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Kenixa
FineCo — case study hero

01/06

FineCo

A CRM and operating system for wholesale print-material sales—quotes to delivery—plus internal workflow so the team stays aligned.

Client

FineCo

Year

2025

Duration

16 weeks

Scope

Product design · CRM · Workflow · Launch

Overview

We partnered with FineCo to replace a patchwork of spreadsheets and ad hoc tools with one operating layer for wholesale print supplies—from first inquiry through production, billing, and delivery. The focus was clarity for sales, predictability for operations, and a system the team could extend as SKUs and accounts grow.

Visit live site

1

Unified operating system for sales and operations

6+

workflow surfaces from quote through delivery

Process & Deliverables

FineCo wholesale CRM and operations product interface
FineCo CRM dashboard on device
FineCo operations context — warehouse tooling reference
FineCo dashboard and order pipeline
Supporting product UI reference for process documentation

The Challenge

Fineco’s wholesale print-supplies business ran on fragmented tools—hard to track orders, inventory, and internal handoffs as volume grew.

Our Solution

We designed a CRM-style operating layer for the full wholesale lifecycle (inquiry, estimation, production, billing, delivery) with workflows the team could own day to day. The result is a single source of truth for sales and operations, less manual follow-up, and a stack that scales with new accounts and SKUs.

Client voice

Gaurav Girdhar

Gaurav Girdhar

FineCo Sign Supplies Inc.

★★★★★

FineCo Sign Supplies has been using the CRM developed by Kenixa, and we couldn't be happier with the experience. The software is extremely user-friendly, reliable, and has helped streamline our day-to-day operations. What stands out the most is the stability of the platform—we've experienced virtually no glitches, which is critical for a growing business like ours.

Beyond the software itself, the customer service and post-sale support from the Kenixa team have been outstanding. They are responsive, knowledgeable, and always willing to help whenever needed. Their commitment to customer success is evident in every interaction.

A special thank you to the entire Kenixa team for delivering a solution that has added real value to our business. We highly recommend Kenixa to any company looking for a dependable and easy-to-use CRM system.

Closing thought

B2B tools win when they match how teams actually talk to customers and each other. FineCo’s platform is built around that rhythm—so the software feels less like overhead and more like the way work already should flow.