SleekView for Jetpack CRM Pro: extensions, custom fields & integrations as tables
Jetpack CRM Pro adds extensions for invoicing, mail sync, automations and custom fields on top of wp_zbs_contacts. SleekView reads the Pro additions so contact, deal and invoice ops work from one filterable workspace.
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Pro extensions deserve real working tables
Jetpack CRM Pro adds extensions that extend the core wp_zbs_contacts, wp_zbs_transactions, wp_zbs_invoices and wp_zbs_quotes tables. Pro additions include custom field keys in wp_zbs_customfields, mail sync logs joined to contact id and pipeline stage values stored as meta. The default Pro admin keeps the per-screen pattern from the core plugin, which works for one contact at a time and limits cross-extension reporting.
SleekView reads wp_zbs_contacts and the Pro join tables directly. Custom fields pivot into typed columns, mail sync status joins as a contact-level column, and pipeline stages render alongside transactions and invoices in one workspace. A saved view can combine "stage equals proposal", "invoice status equals overdue" and "mail sync stale" to surface deals at risk without exporting CSVs.
Inline edits route through Jetpack CRM's data layer where an API exists, so wp_zbs_logs entries fire and event reminders behave like default-UI updates. Bulk operations stay safe because every write follows the same code path the Pro UI uses.
Workflow
Pro extensions in one filterable table
Connect Pro tables
wp_zbs_contacts with joins to wp_zbs_customfields, wp_zbs_transactions and the Pro mail sync log.
Map Pro custom fields
wp_zbs_customfields into typed columns. Pipeline stage, deal score and similar fields filter and sort like native columns.
Compose filters
Inline-edit at scale
wp_zbs_logs entries and Pro extension hooks fire as expected.
Sample columns
A typical Jetpack CRM Pro pipeline view
wp_zbs_contacts and joins wp_zbs_customfields for stage plus wp_zbs_transactions for last deal value.
wp_zbs_contacts + wp_zbs_customfields + wp_zbs_transactions + wp_zbs_logs
| Contact | Pipeline stage | Deal value | Mail sync | Last contact | |
|---|---|---|---|---|---|
| Alex Reiter | alex@studio.co | Won | $1,840.00 | Synced | Apr 24 |
| Ria Patel | ria@design.io | Proposal | $0.00 | Pending | Apr 23 |
| Tom Bailey | tom@hello.dev | Negotiation | $312.00 | Synced | Apr 22 |
| Mia Brewer | mia@brew.coop | Lost | $48.00 | Stale | Mar 09 |
Comparison
Default Jetpack CRM Pro admin vs SleekView
Default Jetpack CRM Pro admin
-
Pro custom fields in
wp_zbs_customfieldsappear per-contact but not as sortable columns - Mail sync logs and contact rows live on separate screens with no joined view
- Pipeline stage is stored on the contact but does not filter against invoice status
- Pro extensions ship their own admin screens, each with a fixed column set
- Bulk-update across a filtered cohort still requires per-row clicks
SleekView
-
Read directly from
wp_zbs_contacts,wp_zbs_customfieldsandwp_zbs_transactions - Pivot Pro custom fields into proper columns
- Filter on pipeline stage, invoice status and mail sync state together
- Inline-edit owner, stage and tags via Jetpack CRM's data layer
- Tabbed SleekView pages for contacts, transactions, invoices and pipelines
Features
What SleekView gives you for Jetpack CRM Pro
Pro custom fields as columns
wp_zbs_customfields keys pivot into typed columns once mapped. Sort by stage, score or any Pro field and combine with tag and segment filters.
Mail sync status next to contact
Pro mail sync logs join contact id, so sync state appears as a column alongside email, tags and lifetime value. Filter by stale sync to surface contacts to reconnect.
Pipeline plus invoice in one view
Combine pipeline stage from wp_zbs_customfields with wp_zbs_invoices status into a single row. Filter on proposal stage plus overdue invoice to find deals at risk.
Audience
Who uses SleekView for Jetpack CRM Pro
Account managers
Filter contacts by pipeline stage and last contact age to surface stalled deals. Inline-edit owner and stage to reassign without leaving the table.
Sales operations
Build a top-50-by-deal-value view across wp_zbs_transactions joined to pipeline stage. Export for quarterly business reviews without per-screen aggregation.
Finance teams
Filter wp_zbs_invoices by status and due date alongside pipeline stage to focus AR follow-up on deals still in motion. Replaces export-then-pivot workflows.
The bigger picture
Why Pro extensions deserve a table layer
Jetpack CRM Pro extends a deliberately custom-table architecture with extensions for invoicing, mail sync, automations and custom fields. The tables are designed for these joins and aggregations, which is why a self-hosted CRM on this schema scales further than the older custom-post-type pattern allowed. The default Pro admin keeps the per-screen browse-and-click pattern because that is the right shape for setup and per-record investigation.
SleekView fills the cross-extension gap by reading the same tables and joining them into views shaped around real questions. Account managers can find stalled deals by stage and last contact age in one filter. Sales ops can build a top-50 view ordered by deal value across transactions.
Finance can focus AR on invoices tied to active pipeline stages instead of every overdue row. Inline edits route through Jetpack CRM's data layer so logs and extension hooks fire correctly. The Pro schema is already prepared for this kind of view; the missing piece was a UI honest enough to use it.
Questions
Common questions about SleekView for Jetpack CRM Pro
From wp_zbs_customfields with keys you map once. The agent samples existing rows to discover keys, then pivots them into typed columns that sort and filter natively.
Yes. Writes route through Jetpack CRM's data layer where an API is available, so extension hooks fire, mail sync logs record correctly and wp_zbs_logs entries stay consistent with default-UI updates.
Yes. Each is its own view, and tabbed SleekView pages stack contact, transaction and invoice views together. Capability gating scopes each tab per role.
 
Jetpack CRM Pro stores stage on the contact, typically via wp_zbs_customfields or core columns depending on configuration. SleekView treats it as a sortable column and supports inline edit through the plugin's update functions.
Yes. The Pro mail sync log joins on contact id, so last sync status appears as a column. Filter by stale or failed sync to find contacts that need a manual reconnect.
 Yes. Filters compose. Pipeline stage equals proposal, invoice status equals overdue and mail sync equals stale combine into one saved view to surface deals at risk.
 
Yes. SleekView paginates server-side and uses indexes on wp_zbs_contacts and the Pro join tables. Tens of thousands of contacts with combined filters render quickly because there is no postmeta scan.
Filter to a single contact and export the row set as JSON or CSV. The export includes wp_zbs_contacts, wp_zbs_customfields and joined Pro extension data for a complete subject access response.
Pricing
More than 1000+
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