Easy Insight Reviews in January 2025: User Ratings, Pros & Cons

Intuitive and very flexible tool

PROS: Collecting data from multiple sources and reporting is made really easy with a standard suite of tools, and excellent customization options. We apply it mostly for Highrise data, but we also make combinations with internal data from our services, suh as accounting. I personally like the drag and drop functionalities, which look simple, but offer advanced coding practices for experienced users. CONS: There is no official user community where one could share practices and ideas, I ...

Hitting it off with simple and affordable BI, comprehensive dashboards, and data-source reports

PROS: These are the things I like the most about Easy Insight: easy and practical access to all data sources, building connections between them, automated reporting, automated dashboards, using a simple URL to share reports and to download them, consolidating reports on complex dashboards which provide for data calculation and conditional modifications. CONS: Each report comes with a variety of options, and that can cause documentation to 'disappear' from time to time. Some of the new ...

My experience with Easy Insight was fantastic

PROS: I've used Easy Insight for few years, and I honestly think it is one of the most comprehensive and capable BI products on the market. At the same time, it was simple enough for savvy users to understand it, even such that had no experience with data management at all. I think it is a perfect cut for small buisnesses and startups, since it doesn't cost a fortune, and becomes an indispensable part of the management system. CONS: I thought there might be a question like this, so I ...

"More Than Happy"

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! What do you dislike about Easy Insight? There is really nothing not to love with these software! What problems is Easy Insight solving and how is that benefiting you? Reporting with Basecamp 3

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

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 ...

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

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! 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. What problems is Easy Insight solving and how is that benefiting you? We use Easy Insight to create automated recurring reports from Highrise CRM. It ...

"Easy Insight just ROCKS!"

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. 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 ...

"Extremely Productive"

What do you like best about Easy Insight? The integrations across multiple platforms What do you dislike about Easy Insight? Has the ability to be an extensive learning curve Recommendations to others considering Easy Insight: Use it! What problems is Easy Insight solving and how is that benefiting you? How to format calenders. It wasn't as difficult as I thought

"Data, Data, Data"

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. What do you dislike about Easy Insight? It could be more user-friendly for novices. What problems is Easy Insight solving and how is that benefiting you? I have detailed reports from systems that produce little reporting natively.

"Excellent Detailed Reporting & Analysis System"

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. 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 ...