EssentialPIM

Reviewed by Rashi
Updated October 5th, 2021

Tekpon Score

8.7

Users Score

7.5

EssentialPIM Review

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Are you looking to ramp up your teams’ productivity? Looking for a PIM tool for yourself? And now you are wondering what exactly is PIM, well we are here to rescue! PIM stands for Personal Information Manager. And it is a kind of tool that allows its users to keep all the information intact in an electronic form. All of the tasks, appointments, to-do lists, contacts, and notes are stored in a graphical format and can be accessed from any device at any point in a given time. EssentialPIM is one such tool available in the market that lets you manage all your appointments, tasks and store all your password entries in one place that users can access from multiple devices and cloud applications.

So without further ado, let us dive right into its detailed review.

UI/UX

8.0

Ease of use

9.0

Value for Money

8.9

Features

8.6

Customer Support

9.0
Pricing Details

Starting from: $39.95/month

Pricing Model: Subscription

Yes, has free trial

Yes, has free version

PROs
  • Ease of use
  • On-premise data storage
  • Value for money
  • Customer Support
CONs
  • Lacks Synchronization
  • Mobile application support
Best for
  • Personal
  • StartUps
  • Small business
  • Medium business
Deployment
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone

EssentialPIM Software 

We understand the needs and requirements of PIM software in the life of any working professional. These tools help in keeping a tab of all the work-related appointments. While this task might look simple to our readers, it becomes very tedious and tricky to juggle ever-increasing emails and tasks. This is the area where Personal Information Manager tools come into the picture.

Gone are when companies would require to employ a PIM by shelling them a hefty salary. Now, this can all be done online. It is like keeping a virtual manager who will keep all your essential information collated in one place, and that too by just spending a fraction of the cost. EssentialPIM is one such software that offers its users a safe and secure database to store all the information they need without blowing a hole into the budget.

Let us have a look at the detailed review for EssentialPIM software.

What is EssentialPIM? 

EssentialPIM is a cloud-based solution designed for personal information management. As the name suggests, it is designed for small to mid-size business professionals to help them grow and stay organized by managing their essential information in a secure and centralized database.

It is an award-winning PIM software available on the market. It offers an intuitive interface that works with speed and can synchronize all the information with the EPIM cloud. Furthermore, it is a flexible software that allows its users to gain complete control of it without dealing with troubles and complexities. Thus, resulting in enhanced productivity and ensuring data security at all times.

EssentialPIM dashboard review Tekpon

The software is supported on multiple platforms that include Windows computers and Android and iOS mobile devices. The mobile version of the software ensures data accessibility on the go. In addition, the software comes equipped with market standard security features, such as a 256-bit encryption key and support for offline data storage.

The platform provides support via the following options: Chat, Email/Help Desk, and Phone Support. In addition to these, the training options that are offered by the EssentialPIM team to the customers are the KB documentation. And the In-Person training sessions. Users can opt for the possibility that suits their business needs the best.

For what, you can use EssentialPIM? 

EssentialPIM eliminates a wide range of problems from the day-to-day lives of its users. It helps in solving the following difficulties:

  • Acts as a central repository for storing everyday activities like calendar tasks, essential contacts, etc.
  • It helps with assigning various tasks to the other team members and allows one to track the progress as they go.
  • It keeps business data separate from personal data by allowing its users to restrict which data needs to be synchronized into the database.

EssentialPIM Features

EssentialPIM is supported by many users and has been acknowledged as the best PIM system available worldwide. It has been possible because of the excellent feature support that this software has in the hood to offer to its users; these include:

  • Direct Synchronization
  • Data Sync with Cloud Applications
  • Personal Data Consolidation
  • Cloud Storage and Offline Storage options
  • Data Tagging
  • Secure Database
  • AES-256 Encryption
  • SSL Technology

Now let us look into some of these features in detail.

Data Synchronization and Consolidation

Users do not need to worry about their user data being spread across various platforms and devices. EssentialPIM provides its customers with a secure database system to scale as per the business requirements further. This is where one can keep all personal information, including passwords, contacts, tasks, and appointments. Thus one can access all the data they need without actually switching between multiple devices and applications.

Another feature that results in enhanced productivity is data synchronization. After enabling this feature, all the data between Windows or Android and iOS devices get synced automatically without connecting to the internet or using third-party applications. This can be done using an intranet, Bluetooth, or USB connection.

Enhance Data Protection

EssentialPIM offers some advanced security features that further help protect all its customers’ personal and professional data from security breaches on the internet. The data will be stored on the devices and not synced to other cloud services unless the user enables the data synchronization feature.

Additionally, the software protects all the devices with an AES 256-bit encryption key. In online data synchronization, all the data transferred is kept safe using the SSL encryption strategies.

User-Friendly Interface

EssentialPIM offers a massive variety of essential features, and at the same time, is extremely easy to use. The design and functionality of this software are very similar to that of Microsoft Outlook, which is a widely used management tool. Furthermore, users can choose tools and applications as per their requirements which they can customize in the future. Thus allowing them to start using the application quickly.

Personal Data Management

The intelligent feature of this PIM software permits its users to organize, access, and handle their data with greater convenience and flexibility. Users have complete control over their personal information and use it as per their purpose. For instance, users can assign tags to their information, thus enabling faster navigation through the data and data separation. This software also performs cross-linking, which means that one can relate different data elements with one another.

It has a calendar widget that allows users to track each month’s appointments, schedules, and agendas.

In addition to all these features, another impressive feature of EssentialPIM is that it offers its services in 30+ languages. Thus users can choose the language of their preference as per their comfort level. This signifies that this software was designed for global use.

EssentialPIM Pricing 

EssentialPIM is available in two versions: Free and Pro version. Furthermore, users can choose from the various pricing models available under the pro subscription following their business requirements.

Starting From: $39.95/month (Monthly Plan)

Pricing Model: Subscription

Free Trial: 30-days

EssentialPIM Pricing Plans

The EssentialPIM free version offers the following set of features:

  • Contacts
  • Password entries
  • Notes
  • Tasks
  • Emails
  • Mobile versions (Android & iOS apps)
  • Data synchronization with mobile devices
  • Global personal info search

The EssentialPIM Pro Regular edition which is charged at $39.95 offers the following additional capabilities in comparison to the free version:

  • Data synchronization with multiple cloud services and solutions
  • Data synchronization with MS Outlook
  • Multiple-user access to EssentialPIM database
  • Desktop sticky notes
  • Global data cross-linking
  • Attachment storage and linking
  • Unlimited contact groups
  • Task & appointment templates
  • To-Do lists in a hierarchical structure
  • Event & task categories editing
  • Advanced data backup
  • Multiple tabs for single notes & tree-like note structures
  • Lifetime usage of the version you purchased
  • Free software updates for one year
  • Priority support

EssentialPIM Business Plan

Another Pro plan that is offered by EssentialPIM is the Business Edition plan. This plan costs $59.95 to the users and offers the following additional features:

  • Additional networking features for workgroups
  • Free software updates for one year
  • Priority support

The EssentialPIM Pro Lifetime edition is charged at $79.95 per year, and below mentioned are the details:

  • Free access to all new versions for a lifetime
  • Software usage on 2 PCs from a single user
  • Priority support

EssentialPIM software offers a different pricing plan for its cloud version of the software. This plan costs $1.99 per month or $ 19.95 if billed annually. In addition, this plan offers enhanced SSL protocol for security and provides synchronization and backing up all the data across multiple devices. So, all in all, customers can choose from both the paid and free variants available and select the best solution that suits their business requirements.

EssentialPIM Integration 

EssentialPIM offers integrations with the following cloud services and solutions available in the market:

  • Google Services ( Google Drive, Calendar, Contacts, Tasks)
  • MS Outlook
  • iCloud
  • CardDav
  • CalDav
  • Office 365
  • Dropbox
  • SyncML
  • ownCloud
  • Toodledo

Additionally, EssentialPIM software offers connectivity with DAV (Distributed Authoring and Versioning) server implementations, including CardDAV and WebDAV. It also provides continuous synchronization with Android and iOS EPIM systems.

EssentialPIM Alternatives 

The top alternatives to EssentialPIM that are available on the market are:

  • Rooftop
  • EngageBay
  • Evernote
  • Microsoft Outlook
  • Thunderbird
  • Pipefy
  • Bitrix24
  • Boomi
  • TotalCloud

We understand that sometimes it might be a genuine challenge to decide on a solid Cloud Management Software app that meets the requirements and accords with the budget limits. Thus, we have consolidated a comparison for you.

EssentialPIM vs. Thunderbird

Thunderbird is yet another email application available in the market which is very easy to use, and people can further customize as per their needs. Also, Thunderbird has several features that make it a suitable choice as an alternative :

  • Tabbed emails for management of multiple conversations.
  • An address book that is extremely easy to use.
  • Smart folders and filters.
  • Advanced search features.
  • PGP encryption to keep emails safe and private.
  • Built-in Lightning extension that grants calendar functionality.

Moreover, Thunderbird offers its services for free. However, to make use of additional features, users might need to pay extra for EssentialPIM software. When it comes to the user interface, EssentialPIM has a better UI, while using Thunderbird can be a little more complicated for new users.

People can use Thunderbird with the help of extended plugins. However, EssentialPIM offers its users a complete packaged deal.

EssentialPIM Review Conclusions 

To conclude, we found EssentialPIM to be a lot more than just an email client. It is a Personal Information Manager tool that stands up to our expectations. It is precisely what we expected it to be: modern, sleek, and functional. The free version has all the essential features for people to start. And the features that are available with the premium plans are worth investing in. They are not heavy on pockets and are an excellent choice for organizing their time and boosting their team’s productivity.

One final note: EssentialPIM comes in a portable version, which you can load onto a USB flash drive or external hard drive and use on any computer. This makes it great for students and those who travel often. So download it today!