---
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
---

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# EssentialPIM

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> 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**.

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## 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 (4187 reviews)
2. [Google Workspace](https://www.softwareadvice.co.nz/software/344998/google-workspace) — 4.7/5 (17615 reviews)
3. [Microsoft 365](https://www.softwareadvice.co.nz/software/397757/office-365) — 4.6/5 (14114 reviews)
4. [Calendly](https://www.softwareadvice.co.nz/software/73632/calendly) — 4.7/5 (4120 reviews)
5. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1463 reviews)

## Reviews

### "Top notepad + task manager \!\!\!" — 5.0/5

> **Verified Reviewer** | *2 August 2022* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: Notes, really helpful, use it daily to store different kinds of information from simple notes, guides to full web pages \&amp; pdf documents.&#10;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 \&amp; upload my DB, coz its not a smallest one...
> 
> Using it more than 2years already, and used to it. Very good helper in my daily life.

-----

### "A must for tracking and maintaining emails." — 5.0/5

> **Unmesh** | *2 August 2024* | Marketing & Advertising | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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

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### "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\!

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### "Essential PIM review" — 5.0/5

> **Ian Carlo** | *30 May 2024* | Internet | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "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.

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## 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> |

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