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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 WP ERP CRM Module

Let WP ERP CRM customers upvote feature requests, vote on the next reporting widget, or flag activity-log bugs. SleekView reads erp_peoples and erp_crm_customer_activities and renders each row as an upvotable card.

♾️ Lifetime License available

SleekView Feedback board for WP ERP CRM Module

Make customer-facing CRM data actionable

WP ERP CRM stores customers, companies, contact groups, and activity logs in tables like erp_peoples, erp_crm_customer_activities, and erp_peoplemeta. SleekView reads those tables directly and renders one upvotable feedback card per row, with title, vote count, author name, status pill, and category tag.

Pick a column as the vote counter, a status field as the pill, a contact group as the category color, and a customer name as the author label. Drop the SleekView shortcode into a WP ERP customer-portal page or an internal dashboard and the board renders sorted by votes. The Upvote button writes back to the same column you mapped, so the count lives in your ERP database with no second SaaS to administer.

Use the board for a public CRM-module roadmap, an internal queue where reps triage customer-side requests, or a contact-group board where each company sees its own pending tickets. Status pills follow your CRM lifecycle stages, category colors follow the contact group, and the author label resolves to a real erp_peoples row whose full record is one click away.

Workflow

From ERP row to feedback card in four steps

1

Connect a WP ERP CRM source

Open SleekView and pick erp_peoples, erp_crm_customer_activities, or a custom CPT your sales team uses for tracking requests. Every column, including erp_peoplemeta custom keys, is auto-detected and shows up in the source picker without raw SQL.
2

Map vote, status, category, author

Choose an integer column for upvotes, a CRM lifecycle stage for the status pill, a contact group slug for the category color, and a name field for the author. Mappings live per view, so the same erp_peoples table can power a public roadmap and an internal triage.
3

Embed in a customer portal or dashboard

Drop the SleekView block into a WP ERP customer-portal page, an internal sales dashboard, or a logged-in support hub. The board inherits theme styles and works under WP Rocket caching because vote writes invalidate the right transient on each click.
4

Customers upvote, reps triage

Customers vote with one click and the count writes to the mapped column inside the ERP database. Filter by status pill, sort by vote count, search by title, all client-side. The same view can be restricted to staff roles for internal triage with extra columns.

Sample board

Sample WP ERP CRM request board

Six recent requests from a WP ERP CRM install. Votes pull from a custom erp_peoplemeta key, status pills follow the CRM lifecycle stage, and categories follow the contact group slug.
428 votes
Add per-deal probability weighting to forecast widget
Lior K. Reporting Planned
263 votes
Customer activity log: filter by reply channel
@erp_anna Activity In progress
175 votes
Bulk import companies from a CSV with custom fields
Mehmet O. Workflow Shipped
112 votes
Lifecycle stage flip resets the next-contact date
Greta H. Bug Open
79 votes
Slack notification on lifecycle change
@reply_dev Integration Planned
24 votes
Replace contact group multi-select with a tree picker
Sasha M. UX Declined

Comparison

WP ERP support form vs SleekView Feedback

Support form per request

  • Support tickets aggregate per agent, never per topic, so duplicate requests are hidden
  • There is no public list of pending requests, so customers do not know if theirs landed
  • Lifecycle-stage filtering is admin only and never reaches the customer-facing portal
  • Activity-log signals stay locked behind a sales role and never inform shared roadmaps
  • Customers cannot see status updates without an email reply from the assigned rep

SleekView Feedback

  • Reads erp_peoples, erp_crm_customer_activities, and erp_peoplemeta
  • Upvote writes one row to your mapped column with no sync job
  • Status pill follows the CRM lifecycle stage set on the source row
  • Category color is driven by the contact group slug for instant grouping
  • Author label resolves to a real erp_peoples row, one click from the full record

Features

What SleekView Feedback gives you for WP ERP CRM Module

Customer-side upvotes

Each WP ERP customer can upvote requests from a portal session. One vote per people_id is enforced server-side using the relationship to erp_peoples, so duplicate votes from the same customer never reach the database and the totals stay trustworthy on public boards.

Group-aware filtering

The category pill follows the contact group slug, so a click on Enterprise shows only requests from that segment. Combine with the lifecycle status pill to see only Planned items from the Enterprise group, or only Shipped items from a specific company you onboarded.

Lifecycle-aware sort

Sort the board by vote count, by recency, or by lifecycle stage. Stage sorting groups Lead, Opportunity, Customer, and Subscriber in your defined order, which is useful for internal triage views where reps want to see all Opportunity-stage requests first.

Audience

Three ways WP ERP CRM teams use the Feedback view

Public CRM module roadmap

Show customers which CRM module updates are planned, in progress, and shipped. Sort by vote count to surface the most-wanted reporting widget or activity-log filter, and let customers subscribe to a card to get notified on status change.

Per-company request queue

Each company sees its own pending requests filtered by contact group. Account managers see vote counts weighted by company size, and the board doubles as a private board per account without provisioning a separate tool per customer.

Internal sales triage

Show only rows where status is Bug or Open, restricted to staff roles. Reps see vote counts and customer names side by side, which surfaces the loudest issue from the most-valuable account and replaces support-inbox triage with a measurable queue.

The bigger picture

Why feedback belongs in the same database as the deal

WP ERP CRM is the part of WP ERP that touches customers most. A feature request inside that module is not abstract product feedback. It is a signal from a known account whose lifecycle stage, deal value, and last-contact date are sitting in the same database.

Routing those signals to an external feedback tool throws away the context that makes them useful. SleekView Feedback keeps the loop inside WP ERP. The request lives next to the customer record.

The vote count is queryable next to the deal value. The roadmap shows up on the same portal where customers already log invoices and tickets. For internal triage, a sales lead can sort requests by vote count, then segment to only opportunity-stage accounts, which produces a list of features that, if shipped, would directly move open deals to closed-won.

That kind of correlation is invisible in a Canny board, because Canny has no idea which voter is which deal. Inside WP ERP, the link is automatic. That is the difference between a feedback inbox and a feedback engine, and it is the reason customer-facing teams build a board on top of their own CRM data instead of paying a SaaS to do it badly.

Questions

Common questions about SleekView Feedback for WP ERP CRM Module

It works with the base CRM module. SleekView reads erp_peoples and the related activity tables that ship in the core install. The Accounting and HR modules add more tables you can map, but neither is required to build a customer-facing feedback board.

 

Vote counts live in the column you mapped, usually an integer field on erp_peoplemeta or a dedicated vote table. Each click writes one row, the count is denormalized for sort speed, and indexes are added automatically so the board stays fast at thousands of records.

 

Yes. The category pill follows the contact group slug, and a where clause can scope a board to a single group, a single company, or a custom segment. Many teams ship one global board on the marketing site and one company-scoped board inside each portal.

 

Both. Guest voting uses a hashed cookie plus IP fingerprint to enforce one vote per visitor and can be turned off per view. Logged-in voting ties the vote to the people_id, which lets you weight votes from larger accounts higher in the sort if you want to.

 

Yes. The button fires a REST request that bypasses the cache, and the vote write invalidates the transient that backs the card list. The next visitor sees the updated count even with WP Rocket, LiteSpeed Cache, or a CDN page cache in front of the WP ERP install.

 

Yes. The vote_count column accepts any integer, so a webhook on the upvote action can write a higher increment for customers with stage Customer or Subscriber than for Leads. A simple 2x or 3x multiplier keeps the sort honest without silencing leads entirely.

 

Yes. Restrict a board to logged-in staff using the WP ERP HR employee role and the votes are tied to employee_id. This is useful for an internal product-team board where engineers and PMs vote on which CRM module update to ship next.

 

When a customer is deleted from erp_peoples, their vote rows stay with a null author label so the count remains accurate. The card itself only disappears if the source row is deleted. A WP-CLI prune command cleans up orphaned votes after bulk customer purges.

 

Pricing

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