# EssentialPIM Software Reviews, Demo & Pricing - 2026 > Review of EssentialPIM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/essentialpim-profile/ --- [Home](https://www.softwareadvice.com/) / [Contact Management Software](https://www.softwareadvice.com/crm/contact-management-comparison/) / EssentialPIM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/essentialpim-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/essentialpim-profile/alternatives/) # EssentialPIM Review From $39.95-$59.95/one time Free version Free trial 2 plans Wondering if EssentialPIM is right for your organization? Our Contact Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview EssentialPIM 4.7 [(46)](https://www.softwareadvice.com/project-management/essentialpim-profile/reviews/) Pricing Starting at $39.95 flat rate 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. Wondering if EssentialPIM is right for your organization? Our Contact Management Software selection experts can help you in 15 minutes or less. ## EssentialPIM User Interface ## Popular EssentialPIM Alternatives Main Product EssentialPIM 4.7 [(46)](https://www.softwareadvice.com/project-management/essentialpim-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.79Value for money - 4.70Customer support - 4.63Functionality Pricing Starting at $39.95 one time Get Price Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5301)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Any.do](https://www.softwareadvice.com/project-management/any-do-profile/) 4.7 [(1060)](https://www.softwareadvice.com/project-management/any-do-profile/reviews/) Ratings Breakdown - 4.76Ease of use - 4.43Value for money - 4.51Customer support - 4.51Functionality Pricing Starting at $4.99 per month Get Price Alternative Product [Microsoft To Do](https://www.softwareadvice.com/project-management/microsoft-to-do-profile/) 4.6 [(3073)](https://www.softwareadvice.com/project-management/microsoft-to-do-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.65Value for money - 4.32Customer support - 4.32Functionality Pricing Available upon request Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23567)](https://www.softwareadvice.com/project-management/trello-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.55Value for money - 4.31Customer support - 4.32Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [Jira](https://www.softwareadvice.com/project-management/atlassian-jira-profile/) 4.4 [(15425)](https://www.softwareadvice.com/project-management/atlassian-jira-profile/reviews/) Ratings Breakdown - 4.08Ease of use - 4.28Value for money - 4.20Customer support - 4.44Functionality Pricing Starting at $7.91 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Google Contacts Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review ## EssentialPIM User Reviews Overall Rating 4.7 Ratings Breakdown 5 74% 4 22% 3 4% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.8 Customer support 4.7 Functionality 4.6 VR Verified Reviewer Information Technology and Services Self-Employed Used daily for more than 2 years Reviewed August 2022 Top notepad + task manager !!! 5 Using it more than 2years already, and used to it. Very good helper in my daily life. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Notes, really helpful, use it daily to store different kinds of information from simple notes, guides to full web pages & pdf documents. Tasks - using them to track project progress. Cons: Impossible to make a periodic backup to cloud server (like google, onedrive etc.) for whole DB file. There is a built in support for dropbox, but it's mechanism to save DB every time when you open/close app is very bad, coz it takes a lot of time to sync & upload my DB, coz its not a smallest one... Read More IT Ian Carlo T. Verified reviewer Internet Self-Employed Used daily for more than 2 years Reviewed May 2024 Essential PIM review 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MB Marc B. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for more than 2 years Reviewed November 2023 Works good - but hat bad loss with Google Sync 3 Up and downs - overall I like it anyway. It is good but backup your data! Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Calendar works good. All-In-One Program and fast working. Good structured. Not too much modern and big stuff - that's good (Programmed in Delphi as I do) Cons: Google Sync - had a big lost of Data (in Version 9.x i think) Afraid of doing it again to sync data. Maybe resolved now. Read More HT Heiko T. Verified reviewer Information Technology and Services Self-Employed Used daily for more than 2 years Reviewed May 2024 A great and reliable personal management tool 4 I have tried many tools before using EssentialPIM and I have yet to find an application that even comes close to the core functions. Above all, I love the local synchronization of my data via WLAN with my various devices. I have been using the PRO version with multiple lifetime license for many years and have never had any major problems with the modules I use. The application also constantly saves backups, which fortunately I have only needed once so far, due to a user error. To this day, EssentialPIM is an important, constant and above all, reliable companion in my everyday life. Ratings Breakdown 5 Ease of use 5 Value for money 5 Functionality Pros: \- excellent and stable applications for Windows and Android (iOS version not used so far) - easy-to-use and reliable synchronization via WLAN - my data belongs to me, no cloud constraint - regular software updates - very user-friendly price policy (I have purchased several lifetime licenses and I think the price is absolutely fair) - dark mode support Cons: \- no macOS client so far - the Windows client looks a little old-fashioned in terms of UI/UX functionality but is still absolutely useful Read More Rv Rene v. Verified reviewer Retail Self-Employed Used daily for more than 2 years Reviewed March 2023 Easy all-in Personal Information Manager 5 When i start my working day, EssentialPIM starts on my computer. It stays open the entire workday, and i use it for everything beside my invoice program. When i shut EPIM down, it still receives all incoming email and displays them next time i open the program.It really is a digital personal assistant on which i rely very much in my daily business operations. Never let me down for a single moment. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: No matter how small or large your business is, EssentialPIM fits like a glove around your daily business. Email, calendar, passwords, appointments, alerts, and notes: you have everything in one program.Settings are easy to do, and the program works with the user, not the other way around.Easy for a single user, or with a database in the cloud, for many users.Updates are frequent, multi-language interface. Cons: There are no minuses for this program. Just buy the PRO-version for life, and you are set for life.A small investment with very large positive impact and it will set you and your business up in no time, and as your business grows, EssentialPIM grows with you. Read More MM MEERAN M. Verified reviewer Computer Software 2-10 employees Used daily for more than 2 years Reviewed July 2024 Search for PIM 5 Best all-round PIM. AI integration and support for markdown would be nice to have. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 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 Read More RA Rick A. Verified reviewer Information Technology and Services Self-Employed Used daily for more than 2 years Reviewed July 2022 EPIM Is my go to app 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Everything in one application. Easy to use and the ability to sync with phone. Auto backups of the database. Not a day goes by where I don't use either the Windows app or the Android app. The low cost option for Lifetime support & upgrades. The support team release several updates a year with improvements & new features. Cons: No tables support in the Android app. I would love to have a relational database module solely because I use another app for that. Reasons for switching to EssentialPIM Evernote price structure changed (almost doubled) for a yearly subscription. I was in search of another application for notes when I found EPIM. Not only did I get a great app for notes but also a great password manager. I own the product with lifetime upgrades which saves me money on monthly/yearly subscriptions. Read More GL Gregory L. Verified reviewer Writing and Editing Self-Employed Used daily for more than 2 years Reviewed July 2022 Satisfied user. 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: EssentialPIM offered an interface close to the one I have used for nearly 30 years with an integration to a portable device that offers a comprehensive synchronization package. I make extensive use of linking related entries which makes finding what needs to be found much easier. Cons: It does not have a quote of the day feature, that I came to enjoy with the Franklin Planner. I still have the Franklin Planner software installed, so I can restart the module for the current day quote if desired. Reasons for choosing EssentialPIM After reviewing personal information manager product reviews periodically, EssentialPIM offered an interface that worked in an intuitive manner. Reasons for switching to EssentialPIM I'm using EssentialPIM as a replacement for the Franklin Planner system that I used from 1990-2020. EssentialPIM put my planning capacity back as a portable option after the Franklin Planner abandoned the Palm Pilot/MSAccess interface. Read More VR Verified Reviewer Health, Wellness and Fitness Self-Employed Used daily for more than 2 years Reviewed July 2022 One of my indispensabile business tools on PC 5 It's like my pukko knife: sharp, simple, solid and trustful Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Rock solid and trustful, never crashes, perfect companion. Constantly updated It's the best PIM for PC on the market Cons: This program was already born perfect and it's constantly improved. Reasons for switching to EssentialPIM EPIM is more reliable Read More VR Verified Reviewer Design Self-Employed Used daily for more than 2 years Reviewed July 2020 Nothing else in its class 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I started using a Palm Pilot back when they were first released by US Robotics, and I used Palm PDAs up through the TX. When I finally switched to an Android phone -- which I use far more as a PDA than a phone -- I was disappointed to be unable to find an app similar to iAmbic Agendus, which combined calendar, addressbook, notes, and to-do list functionality \_and\_ synced with a companion Windows application ... until I found EssentialPIM. It's exactly what I was looking for. Cons: Nothing, really. It's updated frequently, each time fixing glitches and adding functionality. Tech support is responsive. Reasons for choosing EssentialPIM Again, at the time, I couldn't find anything that had all of the functionality Reasons for switching to EssentialPIM Palm PDAs became obsolete. Read More Showing 1 - 10 of 46 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/essentialpim-profile/reviews/) ## EssentialPIM Popular Comparisons [Connecteam vs EssentialPIM](https://www.softwareadvice.com/hr/connecteam-profile/vs/essentialpim/)[Any.do vs EssentialPIM](https://www.softwareadvice.com/project-management/any-do-profile/vs/essentialpim/)[Microsoft To Do vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/microsoft-to-do/)[Trello vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/trello/)[Jira vs EssentialPIM](https://www.softwareadvice.com/project-management/atlassian-jira-profile/vs/essentialpim/)[Asana vs EssentialPIM](https://www.softwareadvice.com/project-management/asana-profile/vs/essentialpim/)[monday.com AI Work Platform vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/monday-com/)[Notion vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/notion/)[Evernote Teams vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/evernote/)[Microsoft OneNote vs EssentialPIM](https://www.softwareadvice.com/project-management/essentialpim-profile/vs/onenote/) [Compare All Alternatives](https://www.softwareadvice.com/project-management/essentialpim-profile/alternatives/) ## Other Top Recommended Contact Management Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18794) Recently recommended **88** times [Topline OS](https://www.softwareadvice.com/crm/topline-profile/) **5.0** (12) Recently recommended **35** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **29** times [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) **4.6** (216) Recently recommended **28** times Stuck Between Options? 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