SleekView for Agile CRM for WordPress
Agile CRM for WordPress mirrors contact, tag and deal records into WordPress custom tables when forms and integrations sync to the Agile CRM SaaS. SleekView reads those tables directly so sales, marketing and integrations each get a row-level view of the WordPress side.
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Stop opening the Agile CRM SaaS for every metric
Agile CRM is a hosted CRM with a WordPress plugin that connects forms (Contact Form 7, Gravity Forms, WPForms, Elementor) and WooCommerce to Agile's Contacts, Tags and Deals APIs. To keep the sync robust, the plugin mirrors each pushed contact and deal into a WordPress custom table with the Agile CRM contact ID, the applied tags, the deal stage and value, and the result of the latest API call.
The plugin's own admin shows the connection settings, the field mapping and a basic log. None of those surfaces "which forms produced the most contacts this week", "what share of pushes failed" or "how is deal value distributed across milestones" as a filterable list. Marketing opens Agile CRM. Integrations scrolls the log. Sales asks for a number.
SleekView reads the WordPress-side mirror tables directly. A contacts view shows the Agile CRM contact ID, applied tags, sync status and pushed timestamp on one row. A deals view shows milestone, value and owner alongside the originating form. Inline edits let ops retrigger a failed sync or reassign an owner across a saved filtered cohort without opening each record.
Workflow
How SleekView reads your Agile CRM integration data
Map the Agile CRM mirror tables
Compose your column set
Save and scope the view
Edit inline and retrigger
Sample columns
A typical Agile CRM contacts view
Agile CRM plugin mirror tables (contact, tag, deal)
| Contact | Source form | Tags | Sync status | Pushed | |
|---|---|---|---|---|---|
| Alex Reiter | alex@studio.co | Webinar signup | lead, webinar | Synced | Apr 24 |
| Ria Patel | ria@design.io | Contact form | lead | Pending | Apr 23 |
| Tom Bailey | tom@hello.dev | Pricing page | — | Failed | Apr 22 |
| Mia Brewer | mia@brew.coop | Demo request | demo-booked | Synced | Apr 22 |
Comparison
Default Agile CRM plugin vs SleekView
Default Agile CRM plugin
- Plugin admin focuses on connection and field mapping, not row-level ops
- Sync log paginated with a fixed column set and limited filtering
- Deal milestone shape requires opening the Agile CRM SaaS
- No saved per-role views for sales, marketing and integrations workflows
- Bulk retrigger of failed pushes requires the plugin's own batch screen
SleekView
- Read directly from the Agile CRM plugin's WordPress-side mirror tables
- Join originating-form context onto contact rows for source visibility
- Inline-retrigger failed pushes or reassign owners across many rows in one pass
- Save filtered views per role ("Failed in 7 days", "Open deals over $5k")
- Switch between contact, tag and deal views in one tabbed page
Features
What SleekView gives you for Agile CRM for WordPress
Integration data as a workspace
Render the Agile CRM mirror tables with sync status, deal milestone, value and owner as filterable columns. Integrations sees the WordPress side of the sync without a log scroll.
Inline retrigger and update
Row actions call the plugin's own resync, owner-update or milestone-change endpoints. Bulk-fixing a failed cohort routes through the integration's retry queue and rate-limit handling.
Compose precise filters
Combine deal milestone, sync status, owner and pushed timestamp into one saved view. A filter like "milestone won and owner sales-eu and sync status failed" runs as one query.
Audience
Who uses SleekView for Agile CRM
Integrations ops
Filter to sync status of failed, identify the recurring error pattern (auth, rate limit, validation), retrigger the cohort with one bulk row action.
Marketing ops
Group contacts by source form to see which capture surface delivered the most volume. Retag from the row when a campaign-specific cohort needs follow-up.
Sales ops
Open the deals view to see WordPress-side milestone shape and value. Reassign owners on stalled rows directly from the table without flipping to the Agile CRM SaaS.
The bigger picture
Why the WordPress side of a SaaS CRM needs a workspace
Agile CRM lives in the cloud, which usually means the team checks its dashboards in a SaaS tab and treats WordPress as a pass-through. That arrangement works until something breaks on the WordPress side, and then the lack of a WordPress-side view becomes painful. Pushes silently fail, contacts drift out of sync, deals never reach Agile CRM, and the symptoms only surface when sales notices something missing.
The integration plugin already mirrors every push into custom WordPress tables for replay and audit, so the data is local and queryable. SleekView simply renders it as a workspace. Sync health becomes a sortable column, deal milestone shape becomes a side-by-side view, contact inflow becomes a filterable cohort.
The SaaS keeps owning the CRM. WordPress owns the integration picture.
Questions
Common questions about SleekView for Agile CRM for WordPress
The Agile CRM plugin's own custom tables on the WordPress side, populated every time the plugin pushes a contact or deal to the Agile CRM REST API. The tables typically include sync_status, pushed_at, contact_id, deal_stage and deal_value columns the plugin maintains for replay and audit.
No. SleekView reads the WordPress mirror tables only. The Agile CRM REST API stays untouched by the view, leaving the integration plugin as the sole writer to the SaaS side.
Yes. The mirror tables typically include the originating form ID or source identifier. Group contacts by form_id to compare inflow per form, useful for prioritising which capture surface deserves a refresh or which is silently broken.
Yes. If the Agile CRM integration syncs Deals from WooCommerce or another source, the mirror tables include deal_stage, deal_value and assigned_to columns. The deals view surfaces milestone shape and value from one WordPress screen.
Yes. If the plugin exposes a resync endpoint, SleekView wires it up as a row action. Bulk-retriggering a filtered failed cohort routes through the plugin's own retry queue and rate-limit handling.
Yes. The plugin writes the same mirror tables regardless of which Agile CRM plan the connected account is on. The views render off the same data structures.
Yes. The integration plugin indexes its mirror tables on sync_status, pushed_at and the external Agile CRM contact ID. SleekView reuses those indexes for filters and sorts, so even high-volume sites render the view quickly.
No. The default Agile CRM plugin admin stays where it is for configuration, mapping and per-record triage. SleekView adds a row-level workspace for the operations that work better as a sortable, filterable, inline-actionable table.
Pricing
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The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
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SleekAI
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SleekByte
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SleekMotion
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SleekPixel
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SleekRank
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SleekView
€749
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