Case Study: Avanse accelerates sales and support with Freshsales

Avanse Financial Services, an education-focused new-age NBFC, chooses Freshsales and Freshdesk to sell and support online student loans

Avanse, an education-focused NBFC serving students across 50+ countries, needed a more unified way to manage sales and support as it moved toward a self-service loan journey. Its legacy setup split data across Microsoft Dynamics and a loan origination system, making it hard to get a complete customer view, trigger timely follow-ups, and scale new digital features. Freshsales was selected as part of a broader Freshworks CRM stack to replace these disconnected tools.

With Freshsales, Freshdesk, and Freshmarketer, Freshworks enabled Avanse to centralize lead and support data, automate task routing, and run sales sequencing for personalized student outreach. The company expanded from an initial plan of 40 users to hundreds of users across sales, support, and leadership, gaining a 360-degree customer view and faster response handling. Freshworks helped Avanse improve lead nurturing and support efficiency, with the platform now positioned to connect further with its back-end loan management system.

Avanse