Improve Student Success and Increase Completion Rates with TargetX Retention Suite

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Execute Your Retention Strategy. See Real Results.

Scale advising efforts to build trusted relationships with students and increase student success across campus.

Become a nonstop shop for students’ needs by implementing a service-based approach to retention. With an early alert system based on specific criteria unique to your institution, you can identify students who need your help the most in real-time. For instance, success counselors can receive an alert every time a student requests his or her transcripts — allowing them to be proactive, rather than reactive, in their outreach.

You can even create workflows to trigger call campaigns based on a student’s actions (or lack thereof) to prevent at-risk students from slipping through the cracks. Empower counselors to better personalize their communications with students and support pathways with a complete history of a student’s activities and touchpoints, all in one place.

When students reach out first, make it easy for them to get the help they need with a dynamic, walk-in management queue that automatically sends a text message to alert a student it’s their turn to see a counselor. Or, enable students to make appointments ahead of time with a sleek, mobile-first scheduling platform that displays your staff’s availability and syncs with the CRM.

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Continuously deliver the level of communication and personalization that students expect.

Your communication plan shouldn’t end once students are enrolled — in fact, 1 in 8 students who enroll at a given institution transfer to a different school by the following Fall. Continue to deliver the level of personalized communication that students expect from the recruitment process so that they feel connected to your campus through matriculation.

Send 1:1 texts to your current student population to provide reminders about FAFSA deadlines and upcoming course registration dates to show them you care about their success at your institution. Invite current students to join a private, mobile community so they can connect with peers and faculty to form lasting relationships from the palm of their hand.

By staying connected with current students through engaging, personalized communications you provide a better overall experience for them and increase their likelihood to persist.

TargetX Appointment Scheduler on Mobile

Maintain a focus on student success and support retention initiatives with tools that drive data-driven decision making.

It’s more important now than ever to make decisions based off of actual data — not assumptions or opinions. The are countless benefits to housing your recruitment and retention initiatives in one, centralized CRM system. Perhaps the most important advantage is that you can maintain a true, 360-degree view of a student’s interactions with your institution.

Gone are the days of asking other departments for specific information on a student, or piecemealing data from different systems into endless spreadsheets to generate semi-usable reports. Easily identify success and risk metrics with year-over-year snapshotting for historical purposes and predictive models to prepare for the future.

Keep students’ needs front and center by surveying them throughout the school year and capture their responses instantly in the CRM for additional, student-driven insights. Fuel your retention initiatives on campus with support from actionable data and move the needle on completion rates.

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TargetX Retention Suite Provides the Tools You Need to Improve Student Success

Print Mailings

Create beautifully-branded print pieces, queue print campaigns, and track each mailing as part of your communication plan.

Workflow Automation

Automate business processes to minimize administrative work on the backend for staff and maximize their time spent supporting students.


Launch and track personalized call campaigns from birthdays to registration deadline reminders with queues and analytics.


Keep Students Connected and Engaged
Throughout Their Unique Journey

Go beyond the traditional student lifecycle with the TargetX suite of solutions. Engage your students with every interaction, every communication, and every click with out-of-the-box technology that puts the student experience front and center in recruitment and retention.


Recruitment Suite

Transform enrollment management and power admissions productivity with intuitive, mobile-first functionality designed just for higher ed.


Retention Suite

Build meaningful connections with current students and improve their experience with prescriptive technology that drives outcomes.

Best of All, TargetX Plays Well With Others:

TargetX 💕's

TargetX is a proud partner of, and all of our solution suites are certified EDA core compatible. is the higher education and nonprofit branch of, the #1 CRM platform in the world.

Visit the Salesforce AppExchange to find a community of partners that can further enhance your TargetX CRM and the student experience!

TargetX CRM + Your SIS = 🤝

TargetX institutions have bi-directional integrations with student information systems like Banner, Colleague, PeopleSoft, PowerCampus, Jenzabar, and even homegrown or mainframe systems. TargetX also integrates with data management providers like Axiom to validate data accuracy, prevent duplicate records, and increase productivity.

Easily Process Payments in TargetX 💰

TargetX integrates with common higher ed payment gateways like PayPal, TouchNet, Elavon, HigherOne/CASHNet, Nelnet, CyberSource, ACI/OPC, and many more. All payments collected through your preferred payment gateway are automatically recorded on the student record in the CRM.

TargetX Supports Your Centralized App 📝

TargetX provides functionality to directly load data and documents from online applications like the Common Application (SDS), CAS applications like GMAC (LOR), and statewide application services like ApplyTexas into the CRM. Many institutions choose to adopt the TargetX Online Application in addition to their centralized application to support an improved student experience.

TargetX Keeps Your Score Data 💯

TargetX provides pre-built file imports and releases for test score providers including SAT, ACT, TOEFL, GMAT, GRE, Advanced Placement, and many more. TargetX also supports direct integration with Parchment for transcript management and offers imports for various search/marketing data providers such as NRCCUA, SSS, and Cappex.

TargetX Plays Well With Others:

TargetX institutions have bi-directional integrations with their existing student information system. Plus, TargetX provides pre-built imports and releases annual updates for common higher ed test score providers, transcript management systems, search/marketing data providers, centralized applications, and payment gateways to minimize administrative work in the CRM and maximize time spent supporting students.

Learn How TargetX Can Help You Achieve Results