Easy Insight Reviews & Product Details

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.

Seller

Easy Insight

Discussions

Easy Insight Community

Languages Supported

English

Solution Type

Best-of-Breed

Overview by

James Boe (CEO at Easy Insight LLC)

Pricing

Pricing provided by Easy Insight.

Team

$49

per month

Professional

$149

per month

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

User Insights

Average based on 44 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

Easy Insight Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Easy Insight, and what problem is it built to solve?

Easy Insight provides business intelligence and data analytics tools to help businesses make decisions using data visualizations. It connects data from applications such as CRMs, project management tools, and databases, then lets organizations build custom reports and dashboards to understand performance and plan for future outcomes.

What languages does Easy Insight support?

Easy Insight supports 1 language: English.

What company sizes and industries is Easy Insight the best fit for?

Easy Insight appears most relevant to small businesses, with mid-market teams also represented. It also shows a strong fit in several operational and data-focused industries.

Company size — Small businesses are the most prominent segment, with mid-market organizations also represented.
Industries — Retail, Marketing and Advertising, and Information Technology and Services are among the more represented fields.

How long does it take to implement Easy Insight across a team?

Teams most often describe going live in less than a day or within the first month, though some implementations take longer.

Time to go live	Relative frequency
Less than 1 day	Among the most common ranges
Less than 1 month	Among the most common ranges
1–3 months	Less common

What customer support options does Easy Insight provide, and how do users find the overall support experience?

Easy Insight provides self-service and direct support through resources such as its knowledge base, email/help desk, and chat. The support experience is frequently described as responsive, knowledgeable, and hands-on, especially when teams need help building reports or getting started.

G2 reviews are authentic and verified.

Here's how.

Verified User in Retail

Small-Business (50 or fewer emp.)

Originally submitted 7/27/2023

"Excellent program and support"

5/5

What do you like best about Easy Insight?

The best part of easy insight is the ease of use to generate complicated reports. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

We have not found any downsides to using the software. Review collected by and hosted on G2.com.

Mark M.

Small-Business (50 or fewer emp.)

8/19/2020

"Easy Insight helped me to report on the performance of Zoom Webinars"

5/5

What do you like best about Easy Insight?

We connected Easy Insights to our Zoom account through the app marketplace so that we could better understand how our online public programming was performing. Our team has produced over 100 free online events in a 4 month period as part of our shift to digital programming as a result of COVID-19. Working with the Easy Insight team, we were able to create a report that measures the actual duration of our webinars and the average watch time by our viewers. With this information we are able to better understand what content is engaging our viewers to help with future programming decisions. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The interface is not very pretty, but that does not effect its performance or ease of use. Review collected by and hosted on G2.com.

Verified User in Higher Education

Small-Business (50 or fewer emp.)

8/14/2020

"Easy Insight just ROCKS!"

5/5

What do you like best about Easy Insight?

Easy Insight brings elegant dashboard functionality to Basecamp3 in a way that is straightforward, reliable, versatile, feature-rich and beautiful! I only know of its Basecamp3 integration first hand, but their product connects to a wide variety of other products. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

There's a little bit of a learning curve, but the Easy Insight training and support is so fantastic that it hardly merits writing about as a "dislike". Easy Insight 100% supports their clients in the implementation like no other software company I've ever dealt with, which makes choosing Easy Insight so much more valuable. The Easy Insight team are absolute PROS! Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

Don't hesitate to buy this. You will not regret it. Review collected by and hosted on G2.com.

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

Basecamp3 really lacks a dashboard and its native reporting is meager to non-existent. Easy Insight gives us that bird's eye view over all our projects at once and the reports options are practically endless. Review collected by and hosted on G2.com.

Dave H.

Mid-Market (51-1000 emp.)

9/9/2020

"Robust, easy to use, and great service"

4.5/5

What do you like best about Easy Insight?

The name says it best. Easy Insight makes it easy for us to pull information from our connected data sources and turn that information into reports and visualizations. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

There's a bit of a learning curve with the scripting language but the documentation is deep and questions get answered super fast. Review collected by and hosted on G2.com.

Albert G.

Small-Business (50 or fewer emp.)

12/21/2020

"More Than Happy"

5/5

What do you like best about Easy Insight?

I love the Basecamp 3 integration, it makes it very easy to view a number of key metrics. Worth every penny! Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

There is really nothing not to love with these software! Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/16/2020

Business partner of the seller or seller's competitor, not included in G2 scores.

"Comprehensive CRM Reports, Easy to Use & Outstanding Service"

5/5

What do you like best about Easy Insight?

The software is powerful but simple to use and once the reports are setup there is no additional work. The customer service is fantastic too! Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Nothing. Easy Insight offers everything we need to create automated recurring CRM reports that are emailed to us. Review collected by and hosted on G2.com.

Vikram J.

Financial Controller

Small-Business (50 or fewer emp.)

10/6/2019

"Excellent Detailed Reporting & Analysis System"

5/5

What do you like best about Easy Insight?

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, EI team is quick to respond and provide us with the solution. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The features in EI for analysis are endless. However, EI should provide more training to users, so that they can utilise the system to its full potential. There should be a ticketing system for new features/support request. Occasionally, emails can get lost. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

It is a beautiful system. You will see the benefits once you start to analyse the data. There are endless opportunities to design reports and dashboard and auto email them to yourself and others. The support is second to none; all queries are resolved promptly. Initially, we were thinking to upgrade our CRM, but EI addon changed everything. That was about 2-3 years ago. We have saved tens of thousand dollars. Review collected by and hosted on G2.com.

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

Sales: Historically, our CRM provided us with limited insights. We had to rely on the spreadsheets. EI has changed it all. It provides us with live data on Number of calls, Revenue, Average Deal Size, State Sales and much more. We have created workflows by using EI. Everything can be tracked from when the lead came until it was dispatched out of the door. Great KPIs calculator for the operations team too. Another vital feature is the auto-emails. We have about 50 reports and dashboards scheduled to go out to not only within the company but also to external stakeholders. Review collected by and hosted on G2.com.

Jonathan D.

Small-Business (50 or fewer emp.)

8/14/2020

"Extremely Productive"

5/5

What do you like best about Easy Insight?

The integrations across multiple platforms Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Has the ability to be an extensive learning curve Review collected by and hosted on G2.com.

Thomas F.

Managing Member

Hospital & Health Care

Small-Business (50 or fewer emp.)

10/4/2019

"Support and Vision of Easy-Insight"

5/5

What do you like best about Easy Insight?

From the very first day working with Easy-Insights and James Boe, my life got so much easier. James and his team had our vision almost immediately and when we had issues or requests.....the response was fantastic. It was hard for me as a new business owner to give process and design functions over to someone else....but the facts are they did it as good or better than I would have....great job. Thanks Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I can not say I disliked anything...very responsive and easy to communicate with. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

Try this product...it is easy, it is complete....and it WORKS!!!!!! Review collected by and hosted on G2.com.

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

We were in full roll out mode of our new product and were at the decision point of "make or buy" data warehouse and reporting.....I am really glad that I found them....they closed the gap on development time for us and made our dashboards look very professional. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

9/14/2019

"Easy Insights Works for Me"

5/5

What do you like best about Easy Insight?

What I like best about Easy Insights is:

Basecamp and Tick integration

Hourly data refresh

Reliable and responsive support Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

It is not super intuitive. I rely heavily on the support team to get the reports and dashboards set up,

I feel like I am missing some type of knowledge that would enable me to use the tools more effectively and on my own. The tutorials do not often help me learn or complete the task. This is unusual for me as I work with a lot of SAS products and generally catch very quickly. Review collected by and hosted on G2.com.

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

Easy Insights has allowed me to create automated and highly customized reporting on team members' activity, hours logged, and bandwidth. Without Easy Insights we would not have a view of the data that we need for resource allocation.

We also use Easy Insights to pull out all kinds of data from Basecamp to get an overview of the information that we can not get any other way. Review collected by and hosted on G2.com.