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Promo2day Review EssentialPIM
#1
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EssentialPIM is a personal information manager that allows you to keep all your information in electronic form. All your appointments, tasks, notes, contacts, password entries and email messages are stored in a graphical user interface and easily accessible form.

EssentialPIM and data, stored in its database is immune to any kind of surveillance, including NSA/CIA. The program keeps all entered data offline and never sends it anywhere, unless user sets up synchronization with numerous cloud services. You can switch off synchronization completely and also encrypt your data with strong password. In addition, EssentialPIM supports direct synchronization with Android and Apple devices through local network, without Internet and any 3rd party services.

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Homepage:

https://www.essentialpim.com/

Download:

https://www.essentialpim.com/get-epim

Free version: (26 Mb)

http://www.essentialpim.com/download/EssentialPIM.exe

Pro version: (51 Mb)

http://www.essentialpim.com/download/Ess...PIMPro.exe

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Android:

https://play.google.com/store/apps/detai...sentialpim

App store (Mac):

https://apps.apple.com/app/essentialpim/...50179?ls=1

Free Trial:

PC version of EssentialPIM Pro is a fully functional 30-day trial version.

Purchase:

EssentialPIM Pro Lifetime Licence (get all new versions for free for lifetime):  79.95$

EssentialPIM Pro Regular License (1 year of free updates included):              39.95$

Support:

https://essentialpim.zendesk.com/hc/en-us

Forum:

https://www.essentialpim.com/forum/

Language Files:

These files work on both Free and Pro versions of EssentialPIM and are included in the program. This page lists the latest language files available:

https://www.essentialpim.com/get-epim/language-files

Dictionaries:

To install a dictionary into EssentialPIM, click on Tools->Options->Spelling from within the program, select the required option from the list of available dictionaries and click on the Proceed button. The table which lists spell check dictionary files for EssentialPIM Free and Pro versions is available here:

https://www.essentialpim.com/get-epim/dictionaries

Comparison of Pro vs. Free:

Check the comparison table to know the differences between the free and Pro versions of EssentialPIM:

https://www.essentialpim.com/pc-version/pro-vs-free

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EssentialPIM For Windows:

EssentialPIM for Windows has evolved over many years to be a flexible, yet very intuitive application that gets you started within minutes. All its features make sure you are the real boss of your data.

EssentialPIM for mobile platforms (Android and iOS) allows you to keep and manage all of your PC version EssentialPIM data on the go. It also offers seamless synchronization of all data with the devices.

EssentialPIM For Android:

Android EssentialPIM provides native Calendar, Tasks, Notes, Contacts and Password modules, perfectly synchronizable with Windows EssentialPIM and Google services.

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Key features of Android Version:

Includes Calendar (day, week, week agenda, month, year and agenda views), Tasks (hierarchical structure), Notes (tree-like multilevel structure), Contacts (groups and unlimited custom fields) and Passwords (secure, self-locking mechanism) modules

Fast and responsive user interface with dark and light themes

Customizable widgets (calendar month and agenda views, to do, notes, quick add new items, modules shortcuts). Some of the widgets are available through in-app purchase of the Pro version.

Flawless synchronization with Windows EssentialPIM works over Wi-Fi, cellular networks (3G, LTE), Bluetooth or USB cable

Automatic synchronization of your data with Google services: Calendar, Tasks, Drive (for Notes and Passwords) and Contacts

Ability to assign tags to items, which is always a great way to better organize your data and its usage scenarios

Storing attachments linked to any types of items

Lock the app with a password and/or fingerprint for security purposes

Data backup/restore option

Available in 26 languages

Ads free

EssentialPIM For iOS:

EssentialPIM for iPhone/iPad is an app that allows to keep and manage all of your PC version EssentialPIM data on the go.

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Cloud Integrated:

Unprecendent synchronization features with all popular cloud services including Google Calendar / Contacts / Tasks / Drive, iCloud, Toodledo, SyncML, CalDav, EPIM Cloud and many others. Native Dropbox support is also included.

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Fully portable:

EssentialPIM Portable can work straight from your USB flash drive or any other portable device. All your settings and data are stored on the removable media in a dedicated folder, without any traces on host system. Data files can be also strongly encrypted using industry standard AES 256-bit key to prevent access to the data in case of media loss/theft.

User Interface and Features:

EPIM Today:

This feature gives a full overview of things need to be done in a simple, color-coded layout. You will have an overview of appointments, anniversaries and tasks for nearest days. You can configure EPIM Today settings using Options under tools menu

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Calendar:

Calendar module serves to control and plan activities. It can be displayed in different views: Day, Week, Month, Year, Table.

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Tasks:

This is a very useful built-in tool for managing tasks list. The program lets you sort records by any sorting criteria, assign different priority statuses and categories. The app has many tools and features that will help you to manage tasks list.

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Notes:

This useful feature lets you create notes which will be arranged in hierarchical structure and can be edited using standard drag and drop feature.

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Contacts:

This is a convenient tool to manage your contacts list and manage it in any way you need.

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Mail:

EssentialPIM offers a full scale Mail client which has classic features set like support of IMAP and POP3 protocols, message rules and unlimited mail accounts. It can be used offline

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Passwords:

This module will help you to module helps to manage password, sensitive data and login data for various services.

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Why you need EssentialPIM Pro?

All information in one place

EssentialPIM data is stored in a secure, fast and scalable database.
It can be cross-linked and easily searched for.

Cross-linked and tagged data

EPIM items can refer to each other to provide quick navigation between related elements.
Full tagging support allows to tag different items and treat them as a single project.

Securely stored data

Your data is encrypted using advanced industry standard AES (Rijndael) 256-bit key. Granular access to separate modules can be set up. Synchronization with cloud services is protected via SSL - the same technology that is used in online banking

Unprecedented synchronization features

Data can be synchronized with all popular cloud solutions, like Google Calendar / Contacts / Tasks / Drive, iCloud, Office 365 / Outlook.com, CalDav, CardDAV and many others. Native Dropbox support is also included.

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EPIM Cloud

EPIM Cloud transparently synchronizes all your EssentialPIM data between Windows devices through a secure cloud.

Advantages you get using EssentialPIM Pro:

Polished, clean interface that gives access to multiple features as you explore the program

Many customizable keyboard shortcuts to keep you productive

Sticky notes: EssentialPIM offers integrated sticky notes to turn any note into a sticky one!

Print: Any data in EssentialPIM can be printed in multiple layouts

Easy to migrate to, easy to get data out. No lock in

EssentialPIM has extensive data import and export cabalities that would put any other similar software product to shame. Your data will not be locked, so that you could transfer it in and out the way you need it. Just a few of the supported data formats include: EML, XML, HTML, RTF, CSV, TXT, iCal, vCard

Multi-user database access: Need to collaboratively work with others? You can do that with EssentialPIM Pro Business

Extra Security: All your data is protected using industry-standard 256-bit SSL protocol

Flexible structure that organizes To Do's into multiple trees: with subtrees and leafs. Together with powerful filtering tools this allows for lightning-fast location of your data

Open source database. Data is always yours. No proprietary formats, no lock in. You can even write plugins and applications to work with your data the way you like

Additional software for your data management needs:

There is more to EssentialPIM than just managing your information. There are many free tools to take care of your database:

EPIM Synchronizer to synchronize multiple databases between each other and EPIM

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Archiver/DupeRemover to archive old items and to remove duplicate entries from the database.

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EssentialPIM 9.0 Released: (May 27, 2020):

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Dark Mode:

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Enhancing visual ergonomics, EssentialPIM is now offering you a more comfy user interaction within the software. Incorporating Dark Theme, the program uses a darker palette for windows and controls. Reduce the eye strain and organize your information effectively!

Anchors in Notes:

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Remembering everything is not a feasible option for many of us. Make important notes and place bookmarks inside them by using anchors. Drop an anchor and browse to it from another place in a second. Every piece of information you need is available to you momentarily.

Improved Insert Symbol dialog in notes:

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Enhance your information and reports with better and easier to use Insert Symbol dialog in notes. Narrow your search for a symbol by first selecting a subset it belongs to. More symbols, more easiness.

Option to auto delete old email messages for each mail folder:

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Keeping mailbox lean and tidy, the new version gives you the option to automatically delete legacy mails. Remove messages older than a certain date. Manage email clutter and keep mail box organized.

Colorful tags and ability to assign individual shortcuts to them (EssentialPIM Pro):

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EssentialPIM allows you to easily keep all information in one place by offering a tags feature to identify the items quickly. You can now assign a color to all tags and organize them better by assigning shortcuts.

Ability to print from Tags Explorer (EssentialPIM Pro):

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Add tags to any items in EssentialPIM and minimize work interruptions. See which items belong to which tags with Tags Explorer. All your data assigned for a particular tag can be printed in one go. Plan your work & reduce work-related stress.

Set background color for note names (EssentialPIM Pro):

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Using colors is a good way to organize your records. In the new version, background colors can be set for note names. Building a workflow with a series of notes can help to accomplish a goal. Identify the note and color it!

Full Changelog:

https://www.essentialpim.com/blog-and-ne...on-history

Why you need to upgrade to the Pro version?

EssentialPIM Pro Exclusive Features:

Multi-user access to database:

EssentialPIM Pro Business edition can be your ideal office solution for sharing, assigning and analyzing Contacts, Tasks, Calendars, Notes or any tree-structured information. You can set users' rights and set up access levels. Any item can be assigned Public, Private or Custom status.

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Offline mode:

Use Offline mode when there is no access to the Internet: Suppress all outgoing Internet connection attempts, avoid annoying error messages when offline and gracefully synchronize all changed data when online

Internal cross-linking:

All data in EssentialPIM Pro can be cross linked. Make link from any item to any number of items. Link meetings to contacts and tasks to notes or vice versa.

Advanced search:

Advanced search allows to use multiple conditions to find items within all modules of EssentialPIM Pro. Make as complex search as you want to look for items across all modules at once

Advanced backup:

EssentialPIM Pro offers more flexible backup options allowing unlimited on-the-fly backups within defined period of time.

Attachment:

Storing and/or linking attachments: EssentialPIM Pro can store files or links to files, allowing users to keep all their files in one place conveniently structured and assigned to specific items.

Powerful attachment manager: Attachment manager lists all your attached files in one place, allowing for powerful search and filtering

Ability to filter events and tasks by categories:

Calendar and Task modules can be limited to showing certain categories only, ensuring dynamically adjustable and convenient view of the desired items

Calendar:

Custom views: A custom view in Calendar which can show a user-setup number of days for the Week view.

Adjust calendar Week and Month views: Exclusive settings allow you to change number of days and weeks in the Week and Month views respectively, thus giving immense versatility when working strategically with your schedule.

Subscribe to online calendars: Allows you to subscribe to unlimited number of automatically updating online Calendars (e.g. iCal).

Exclusive "Week Agenda" view: Give your schedule a new perspective. Completely new view on your week appointments.

Tasks:

Assigned people for Tasks: In EssentialPIM Pro each Task can have an unlimited number of assigned people to help track and evaluate projects

Hierarchical Task lists: EssentialPIM Pro allows creating hierarchical trees of Tasks, strictly following the logic of your projects

Editable categories for tasks or appointments: EssentialPIM Pro offers an unlimited number of user-defined categories for each module. Custom colors can be assigned to each new or existing category

Multiple Task tabs: In EssentialPIM Pro you can have multiple sheets of Tasks. One for each project or one per month or... Unlimited number of Task lists ensures unlimited possibilities

Put Tasks into Calendar: Overlay your Tasks on Calendar. Combine the structured Tasks with illustrative Calendar views

Add custom fields: You will be able to add an unlimited number of new custom fields into Task module and work with them exactly as with built-in, default set of fields

Use advanced filtering for tasks: Filter Task items as if they were in MS Excel! You will be able to manage hundreds of projects simultaneously

Notes:

Multiple tabs for note trees and single notes: Utilize limitless sorting and storing capabilities in the Notes module using tabs. Allows to organize notes the way you want it

Sticky notes on desktop: In EssentialPIM Pro you can place notes onto the desktop. These notes will be "glued" to your desktop background and are fully an easily editable in this form. Write down ideas and thoughts in a quick and easy way and have them saved in EssentialPIM Pro

Contacts:

Contact groups: Create an unlimited number of Contact groups in EssentialPIM Pro. Each contact may belong to several groups. Print, sort and export by groups

User-defined custom fields for contacts: Create as many additional contact custom fields as you need and use them like all the other fields in EssentialPIM. Select from certain type of fields or create free-form field

Dial-up your contacts from EssentialPIM Pro: Choose any contact with phone number and click to dial straight from EssentialPIM Contacts module (requires modem)

Advanced filters in Contacts: Filter Contacts view in any way that you prefer. Make a very flexible view that shows exactly that, in an Excel way

Printing:

Color printing: Calendar can be printed in full color, great for color printers and better understanding

Advanced printout options: Pro version users have access to fine-tuned printout settings, e.g. can print out certain ranges of Appointments in Calendar module

Print envelopes: Print envelopes in bulk or one by one with postal addresses of people in your contacts list using a straightforward wizard. You will be able design and print hundreds of envelopes in just couple of minutes

Email:

Send out newsletter to all or selected contacts: Send customized email messages in bulk to your contacts in EssentialPIM Pro. Perfectly suitable as an efficient CRM solution

Sending any item via email: Every single item within EssentialPIM Pro (be it an appointment, task, note, etc.) can be conveniently sent out in text form via email

Group email in threads or conversations: EssentialPIM will automatically group related emails in a thread that you can collapse or open. Perfect to longer conversations

Convert any Email to Task or Appointment: Allows you to convert any email to Task or Appointment with one click

Create and insert text snippets into emails: Allows you to quickly prepare and insert text snippets into email, making it a perfect tool for quick replies

Encryption and Security:

More database encryption algorithms: For the best possible security, EssentialPIM Pro features 8 encryption algorithms to choose from, including Rijndael (AES), Triple DES, Blowfish, Twofish, and Square

Password-protect any module: You can password-protect any EPIM module(s) of your choice, in addition to encrypting the whole database

PGP Email encryption: All outgoing emails can be automatically encrypted and signed using industry-standard PGP module. Incoming PGP messages can be decrypted also in automatic mode

Protection of your data:

You can make any item read-only in EssentialPIM Pro with a click of a button. It effectively protects your data against accidental loss. You can also set items as private: Keep some entries private and hide them quickly from the screen, printout, export or synchronization in case of need. May also be used to keep work issues separate from home items, for example.

Passwords:

Store password entries in groups: Create password groups in Pro version. Groups allow to conveniently organize passwords in a hierarchical tree.

Auto-type your passwords on the web: Get away from copy-pasting! Pro version allows you to pre-fill password form in your browser with 1 click on password entry in EssentialPIM.

Synchronization:

Synchronization with online services: A whole array of synchronizations: Google, iCloud, Yahoo, CalDAV, CardDAV, SyncML, etc. Set up as many synchronizations as you wish. All synchronizations can run in the background and on schedule.

Outlook synchronization: EssentialPIM Pro version offers either two-way or one-way synchronization, allowing to always keep your Outlook and EssentialPIM data updated.

Synchronization with Google services: Synchronize all your EssentialPIM data with corresponding Google services. For example, EPIM Calendar with Google Calendar, Tasks with Google Tasks, Contacts with Google Contacts and Notes with Google Drive.

Integrated Dropbox synchronization: Store your EssentialPIM database in Dropbox! EssentialPIM will automatically and transparently download and upload your database to DropBox when it is needed. Your data will always be with you, on any computer

Synchronize to Office 365 / Outlook.com: Synchronize your EssentialPIM Calendar, Tasks and Contacts to Office 365 and Outlook.com.

Templates:

Email templates: Create and use email templates to make handling emails faster and efficient.

Templates for appointments and tasks: Create and edit templates for your tasks and calendar events. Template pre-fills data fields for you, allowing to create similar items with 2 mouse clicks.

Text Style and Formatting:

Use text styles to format faster: Create and edit styles that you can use in Notes. Apply font type, size, alignment and other parameters in one mouse click to any text.

Rich text formatting anywhere: Change font size and color in your Tasks, Appointments, Contacts or any other item within EssentialPIM Pro. Make important items to stand out and less important to fade.

Rich text formatting of note titles: Navigate through your notes easier: give your notes list more colors, change fonts or make it bold!

Tags:

Add tags to any EPIM item: Tag any EPIM item to group a collection of items and handle as one project.

Reminders:

Add multiple reminders: You can add up to 5 reminders to each Calendar event or Task.

Date and time:

"Properties" will show when each EssentialPIM item was created and last changed: See date and time of creation and last change for any item.

Want to change date format? Custom date formats will allow you to set up any date format that will be used throughout the program.

Conclusion:

EssentialPIM Pro is a comprehensive set of tools that offers 30 ways to help you manage your life. The program will let you easily manage your appointments, tasks, notes, contacts, password entries and email messages across multiple platforms and cloud applications. EssentialPIM Pro offers you a good portable email client that always works, online of or offline with effective integration with contacts and other EssentialPIM modules for productive work. In addition, it is a convenient way to store all your passwords and other sensitive data. The built-in trash makes sure you never lose any items from EssentialPIM. The EPIM Today gives a full overview of things need to be done in a simple, color-coded layout. The built-in color-coded, easy-to-read calendar with many categories will be of great help to you. There are also to do list and notes that are important in your daily activities. You can print any items you need

Facebook account:

https://www.facebook.com/essentialpim

Linkedin Account:

https://www.linkedin.com/company/astonsoft/

Instagram account:

https://www.instagram.com/essentialpim/
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#2
Thank you for the detailed review!
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#3
thanks for great detailed review Heart Thumb
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