---
title: "EssentialPIM Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is EssentialPIM the right Note-Taking solution for you? Explore 46 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/203260/EssentialPIM/reviews/"
page_type: "reviews"
language: "en"
---

EssentialPIM

4.7 (46)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 26th, 2026

# Reviews of EssentialPIM

Ease of use

4.7

Customer Service

4.7

## Pros and Cons in Reviews

MM

MEERAN M

CEOComputer Software, 2 - 10 employeesUsed the software for: More than 2 years.

“It seamlessly integrates calendar, contacts, tasks, notes, and emails, streamlining your workflow and promoting productivity. “

July 16, 2024

UN

Unmesh N

Sales ManagerMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months.

“I am not a IT person so it is very difficult to learn back end DB and be worried if windows crashes.“

August 2, 2024

DH

David H

DirectorCivil Engineering, Self-employedUsed the software for: More than 2 years.

“Customer service is taken very responsibly and the constant updates indicate a serious commitment to keep up to date and continuously improve the product.“

March 19, 2023

PG

Paolo G

Java/Jsp ProgrammerComputer Software, Self-employedUsed the software for: I used a free trial.

“The lifetime upgrade price is too high, which is why I haven't purchased this product yet.“

August 4, 2022

UN

Unmesh N

Sales ManagerMarketing and Advertising, 2 - 10 employeesUsed the software for: 6-12 months.

“It is very easy to use without any hassles of integrating with our Gmail or email.“

August 2, 2024

TS

Tami S

Content developerInformation Technology and Services, Self-employedUsed the software for: More than 2 years.

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

July 13, 2022

## Showing most helpful reviews

Showing 1-25 of 46 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

chanchal Y.  
Writer  
Information Technology and Services  
Used the software for: 1-2 years

### "Best organizer"

May 23, 2020

5.0

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.

Review Source

MS

Martti S.  
Private Consultant  
Information Technology and Services  
Used the software for: 2+ years

### "Essential does it!"

August 2, 2024

5.0

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

PH

Paul H.  
Sales Manager  
Broadcast Media  
Used the software for: 2+ years

### "Good but Still Needs Constant Attention"

June 14, 2024

3.0

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

PS

Patrick S.  
Editor  
Marketing and Advertising  
Used the software for: 2+ years

### "A solid alternative to Outlook"

July 13, 2022

4.0

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

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

Alternatives considered

[Thunderbird](https://www.capterra.com/p/230507/Thunderbird/)

Reason for choosing EssentialPIM

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

Switched from

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

Outlook was too expensive.

Review Source

DW

David W.  
Just family boss  
Information Technology and Services  
Used the software for: 1-2 years

### "Great PIM You gotta try this! "

April 30, 2024

4.0

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

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..

Reason for choosing EssentialPIM

Features and simplicity mostly calander and daily planning

Switched from

[Lotus Notes To Office 365 Migration](https://www.capterra.com/p/178657/Lotus-Notes-to-Office-365/)

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

Review Source

DM

Daniel M.  
Chief Clerk  
Accounting  
Used the software for: 2+ years

### "Windows and Android use"

December 6, 2023

5.0

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.

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.

Review Source

ICT

Ian Carlo T.  
Technical Specialist and Light Graphics Design  
Internet  
Used the software for: 2+ years

### "Essential PIM review"

May 30, 2024

5.0

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.

Reason for choosing EssentialPIM

Essential PIM is basically an ALL IN ONE awesome tool.

Review Source

HT

Heiko T.  
Software Consultant  
Information Technology and Services  
Used the software for: 2+ years

### "A great and reliable personal management tool"

May 4, 2024

4.0

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.

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

Review Source

VR

Verified Reviewer  
Developer  
Information Technology and Services  
Used the software for: 2+ years

### "Top notepad + task manager !!!"

August 2, 2022

5.0

Using it more than 2years already, and used to it. Very good helper in my daily life.

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...

Review Source

VR

Verified Reviewer  
Manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "One of my indispensabile business tools on PC"

July 13, 2022

5.0

It's like my pukko knife: sharp, simple, solid and trustful

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.

Review Source

MC

Máider C.  
Recepcionista  
Consumer Services  
Used the software for: 2+ years

### "App Excelente"

July 31, 2024

5.0

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

ES

Elane S.  
Recepcionista  
Consumer Services  
Used the software for: 1-2 years

### "Aplicativo Completo"

July 16, 2024

4.0

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

LJ

Lon J.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "Essential PIM - ALL YOU WILL EVER NEED - SUPERIOR TO AND LESS EXPENSE THAN OFFICE"

July 15, 2022

5.0

THE alternative !!!

Pros

Every bell and whistle you can imagine !!!

Cons

No particular I like least with EPim - all good !!!

Review Source

MP

Mary P.  
Cabeleireira  
Consumer Services  
Used the software for: 1-2 years

### "Ótimo gerenciador da vida"

June 2, 2024

5.0

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

MF

Martin F.  
Proprietor  
Information Technology and Services  
Used the software for: 2+ years

### "Very good for keeping notes "

July 26, 2022

5.0

Very helpful for keeping a tree of notes so they can be catalogued nicely. Found the product so useful I purchased a lifetime licence.

Pros

The note - taking is very useful and allows me to catalog notes in a helpful way.

Cons

Haven't really experienced any significant issues

Review Source

EF

Eduardo F.  
Physician  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Customization"

July 23, 2020

5.0

Practical, sigilous, safe and smart

Pros

It’s possible configurate for personal purposes and associate with other operational systems of all the world

Cons

iPhone or Android versions are so limited

Review Source

DB

Davide B.  
It Manager  
Chemicals  
Used the software for: 2+ years

### "Buon software per la pianificazione delle attività"

December 12, 2022

4.0

Ho utilizzato il software per stabilire per un team aziendale delle scadenze periodiche e non che andavano rispettate regolarmente. Senza l'utilizzo di una funzione calendario vi era il rischio di dimenticare o lasciare indietro appuntamenti.

Pros

EssentialPIM è un software molto semplice da utilizzare, è possibile esportare i calendari, rubrica ed altre informazioni in diversi formati, tra cui html, ed è sincronizzabile con altri sistemi. Semplice l'installazione e l'interfaccia altamente intuitiva. Ottima la funzione di ripetizione degli eventi, anche fino a data di termine impostata, utile per pianificazioni a lungo termine

Cons

Le funzionalità nella versione freeware sono limitate, è necessario aggiornamento alla versione pro per un software completo.

Alternatives considered

[Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[Zapier](https://www.capterra.com/p/130182/Zapier/)

Reason for choosing EssentialPIM

Zapier prevede un abbonamento mensile, mentre EssentialPIM è acquistabile solo una volta. Utilizzando il software per un tempo indefinito ho optato per l'acquisto. Microsoft Outlook ha una gestione del calendario semplice ma non ha le stesse funzioni di essentialPIM, per cui ho trovato il software di Astonsoft più completo.

Review Source

RV

Rene V.  
owner  
Retail  
Used the software for: 2+ years

### "Easy all-in Personal Information Manager"

March 14, 2023

5.0

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.

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.

Review Source

WP

Wendy P.  
Recepcionista  
Consumer Services  
Used the software for: 1-2 years

### "App Essencial pra Vida"

June 29, 2024

5.0

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

MC

MAIDER C.  
Gestor  
Legal Services  
Used the software for: 2+ years

### "Valioso investimento."

May 7, 2024

5.0

É um aplicativo que me auxiliar em organizar a vida pessoal e profissional de uma forma muito dinâmica.

Pros

Sincronia de senhas, tarefas e versatilidade multi plataforma.

Cons

Sincronia de contatos com o gmail por criar varias categorias em ingles.

Reason for choosing EssentialPIM

Conveniencia de funções e ferramentas disponiveis.

Switched from

[Google Keep](https://www.capterra.com/p/233847/Google-Keep/)[Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)

Ferramentas disponiveis e conveniencia de funções.

Review Source

MM

MEERAN M.  
CEO  
Computer Software  
Used the software for: 2+ years

### "Search for PIM"

July 16, 2024

5.0

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

RA

Rick A.  
IT Support  
Information Technology and Services  
Used the software for: 2+ years

### "EPIM Is my go to app"

July 14, 2022

5.0

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.

Review Source

GL

Gregory L.  
freelancer  
Writing and Editing  
Used the software for: 2+ years

### "Satisfied user."

July 13, 2022

4.0

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.

Reason for choosing EssentialPIM

After reviewing personal information manager product reviews periodically, EssentialPIM offered an interface that worked in an intuitive manner.

Review Source

DC

Donna C.  
Officiant  
Events Services  
Used the software for: 2+ years

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

May 23, 2020

5.0

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.

Reason 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.

Review Source

MB

Marc B.  
Boss  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Works good - but hat bad loss with Google Sync"

November 24, 2023

3.0

Up and downs - overall I like it anyway. It is good but backup your data!

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.

Review Source

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