Houzez CRM stores leads as the houzez_lead custom post type, enquiries as houzez_enquiry, and deals as houzez_deal. Each lead has a status (new, contacted, qualified, negotiating, closed, lost), a source (form, phone, walk-in), an assigned agent (post_author or assigned-user postmeta), and a linked listing via fave_property_id. The default admin lists them. It does not show you the pipeline.

SleekView reads the same rows: wp_posts where post_type IN ('houzez_lead', 'houzez_enquiry', 'houzez_deal'), joined to wp_postmeta for fave_lead_status, fave_lead_source, fave_lead_agent and fave_property_id. Group by status for the funnel. Group by agent for performance comparisons. Group by source for marketing attribution. Group by listing for which properties pull the most interest.

A 14-agent agency we worked with logged 2,138 leads in 6 months. Once they charted by source, they saw their portal feed (Zillow-style) drove 41 percent of leads but only 8 percent of closes. Direct website form leads closed at 24 percent. They cut portal spend in half within 60 days. The data was always in postmeta. They just had never looked at it as a funnel.

Real estate is a relationship business with a long sales cycle, and the difference between a good month and a bad one usually comes down to follow-up discipline. Houzez CRM captures every signal you need: status transitions, source attribution, agent assignment, deal value, and property linkage. Without a dashboard the broker has no way to see whether leads are piling up at qualified instead of moving to negotiating, whether one agent is closing twice as much as another, or whether the latest paid acquisition source is actually producing closes.

SleekView Charts reads houzez_lead, houzez_enquiry and houzez_deal in place and produces those answers in plain charts. Funnel, per-agent, per-source, per-listing. That is the difference between running an agency on instinct and running it on real-time data from the CRM you already paid for.