![]() ![]() ![]() You can also conduct search operations across the entire database, manage attachments, password-protect the database to restrict the access of other users, as well as import, export and synchronize data to a wide range of supported formats. A calendar with all events is put at your disposal, and you can easily tell them apart by color, depending on their category (e.g. Similarly, you can create to-do lists, notes, and contacts to create an address book with other people’s personal and business information, schedule an upcoming event and take notes, as well as explore emails and send new messages, provided that you have linked the tool to a Microsoft Office account.In addition, you can attach notes and external files, enable a reminder (at the event time or before the task), set EssentialPIM Pro to repeat the task, as well as mark it as an all-day event or exclusive event.Pros: Extremely user-friendly User Interface The cost is minimal - especially when you factor in the 'lost opportunity' costs that usually come with all the other CRMs out there.įor those people who insist on having a web-hosted program - all you have to do is back up your EPim files to DropBox or Windows Live. The few times I've had questions, they were answered by email within 24 hours. It is extremely intuitive to set up and use. If only they would co nsider adding some marketing facets like campaigns, and more elaborate search techniques, this little program would knock ALL the CRMs out there out of the market. PIM, which was never meant to be used for marketing has, by far, the easiest UI out there. I've looked at over 30 different CRM programs in the last year, from free to the expensive (Infusion and SalesForce). ![]()
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