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.

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Rafael F.

CEO

Information Technology and Services

Small-Business (50 or fewer emp.)

12/9/2016

"Best Cost x Benefit I could find"

5/5

What do you like best about Easy Insight?

Easy Insight as the name says is very easy to use.

Support was great during the trial period and after, during implementation. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I have absolutely no complaints. I am very satisfied. Review collected by and hosted on G2.com.

Kathie S.

Co-Author, Culture Eats Strategy for Lunch (Liang Addison Press Oct. 2013)

Management Consulting

Mid-Market (51-1000 emp.)

11/22/2016

"Easy-Insight is a real asset to our operations and analysis."

5/5

What do you like best about Easy Insight?

Great personal support and partnership with leadership. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Occasional data field issues due to the connecting data system. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

11/3/2016

"Great option for BI reporting"

4.5/5

What do you like best about Easy Insight?

Reporting from Easy Inshight is extremely flexible and allows us to easily share reports and gain intelligence into our operations. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The help files are a bit dated, but thankfully the support is top notch. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

The trial period convinced us that this was the best BI tool for the money. Review collected by and hosted on G2.com.

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

Reporting on our project management systems is tough, but EI has allowed us to join PM reporting with other operations reports in a way that simplifies my workload. Review collected by and hosted on G2.com.

Jonathan R.

Founder & CEO

Information Technology and Services

Small-Business (50 or fewer emp.)

11/2/2015

"Great tool for producing centralised BI dashboards"

4/5

What do you like best about Easy Insight?

Really simple to get started with pre built connectors to many systems including the ones we use - Salesforce, Zendesk and Google Analytics. The support is fantastic and really hands on so any problems I've had have been fixed quickly.

When you dig beneath the surface it's a very powerful tool. Not as polished as some of the top BI tools but fantastic value for money. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

The system has been going through a refresh which has caused small frustrations but support is so good it's not really a problem.

Can be quite hard to learn the deep details of how to set up reports but it pays to keep digging in the help articles. Review collected by and hosted on G2.com.

Yves V.

Director of Portfolio Management

Consumer Goods

Enterprise (> 1000 emp.)

10/22/2015

"Get quickly started with easy and affordable BI, Dashboard and reports from literally any data source"

4.5/5

What do you like best about Easy Insight?

* Ability to access practically any type of data sources, make joins between them and build automatic professional reports and dashboards.

* Ability to share this report using a simple URL to any person with internet access without any download.

* Ability to create complex dashboards and get all reports consolidated inside.

* The amount of options to tweak the reports, including conditional formatting and data calculation. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

* Missing some documentation on the numerous options available for each report

* Some (brand new) report types still suffer from small childhood sickness but the support is proactive. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

Give it a try but get support when testing it; most of your issues can get solved through support. Review collected by and hosted on G2.com.

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

* Be able to consolidate into one Single Dashboard various data dimensions coming from various information sources at a very low TCO.

* Have a very professional dashboard which is dynamically generated and integrated directly with the data source (Automation is great) Review collected by and hosted on G2.com.

Maiva L.

Associate Director of Finance

Medical Practice

Mid-Market (51-1000 emp.)

11/4/2015

"Easy Insight Review"

4/5

What do you like best about Easy Insight?

Easy Insight makes uploading, configuring and displaying data painless. The dashboard controls allow me to create an array of dashboards that range from simple to complex. I can organize dashboards so that users can easily navigate and quickly see the data points that are important to them. I also like that I can have many viewers and create groups. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

I would like the capability to report on, or view user activity. I know that Easy Insight is working to make this possible soon. Dashboards are mostly static, and viewers aren't able to drill down or interact much with reports. Review collected by and hosted on G2.com.

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

We started using Easy Insight to help establish some best practices, and create provider engagement around quality care. Easy Insight enables us to share information in a format that is easily accessible, and straightforward. We are starting to expand our use of Easy Insight to include operational and financial dashboards. Review collected by and hosted on G2.com.

Carl S.

Principal

Civil Engineering

Mid-Market (51-1000 emp.)

10/22/2015

"Flexible and User Friendly"

4.5/5

What do you like best about Easy Insight?

Offers standard and custom tools to connect and report data from multiple sources. We use it primarily for Highrise data and combine it with internal data from accounting and other services. It is a nice combination of drag and drop functionality along with nitty gritty coding abilities for super users. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Wish it had a larger online community available that could share ideas, tricks and tips. The company's support line staff are super responsive, however, the experience would be enhanced with a broader base of users that could readily interact with each other. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

It is easy to start, and very scalable to your needs. As your value increases, it is simple to expand your user base and applications to cover all sorts of possibilities. Review collected by and hosted on G2.com.

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

We use this tool to track our deal pipelines, anticipated staffing needs, and to track the efficiency of our business development programs. There are lots more capabilities that we haven't touched yet. Review collected by and hosted on G2.com.

Jim P.

Vice Chairman - Scottish Area

Utilities

Small-Business (50 or fewer emp.)

11/5/2015

"We have used Easy Insight for a number of years and think it is fantastic"

5/5

What do you like best about Easy Insight?

Very comprehensive capability and very easy to use - even for non experts in data management.

We are a small business and it is an absolutely critical piece in our management systems Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Can't really think of anything that we have needed but have struggled to do. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

The most cost effective and easy to implement system we have come across - with very attentive support. Review collected by and hosted on G2.com.

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

We can view key management information from a variety of sources very easily in a number of different formats.

Some of our source information is uploaded automatically via API links and sends out automatic email reports to key managers every day. Review collected by and hosted on G2.com.

Peter C.

Joint Founder & Director

Marketing and Advertising

Small-Business (50 or fewer emp.)

10/22/2015

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

"Very Positive"

4.5/5

What do you like best about Easy Insight?

Very accessible and quick to get started and then as you get used to it you keep discovering more and more great functionality. Fantastic user support. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

Always a few functional items that could be added but saying that they regularly deliver upgrades. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

10/26/2015

"Excellent Reporting tool that makes complex queries simple."

5/5

What do you like best about Easy Insight?

Creating dashboards with easy drill down capabilities. One click integration with your application. Review collected by and hosted on G2.com.

What do you dislike about Easy Insight?

There are some areas of the application that we needed support for, but mostly user misunderstanding. Review collected by and hosted on G2.com.

Recommendations to others considering Easy Insight:

I highly recommend Easy Insight as an easy reporting system on simple and complex database systems. It has excellent simple to set up drill down capabilities. Review collected by and hosted on G2.com.

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

The challenge we faced was that our highly effective CRM application Highrise, did not inherently have a reporting tool. We were able to create reports that immediately showed areas of success and improvement. Review collected by and hosted on G2.com.