Last Updated
Overview
TargetX is a higher education customer relationship management (CRM) platform that supports admissions, recruitment, and student retention. Despite occasional reporting limitations, its mobile-first tools, workflow features, and communication automation help campuses manage applicant engagement and student success efficiently.
Overall Rating
Based on 10 users reviews
4.2
Rating Distribution
Positive
90%
Neutral
0%
Negative
10%
Starting Price
Custom
TargetX Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Mobile CRM
What Is TargetX?
TargetX is a CRM designed for higher education institutions to manage recruitment, admissions, and student lifecycle workflows. It offers mobile-friendly communication tools for prospect engagement, application review features for streamlined decision-making, and retention tools to track at-risk students. These features help institutions reduce administrative friction, improve applicant engagement, and centralize student lifecycle insights.
TargetX Pricing
The vendor offers custom TargetX pricing plans to cater to different needs:
TargetX Integrations
The software supports integration with multiple systems and platforms, such as:
- Salesforce
- PeopleSoft
- PowerCampus
- PayPal software
- Elavon
Who Is TargetX For?
TargetX is ideal for a wide range of industries and sectors, including:
- Universities
- Community colleges
- Admissions offices
- Enrollment management
- Student success teams
- Registrar offices
Is TargetX Right For You?
If your institution needs a CRM tailored to recruitment, application processing, and student retention, TargetX may fit well. Built on Salesforce, it offers scalable communication automation and student lifecycle tools, although reporting may require a learning curve.
Still doubtful if TargetX is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
TargetX Features
Recruitment And Admissions Management
TargetX centralizes lead capture, applicant communication, and admissions review in one CRM workflow. Recruiters can track prospective students from inquiry through application and decision, reducing manual coordination and improving follow-up timeliness.
Communication Automation And Templates
The platform lets institutions automate email and SMS outreach tied to recruitment milestones. Users can build structured communication plans that reduce repetitive tasks and ensure timely engagement based on defined triggers.
Retention And Success Tools
TargetX includes student success features like automated alerts, action plans, and appointment scheduling. These tools help advisors proactively address at-risk students with coordinated interventions.
Mobile-First Engagement
The CRM is designed with mobile access so recruiters and staff can view dashboards, respond to applicant questions, and engage with prospects while on the move, maintaining workflow continuity outside desk environments.
Analytics And Dashboards
TargetX features structured dashboards and reporting tools that highlight recruitment pipelines, communication effectiveness, and retention indicators, aiding data-informed administrative decisions for institutional teams.
Pros And Cons of TargetX
Pros
Flexible and customizable interface
Strong communication and recruitment tools
Built on Salesforce ecosystem
Cons
Customer support needs improvement
Reporting limitations and occasional bugs
TargetX Reviews
Total 10 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars40%
3
Stars0%
2
Stars0%
1
Stars10%
Share your experience
Small Business, 11-50 employees
“user friendly with solid programming”
Pros
Using this software is pretty easy most of the time and the programming side is simple to work with as well.
Cons
One ongoing frustration is the regular glitches. They hurt productivity and slow down how quickly we can respond to students. Updates really need to be tested better so bugs are fixed before they're released.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Small Business, 11-50 employees
“disjointed interface”
Pros
The Application Review tool is probably the strongest part of it. I've even heard of schools choosing the platform largely because of that feature alone. They wanted a more standardized application review workflow and this piece of the system helped make that possible.
Cons
Has been frustrating to use because the interface feels incredibly inconsistent and disconnected. I honestly haven't come across another web app with a UI this disjointed. It feels like four different generations of design are all mixed together in one product. Some areas look like Salesforce Classic others resemble Salesforce Lightning then there's TargetX Builder which seemed like their third generation interface but now appears to have been dropped as well. At this point they seem to be building yet another UI that lives entirely on their own servers and doesn't integrate with Salesforce CRM at all. Their heavily promoted new SMS solution was also a step backward compared to the old one. It offered barely any CRM integration opened in a separate window just to bookmark and almost no information synced back and forth beyond basic contact details.
Rating Distribution
Ease of use
1
Value for money
2
Customer Support
2
Functionality
2
Mid Market, 51-100 employees
“powerful integrations”
Pros
It does a really nice job of connecting apps from other vendors so they work smoothly with its own tools. Their support team is always quick to answer questions help resolve issues and they keep putting effort into improving the platform and adding even more solutions.
Cons
A few features and settings can be tucked away and harder to find than they should be. Though Lightning Experience is starting to make the platform feel more consistent so that part is improving.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What types of pricing plans does TargetX offer?
Pricing plans for TargetX are custom; for a custom TargetX cost, contact us.
What other apps does TargetX integrate with?
It integrates with Salesforce, student information systems, payment gateways, centralized applications, and test score/data providers.
Who are the typical users of TargetX?
Users are from universities, community colleges, admissions offices, enrollment management, student success teams, and registrar offices.
What language does TargetX support?
TargetX software is available in English.
What level of support does TargetX offer?
Support is available via email/help desk, phone, demos, and training resources through the vendor.
Does TargetX have a mobile app?
Yes. TargetX supports mobile access on Android and iOS devices via responsive CRM interfaces.
Does TargetX offer an API?
Yes. TargetX supports API access through its Salesforce platform configuration.