SleekView for Agile CRM Pro: synced contacts, deals & form leads as tables
Agile CRM Pro mirrors contacts, deals and form leads into local WordPress tables so the WP side can search and surface CRM context. SleekView reads those mirror rows directly so the WordPress workspace becomes the real CRM cockpit for marketing and support.
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Mirror tables deserve real working views
Agile CRM Pro pushes form leads from WordPress into Agile CRM and mirrors the resulting contact, tag and deal records back into local tables for fast lookup on the WordPress side. The default plugin admin surfaces sync status and a basic contact list, which is appropriate for confirming sends and limited the moment a marketer needs to combine form source, tag, sync state and deal stage in one cohort view.
SleekView reads the local Agile mirror tables directly, joining contact rows with deal rows by Agile contact id and aggregating form-lead source onto the contact. Sync status appears as a sortable column with retry actions exposed as row actions for failed pushes. Custom field mirror values pivot into typed columns the same way they would for a native WordPress table.
Inline edits route through the Agile CRM Pro plugin's push function where supported, so a tag added in SleekView replicates to Agile CRM through the plugin's own API client. Direct edits on the mirror without a push are also possible for cases where Agile is read-only.
Workflow
Mirror tables as a working CRM table
Connect the mirror tables
Pivot custom field mirror values
Surface sync status
Edit through the plugin
Sample columns
A typical Agile CRM Pro synced contact view
Agile CRM Pro mirror tables (contact, deal, tag, sync log)
| Contact | Source form | Tags | Sync status | Pushed | |
|---|---|---|---|---|---|
| Alex Reiter | alex@studio.co | Demo request | vip, retainer | Synced | Apr 24 |
| Ria Patel | ria@design.io | Newsletter | lead | Queued | Apr 23 |
| Tom Bailey | tom@hello.dev | Contact | agency | Synced | Apr 22 |
| Mia Brewer | mia@brew.coop | Webinar | newsletter | Failed | Mar 09 |
Comparison
Default Agile CRM Pro admin vs SleekView
Default Agile CRM Pro admin
- Sync status and contact rows live on separate plugin screens
- Failed pushes are hard to retry in bulk across a filtered cohort
- Source form is logged but not exposed as a sortable column
- Custom field mirror values are not pivoted into typed columns by default
- Deal stage from the deal mirror cannot be filtered alongside tag membership
SleekView
- Read directly from the Agile contact, deal and tag mirror tables
- Filter on sync status with bulk retry actions per filtered cohort
- Pivot custom field mirror values into typed columns
- Inline-edit tags and stage through the plugin's push function
- Tabbed SleekView pages for contacts, deals and sync logs
Features
What SleekView gives you for Agile CRM Pro
Sync status as a column
Mirror sync state appears as a sortable column. Filter to failed pushes and run bulk retry through the plugin's API client. The sync log table on a side tab records the result.
Form-lead source on every row
Form id and submission timestamp pivot onto the contact mirror as columns. Filter by source form to attribute outcomes to specific lead-gen pages without exports.
Deals alongside contacts
Join the deal mirror by Agile contact id for stage and value columns. Filter deals by stage and tag for sales review without bouncing into the hosted Agile UI.
Audience
Who uses SleekView for Agile CRM Pro
Lifecycle marketers
Filter by source form and tag to surface qualified leads for nurture campaigns. Inline-edit tags so push triggers replicate to Agile CRM.
Ops and integrations
Filter the mirror by sync status equals failed and run bulk retry. The sync log records the retry and successful pushes drop off the failure cohort.
Support
Look up a contact by email to see synced state, deal stage and source form in one row. Resolve sync delays without switching to the Agile hosted UI.
The bigger picture
Why mirror tables only earn their keep with the right UI
Agile CRM Pro mirrors hosted CRM data into local WordPress tables specifically so the WordPress side can surface CRM context without hitting the API on every request. The mirror is fast, indexable and ready for the kind of joined filtering operations and marketing teams need every day. The default plugin admin uses the mirror to render a simple list because the simple list is the right shape for confirming a sync.
The cost is that the same mirror cannot answer cross-cut questions like "which failed pushes came from the webinar form" or "which contacts in the proposal deal stage have the VIP tag" in the default UI. SleekView reads the mirror with the joins those questions need, surfaces sync status as a working column with bulk retry, pivots custom field mirror values into typed columns and routes inline edits through the plugin's API client. The mirror does the work it was always built for; SleekView is the table layer that uses it.
Questions
Common questions about SleekView for Agile CRM Pro
Contact, tag and deal mirror rows plus a sync log table. The mirror lets the WordPress side surface CRM context fast without round-tripping to Agile for every page view. SleekView reads those tables directly.
 Yes. Filter to sync status equals failed and run the bulk retry row action. SleekView calls the plugin's push function per row and writes results into the sync log.
 Yes. Tag changes and deal stage edits route through the Agile CRM Pro plugin's API client so the hosted record updates the same way as a default-UI edit.
 Yes. SleekView samples existing rows in the mirror to discover custom field keys, then pivots them into typed columns. Sort and filter on lead score or any custom field as if it were a native column.
 Yes. The mirror is local so views render at full WP speed regardless of Agile rate limits. Inline-edit pushes queue through the plugin's existing rate-aware client.
 The deal mirror joins on Agile contact id. Build a deal view filterable by stage and value, or surface deal stage as a column on the contact view depending on the question you need to answer.
 Yes. SleekView paginates server-side and indexes mirror tables. Tens of thousands of synced contacts with combined filters render quickly because there is no postmeta scan.
 Filter to a single contact email and export the joined mirror rows. The CSV captures contact, deals, tags and sync history for a complete data subject access record on the WordPress side.
 Pricing
More than 1000+
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