AI TOOL PROFILE

EasyInsights: First-Party Data Activation Software

EasyInsights helps marketing teams and agencies sync CRM and pipeline data with ad platforms. It is designed for businesses that want to track customer journeys across multiple channels and manage lead quality.

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

At a glance

Best for
Performance Marketers, Marketing Agencies, CMOs, Enterprise Marketing Teams, Lead Generation Brands
Key use cases
Lead Qualification Scoring, Customer Journey Tracking, Lookalike Audience Creation, Lower-Funnel Metric Optimization
Integrations
Meta, Google Ads, GA4, Salesforce, Hubspot
Visit easyinsightseasyinsights software interface screenshot

How AI is used

EasyInsights is a data activation platform designed to connect a company's internal CRM and pipeline data with advertising channels. It focuses on utilizing first-party data to provide signals to platforms like Meta and Google Ads, which may help in optimizing campaigns based on revenue and conversion events rather than just clicks.

The tool is designed for performance marketers, CMOs, and agencies managing complex marketing funnels. It supports workflows such as server-side tracking, attribution modeling, and the creation of audience segments.

By connecting data from various apps and platforms, the software helps teams create a unified view of the customer journey. This may assist in identifying high-value leads and suppressing irrelevant audiences to help manage ad spend.

Buyers should confirm current technical requirements and integration compatibility with their existing data warehouse setup.

Key Features

  • Server-to-Server CAPI Integration

    Supports sending conversion events directly from the server to ad platforms to help bypass cookie limitations.

  • Attribution Modeling

    Supports various models, including first-click and last-non-direct attribution, to help identify channels driving sales.

  • Data Enrichment

    Adds first-party data attributes to conversion events, which is designed to help improve ad platform match rates.

  • Audience Suppression

    Helps users exclude specific audience segments from ad campaigns to avoid impressions on irrelevant users.

  • Product Feed Enhancement

    Supports auto-tagging and optimizing product feeds for shopping channels.

  • Real-time Alerts

    Provides monitoring and alerts for broken conversion tags to help maintain data flow.

Use Cases

  • Lead Qualification Scoring

    Using CRM and behavior data to help identify high-intent leads.

  • Customer Journey Tracking

    Mapping touchpoints from the first ad impression through to revenue.

  • Lookalike Audience Creation

    Using first-party data as a seed to find similar customers on ad platforms.

  • Lower-Funnel Metric Optimization

    Feeding data on returns (RTO) or cancellations back to ad algorithms to support revenue-based optimization.

Integrations

  • Meta
  • Google Ads
  • GA4
  • Salesforce
  • Hubspot
  • Shopify
  • Amazon Redshift
  • TikTok
  • Snapchat

FAQ

What does EasyInsights do?

It is a data activation platform that connects CRM and pipeline data with ad platforms like Google and Meta to support targeting and attribution.

Who is this software best for?

It is designed for performance marketers, CMOs, and agencies that manage complex marketing funnels and require data synchronization.

How does the platform handle data privacy?

EasyInsights supports GDPR compliance and uses TLS 1.2 encryption for data transfers between services.

Source category: Marketing

Source subcategory: Analytics & Reporting

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