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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Feedback for Jetpack CRM

SleekView Feedback reads contact notes, transaction tags, and custom fields from Jetpack CRM and renders them as a Canny-style board with upvotes, category pills, and status badges, so sales and support can see what customers actually want without leaving WordPress.

♾️ Lifetime License available

SleekView Feedback board for Jetpack CRM

Why Jetpack CRM teams outgrow the notes tab

Jetpack CRM stores every customer conversation as a note attached to a contact, plus custom fields for NPS score, churn reason, and account tier. The default zbs_contacts tab is fine for one-off lookups, but once you have hundreds of notes tagged feature request or bug report, scanning them in chronological order misses the patterns that matter most.

SleekView Feedback reads the same notes table and turns each tagged entry into a card with a vote count, an author, a status pill, and a category badge. Sales reps can upvote the requests they hear repeatedly on calls, support can mark bugs as planned or shipped, and managers can see the ten loudest threads without scrolling through every contact record.

Because the board reads zbs_customfields live, NPS scores and churn reasons stay synchronized with the CRM. Move a card to shipped and the underlying note updates, so the next quarterly review pulls clean numbers instead of stale snapshots, and the sales team finally sees which features unstick which deals.

Workflow

From Jetpack CRM notes to feedback board

1

Connect SleekView to Jetpack CRM

Install SleekView, pick Jetpack CRM as the data source, and the plugin maps zbs_contacts, transactions, and the linked custom fields automatically. No SQL, no CSV exports, just confirm the contact list and tagged notes appear in the live preview pane.
2

Pick votes, status, and category columns

Choose a numeric field like the NPS score or a custom upvote counter for ranking, pick the status field that already holds open, planned, or shipped, and select the category tag column. SleekView turns those choices into badges on every card.
3

Decide who can vote and post

Map WordPress capabilities to vote and submit permissions. Logged-in customers can upvote and add feedback, sales reps can change status, admins can decline or merge duplicates. Anonymous voting is supported with rate limiting per IP address.
4

Publish the board on any page

Drop the SleekView shortcode on a customer portal page, a roadmap page, or a private Slack-style admin screen. The same board can render publicly or behind a login, and every vote flows back into Jetpack CRM as a contact note.

Sample board

Sample Jetpack CRM feedback board

Real customer requests pulled from Jetpack CRM contact notes, ranked by upvotes, with NPS-tagged categories and live status badges that sync back to the CRM record on every change.
342 votes
Add Stripe subscription billing to invoices
Mariko T. Feature request Planned
267 votes
Two-way sync with Mailchimp tags is broken
@devon_apps Bug report In progress
198 votes
NPS score keeps resetting after CSV import
Priya N. Bug report Shipped
156 votes
Switched to HubSpot, pricing got too steep
@buildwithsam Churn reason Open
112 votes
Sales team wants Pipedrive-style pipeline view
Carmen R. Sales feedback Under review
47 votes
Detractors mention slow contact search
@kenji_writes NPS feedback Declined

Comparison

Jetpack CRM notes versus a real feedback board

Default Jetpack CRM notes

  • Notes are chronological, so repeat requests bury themselves under newer entries quickly
  • No upvote count, so loud customers and quiet whales look identical to the sales team
  • Status changes happen in free-text notes that nobody filters or reports on consistently
  • Churn reasons live in a custom field that the dashboard never surfaces in any roll-up
  • Sales feedback and support bugs share the same notes tab with no visual separation

SleekView Feedback

  • Upvote count ranks zbs_contacts notes so the loudest requests rise to the top
  • Status pills mirror your CRM workflow stages and write back on every drag or click
  • Category badges separate bugs, churn reasons, NPS feedback, and sales asks at a glance
  • Public or private board, gated by WordPress roles or open with anonymous IP voting
  • Every vote becomes a timestamped zbs_contact_note with the voter ID attached

Features

What SleekView Feedback gives you for Jetpack CRM

Upvotes ranked by real demand

Each card shows a running vote count that pulls from a numeric Jetpack CRM custom field. Sales reps upvote requests they hear on calls, customers upvote from a public page, and the board reorders live so the loudest item always sits at the top of the list.

NPS and churn surfaced as tags

Promoter, passive, and detractor scores become category pills on every feedback card. Churn reasons captured at cancellation pull into the same view, so the sales team sees which features keep deals alive and which gaps push customers to competitors.

Two-way sync with the contact record

Dragging a card from planned to shipped writes a new note on the underlying Jetpack CRM contact and updates the status custom field. Quarterly reports pull from the same source of truth, so sales, support, and product never argue about counts again.

Audience

What Jetpack CRM teams build with this

Customer roadmap page

Publish a public roadmap that customers vote on directly. Each upvote attaches to their CRM contact, so the sales team knows exactly who asked for the feature when it ships and can email a personal heads-up at launch.

Sales team feedback wall

Reps log objections and lost-deal reasons as feedback cards instead of stray notes. The board ranks the top objections by vote, so product knows which gaps to close before the next quarterly sales review meeting.

NPS detractor follow-up queue

Every detractor response lands as an open card. Support claims, calls, and resolves it, then marks the card shipped. The board doubles as a worklist and as proof that the team closed the loop on every low score.

The bigger picture

Why a feedback board beats scattered CRM notes

Jetpack CRM is a fine place to log conversations, but conversations alone do not tell you which requests matter most. A feature request whispered once by a champion customer looks identical to a bug report shouted by fifty trial users when both live in chronological notes. Sales reps end up guessing which objections to escalate, support drowns in duplicate tickets, and product builds the wrong thing because nobody can show the underlying counts.

A feedback board fixes that by treating every note as a card with a vote count, a status, and a category. The same Jetpack CRM data now answers product roadmap questions, sales objection reviews, and NPS follow-up sweeps at the same time. Customers see their request acknowledged with a real status badge instead of disappearing into a private CRM, which builds trust and reduces the support load because people stop sending the same ask three times.

And because the board reads the live CRM table, the numbers never drift from the source of truth that the finance and renewals team already pull from.

Questions

Common questions about SleekView Feedback for Jetpack CRM

Yes. Every vote, status change, and category edit on the board updates the underlying contact record. Vote counts persist as a numeric custom field, status changes append a timestamped note with the voter ID, and category edits update the tag column so reports and segments pull from one source of truth.

 

Yes. SleekView supports anonymous voting with per-IP rate limiting, plus optional reCAPTCHA. You can also require login if you want every vote attached to a WordPress user, which then links to the matching Jetpack CRM contact automatically through the existing email association.

 

Ties resolve by the most recent vote first, so an active card with twelve recent upvotes ranks above a stale card with twelve votes from six months ago. You can override the secondary sort to alphabetical, oldest first, or a custom CRM field if your team prefers a different review order.

 

No. SleekView reads from the same indexed tables Jetpack CRM uses but caches the rendered board for sixty seconds by default. Vote writes happen on a queue so the customer-facing board never blocks the admin dashboard, and you can tune the cache lifetime from one second to one hour.

 

Yes. The view config lets you filter by any Jetpack CRM custom field, so you can publish one board for enterprise customers, another for free trial users, and a private detractor-only board for the support team. Each board reads the same source data with a different filter applied at query time.

 

For most teams, yes. SleekView Feedback gives you upvotes, status pills, category badges, and a public submission form on a page you already control. The advantage over hosted tools is that every vote and submission lives in your Jetpack CRM, so sales context, NPS data, and feedback share one record.

 

Yes. SleekView respects a visibility column on each card. Reps can post internal-only feedback from a lost call, mark it private, and it appears on the admin board but never on the public-facing page. You can also build a sales-only board with stricter capability requirements.

 

Every board exports as CSV, JSON, or a printable PDF directly from the admin toolbar. The export carries vote counts, statuses, categories, author, and timestamp so you can drop the file into a board deck or share it with the finance team for renewal forecasting without any reformatting.

 

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