✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView for Propovoice: leads, deals, estimates & invoices as tables

Propovoice stores its CRM in dedicated ndpv_ tables. SleekView reads leads, deals, estimates, invoices, and projects together so freelancers and small agencies get a single ranked workspace instead of five module screens.

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SleekView table view for Propovoice

Five modules, one ranked workspace

Propovoice positions itself as a freelancer and small-agency CRM, with leads, deals, estimates, invoices, and projects each stored in dedicated ndpv_ tables. The plugin's admin UI gives each module its own screen with a basic list and a few inline controls, which is fine for a handful of records and starts to creak the moment a single freelancer has fifteen open deals across eight clients with overlapping estimates and projects.

SleekView reads each ndpv_ table directly. A leads view exposes name, source, status, owner, and last activity. A deals view exposes deal name, client, value, stage, and expected close. An invoices view exposes invoice number, client, amount, status (paid, sent, overdue), and due date. Each view is sortable, filterable, and inline-editable across the entire dataset rather than one record at a time.

Joining wp_users for owner names, joining clients across modules to surface a single client's full record (lead history, open deals, sent estimates, paid invoices, active projects), and capability gating per role gives the small operator a real ops layer. The data was always there; the default UI just needed a workspace honest enough to use it.

Workflow

Cover every Propovoice module from one workspace

1

Map the ndpv_ tables

Point SleekView at wp_ndpv_leads, wp_ndpv_deals, wp_ndpv_estimates, wp_ndpv_invoices, and wp_ndpv_projects. The agent samples columns and offers ready-made joins to wp_ndpv_clients for client resolution.
2

Build a single client view

Stack views inside one SleekView page as tabs: lead history, deals, estimates, invoices, projects. Each tab filters on the same client row so one screen replaces five module pages.
3

Save AR and pipeline presets

Overdue invoices sorted by due date, deals by stage and value, projects by owner and status. Each preset is a one-click load for a daily, weekly, or monthly routine.
4

Inline-edit through the data layer

Stage, status, and owner edits go through Propovoice's API where one exists, so plugin hooks for invoice-paid and deal-stage transitions fire identically to a manual record edit.

Sample columns

A typical Propovoice deals view

SleekView reads wp_ndpv_deals with the linked client resolved from wp_ndpv_clients and stage shown as a typed column.
Source: wp_ndpv_leads + wp_ndpv_deals + wp_ndpv_invoices
Deal Client Value Stage Owner Close date
Brand refresh Studio Co €8,400 Proposal Dennis May 12
Site rebuild Design Lab €14,200 Won Sara Apr 22
Retainer Q2 Hello Dev €3,600 Negotiation Dennis May 03
Logo polish Brew Coop €720 Lost Sara Mar 28

Comparison

Default Propovoice admin vs SleekView

Default Propovoice admin

  • Each module (leads, deals, invoices, projects) has its own screen with a basic list
  • No cross-module client view (lead history with open deals and sent invoices in one row)
  • Status filtering on invoices and deals is limited and not saveable as a preset
  • Deal value totals across stages aren't surfaced as columns or aggregates
  • Bulk inline-edit (status, owner, due date) goes one record at a time

SleekView

  • Read every ndpv_ table directly with the columns each module actually has
  • Build a single client view joining lead history, deals, estimates, invoices, and projects
  • Filter invoices by status and due date for one-glance AR follow-up
  • Inline-edit deal stage, invoice status, and project owner across many rows
  • Capability-gate views per role on a small team

Features

What SleekView gives you for Propovoice

Pipeline as one workspace

Every deal across every client in one ranked workspace with stage, value, owner, and close date as sortable columns. Quarterly forecast becomes a saved filter.

Invoice AR follow-up

Filter ndpv_invoices by status and due date with client and amount inline. Overdue invoices surface immediately, not after an export-and-pivot pass.

Single client view

One client row joining their lead history, open deals, sent estimates, paid invoices, and active projects. Account context lives in one place instead of five module screens.

Audience

Who uses SleekView for Propovoice

Solo freelancers

One workspace covering active deals, overdue invoices, and open project tasks. Replaces clicking between five module screens with one saved view per daily routine.

Small agencies

Per-owner pipeline views for each team member, capability-gated so each freelancer sees their own deals while the lead sees the whole book. Forecasting stops being export-driven.

Bookkeeping

Invoice view filtered to overdue with client and amount inline turns AR follow-up into a saved view rather than a Friday-afternoon spreadsheet exercise.

The bigger picture

Why a five-module CRM needs a workspace honest enough to span it

Propovoice's pitch is honest: it bundles the five things a freelancer or small agency actually needs into one plugin so the operator does not assemble five separate tools. The trade-off is that each module ships with its own per-screen list UI, and the cross-module questions that define real ops work do not have a single home. "Which clients have open deals plus an overdue invoice" is the question that keeps a small agency from billing accurately; the default UI cannot answer it without paging between screens and copying notes.

Reading every ndpv_ table directly gives the operator a workspace that matches the way they think about their book of business. Pipeline forecast becomes a saved view; AR follow-up becomes a saved view; per-client account snapshots become a tabbed page. The plugin's data model is already clean, indexed, and consistent across the five modules.

SleekView simply lets a one-person team or a small agency read it the way the day-to-day work demands, without forcing each operator to build their own ad-hoc spreadsheets.

Questions

Common questions about SleekView for Propovoice

No. Propovoice uses dedicated ndpv_ tables for each module, so SleekView reads them as standard SQL with the WordPress table prefix. Inline edits go through Propovoice's data layer where one is exposed, so plugin hooks for invoice status changes and deal-stage transitions fire as expected.

 

Yes. Build a SleekView page that joins ndpv_leads, ndpv_deals, ndpv_estimates, ndpv_invoices, and ndpv_projects against ndpv_clients. The result is a single client view with lead history, open deals, sent estimates, paid invoices, and active projects on one screen.

 

Deal stages live as a column on ndpv_deals and SleekView exposes them as a saved filter facet plus a typed column. A pipeline view filtered by stage with deal value as a sortable column is the most common use; inline-edit lets you move stage from the row without opening the deal.

 

Yes. Invoice status (draft, sent, paid, overdue) is a column on ndpv_invoices. A view filtered to overdue with due date and amount sorted descending is the standard AR follow-up workflow. Inline-editing status to paid runs through the plugin's data layer so payment notifications fire as expected.

 

Yes. ndpv_projects holds project records and ndpv_tasks holds the linked tasks. A projects view joined with task counts and assignee gives a single ranked workspace for active engagement without paging between project screens.

 

Yes. SleekView is purely additive: the plugin's dashboard and per-module screens continue to work unchanged. SleekView is for the cross-record and cross-module questions the dashboard cannot answer in one view.

 

Yes. Any view exports to CSV, which is useful for accountant handoffs (overdue invoice exports), forecast snapshots (deal pipeline by stage), and end-of-quarter archives across every module.

 

Yes. The ndpv_ tables are already indexed by client_id and status. SleekView paginates and filters server-side, so even a freelancer with thousands of legacy invoices and hundreds of historical deals gets fast filtered views without query timeouts.

 

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