# EssentialPIM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about EssentialPIM Software - reviews, pricing plans, popular comparisons to other Note-Taking products and more.

Source: https://www.capterra.com/p/203260/EssentialPIM

---

# 

 EssentialPIM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

EssentialPIM

## What is EssentialPIM?

EssentialPIM is the award-winning personal information manager. It handles all your appointments, contacts, tasks, notes, password entries and email messages with easy-to-use, intuitive tools. In addition, EssentialPIM offers speed, intuitive interface, and the ability to synchronize all your information with EPIM Cloud, Android and iOS devices and practically any online service available. Supported by a large community of users, EssentialPIM has been widely acknowledged as the best PIM system.

## What is EssentialPIM used for?

[Calendar](https://www.capterra.com/calendar-software/)[Note-Taking](https://www.capterra.com/note-taking-software/)[Task Management](https://www.capterra.com/task-management-software/)

Top alternative

Featured

Overall rating

Based on 46 user reviews

Reviews sentiment

Positive

96%

Neutral

4%

Negative

0%

Starting price

$39.95

Flat Rate, One Time

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for EssentialPIM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.essentialpim.com&name=EssentialPIM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### EssentialPIM

4.7 (46)

VS.

[4.8 (70)](https://www.capterra.com/p/229303/Wing/reviews/)

Starting Price

$39.95

Flat Rate, One Time

Starting Price

$699

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (46)

Ease Of Use

4.8 (70)

Value For Money

4.8 (43)

Value For Money

4.7 (69)

Customer Service

4.7 (40)

Customer Service

4.8 (69)

## EssentialPIM alternatives

[4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[4.6 (1,456)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (6,024)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (2,975)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/203260/EssentialPIM/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Calendar Sync

4.4 (18)

61.11% of 18 reviewers that rated this feature as important or highly important

Synchronize with other calendars to view mutual availability and schedules

Task Scheduling

4.7 (18)

72.22% of 18 reviewers that rated this feature as important or highly important

Track and manage the scheduling of tasks

Task Editing

4.7 (14)

71.43% of 14 reviewers that rated this feature as important or highly important

Edit task information and all related elements

Mobile Access

4.1 (11)

54.55% of 11 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Access Controls/Permissions

4.3 (10)

30.00% of 10 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Calendar Management

5.0 (10)

80.00% of 10 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

EssentialPIM 52 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Software's ability to perform similar action on multiple similar files simultaneously

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Shortcuts for inputting frequently used messages

Electronic storage of stakeholder contact information

Provides a channel for team members to share media files, communicate, and work together

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation

Customize data fields to support various needs and use cases

Import and export data to and from software applications

Ability to restore deleted, hidden, or lost data from an email server/system

Store and organize documents in a centralized system

Ability to oversee and optimize the operations of a mail server

Convert emails into tasks

Search for specific words or phrases within a document or database

Automatically find mutually available meeting time slots across multiple calendars

Organize, prioritize, and manage incoming communications

Track interaction history by documenting conversations for contacts

Access software remotely via mobile devices

Manage and support multiple locations

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Ability of websites, web applications, or mobile applications to function without an active internet connection

Generates strong, unique passwords with customizable parameters

Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords

Securely access passwords from any device

Schedule repeating appointments based on a duration of time

Set the frequency of a task's occurrence

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

An email inbox that can be accessed and managed by multiple individuals

Add and maintain centralized email signature(s) across an organization

Filters used to determine different types of malware threats

Split and manage tasks into individual components

Attach digital tags to documents and assets for identification, search, or monitoring purposes

UI looks like task board

Edit task information and all related elements

Import tasks from external sources

Track the status and progress of tasks

Track and manage the scheduling of tasks

Add labels or tags to tasks

Set up connections to third-party platforms to improve business processes

Measure and track time including hours worked and paid time off (PTO)

A digital list of items that need to be completed

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Control system access and/or deliverability for applications and email addresses

Get Advice

We can help you find the software with the features you need.

Features

4.6 (46)

4.6

Based on 46 reviews

## Pricing

Value for money

4.8 (43)

Free Trial

Free Version

[View pricing plan details](https://www.capterra.com/p/203260/EssentialPIM/pricing/)

EssentialPM Pro

$39.95

Flat Rate,One Time

It 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

It 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

Value for money

4.8 (43)

4.8

Based on 43 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

iCloud](https://www.capterra.com/p/204717/iCloud/)[

Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (40)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (40)

4.7

Based on 40 reviews

## User reviews

Overall rating

4.7

Based on 46 reviews

Filter by rating

5(34)

4(10)

3(2)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MS

Martti S.

Private Consultant

Information Technology and Services

### "Essential does it!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

August 2, 2024

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.

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...

Switched from

[Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

UN

Unmesh N.

Sales Manager

Marketing and Advertising

### "A must for tracking and maintaining emails."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 2, 2024

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MC

Maider C.

Recepcionista

Consumer Services

### "App Excelente"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 31, 2024

Um app formidável pra organizar a rotina de trabalho.

Pros

Possibilidade de agendamento de compromissos recorrentes ou exporádicos.

Cons

Sincronia de contatos, muita das vezes as tags ficam misturado em portugues e inglês.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ES

Elane S.

Recepcionista

Consumer Services

### "Aplicativo Completo"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 16, 2024

Utilizo o EpimPro a 2 anos, acredito que seja uma ferramenta extremamente importante nos dias atuais pra gerenciar as informações digitais da minha vida.

Pros

Gosto do módulo de gerenciameto de senhas, com ele minha vida se tornou muito mais fácil pra lidar com tanta senha pra locais diferente.

Cons

A configuração que faço no módulo senhas (icones e hierarquia) é perdida quando eu faço algumas atualizações.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

MEERAN M.

CEO

Computer Software

### "Search for PIM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

July 16, 2024

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

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WP

Wendy P.

Recepcionista

Consumer Services

### "App Essencial pra Vida"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

June 29, 2024

Sempre tive uma experiencia agradável e produtiva com meu EpimPro, me ajuda bastante no dia a dia, e as atualizações seguem uma boa frequencia. Recomendo!

Pros

Gerenciamento de senhas, tarefas e agenda

Cons

Gerenciamento de contatos, nunca consegui utilziar de forma plena sem dar problemas com os meus contatos do Google Agenda, problema acorre geralmente nos campos de prenchimento ficando duplicado ou ausente.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PH

Paul H.

Sales Manager

Broadcast Media

### "Good but Still Needs Constant Attention"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

June 14, 2024

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

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

Switched from

[Palm](https://www.capterra.com/p/10009039/Palm/)

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CQ

Clene Q.

Executivo

Consumer Services

### "Um aplicativo formidável!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 2, 2024

Adoro utilizar ele no meu dia a dia, fica tudo mais fácil.

Pros

Gerenciamento de senhas, facilitanto o acesso por sincronia com celular.

Cons

Gerenciamento de e-mail e contatos, achei confuso.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MP

Mary P.

Cabeleireira

Consumer Services

### "Ótimo gerenciador da vida"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 2, 2024

Ótima, as sincronias com celular é excelente.

Pros

Gerenciamento de compromissos e principalmente de senhas

Cons

Gerenciamento de contatos, sempre fica confuso pra mim.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

IC

Ian Carlo T.

Technical Specialist and Light Graphics Design

Internet

### "Essential PIM review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 30, 2024

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/203260/EssentialPIM/reviews/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)