G2 Vendor Directory

MailStore Server vs. Redtail Technology

A side-by-side comparison based on G2 review data.

MetricMailStore Server

by MailStore Software

Redtail Technology

by Orion Advisor Tech

Overall rating4.24.3
Review count13268
Ease of use9.28.8
Ease of setup8.88.7
Quality of support8.88.9
Meets requirements9.18.8
NPS5054.716981
Small Business38.5%92.5%
Mid-Market46.2%5.2%
Enterprise15.4%2.2%
Total page views149749
Total LLM citations1,2465,281

MailStore Server

MailStore Server is a leading email archiving solution designed for small and medium-sized businesses . It creates 1:1 copies of all emails in a central archive, ensuring data security and availability over many years. Users can access their archived emails through Microsoft Outlook, MailStore Web Access, or mobile devices, enabling rapid searches and retrievals. Key Features and Functionality: - Comprehensive Archiving: Supports various email systems, including Microsoft Exchange Server, Microsoft 365, Google Workspace, and any IMAP- or POP3-compatible servers.

Pros

    Redtail Technology

    Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving.

    Pros

    • Ease of Use
    • Helpful
    • Integrations
    • Software Integration
    • Setup Ease
    • Customer Support