---
description: Review of EssentialPIM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: EssentialPIM | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Task Management Software](/directory/1412/task-management/software) > [EssentialPIM](/software/357992/essentialpim)

# EssentialPIM

Canonical: https://www.softwareadvice.co.nz/software/357992/essentialpim

Page: 1 / 3\
Next: [Next page](https://www.softwareadvice.co.nz/software/357992/essentialpim?page=2)

> 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. &#10;&#10;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.
> 
> Verdict: Rated **4.7/5** by 46 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 46 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.6/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Astonsoft
- **Founded**: 2003

## Commercial Context

- **Starting Price**: US$39.95
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: EssentialPIM Pro Regular Edition - $39.95&#10;EssentialPIM Pro Business Edititon - $59.95&#10;EssentialPIM Pro Lifetime Edition - $79.95
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Available Countries**: Estonia

## Features

- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Archiving & Retention
- Batch Processing
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Canned Responses
- Client Database
- Collaboration Tools
- Contact Database
- Credential Management
- Customizable Fields
- Data Import/Export
- Data Recovery
- Document Storage
- Email Monitoring
- Email-to-Task Conversion
- Full Text Search

## Integrations (5 total)

- Google Calendar
- Google Contacts
- Google Drive
- Microsoft Outlook
- iCloud

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software)

## Related Categories

- [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software)
- [Scheduling Software](https://www.softwareadvice.co.nz/directory/4738/scheduling/software)
- [Appointment Scheduling Software](https://www.softwareadvice.co.nz/directory/4731/appointment-scheduling/software)
- [Email Management Software](https://www.softwareadvice.co.nz/directory/3433/email-tracking/software)
- [Password Management Software](https://www.softwareadvice.co.nz/directory/4585/password-management/software)

## Alternatives

1. [Google Calendar](https://www.softwareadvice.co.nz/software/171751/google-calendar) — 4.8/5 (4021 reviews)
2. [Google Workspace](https://www.softwareadvice.co.nz/software/344998/google-workspace) — 4.7/5 (17483 reviews)
3. [Microsoft 365](https://www.softwareadvice.co.nz/software/397757/office-365) — 4.6/5 (14035 reviews)
4. [Calendly](https://www.softwareadvice.co.nz/software/73632/calendly) — 4.7/5 (4084 reviews)
5. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews)

## Reviews

### "Easy Peasy" — 5.0/5

> **Steven** | *28 July 2020* | Government Administration | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of syncing with multiple accounts with multiple devices
> 
> **Cons**: The need to expand columns to fit after each opening

-----

### "EXTREMELY USEFUL ORGANIZER" — 5.0/5

> **Yacoub** | *28 July 2020* | Banking | Recommendation rating: 10.0/10
> 
> **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
> 
> very useful for organizing ideas, data, research. well divided out, ability to use different colors.

-----

### "Works good - but hat bad loss with Google Sync" — 3.0/5

> **Marc** | *24 November 2023* | Health, Wellness & Fitness | Recommendation rating: 7.0/10
> 
> **Pros**: Calendar works good. All-In-One Program and fast working. Good structured. &#10;Not too much modern and big stuff - that's good&#10;(Programmed in Delphi as I do)
> 
> **Cons**: Google Sync - had a big lost of Data (in Version 9.x i think)&#10;Afraid of doing it again to sync data. Maybe resolved now.
> 
> Up and downs - overall I like it anyway. It is good but backup your data\!

-----

### "A great and reliable personal management tool" — 4.0/5

> **Heiko** | *4 May 2024* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: - excellent and stable applications for Windows and Android (iOS version not used so far)&#10;- easy-to-use and reliable synchronization via WLAN&#10;- my data belongs to me, no cloud constraint&#10;- regular software updates&#10;- very user-friendly price policy (I have purchased several lifetime licenses and I think the price is absolutely fair)&#10;- dark mode support
> 
> **Cons**: - no macOS client so far&#10;- the Windows client looks a little old-fashioned in terms of UI/UX functionality but is still absolutely useful
> 
> 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.

-----

### "Easy all-in Personal Information Manager" — 5.0/5

> **Rene** | *14 March 2023* | Retail | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

Page: 1 / 3\
Next: [Next page](https://www.softwareadvice.co.nz/software/357992/essentialpim?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/357992/essentialpim)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/357992/essentialpim> |
| en | <https://www.softwareadvice.com/project-management/essentialpim-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/357992/essentialpim> |
| en-GB | <https://www.softwareadvice.co.uk/software/357992/essentialpim> |
| en-IE | <https://www.softwareadvice.ie/software/357992/essentialpim> |
| en-NZ | <https://www.softwareadvice.co.nz/software/357992/essentialpim> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":[]},{"name":"EssentialPIM","description":"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. \n\nEssentialPIM 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.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/849c4e10-8be2-4447-be28-f325575d40ab.png","url":"https://www.softwareadvice.co.nz/software/357992/essentialpim","@id":"https://www.softwareadvice.co.nz/software/357992/essentialpim#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":46},"offers":{"price":"39.95","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.co.nz/software/357992/essentialpim#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Task Management Software","position":2,"item":"/directory/1412/task-management/software","@type":"ListItem"},{"name":"EssentialPIM","position":3,"item":"/software/357992/essentialpim","@type":"ListItem"}]}]}
</script>
