# EssentialPIM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> 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: https://www.capterra.com/p/203260/EssentialPIM/reviews

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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/)

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Last updated March 13th, 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

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

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

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

DC

Donna C

OfficiantEvents Services, Self-employedUsed the software for: More than 2 years.

“The worst part is simply the setup, not because the software makes it difficult though.“

May 23, 2020

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

## 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

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

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

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

TS

Tami S.  
Content developer  
Information Technology and Services  
Used the software for: 2+ years

### "excellent for complicated notes"

July 13, 2022

5.0

Excellent

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)

Switched from

[Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)

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

Review Source

YA

Yacoub A.  
CEO  
Banking  
Used the software for: 2+ years

### "EXTREMELY USEFUL ORGANIZER"

July 28, 2020

5.0

very useful for organizing ideas, data, research. well divided out, ability to use different colors.

Pros

easy to learn, easy to set up. very fast when searching for information

Cons

it would be useful to have multiple columns in the notes section. that is multiple columns for each note

Switched from

[Scrivener](https://www.capterra.com/p/180597/Scrivener/)

EPIM continues to update their product, it already has more features. EPIM customer support response is excellent

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

UN

Unmesh N.  
Sales Manager  
Marketing and Advertising  
Used the software for: 6-12 months

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

August 2, 2024

5.0

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

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

CQ

Clene Q.  
Executivo  
Consumer Services  
Used the software for: 1-2 years

### "Um aplicativo formidável!"

June 2, 2024

5.0

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

UH

Ulrich H.  
Verein  
Renewables & Environment  
Used the software for: 2+ years

### "gut"

July 22, 2022

4.0

Verlässlich

Pros

Die email bzw. email Verwaltung ist sehr serh gut

Cons

Die Position Aufgabe ist zwar gut, wird aber sehr wenig benützt

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

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

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

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

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

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

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

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

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

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

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