilities within the product itself to help you import flat file or relational database data, transform and join the data with other data sources, and create everything from beautiful executive dashboards to detailed tables. Extensive and easy to use security features make it easy to limit which data your users can see, enabling you to take a single dashboard and present it differently to everyone in your organization. Each sales rep will see his own data and each project manager her own projects, all operating on that same core set of dashboards and dramatically reducing the cost of rework.

Easy Insight Details
Languages Supported
English
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Product Description

Drag. Drop. Done. Business Intelligence Made Easy.

How do you position yourself against your competitors?

We provide a more nimble, affordable solution with a greater focus on rapidly enabling connections to other SaaS systems such as Basecamp, Zendesk, Insightly, and many more.


Seller Details
Year Founded
2008
HQ Location
Denver, CO
Twitter
@easyinsight
551 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

James B.
JB
Overview Provided by:
CEO at Easy Insight LLC

Recent Easy Insight Reviews

BF
Brittany F.Small-Business (50 or fewer emp.)
5.0 out of 5
"Streamline Your Reporting with Easy Insight"
Easy Insight has streamlined the way our organization handles reporting and data visualization. As a reporting software, it successfully integrates...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Excellent program and support"
The best part of easy insight is the ease of use to generate complicated reports.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Easy Insight is an excellent report platform helping us access more info about our business."
James Bow's customer service is knowledgable and fast. We are able to access more information about our business. We can prolong the life of our ex...
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Easy Insight Media

Easy Insight Demo - Create beautiful dashboards
Combine data from multiple systems into a single unified dashboard
Easy Insight Demo - Measure, optimize, and improve your processes
Track the volume, velocity, and errors of your sales or design process to drive better sales performance and improve customer satisfaction
Easy Insight Demo - Easy to use custom reporting
Create custom charts, tables, maps and more, extend your data with custom calculations, and apply a wide range of filters to get the answers you need
Easy Insight Demo - Two way reports
Easy Insight's two way reports enable you to update your project, sales, or support data right from your reports, saving you time and dramatically improving your productivity
Easy Insight Demo - Integrate your data sources
Build a report of high priority tickets out of your support system, then use Easy Insight's integrations to create tasks off of those tickets in your project management system
Answer a few questions to help the Easy Insight community
Have you used Easy Insight before?
Yes

44 Easy Insight Reviews

4.8 out of 5
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44 Easy Insight Reviews
4.8 out of 5
44 Easy Insight Reviews
4.8 out of 5

Overall Review Sentiment for Easy InsightQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
BF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Easy Insight has streamlined the way our organization handles reporting and data visualization. As a reporting software, it successfully integrates cross-platform data quickly and efficiently.

One of the standout features is the extensive range of data integrations and reporting set-up. It really is a souped up excel, but instead of having to manually create pivot tables and manually download and store data, everything is done easily within the platform. Not to mention the creator is extremely responsive and any fixes or snags that are needed or occur, he is always quick to dig in and ensure smooth sailing.

This product allows a lot of flexibility in reporting and is a vaulable asset to the way our organization uses data to make business decisions.

Its user-friendly interface, seamless data integrations, and superb customer support make it an excellent choice for any organization seeking to optimize their reporting and analytics processes. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Only constructive feedback I have is I wish there was a way to have data update immediately, but I don't foresee a workaround since this platform pulls data from outside software, and response times between the two will never be fully succinc - just the nature of the beast. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

Reporting, data analytics, real-time audit of employee budget, time entries, etc. Review collected by and hosted on G2.com.

Jezreel D.
JD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

- I would have to the amount of time and resources that the software has awarded my company. I would highly recommend this software if your company is a highly data driven company, the simplicity does not require to be a coder, at first it will be challenging but James is always there to help and guide, If your company does not have Easy insights you will fall behind and waste resources scraping all your data manually from different data sources. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

- Really there is not anything bad to say, besides the time you need to put in at first theres nothing you can say as to why you should not have this software. AGAIN THIS SOFTWARE IS A MUST IN ANY COMPANY. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

- It is solving the time problem of having to go to mulitiple data sources and extract information, not only that but also displaying the data in a way that is informative. Review collected by and hosted on G2.com.

Verified User in Retail
UR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

James Bow's customer service is knowledgable and fast. We are able to access more information about our business. We can prolong the life of our existing ERP system Cin7. EI allows you to make some great statements, for example, commission statements, which we have struggled to create elsewhere. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

While EI is relatively easy to use as with any software there is a learning curve to using it. The reports are easy to build, but making good easy to read dashboards is harder. There could also be more formatting functionality to optimize the appearance of dashboards. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

Weekly sales reporting information - now have better more timely information.

Giving our sales reps access to much more information for them to better manage their businesses.

Commission statements - able to produce accurate monthly statements for sales reps.

Quick and repeatable available to sell reports.

Ability to make the reports time based in advance. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Easy Insight is definitely one of my favorite pieces of software we subscribe to.

Funny enough it produces much more useful reports than my actual inventory software (Cin7 previously DEAR). Cin7 is one of the most important pieces of software in my business, but the reports are terrible. Thank goodness Easy Insight is here to take all that good data from CIN 7 and give me reports I can actually do something with.

Using it for inventory and financial reports and automating them to email me is very helpful.

Also I really like and appreciate that the subscription model is FAIR! You pay a flat rate and get all the features. It is not the greedy bloated highway robbery model you see with other software that tries to ride on your coat tail of success and charge you more based on your revenue.

The customer support is absolutely amazing. James always gets back to me with all of my concerns and gets my issues resolved Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I don't really dislike anything honestly.

It has a learning curve but once you understand it, its quite easy to use.

Also you have the benefit of the customer support always there to help point you in the right direction. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

We use it for inventory reporting (pulls data from our inventory software via API). Because it does far better reporting than our actual inventory software.

We also use it for sales reports. Weekly, monthly, etc.

Basically if you can think of a report/query to ask your data- Easy Insight can help you present the data. Review collected by and hosted on G2.com.

JF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Easy Insight has a vast number of connectors and it's very easy to get started with basic reports. In addition to this, they are very responsive to requests for information. Easy Insight saves us hours or processing and with the reports keeps all of our systems in check. We could do with out Easy Insight in our business. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The only thing that I can think of as a downside of easy insights is to do more of the more complex reports it does take some time to learn. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

Data Integrity, Data Analysis, Measuring Business KPI's. Huge time saving on report generation and visibility of our business. Review collected by and hosted on G2.com.

Ashley I.
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Easy Insight?

It connects to virtually any platform. With James' help, I have been able to tie in different platforms to see my margins, advertising ROAS and shipping costs. Even Google Sheets data can be used with this platform. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

It has a steep learning curve. I am still trying to learn the platform myself. HOWEVER, James has been an incredible help and has made the platform suit my exact requirements. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

Bringing data to one place. Shipping data from Starshipit - done. Shopify order revenue - done. Katana for my COGs - done. But what about if I need to have a fallback system for when COGs weren't correctly recorded in Katana? We use Google Sheets to supply backup data. No other BI program seems this powerful. Review collected by and hosted on G2.com.

RS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Easy Insight is a extremely powerful business intelligence tool. In my experience, it's been easier to implement and give the general user much more powerful reporting tools at their fingertips than Tableau or PowerBI. The team has thought of many integrations and use cases. We were able to tie together multiple data sources and run powerful analytics within hours with no advanced technical assistance or BI skills. Reports are extremely customizable and flexible and can be scheduled to email to the whole team. Customer service has been excellent too! Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The user interface is not the fanciest or the prettiest, and sometimes not completely intuitive. Discovering and leveraging some of their more advanced features requires time and effort on the user's part. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

The reporting out of Quickbooks is limited. EI has been able to ingest all of our Quickbooks data and give me much more powerful reporting than out-of-the-box QB reports. I've also been able to combine other data sources and use their reporting and emailing tools to build visibility and alerting capabilities. Review collected by and hosted on G2.com.

Laurie F.
LF
Vice President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

It provides a means to create dashboards and reports once you learn how. We have been clients for a while now. Their team is the best! Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I'm still learning how to be more self-sufficient but James is always there for us when in a pinch. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

It allows us to collate data from multiple sources and easily display it. We use the information to help clients understand how to improve operations. Review collected by and hosted on G2.com.

RR
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Customer support is quick and effective. Customization is endless. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Nothing I dislike, there is room for improvement in the delivery of reports by email. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

It has helped us communicate up to our C-suite and down to our warehouse team. Data is safely stored and accessible. Decision making is increasingly analytical. Review collected by and hosted on G2.com.

PP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Easy Insight?

Responsive and truly helpful customer service!!! Any reports that don't already exist, or I am unsure of how to create myself...they are happy to help. Additionally, the reports we can get from EI are so much better - nuanced, adjustable - than reports available natively in Dear/Cin7 Core. Between the customer service and access to our data, EI is a great tool. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The aesthetics of the reports/dashboards could be better. Review collected by and hosted on G2.com.

What problems is Easy Insight solving and how is that benefiting you?

Our order management system has clunky reporting. Easy Insight gives us access to all of the data in the OMS and allows us to quickly extract exactly the information we want. Review collected by and hosted on G2.com.