SleekView Feedback for WP ERP
SleekView Feedback reads contacts, deals, and HR records from WP ERP and renders them as a public-style board with upvotes, status pills, and category badges, so sales, support, and HR teams see what matters most without exporting from each ERP module separately every week.
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Why WP ERP teams need a unified feedback view
WP ERP packages CRM, HR, and accounting into one plugin, with contacts in erp_peoples, deals in erp_crm_customer_companies, and employee records in the HR tables. Each module has its own dashboard, which works for daily operations but makes cross-module patterns invisible. A churn reason captured in CRM never connects to a related support ticket or employee follow-up in HR.
SleekView Feedback reads from all three modules at once and renders the data as a single feedback board. Sales reps upvote feature requests from CRM contact notes, support tags bug reports from ticket replies, and HR flags employee feedback from one-on-one notes. The board surfaces the loudest signals across the entire ERP without forcing anybody to log into a second module to see context.
Because the board writes back to the originating module, a status change on a customer feedback card updates the WP ERP CRM contact, while a status change on an employee feedback card updates the HR record. Every change is audited, every vote attaches to a user, and the cross-module roll-up finally answers questions the default ERP dashboards leave to manual report exports.
Workflow
From WP ERP modules to one board
Connect the ERP modules
Pick vote and status fields per module
Set per-module visibility rules
Embed the board where it belongs
Sample board
Sample WP ERP cross-module board
Comparison
WP ERP dashboards versus a unified board
Default WP ERP module dashboards
- Each module has its own dashboard, with no cross-module ranking of customer feedback
- Notes inside CRM do not connect to related support tickets or HR follow-up records
- No upvote column, so repeat requests across deals look like one-off scattered notes
- Churn reasons captured in CRM never surface alongside the related cancellation invoice
- Employee and customer feedback live in separate dashboards with no shared ranking view
SleekView Feedback
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Cross-module upvotes rank feedback from
erp_peoples, tickets, and HR together - Per-module status pills follow each existing workflow and write back on every change
- Category badges separate customer, employee, sales, churn, and NPS feedback cleanly
- Per-module visibility, so HR data never leaks onto a customer-facing roadmap page
- Every vote becomes an audited note in the originating module with the voter ID attached
Features
What SleekView Feedback gives you for WP ERP
Cross-module ranking
One board reads from CRM, HR, and accounting at the same time. The loudest customer request sits next to the loudest employee feedback, so leadership sees the full ERP signal in one place instead of opening three module dashboards and manually correlating notes across the underlying tables.
Per-module permissions
Sales sees CRM cards, HR sees employee cards, leadership sees both, customers see only the public roadmap. SleekView reads WP ERP permission scopes natively, so each role only sees and votes on data they already have admin access to within the relevant module dashboards.
Bidirectional ERP sync
Status changes write back to the originating module. A CRM card moving to shipped updates the contact record, an HR card moving to addressed updates the employee record, and an accounting card moving to resolved updates the invoice note. Every report pulls from one source of truth.
Audience
What WP ERP teams build with this
Customer roadmap page
Publish a public roadmap that shows only CRM feature requests. Each vote attaches to a WP ERP contact, so the sales team knows who asked for what when it ships and can include a launch note in the next outreach sequence to the named customer accounts in question.
Employee feedback review
HR captures one-on-one feedback as cards on a private board. Managers vote on the most pressing issues, and the board ranks employee asks by combined vote. Quarterly people reviews pull from the same data, so leadership sees what teams are asking for at a glance.
Cross-module retention review
Churn cards from CRM, payroll friction cards from HR, and slow-payment cards from accounting all surface in one view. Leadership sees which operational gaps drive the most cancellations and prioritizes fixes that improve customer retention and employee morale together.
The bigger picture
Why one feedback view beats three ERP dashboards
WP ERP shines when each team works inside their own module. It struggles when leadership needs the cross-module view that the daily workflow does not produce naturally. A customer churn reason captured by sales never shows up next to the related payroll issue HR logged the same week.
A sales objection about invoicing never connects to the accounting team note about a delayed payment from the same account. The data exists, but the dashboards do not link it because each module owns its own list. A unified feedback board fixes that by reading from every module at once and ranking the signal with upvotes that any team can cast.
Customer requests, employee feedback, and accounting friction surface together so leadership sees the full picture without exporting CSVs from each dashboard. Per-module permissions keep sensitive HR data private, while a public roadmap shares only the customer-facing feature requests. The result is faster decisions, fewer arguments about whose numbers are correct, and a single ranked view that drives quarterly reviews across sales, customer success, HR, and finance.
Questions
Common questions about SleekView Feedback for WP ERP
Yes. SleekView reads the same WP ERP capability scopes the dashboards use, so a sales rep with CRM access only sees CRM cards on the board, and an HR manager sees only employee cards. A public roadmap automatically hides any module the public role does not have read access to.
 Yes. SleekView can map CRM, HR, and accounting into one ranked feed for leadership, with each module contributing its own status taxonomy and category fields. Per-module filters keep the board focused, and per-module visibility keeps sensitive HR or accounting data invisible to users without scope access.
 Yes. A CRM card moving from planned to shipped updates the contact record, an HR card updates the employee record, and an accounting card updates the linked invoice note. Every change is audited with a timestamp and the voter ID, so reports always pull from a single source of truth per module.
 Yes. The public board only renders categories you mark as public, so CRM feature requests appear while employee feedback, payroll concerns, and any accounting cards stay private. The same source data feeds both internal and public boards with different visibility rules applied per audience scope.
 Each vote ties to the voter WordPress user, which links to the matching WP ERP contact or employee through the existing user ID mapping. The sales team sees which named customer accounts voted on which feature, and HR sees which employees voiced which feedback, with optional anonymity for sensitive review categories.
 No. The board renders from a cached query that refreshes every sixty seconds by default. Vote writes happen on a queue so the WP ERP dashboards stay responsive during peak load, and the cache lifetime can drop to one second if your team needs near-real-time updates during a leadership sync.
 Yes. The board exports as CSV, JSON, or printable PDF from the admin toolbar. The export carries vote count, status, category, module source, author, and timestamp, so you can drop the file into a leadership deck and answer cross-module questions without exporting from each WP ERP module separately.
 For most WP ERP teams, yes. SleekView gives you one ranked board that covers customer roadmap, employee feedback, and accounting friction in a single page. Each module retains its own dashboard for daily work, while the board adds the cross-module roll-up leadership needs for quarterly reviews and decisions.
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