--- title: TargetX Reviews meta_title: 'TargetX Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 38 reviews by the users' company size, role or industry to find out how TargetX works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 38 scale: '5' date_modified: '2026-08-07' parent_category: name: Education url: https://www.g2.com/categories/education --- # TargetX Reviews **Vendor:** Liaison **Category:** [Admissions and Enrollment Management Software](https://www.g2.com/categories/admissions-and-enrollment-management) **Average Rating:** 3.9/5.0 **Total Reviews:** 38 ## About TargetX TargetX delivers out-of-the-box CRM solutions in Recruitment and Retention that allow higher education professionals to get back to the business of delighting students with a mobile-first, personalized, and outcomes-oriented student experience. Transform enrollment management and drive admissions productivity with our communications tool, online app, reporting and more in the TargetX Recruitment Suite. Motivate lifelong student success with our Schools App mobile community, appointment scheduler, predictive analytics, and more in the TargetX Retention Suite. Our solutions are built on the Salesforce platform and trusted by over 400 institutions worldwide. ## TargetX Reviews ### 1. Advani review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2020 **What do you like best about TargetX?** Support and robust back end that will be extensible to other processes. Everyone is given an implementation consultant to help initial stages. All have been very out of the box thinkers. I bring up issues and I get responses from, sometimes, the highest level. **What do you dislike about TargetX?** Inflexibility with accessing different Saleseforce Objects in modules or different applications within the system. **Recommendations to others considering TargetX:** There are always trade offs when going with an off the shelf software between customization and generlizablity. The trade off has been very worth the decrease in specific, tailor-made solutions for the scalability, supportablity and repeatability within TargetX. The functionality of Salesforce alone is worth the price of admission. **What problems is TargetX solving and how is that benefiting you?** Unification of disparate systems. Using TargetX to increase student contact and, hopefully decrease melt. ### 2. TargetX - Recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2020 **What do you like best about TargetX?** Ability to customize to fit our needs - we needed to add some custom objects and that has been very easy to do. **What do you dislike about TargetX?** I am sometimes frustrated with email builder. The new email builder is occasionally tricky to get the text appropriately formatted. It will look ok in the preview, but the actual send looks different. Also, I don't particularly appreciate that the email campaigns have a built-in 'safeguard' which will put the email broadcast on hold if there is a 'significant change in the number of people it will be sent to. There have been occasions when I schedule an event email reminder on a Thursday (I am out of the office on Friday) to go out the morning of the Saturday event, and between the time I schedule the email and that morning, enough students have registered so that the broadcast is placed on hold. Once on hold, I have to go into the system and release the broadcast - which defeats the purpose of even scheduling the broadcast in advance. **Recommendations to others considering TargetX:** Be sure to clarify your business processes first. Then, look at how you can utilize TargetX to do things most efficiently - don't just replicate what you are doing in your existing system. You need to look at how you can enhance the process. Then, look at what is delivered and see what other data you might need. If you are making any major changes - test in sandbox first and then migrate over. Also, use the resources offered by TargetX and the User Community - there is a great deal of knowledge and experience that is available to help you. **What problems is TargetX solving and how is that benefiting you?** Completely automated our events process. Better able to communicate with students and track engagement with students. Also greatly enhanced our Admission Officers interactions with students and their ability to track their interactions with prospective students. In addition, we added drip campaigns which have been a huge lifesaver! ### 3. Very flexible, but stable product for higher ed recruitment **Rating:** 5.0/5.0 stars **Reviewed by:** Nathaniel T. | Director Of Information Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about TargetX?** TargetX customer support along with the service offerings are unmatched in the higher ed recruitment vertical. We have been a customer for more than five years and have been very happy with the product offerings. **What do you dislike about TargetX?** You have to use Salesforce which means you have to pay for a Salesforce license. It would be great if there was a bundled package where only one payment was made. We endured the growing pains of the smaller company and was able to partner with TargetX to create a solution that not only worked for us but other clients. **What problems is TargetX solving and how is that benefiting you?** Automating recruitment whether that's via personal contact, digital marketing, or event driven. We are seeing results with the TargetX solution. Email deliverability is high and now we are engaging with our prospective students via SMS. Automating the recruitment workflow is a real possibility and realized at Lee. ### 4. Leverage Your Recruiting With TargetX **Rating:** 5.0/5.0 stars **Reviewed by:** Bob H. | E, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2020 **What do you like best about TargetX?** The User Interface, wealth of data and reporting capabilities. **What do you dislike about TargetX?** It is so rich in features it can be overwhelming to new users. **What problems is TargetX solving and how is that benefiting you?** Marketing to various stages in the recruiting pipeline. Increase in the number of prospects who become registered students. ### 5. TargetX is a fantastic tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about TargetX?** TargetX integrates apps from other vendors to work seamlessly with their own tools. TargetX support is always eager to answer questions and resolve issues, as well as working to improve their tools and offer even more solutions. **What do you dislike about TargetX?** Some features and settings are well-hidden. Lightning Experience is helping to make things more consistent so it's getting better. **What problems is TargetX solving and how is that benefiting you?** We are making better use of leads we've imported, and more effectively managing communications with our prospects and applicants. ### 6. Great product - couldn't do what I have to do without it **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl D. | CRM Administrator/Communications Liaison, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about TargetX?** I like that it is user-friendly and customizable. **What do you dislike about TargetX?** There are certain fields/features that aren't easy to report and get all of the information that you want. The new SMS system isn't reportable that I can find, and it doesn't log text messages to the student detail screen. **What problems is TargetX solving and how is that benefiting you?** We use the system across campus. We've used it for housing, processing graduation, immunization tracking, and everything else. Any time someone says they are tracking something on a manual spreadsheet, I respond with let's talk, and we can usually find a way to track it in the system so they aren't having to keep that spreadsheet any more. ### 7. TargetX for Recruitment and Admissions **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey C. | Enrollment Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2020 **What do you like best about TargetX?** TargetX offers a prebuilt, yet highly customizable, solution for recruitment and admissions built on top of the Salesforce platform. TargetX has responsive and helpful support. There is a vibrant and helpful user community. **What do you dislike about TargetX?** Although it is highly customizable, by nature of it being a pre-built solution, there are limits to what can be changed. Also, keeping up with the monthly package updates can be a challenge. **What problems is TargetX solving and how is that benefiting you?** TargetX allows us to provide a custom student portal for applicants, which includes among other things, a dynamic checklist of application materials and a payment connector for tuition deposit payments. ### 8. CRM is awesome, Target X separates from competition with their unparalleled service & support! **Rating:** 5.0/5.0 stars **Reviewed by:** AnnMarie P. | Associate Director Advisement Center, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2020 **What do you like best about TargetX?** Target X is always responsive, their product is user-friendly, even for less experience CRM users! Target X Communities is a great way to network, learn from others and share amongst peers. **What do you dislike about TargetX?** I haven't really come across anything to dislike perse. One functional piece that is being fixed with the Winter update, is folders in the email campaign Builder, that will be an amazing update and allow us to organize our content better! **Recommendations to others considering TargetX:** You won't regret it! There are other CRM out there, but they dont attend to the entire student life-cycle the way Target X does. They listen to their clients and respond to needs for updates or changes in ways that I've never seen with other, larger CRM/SIS entities. **What problems is TargetX solving and how is that benefiting you?** Communication has improved a great deal, with virtual learning and communication with students during Covid-19, we found that adjusting our usual communication plan from email to SMS, has made a HUGE difference in response! We've had to look at our strategy overall, from recruitment to enrollment and then retention and see where we can do better to clean up our communication process and also where we have gaps. The best part of implementing Target X is really examining our current process, how we are doing things, why we are doing them (that way), and finally cleaning up the old and starting fresh with new processes that attend more appropriately to our prospective student and current student populations. The Target X team helped us through all these stages, working with them helped us to realize our potential and as a result our recruitment and retention programs have developed quite nicely since. ### 9. Great product! **Rating:** 4.5/5.0 stars **Reviewed by:** Michele B. | Director of Admission & Enrollment, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2021 **What do you like best about TargetX?** The communication tools in the retention suite have helped us streamline our connections to student cohorts at all stages of the application and enrollment process! **What do you dislike about TargetX?** Time-consuming to write the interface to pull data from other systems. **What problems is TargetX solving and how is that benefiting you?** Moved multiple application on-line with different enrollment steps for each ### 10. Custom Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2021 **What do you like best about TargetX?** All the products of TargetX are helpful. **What do you dislike about TargetX?** TargetX SMS; one on one texting was not being helpful **What problems is TargetX solving and how is that benefiting you?** Admissions and Enrollment; Application review process made it so easy to make quick decision through workflows ### 11. Great company to get a school into the Salesforce platform without a lot of startup development **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2021 **What do you like best about TargetX?** HE functionality pre-developed, great service from account manager, good tech support and resources **What do you dislike about TargetX?** Managed package components are closed and not visible, past technical issues, lack of some flexibilities **What problems is TargetX solving and how is that benefiting you?** Online visit/event registration, online application, email campaigns, communication tools ### 12. Best Enrollment CRM I have Used! **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2020 **What do you like best about TargetX?** I like how it integrates into Salesforce. I also like the brand reputation it has in the marketplace. It is perfect for higher education professionals to track students throughout the application cycle **What do you dislike about TargetX?** The user interface isn't always the clearest and sometimes it is hard to navigate. **What problems is TargetX solving and how is that benefiting you?** The tracking of students through the different stages of the application cycle is very helpful. ### 13. TargetX has been a very positive experience from the first day we began working with them. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2020 **What do you like best about TargetX?** The ability to customize just about anything within the CRM to make it our own based on our business needs. **What do you dislike about TargetX?** In the beginning the ability to customize everything can be a bit overwhelming when you do not know where to find everything you are looking for. **What problems is TargetX solving and how is that benefiting you?** lead management and ability to report on where all of our leads are within the enrollment funnel. ### 14. Top notch efficient relationship management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2019 **What do you like best about TargetX?** I love how it allows us to manage thousands of applicants/candidates. Report building is one of the most key features! **What do you dislike about TargetX?** Needs time and training and money to fully master the software. **Recommendations to others considering TargetX:** Definitely go for it, especially if you have a large recruit management need. **What problems is TargetX solving and how is that benefiting you?** It allows for easy access to data, especially across devices. ### 15. Streamlined admissions and enrollment **Rating:** 4.5/5.0 stars **Reviewed by:** Eric J. | Enrollment Data Manager, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2018 **What do you like best about TargetX?** Our communications to applicants are now happening in real time and are relevant to the current situation of that applicant. This has been a huge improvement over our prior system of running snapshot reports from our SIS and then doing blast emails without regard to previous communications that may have been sent. **What do you dislike about TargetX?** A few hiccups here and there with the updates but they are usually quickly resolved. The user community and the support staff are quick to respond with any questions and suggestions regarding business processes or product glitches. **Recommendations to others considering TargetX:** Ensure that you get set up with the latest version before launching. Work with them on their data mapping workbooks to ensure seamless integrations. **What problems is TargetX solving and how is that benefiting you?** Our admissions process now happens in a matter of minutes as opposed to days. Communications are now established in real-time with our applicants to get them the next steps to move them through the funnel to become successful students. ### 16. Useful CRM for HigherED **Rating:** 5.0/5.0 stars **Reviewed by:** Karina P. | Graduate Recruitment and Admissions Assistant, Higher Education, Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about TargetX?** It helps enable real-time, often automated, communication flows to engage and track recruits, and also the flexibility and customization implementation. **What do you dislike about TargetX?** Much of the functionality isn't ready out of the box and can potentially take longer to deploy. **Recommendations to others considering TargetX:** The social capabilities and the customization features for creating emails, events and reports. **What problems is TargetX solving and how is that benefiting you?** In higher education, we are increasingly leveraging customer relationship management platforms (CRMs) to collect, streamline and share prospective student data within our department at GWU. ## TargetX Discussions - [Is TargetX Salesforce?](https://www.g2.com/discussions/is-targetx-salesforce) - 1 comment - [How do I change a contact owner associated with a program in TargetX and how do I change an application term in the system (i.e. accepting applications for spring 2021)](https://www.g2.com/discussions/29445-how-do-i-change-a-contact-owner-associated-with-a-program-in-targetx-and-how-do-i-change-an-application-term-in-the-system-i-e-accepting-applications-for-spring-2021) - 1 comment - [View TargetX pricing details and edition comparison](https://www.g2.com/products/targetx/reviews?filters%5Bnps_score%5D%5B%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A05%3A22+-0500&secure%5Bsession_id%5D=f0db6b2a-9666-4f4a-b537-a2971c8ddc9d&secure%5Btoken%5D=88be7bf0f03916cc91efd2df3cf050a2b8fbfb55f939f1df975dd92808c374a8&format=llm_user) ## TargetX Features **Functionality** - Email marketing - SMS Alerts - Event Management - Financial Management - Interview Scheduling - Mobile Application - Forms Automation - Marketing Automation - Lead Nurturing - Automated Reminders - Document Management - Alumni Management - Admissions Management - Assessment Management - Communication Management - Calendar Management - Application Management - Workflow Management - Candidate Management - Fee Management - Financial Aid Management - Forms Management - Class Scheduling - Registration Management **Agentic AI - Student Information Systems (SIS)** - Cross-system Integration **Enrollment & Academic Management** - Online Admissions & Application Management - Course Registration & Timetable Scheduling - Academic Records & Transcript Management - Degree Audit & Progress Tracking - Financial Aid Management - Class Scheduling - Document Management - Learning Management - Library Management - Communication Management - Calendar Management - Attendance Management - Discipline Management - Faculty/Staff Management - Transportation Management - Assessment Management - Classroom Management - Forms Management - Registration Management - Curriculum Management - Housing Management - Fundraising Management - Alumni Management - Student Information/Records - Scheduling **Data Management** - Analytical Tools - Integration APIs - Funnel Management - Prospecting Tools **Planning** - Creating plans - Scenarios **Financial & Billing Operations** - Tuition Billing & Student Account Management - Integrated Budget & Financial Reporting - Refund & Payment Plan Automation - Financial Aid & Scholarship Administration - Online Payments - Student Management **Progress monitoring** - Degree progress - Reporting and analytics - Identifying at-risk students - Recording notes **Agentic AI - Admissions and Enrollment Management** - Multi-step Planning **Student Engagement & Support Tools** - Communication & Alerts System - Student Self‑Service Portal - Alumni Support - Academic Advising & Success Tools - Parent/Student Portal - Collaboration Tools - Self Service Portal **Additional Functionality** - Mobile Access - Enrollments/Onboarding - Customizable Reports - AI Copilot - Customizable Branding - K-12 - Commenting/Notes - Reporting & Statistics - Scoring - Attendance Tracking - Self Service Portal - Drag & Drop - Electronic Payments - For Higher Education - Activity Dashboard - Role-Based Permissions - Real-Time Notifications - Billing & Invoicing - Data Import/Export - Generative AI **Outreach** - Messaging - Appointment scheduling - Alerts and Notifications - Self-Service tools - Mobility **Artificial Intelligence & Analytics** - Natural Language Query & Reporting - Automated Chat & Support Bots - Predictive Analytics - AI‑Assisted Academic Planning **Additional Functionality** - Reporting & Statistics - For Higher Education - Drag & Drop - Alerts/Notifications - Customizable Branding - Search/Filter - Activity Dashboard - Generative AI - Customizable Reports - Performance Metrics - Chat/Messaging - Third-Party Integrations - API - AI Copilot - Report Cards - Fee Collection - Mobile App - Role-Based Permissions ## Top TargetX Alternatives - [Slate by Technolutions](https://www.g2.com/products/slate-by-technolutions/reviews) - 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