EssentialPIM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

EssentialPIM

4.7

(46)

Pricing

Starting at $39.95 one time

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.

EssentialPIM Screenshots

EssentialPIM Pricing and Plans

Starting price: $39.95 one time

Free Trial

Free Version

EssentialPM Pro

$39.95

flat rate, one time

Plan includes:

Calendar
Contacts
Email
Integrated Sync With All Known Cloud Services
Interconnected
Notes
Optional Use of Epim’s Cloud-Based Service
Passwords
Sync With Android and Ios
Tasks

EPIM Pro Business

$59.95

flat rate, one time

Plan includes:

Bulk Order Discount
Easy Sharing of Data
Everything in EPIM Pro
Flexible Hierarchy of User Rights
Multi-User Access to Data
Plus:
Priority Support

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EssentialPIM Features

Popular features found in Contact Management
Calendar/Reminder System
CRM
Customizable Fields
Lead Capture
Prospecting Tools
Sales Forecasting
Sales Pipeline Management
Segmentation
Shared Contacts
Tagging
More features of EssentialPIM
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Archiving & Retention
Batch Processing
Calendar Management
Calendar Sync
Canned Responses
Client Database
Collaboration Tools
Contact Database
Credential Management
Data Import/Export
Data Recovery
Document Storage
Email Monitoring
Email-to-Task Conversion
Full Text Search
Group Scheduling
Inbox Management
Interaction Tracking
Mobile Access
Multi-Location
Multiple User Accounts
Offline Access
Password Generator
Password Management
Password Synchronization
Recurring Appointments
Recurring Tasks
Response Management
Search/Filter
Shared Inboxes
Signature Management
Spam Blocker
Sub-Task Management
Task Board View
Task Editing
Task Import
Task Progress Tracking
Task Scheduling
Task Tagging
Third-Party Integrations
Time Tracking
To-Do List
User Management
Whitelisting/Blacklisting

EssentialPIM Integrations

iCloud

Microsoft Outlook

Google Contacts

Google Calendar

Google Drive

EssentialPIM User Reviews

Overall Rating

4.7

Ratings Breakdown

74%

22%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.7

Functionality

4.6

chanchal Y.

Verified reviewer

Information Technology and Services

Self-Employed

Used weekly for less than 2 years

Reviewed 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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Martti S.

Verified reviewer

Information Technology and Services

Self-Employed

Used daily for more than 2 years

Reviewed August 2024

Essential does it!

I have used EPIM from version 5. By my experience it has been reliable, more and more when developed to version 12 and forward. I originally switched from Microsoft Outlook to EPIM and I have not regretted it. EPIM is and stays my main tool for time management and information organizing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is, according my opinion, the best PIM on the market. I use the Calendar for all my scheduling, the Tasks for my projects. The key is its versatility. For example the Notes is incredible to do almost anything and store information categorized almost limitless from structured to random.

Cons:

The only one in my line of work would be just the design of the user interface. It is looking somewhat clumsy but that is of course only aesthetics...

Reasons for switching to EssentialPIM

I was not satisfied Outlook's task management, especially repeating tasks and subtasks control. Same goes to Notes. Overall, using Outlook for my purposes was too hard.

Paul H.

Verified reviewer

Broadcast Media

2-10 employees

Used daily for more than 2 years

Reviewed June 2024

Good but Still Needs Constant Attention

Well after all these years I'm still using it because it's the answer to most of my problems... But I never feel like I can fully rely on it... There's always surprises that catch me off guard and cost me business

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

All the calendar management that it provides and promises is exactly when I need to manage my workflow

Cons:

There are still a few design issues that are counterintuitive... And some failsafe calendar management protections that are missing... And periodic syncing catastrophes

Reasons for switching to EssentialPIM

Wanted a desktop version of Google Calendar with more functionality... And it seemed to offer better options than Outlook

David W.

Verified reviewer

Information Technology and Services

Self-Employed

Used monthly for less than 2 years

Reviewed April 2024

Great PIM You gotta try this!

Really a great experience. Even back years ago when I started using it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Calendar and Goal management through tasks and tracking so I don't forget the little things

Cons:

Had some trouble setting up sync originally. Most issues I've had were resolved with updates. But these weren't available when I set it up at first..

Reasons for choosing EssentialPIM

Features and simplicity mostly calander and daily planning

Reasons for switching to EssentialPIM

Lotus notes, which I loved, ended. I tried Franklin day planner for a while and then I found epim and life moved forward

Patrick S.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for more than 2 years

Review source

Reviewed July 2022

A solid alternative to Outlook

It keeps my work and email organised and also allows me to keep detailed notes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It goes beyond what outlook offers and at a better price.

Cons:

The mobile app tends to be buggy, at least with my devices

Reasons for choosing EssentialPIM

Although free Thunderbird was buggy making using it more of a pain.

Reasons for switching to EssentialPIM

Outlook was too expensive.

Daniel M.

Verified reviewer

Accounting

Self-Employed

Used weekly for more than 2 years

Reviewed December 2023

Windows and Android use

Over the years that I've had it I think it's a great program especially the help you receive if you have a problem. Always fast with their replys to my questions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The all in one funtionality of EssentialPIM.

Cons:

Not being able to add change a funtion that I don't use. Like I use Passwords to enter my Home Inventory. Would like to add an icon on left just for that or something else.

Reasons for switching to EssentialPIM

Haven't made the switch. MobiDB has all the functions and features I need. I use both programs.

Tami S.

Verified reviewer

Information Technology and Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed July 2022

excellent for complicated notes

Excellent

Ratings Breakdown

Ease of use

Functionality

Pros:

Quick to access on the desktop or online; Editing allows complex notes: colors, fonts, many ways to keep complex content organized

Cons:

Intrusive popups whenever opened for the first time (three or four items have to be clicked before starting)

Reasons for switching to EssentialPIM

Needed cleaner, faster, simpler interface so editing can happen quickly

MEERAN M.

Verified reviewer

Computer Software

2-10 employees

Used daily for more than 2 years

Reviewed July 2024

Search for PIM

Best all-round PIM. AI integration and support for markdown would be nice to have.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Essential PIM Pro 12.x is a powerful personal information manager (PIM) that caters to users who value efficiency and organization. It seamlessly integrates calendar, contacts, tasks, notes, and emails, streamlining your workflow and promoting productivity. Essential PIM Pro 12.x also shines with its offline functionality and cross-device syncing capabilities, ensuring you stay on top of your commitments even without an internet connection.

Cons:

Occasional error message and the nagging notifications when you you are offline

Ian Carlo T.

Verified reviewer

Internet

Self-Employed

Used daily for more than 2 years

Reviewed May 2024

Essential PIM review

Words cannot describe how Essential PIM made my life easier, from Managing emails, notes, passwords, contacts, everything. This on top of how the Devs handle support stuff like bugs, and how they cater to the needs of their users.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like EPIMs customizability and ease of use in general.. How this single application does everything I need. Store attachments, inter link the different modules, how flexible the Email Modules' Message Rules is that even when handling multiple accounts all at once (I have setup 12 different active email accounts in EPIM), messages from any or all accounts are segregated, filtered, and managed properly

Cons:

Having used EPIM since v3.74 (used to pay annually, then changed to lifetime), Most if not all cons I had in earlier versions had since been fixed and significantly improved.

Reasons for choosing EssentialPIM

Essential PIM is basically an ALL IN ONE awesome tool.

Unmesh N.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Reviewed August 2024

A must for tracking and maintaining emails.

I was using Goldmine with my Gmail and it had SQL at the back end and every time I had a problem I had to take favour for re-integrating the same. I am not a IT person so it is very difficult to learn back end DB and be worried if windows crashes. Essential PIM has made my life easy with emails

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very easy to use without any hassles of integrating with our Gmail or email. Very fast and user friendly.

Cons:

Updates every time make me wonder if I should download or wait for the next.

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