Case Study: Avanse Financial accelerates sales and support with Freshworks CRM

Avanse Financial serves 350,000 students across 50+ countries with Freshservice

Avanse Financial, an education-focused NBFC, faced a challenge with its disconnected legacy sales and support systems, which lacked a unified customer view and could not support new self-service features or automation. This hindered their ability to provide quick, personalized follow-ups to students applying for loans online. To overcome this, they implemented Freshworks' products, including Freshsales and Freshdesk.

The solution from Freshworks replaced multiple systems with a single, integrated CRM platform that provided a 360-degree customer view, intelligent automation for task routing, and sales sequencing for personalized messaging. This enabled Avanse to automate lead follow-ups, significantly improve visibility across teams, and enhance the customer experience. As a result, user adoption grew substantially from an initial plan of 65 users to hundreds of users on the Freshworks platform.

Avanse Financial