SleekView Feedback for Highrise CRM for WordPress
Highrise CRM for WordPress mirrors deals, contacts, and tasks into a WordPress CPT. SleekView reads those records and renders one feedback card per deal with upvotes, status pills, and category chips for stakeholder triage directly inside WordPress.
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Highrise deals as a sorted feedback board
Highrise CRM for WordPress syncs deals into a highrise_deal CPT, with category id, status, and owner written to postmeta on each refresh. The default admin lists those rows by sync time, which is fine for debugging but useless for a sales lead who wants to know which deal is pulling the loudest internal signal this week across teams and categories.
SleekView reads the highrise_deal CPT directly. Pick a custom vote meta as the weight, the Highrise deal status as the status pill, and the category id resolved to a category name as the chip. The output is a sortable board of Highrise deals that the WordPress side can triage without keeping a second Highrise tab open in the browser at all.
Clicking Upvote on a card writes back to the meta column you mapped, and status changes update the Highrise status meta, which the Highrise CRM for WordPress connector mirrors back into Highrise on the next sync window. The feedback loop closes without anyone copying values between Highrise and WordPress every week.
Workflow
From Highrise deals to a feedback wall
Sync Highrise deals into WordPress
Map vote, status, and category chip
Embed the board on a feedback page
Upvotes and statuses sync back
Sample board
Sample Highrise CRM feedback board
Comparison
Highrise admin versus SleekView
Highrise admin deal list
- Highrise admin sorts deals by sync time, so high-signal asks sink under newer noise daily
- Highrise custom fields exist but never drive a sortable WordPress feedback list without code
- No public roadmap surface lets stakeholders see which Highrise deals the team is acting on
- Category id stays numeric on synced WordPress cards rather than showing category name
- No status pill workflow exists for editors triaging Highrise deals from the WP admin
SleekView Feedback
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Reads
highrise_dealCPT plus joined postmeta written by the Highrise connector - Upvote writes to the meta key you mapped, alongside the synced Highrise custom field value
- Status pills map cleanly to Pending, Won, Lost, and Declined Highrise status values today
- Category chips resolve the synced Highrise category id into a readable category name now
- Status edits ship back into Highrise via connector sync so both surfaces stay in step daily
Features
What SleekView Feedback gives you for Highrise CRM for WordPress
Native Highrise CPT support
SleekView speaks the connector schema. It reads the highrise_deal CPT, the postmeta values that the sync writes for status and owners, and the category id taxonomy, mapping them to vote, status, and category fields without custom PHP.
Real upvotes on real deals
Each Upvote click writes an increment to the meta key you mapped on the highrise_deal post. The score is queryable, exportable, and visible in the WordPress admin via a custom column on the row, keeping Highrise as the source of truth for actual deal state.
Saved sales triage views
Editors and PMs get scoped saved views like Top votes, In progress, and Shipped. Each view is a stored filter on the highrise_deal query, so the sales team can hand off triage without rebuilding filters every sync window across teams quickly always.
Audience
Three Highrise CRM teams using the board
Public roadmap pages
Embed the board on a Roadmap page so stakeholders can see which Highrise deals the team has accepted, planned, or shipped. The list reorders as upvotes come in and status pills move with every sync window.
Internal triage queues
Sales PMs get a scoped view filtered to specific Highrise categories. Status pills move from Pending through Won as the team works the queue, all without leaving WordPress for the Highrise web app every day.
Client feedback boards
Agencies expose a per-client Highrise view scoped by category. Clients vote on deals they want prioritized, status pills tell them where each ask is, and the agency stays inside Highrise for source of truth.
The bigger picture
Why Highrise teams need a public review wall
Highrise CRM is a simple, contact-first system that suited a generation of small sales teams that wanted CRM without the weight of Salesforce. Sharing Highrise with a stakeholder or client has always been awkward, because Highrise was never built as a public-facing surface. Teams export CSVs, paste tables into decks, and watch the data go stale by the next standup.
The Highrise CRM for WordPress connector solves part of the problem by mirroring deals into a WordPress CPT, but the default WordPress side just lists those rows by sync time, which tells nobody which deal is actually pulling the most stakeholder demand this week. SleekView reuses the same connector data and stacks a public board on top. Stakeholders see a Roadmap view ranked by upvotes.
Sales PMs see a Triage queue scoped by Highrise category. Agencies expose a per-client view so each client can upvote what they want next without seeing other clients work. Status pill edits flow back into Highrise via the connector, so changes stay in step on both surfaces without copying values between two tools as priorities shift.
Questions
Common questions about SleekView Feedback for Highrise CRM for WordPress
No. SleekView reads the highrise_deal CPT that Highrise CRM for WordPress mirrors locally, and any upvote increment lands on a WordPress postmeta key. Status pill edits update the Highrise status meta, which the Highrise CRM for WordPress connector can mirror back during the next sync.
 Yes. The Upvote button supports guest votes with a per-IP and per-session lock to keep counts honest. If you would rather restrict votes to logged-in users or specific roles like Editor or Stakeholder, you can flip that in the view settings without touching any code at all on the WordPress site.
 You map the synced Highrise deal status as the status pill source when you build the view. SleekView shows a colored pill for each value, and any deal without a status simply renders without a pill rather than blocking the card from showing on the board at all in public.
 Yes. SleekView reads whatever Highrise CRM for WordPress has mirrored. Multiple categories, multiple Highrise accounts, and archived categories can be filtered into separate saved views, so a marketing page can show one category and a sales page can show another without conflicts.
 Yes. Every saved view has its own role and capability scope, so you can publish a public client feedback board on an agency page and a separate internal triage queue that only PMs and Admins can see. Both views share the same Highrise data underneath.
 When the underlying highrise_deal record is removed by the next sync, SleekView removes the card on the next refresh. If the deal is archived rather than deleted, the card disappears from the public view but the upvote meta is preserved on the archived row for export and history.
 Yes. SleekView views render as shortcodes, Gutenberg blocks, and short HTML snippets. Most agencies drop a Top votes view scoped to a single client category inside a password-protected portal page so clients see the upvote board without needing a Highrise seat at all today.
 SleekView paginates and sorts at the database level rather than loading every highrise_deal into memory, so a sync history with thousands of synced deals still renders the top of the feedback board in well under a second on a normal shared host with default caching enabled today.
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