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.

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Allyson J R.

Education Consultant

Small-Business (50 or fewer emp.)

10/2/2019

"I would recommend Easy Insight to anyone who uses Trello."

5/5

What do you like best about Easy Insight?

Easy Insight has helped us automate tracking from Trello cards that assists us in planning, review and gives us the real-time status of deliverables on a per client or per task basis. The individualized technical support was amazing and made all the difference in our ability to customize reporting that gives us exactly the information we need the moment that we need it. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

It was a bit of steep learning curve, but once I got the hang of it things have progressed smoothly. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/24/2019

"Robost custom reporting tool"

4/5

What do you like best about Easy Insight?

great support. personal service. always expanding their offering and they took my feedback seriously and implemented changes that helped my organization. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

the reporting tool does require some understanding of programming but their support staff have helped me through some of the more complex reporting queries I tried to setup. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

dont be afraid to engage their support team. Their staff are very knowledgeable and have used my feedback to add functionality. Review collected by and hosted on G2.com.

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

we can now report out an application that we use for day to day processes that did not have very good native reporting. Review collected by and hosted on G2.com.

Tobias L.

Business Process Management Consultant

Information Technology and Services

Mid-Market (51-1000 emp.)

3/13/2019

"The most complete reporting platform we have found"

5/5

What do you like best about Easy Insight?

Easy Insight is a very potent platform for creating general and dynamic reporting to a wide spread of third party services and apps. We only used Easy Insight for reporting against Trello so far. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

As it has a kind of unlimited potential of how complex output you can produce, it comes with a price to be a bit complex when dealing with the design and development of the reports. Fortunately they offer great support and assistance to help solve the most complex solutions. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

Great if you are looking for reporting for Trello Review collected by and hosted on G2.com.

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

We found Easy Insight to solve the lack of reporting features against our production platform Trello.com and so far we have just positive experience of their service. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

11/13/2019

"Data, Data, Data"

5/5

What do you like best about Easy Insight?

I love that Easy Insight provides access to all the data I need. The support is the best, even if I am doing something that is less than brilliant. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

It could be more user-friendly for novices. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

3/8/2019

"Reporting out of Freshdesk and Freshchat"

5/5

What do you like best about Easy Insight?

Easy to use and build reports. Accurate data, quick updates. Support is very responsive. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I'm not always able to figure out calculated field use. Graphs can be challenging for me. I would like to be able to better select colors for graphs also. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain

Enterprise (> 1000 emp.)

3/6/2019

"Easy Insight use for Logistics Operations"

5/5

What do you like best about Easy Insight?

Its simple and very easy to build dashboards Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Would like to be able to copy and paste tables Review collected by and hosted on G2.com.

Ryan H.

Vice President Business Operations

Music

Small-Business (50 or fewer emp.)

11/7/2016

"Access great data using your current platforms."

5/5

What do you like best about Easy Insight?

I like the use of our dashboard. Every quarter I do a review with my senior staff and they are blown away by the BI we are getting. Tracking all of our goals, successes and failures allows us to grow! Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Not very user friendly, I do not have the bandwidth to learn easy insight. This puts me in a place that I have to spend a little bit of money from time to time to get some new and improved graphs, etc. On the brighter side, the team is very helpful and usually takes care of you if it's a quick fix. Thanks guys! Review collected by and hosted on G2.com.

Kevin L.

Research Supervisor

Mid-Market (51-1000 emp.)

3/29/2017

"Easy Insight dashboard lives up to its name"

4/5

What do you like best about Easy Insight?

Comparing to Tableau, I find Easy Insight very easy to use and budget friendly. It is fairly intuitive, at least for the basic functionalities. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

It is either a bit buggy and/or needs to provide more training material. I haven't yet decided which one better applies. Review collected by and hosted on G2.com.

Shelly Y.

Vice President, Operations

Small-Business (50 or fewer emp.)

12/7/2016

"Great Product! Love the data!"

5/5

What do you like best about Easy Insight?

I like the ability to create specific reports with filters that give me the exact data I'm looking for in one place. I also like the ability to share reports with others via excel. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The report creating is a little bit difficult for me to figure out. But I am somewhat technologically challenged so that is probably more my doing than EasyInsight. Review collected by and hosted on G2.com.

Daniel O.

Small-Business (50 or fewer emp.)

11/4/2016

"Clear, customisable business reporting"

5/5

What do you like best about Easy Insight?

We use Easy Insight on a daily basis for business reporting and automation. It links with several different third party systems in use by different departments, allowing a central, customised snapshot of KPIs. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The UI is somewhat dated, but this doesn't impact the effectiveness of the data it's displaying Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

Would highly recommend on the basis that it links with your other business systems Review collected by and hosted on G2.com.

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

Largely management reporting - oversight of project management and customer support KPIs. By linking with other systems such as Zapier and Slack we've implemented numerous workflow automations which save the team time & removes manual oversight/error. Review collected by and hosted on G2.com.