--- title: "EssentialPIM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EssentialPIM Software - reviews, pricing plans, popular comparisons to other Note-Taking products and more." source_url: "https://www.capterra.com/p/203260/EssentialPIM/" page_type: "product" language: "en" --- # EssentialPIM Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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. [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $39.95 Flat Rate, One Time Starting Price $14.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (46) Ease Of Use 4.5 (908) Value For Money 4.8 (43) Value For Money 4.7 (827) Customer Service 4.7 (40) Customer Service 4.8 (847) ## EssentialPIM alternatives [4.7 (685)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (1,000)](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 [4.4 (3,034)](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 [4.6 (2,241)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/203260/EssentialPIM/alternatives/) ## FAQs about EssentialPIM Overview ### Which roles and teams benefit most from EssentialPIM? EssentialPIM is most used by administrative staff, small business owners, sales managers, consultants, and IT professionals who need one place to manage calendars, contacts, tasks, and notes. Executives use it to organize schedules and priorities, while customer-facing teams track appointments, follow-ups, and client information efficiently. Answer based on 46 reviews Overview ### What company size and industries is EssentialPIM built for? EssentialPIM is built primarily for small businesses, which account for 96% of reviewers, with the strongest presence in Information Technology and Services at 17%. It also serves private customers and supports some midsize and enterprise use, while appearing in Consumer Services at 11% and Health, Wellness and Fitness at 7%. Answer based on 46 reviews Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of EssentialPIM? EssentialPIM offers calendar management, calendar sync, recurring appointments, and group scheduling for planning. It includes contact database and client database tools, plus task board view, sub-task management, task scheduling, and time tracking. Additional features include inbox management, shared inboxes, password management, and data import/export. Pricing ### How much does it cost and what fees or limitations are included? EssentialPIM starts at $39.95 one time for EssentialPIM Pro, and it can be used forever after purchase. A free version and free trial are available. EPIM Pro Business costs $59.95 one time, includes one year of free updates, and adds multi-user access, sharing, and priority support. Answer based on 9 reviews Integrations ### Which third-party tools and platforms does EssentialPIM integrate with? EssentialPIM integrates with Google Calendar, Google Contacts, Google Drive, Microsoft Outlook, and iCloud. It also connects to CalDAV-based calendar setups through Google Calendar syncing, covering calendar, contacts, and file storage integrations across the main tools listed in the catalog. Answer based on 12 reviews Getting Started and Support ### What training and onboarding options does EssentialPIM offer? EssentialPIM provides in-person training and documentation for teams getting started. In-person sessions can support guided setup and direct instruction, while documentation offers written reference material for self-paced learning and later review of features, settings, and common tasks. Getting Started and Support ### What customer support options does EssentialPIM offer? EssentialPIM provides email/help desk, phone support, and chat. Users describe customer service as taken seriously and note that the support team releases frequent updates with improvements and new features, which helps maintain a positive support experience and suggests ongoing product attention. Answer based on 2 reviews Security ### How does EssentialPIM handle data security and access control? EssentialPIM uses password management, encryption, and user-controlled synchronization to help protect sensitive information. Reviewers value the portable version, local control, and optional cloud database support for multiple users. Some note missing failsafe calendar protections, occasional syncing problems, and password module settings that can be lost after certain updates. Answer based on 11 reviews Ease of use ### Is EssentialPIM easy to use for daily organization? EssentialPIM makes daily organization easy for many users with a simple all-in-one layout, fast access, and flexible syncing. Small business users and individuals like managing email, notes, tasks, and calendars in one place, though some find the interface clumsy and the initial setup or sync behavior harder than expected. Answer based on 11 reviews ## Features AI summary Based on 3,665 Note-Taking reviews Capterra reviewers point to the following as the note-taking features buyers care about most: - **Notes Management** (**62%** of reviewers rated this feature as critical) - **Commenting/Notes** (**48%**) - **Task Management** (**44%**) EssentialPIM includes other note-taking capabilities that reviewers also rate as important, including **To-Do List** (**46%**), **Search/Filter** (**40%**), and **Document Storage** (**40%**). Together, these features help teams keep action items organized, find information faster, and store supporting files in one place, providing businesses with a more organized way to manage daily work and reference materials. To-Do List 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important A digital list of items that need to be completed Search/Filter 4.9 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Document Storage 5.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 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 EssentialPIM 52 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Canned Responses: Shortcuts for inputting frequently used messages - Client Database: Electronic storage of stakeholder contact information - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Credential Management: Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Recovery: Ability to restore deleted, hidden, or lost data from an email server/system - Document Storage: Store and organize documents in a centralized system - Email Monitoring: Ability to oversee and optimize the operations of a mail server - Email-to-Task Conversion: Convert emails into tasks - Full Text Search: Search for specific words or phrases within a document or database - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Inbox Management: Organize, prioritize, and manage incoming communications - Interaction Tracking: Track interaction history by documenting conversations for contacts - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Password Generator: Generates strong, unique passwords with customizable parameters - Password Management: Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords - Password Synchronization: Securely access passwords from any device - Recurring Appointments: Schedule repeating appointments based on a duration of time - Recurring Tasks: Set the frequency of a task's occurrence - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Shared Inboxes: An email inbox that can be accessed and managed by multiple individuals - Signature Management: Add and maintain centralized email signature(s) across an organization - Spam Blocker: Filters used to determine different types of malware threats - Sub-Task Management: Split and manage tasks into individual components - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Import: Import tasks from external sources - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - To-Do List: A digital list of items that need to be completed - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Whitelisting/Blacklisting: 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/203260/EssentialPIM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.