AI chatbot for WP ERP CRM: contact and deal support
SleekAI maps the WP ERP CRM and Accounting tables (wp_erp_peoples, wp_erp_peoplemeta, wp_erp_acct_invoices) into chat variables, so staff can ask about a contact's deal stage, last invoice, or account notes using your own OpenAI, Anthropic, Google, or OpenRouter API key.
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Account history is buried across people, contacts, and invoices
WP ERP is a full ERP/CRM/Accounting suite built on top of WordPress, used by services businesses, agencies, and small B2B operations that want their CRM and books inside their own site. Contacts live in wp_erp_peoples with extended fields in wp_erp_peoplemeta. Deals, activities, and CRM-specific records sit in wp_erp_crm_* tables. Invoices, bills, and journals live in wp_erp_acct_*. Together they describe an account, but staff have to click through three or four screens to assemble that story.
SleekAI maps these tables into chat variables. A staff member typing "what is the status of Acme's last deal" gets back a one-paragraph answer: the deal stage, owner, last activity date, and the amount of the last invoice in wp_erp_acct_invoices. It reads wp_erp_crm_customer_companies to scope the answer to the company, follows the person-to-company relationship for individual contacts, and respects WP ERP's own permission model.
Generic bots cannot navigate WP ERP's schema. They miss the people/companies distinction, do not know which life_stage or contact_owner column to read, and produce nothing useful when a salesperson asks about an upcoming renewal. SleekAI grounds every reply in the actual ERP data and can be scoped to specific roles (administrator, crm_manager, hr_manager) via display conditions, so it stays an internal tool and never leaks to the public storefront.
Workflow
From WP ERP tables to a 30-second account brief
Map the CRM tables
Add the accounting context
Scope by role
Log for management visibility
Try it now
A typical CRM staff conversation
Comparison
Generic chatbot vs SleekAI for WP ERP CRM
Generic chatbot
- Cannot read wp_erp_peoples or distinguish a person from a company record
- Has no access to wp_erp_crm deal stages, owners, or activity history
- Cannot query wp_erp_acct_invoices for the last invoice on an account
- Will not respect WP ERP's role-based permissions for crm_manager or hr_manager
- Cannot scope the bot to internal admin URLs and out of the public site
SleekAI chatbot
-
Reads
wp_erp_peoplesandwp_erp_peoplemetafor contact records -
Surfaces deals, stages, and owners from the
wp_erp_crm_*tables -
Pulls last invoice and balance from
wp_erp_acct_invoicesper account - Display condition restricts the bot to administrator, crm_manager, and hr_manager
- Logs each query with the asking user's ID, the contact ID, and the deal referenced
Features
What SleekAI gives you for WP ERP CRM
Contact and company aware
The bot navigates the people-to-company relationship in wp_erp_crm_customer_companies. Ask about a person and it gives you their company. Ask about a company and it surfaces the primary contact.
Deal-stage briefings
Before a call, ask for a 30-second brief on an account. The bot returns the current deal stage, the owner, the last activity, and the next due task, all from the wp_erp_crm tables.
Accounting in the loop
Renewal calls and collections calls go better with the last invoice in scope. The bot reads wp_erp_acct_invoices to quote the last amount, payment date, and any outstanding balance for the account.
Use cases
Where this chatbot earns its keep
Pre-call briefings
30 seconds before a call, ask the bot for an account summary. Deal stage, owner, last activity, and last invoice come back in one paragraph.
Task triage
Sales and account managers ask for open tasks on a contact or company. The bot reads the CRM activity tables and lists the due dates and owners.
Collections context
Finance asks about an overdue invoice. The bot returns the invoice number, amount due, days past due, and the contact owner to follow up with.
The bigger picture
Why this matters for WP ERP teams
Small B2B services firms run on personal relationships and tight account memory. The CRM is the corporate memory when individuals are not in the office. WP ERP packs a serious CRM, contact directory, and accounting module into WordPress, which is why services teams pick it over a $50-per-seat SaaS.
The trade-off is the data is spread across many tables and many screens. A salesperson three minutes before a call does not have time to click through people, company, deal, activity, and invoice screens. They need a one-paragraph brief and they need it now.
Generic chatbots cannot help because they have no view into the ERP schema. They will produce plausible-sounding fictional summaries that confuse the rep more than they help. An AI chatbot tied to WP ERP's actual tables is fundamentally different.
It quotes the real deal stage from wp_erp_crm. It pulls the last invoice amount from wp_erp_acct_invoices. It surfaces open tasks with their due dates and owners.
It respects WP ERP's role permissions and stays internal. The result is faster, better-informed sales conversations, a CFO who can ask about overdue balances by chat, and account managers who hand off accounts cleanly because every relevant fact is one question away.
Questions
Common questions about SleekAI for WP ERP CRM
Primarily wp_erp_peoples (contacts), wp_erp_peoplemeta (extended fields), wp_erp_crm_customer_companies (person-to-company), wp_erp_crm_save_search (saved filters), and wp_erp_acct_invoices (accounting). You map whichever tables your team needs.
SleekAI does not bypass database permissions. The bot reads only what the active user is allowed to read in WP ERP, and you scope the bot itself to roles like administrator, crm_manager, or hr_manager via display conditions.
The chatbot itself is read-oriented by default. Tool-use can be added, where the bot triggers a server-side action to log an activity or update a deal stage, but that is opt-in and requires explicit configuration in SleekAI.
Yes. WP ERP includes an HR module with wp_erp_hr_* tables for employees, departments, and leave. You can map those into a separate bot for the HR role with its own scoped instructions.
wp_erp_acct_invoices, wp_erp_acct_bills, and the related ledgers are all mappable. The bot can quote outstanding balances, last payment dates, and overdue counts for an account before a call.
Yes, with a different scope and prompt. A customer-portal bot can read only that customer's own contact record and invoices, never other accounts. Display conditions and variable filters keep the data isolation strict.
Each chat is logged with the asking user, the contact or company referenced, and the deal or invoice surfaced. Sales managers can later review which accounts get the most briefings, which is a useful coverage signal.
Yours. SleekAI plugs directly into OpenAI, Anthropic, Google, or OpenRouter using the key you paste in the plugin settings. ERP data and chat history stay in your WordPress database, your tokens stay on your provider account.
Pricing
More than 1000+
happy customers
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