SleekView for Jetpack CRM: contacts, transactions & invoices as tables
Read directly from wp_zbs_contacts, wp_zbs_transactions, wp_zbs_invoices, and wp_zbs_quotes. Sort, filter, and inline-edit without opening each record.
♾️ Lifetime License available
Stop drilling into one contact at a time
wp_zbs_contacts and wp_zbs_transactions. SleekView reads them directly so you can sort by lifetime value, filter by status, and inline-edit tags across hundreds of rows without leaving the screen.
Sample columns
A typical Jetpack CRM contacts view
wp_zbs_contacts and joins wp_zbs_tags_links for tag columns plus wp_zbs_transactions for lifetime totals.
wp_zbs_contacts + wp_zbs_transactions + wp_zbs_invoices
| Contact | Status | Lifetime value | Tags | Last contact | |
|---|---|---|---|---|---|
| Alex Reiter | alex@studio.co | Customer | €1,840.00 | vip, retainer | Apr 24 |
| Ria Patel | ria@design.io | Lead | €0.00 | demo-booked | Apr 23 |
| Tom Bailey | tom@hello.dev | Customer | €312.00 | agency | Apr 22 |
| Mia Brewer | mia@brew.coop | Lapsed | €48.00 | newsletter | Mar 09 |
Comparison
Default Jetpack CRM views vs SleekView
Default Jetpack CRM admin
- Contact list shows a fixed column set with no easy way to add custom-field columns
- Lifetime value and last-transaction data require clicking into each contact
- Tag filtering exists but doesn't combine cleanly with status and segment filters
- Transactions and invoices live on separate screens — no joined view per contact
-
Custom fields stored in
wp_zbs_customfieldsaren't surfaced in the list
SleekView
-
Read directly from
wp_zbs_contacts,wp_zbs_transactions, andwp_zbs_invoices -
Pivot custom fields from
wp_zbs_customfieldsinto proper columns - Inline-edit status, owner, and tags across many contacts in one pass
- Save filtered views per role (e.g. "Lapsed customers over €500")
- Switch between contacts, transactions, and invoices in tabbed SleekView pages
Features
What SleekView gives you for Jetpack CRM
Contacts with real CRM columns
Combine wp_zbs_contacts fields with tag joins, segment membership, and aggregated transaction totals — all in one table.
Transactions and invoices side by side
Build separate views over wp_zbs_transactions and wp_zbs_invoices with status, amount, and contact columns sortable and filterable.
Inline-edit tags and status
Reassign owners, retag contacts, and change deal status directly in rows. Bulk-update across an entire filtered segment.
Audience
Who uses SleekView for Jetpack CRM
Account managers
Filter by tag and last-contact date to surface stalled relationships, then inline-edit owner and notes without leaving the table.
Sales operations
Sort contacts by lifetime value across wp_zbs_transactions, build a "top 50 by revenue" view, and export it.
Finance teams
Filter wp_zbs_invoices by status and due date for AR follow-up, with contact and transaction context inline.
Questions
Common questions about SleekView for Jetpack CRM
Custom tables. Since Jetpack CRM 3.0 the data lives in wp_zbs_contacts, wp_zbs_transactions, wp_zbs_invoices, wp_zbs_quotes, and a handful of supporting tables. SleekView queries those directly.
Yes. Custom fields are stored in wp_zbs_customfields. SleekView pivots them into proper columns so you can sort and filter on them like any core field.
Yes — SleekView writes through Jetpack CRM's data layer when an API is available, so logs in wp_zbs_logs and event reminders fire as expected.
Each table is one view, but you can stack views inside a single SleekView page as tabs. A common setup is Contacts, Transactions, Invoices — each with its own filters.
Segments live in wp_zbs_segments with conditions in wp_zbs_segments_conditions. You can either rebuild equivalent filters in SleekView or join the segment tables to limit the contact view.
No — SleekView paginates and indexes server-side, and the move to wp_zbs_* tables in 3.0 was specifically intended to scale past the limitations of pigeon-holing data into a custom post type.
Pricing
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