About EssentialPIM

EssentialPIM is a personal information management solution that enables businesses to manage notes, appointments, contacts, tasks, email messages, passwords and more across devices and applications via a unified portal. The platform enables organizations to add, edit and delete internal and external stakeholder-related information in a centralized repository.

EssentialPIM allows enterprises to view appointments and scheduled tasks using custom calendar views, sort data in a tree-like structure and cross-link/tag data across systems. Additionally, it supports integration with various third-party applications such as Microsoft 365, iCloud, Dropbox and more.


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16 Reviews of EssentialPIM

Average User Ratings

Overall

4.81 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(13)

13

4 stars

(3)

3

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 16 results

May 2020

User Profile Picture

chanchal from Freelancer

Verified Reviewer

Company Size: 1 employee

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Best organizer

I am using EPIM pro for a long time and it comes as the best organizer to me. I really appreciate the task management efficiencies of the software. Overall feels great using the tool. Thanks to coders and EPIM support team!

Pros

EssentialPIM keeps my work schedule perfectly organised and help in keeping all my contacts in one place without mess. I like the way it keep particulars sorted.

Cons

Little glitches I found while synchronization Still seeking for the new version for more assistance.

July 2020

Rick from BCS

Company Size: 1 employee

Industry: Computer & Network Security

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Exactly what I needed

I use the networked version for personal use, I wish I would have had this application when I was operating my own business, it would have made life much easier.

Pros

The most important feature for me is that I can use EPIM on premise or cloud. I only store my information locally and synchronize to my Android mobile devices when needed. I love having everything in one application, notes, passwords, calendar, etc.. You can customize to your needs by adding or removing fields. Tech support has been great working thru minor issues. I use EPIM several times a day both mobile and desktop.

Cons

I have a divided household IOS/Android. I wish the IOS version of the software had the same features as the Android so that sharing of information was seamless.

Reasons for Choosing EssentialPIM

On premise data storage

Reasons for Switching to EssentialPIM

yearly subscription vs owning the product with lifetime upgrades

July 2020

Keith from Buddies Cleaning

Company Size: 1 employee

Industry: Consumer Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2020

Great product

I am happy with the overall experience with using the program.

Pros

I like the all over design and layout, ease of use and stability, a great tool in my business.

Cons

I would like to have a colour code system for highlighting of different files/data.

Reasons for Choosing EssentialPIM

Ease of use.

July 2020

Yacoub from ANDOR CONSULTING

Company Size: 51-200 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

EXTREMELY USEFUL ORGANIZER

very useful for organizing ideas, data, research. well divided out, ability to use different colors.

Pros

easy to learn, easy to set up. very fast when searching for information

Cons

it would be useful to have multiple columns in the notes section. that is multiple columns for each note

Reasons for Switching to EssentialPIM

EPIM continues to update their product, it already has more features. EPIM customer support response is excellent

May 2020

Donna from Happy Life, LLC

Company Size: 1 employee

Industry: Events Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Everything together - calendar, tasks, contacts, appointments, notes

I needed to have several different email templates that I could easily send to different types of leads, and then be able to manage the contacts. There is a lot I need to remember about my contacts, and the fact that I can add my own custom fields to the contacts made this exponentially easier to do. I've owned this product for a few years, and at the beginning it was having some issues with syncing to my phone, but over time, of course, it's grown and gotten better at everything. And the price was outstanding, making it a very good buy.

Pros

I was struggling to manage my various appointments with potential and booked clients, but EssentialPIM solved all the problems and some I didn't even know I had. I was able to easily communicate with leads, manage appointments, and make sure I didn't miss any important events. Missing a wedding when you're the one who is performing the ceremony would be a pretty big problem, so I needed to be able to depend on my software. But the reason I most love it is because I can add custom fields to my contacts which I desperately needed.

Cons

The worst part is simply the setup, not because the software makes it difficult though. It's just a process that you'd have to go through with any other software of this type. Just be prepared to do a little learning and a bit of setup to make sure it's all synced to everything and you have it all working your way.

Reasons for Choosing EssentialPIM

It had absolutely everything I needed, especially the ability to add custom fields to contacts, all in one place, at a really low price.