SleekView Feedback for Propovoice
SleekView Feedback reads client records, proposal notes, and invoice tags from Propovoice and renders them as a feedback board with upvotes, status pills, and category badges, so freelancers and agencies see which client requests matter most without opening every proposal separately by hand.
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Why freelancers need ranked client feedback
Propovoice gives freelancers and agencies a clean place to track clients, proposals, deals, and invoices in WordPress. Each client carries notes in the propovoice_contacts meta and each proposal has its own thread of revisions in propovoice_proposals. The default dashboard works for one project at a time, but breaks down once you manage twenty active clients and want to see which requests are repeating across accounts.
SleekView Feedback reads the same Propovoice records and turns each tagged client note into a feedback card with an upvote count, a status pill, and a category badge. You upvote a request when it shows up on a second client call, the board ranks the top patterns automatically, and the same NPS tags you already capture in Propovoice surface as colored category pills sorted by score.
Because the board writes status changes back to the Propovoice client record, a card moved to shipped updates the underlying note and timestamps the change. Quarterly client reviews pull from the same data, so you stop guessing which proposal upsells your top clients keep asking about and start citing the actual ranked count from the board instead of memory or scattered notes.
Workflow
From Propovoice clients to ranked board
Connect Propovoice as a source
Pick vote, status, and category fields
Set agency or freelancer permissions
Embed and run client reviews
Sample board
Sample Propovoice client board
Comparison
Propovoice notes versus a ranked board
Default Propovoice dashboard
- Client notes show flat per account, with no aggregation across multiple proposals
- No upvote count, so requests heard from five clients look like one-off scattered notes
- Status changes happen inside each proposal, never rolled up to a quarterly client review
- Churn reasons live in free-text notes with no tag taxonomy or ranking by frequency
- Sales objections and NPS feedback share the same notes tab with no visual separation
SleekView Feedback
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Upvotes aggregate the same request across every
propovoice_contactsrecord - Status pills follow your Propovoice proposal and deal stages and write back on change
- Category badges separate bugs, churn, NPS, and proposal feedback cleanly per audience
- Public client roadmap or private agency board, gated by WordPress capability per role
- Every vote becomes a Propovoice client note timestamped with the voter ID and source
Features
What SleekView Feedback gives you for Propovoice
Upvotes across clients
When the same request shows up across ten clients, the board treats it as one card with ten votes instead of ten scattered notes. Freelancers and agencies see the patterns that drive upsells and retainers, and quarterly client reviews start with a ranked list instead of guesswork from memory.
NPS and churn surfaced fast
Detractor scores and cancellation reasons become category pills on each card. The board ranks the loudest churn reasons by frequency, so the next agency leadership sync sees what is driving lost retainers without exporting from Propovoice or correlating notes across separate client accounts.
Bidirectional client sync
Status changes on the board update the underlying Propovoice client and proposal records. The next quarterly client review pulls from the same data, so the freelancer or agency principal never argues whether a request is planned, shipped, or declined when speaking with the client directly on a call.
Audience
What freelancers and agencies build
Per-client roadmap link
Each client gets a private link to a board filtered to their own cards. They vote on the next feature or scope addition they want, and the agency uses the ranked list to plan the next retainer upgrade or scope amendment without reverse-engineering it from email threads or memory.
Churn pattern review
Every lost client surfaces as a card with a tagged reason. The agency principal sees which churn drivers come up most often and prioritizes fixes that protect the recurring retainer base. The board doubles as proof of retention work for investors or accountants on quarterly reviews.
Proposal objection scoreboard
Every objection from a lost proposal becomes a card. The board ranks the top objections by frequency, so freelancers know which gaps to address in proposal templates and pricing before the next round of pitches, instead of relying on memory from the last conversation.
The bigger picture
Why ranked feedback transforms client work
Freelancers and small agencies live or die by the relationship with each client, which sounds personal until you realize the same five requests keep coming up across every account. A request you heard once and forgot has actually appeared in seven of your last ten proposals. A churn reason you assumed was unique has actually pushed three retainers to a competitor in the last six months.
Propovoice captures all of it in notes, but notes alone do not tell you what to fix or pitch next. A ranked feedback board reads those same notes and surfaces the patterns. You see which feature requests would convert the most upsells, which churn reasons keep costing you retainers, and which proposal objections need a better template answer.
Per-client roadmaps share the ranked list with each account so they see the agency listening to their feedback directly. Quarterly principal reviews pull from the same data, so planning happens against real counts rather than gut feel. The result is more upsells, fewer churned retainers, and a clearer path to the next agency growth milestone.
Questions
Common questions about SleekView Feedback for Propovoice
No. SleekView reads from the same propovoice_contacts and proposal tables Propovoice already maintains. Votes and notes append as new meta and note records, so the original plugin keeps working unchanged. A SleekView uninstall leaves every client record intact in the database without any cleanup.
 Yes. Per-client board visibility means a private link filters the board to only the cards attached to that client. They vote on their own roadmap, see status pills on their own requests, and never see another client data. The agency dashboard sees every card across every client account.
 Optionally. SleekView can fire the same Propovoice email templates a manual status change uses, so a card moving from planned to shipped triggers a notification to the client. You can suppress notifications per status if your team prefers to send a personalized email with a custom-written launch message.
 Tag every request with a normalized category, and the board groups by category to show a combined vote count across clients. When five clients ask for time tracking, the card sits at the top of the agency board with five votes instead of five separate cards scattered across each individual client record.
 Yes. The board exports as CSV, JSON, or printable PDF from the admin toolbar. The export carries vote count, status, category, client, author, and timestamp, so the agency principal can drop the file into a quarterly deck and answer questions about the loudest client requests at a glance.
 Both. A solo freelancer can run one board across all clients and use it as a personal roadmap for upsells and retainer renewals. A multi-person agency adds per-role permissions so account managers, designers, and developers each vote on the cards relevant to their work without seeing the full agency dashboard.
 Status filters split the board into open, in progress, and shipped sections by default. The top ranking surfaces the loudest open requests, while a shipped section keeps every closed-loop card visible for the client to see the agency delivered. Filters let you isolate any status during a review meeting.
 For most freelancers and small agencies, yes. SleekView gives you upvotes, status pills, category badges, and a public submission form on a page you already control inside Propovoice. The data lives with your client records, so context, history, and feedback share one tool without a separate seat-based subscription.
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