SleekView for WP ERP: CRM contacts, HR records & accounting as tables
WP ERP stores CRM, HR, and accounting in dedicated erp_ tables rather than custom post types. SleekView reads them directly so contacts, employees, leave, and ledgers live in one filterable workspace per role.
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Three modules, three views, one workspace
WP ERP is a three-in-one plugin: CRM contacts and companies live in wp_erp_peoples with relations in wp_erp_peoples_meta, HR data lives in wp_erp_hr_employees, wp_erp_hr_leaves, and related tables, and accounting lives across the wp_erp_acct_* family for invoices, bills, ledger entries, and chart of accounts. The plugin's choice of dedicated tables (rather than custom post types) was specifically designed to scale and keep each module's schema clean.
SleekView reads each module directly. A CRM contacts view joins wp_erp_peoples_meta for typed custom-field columns and wp_erp_peoples type filters for contact-vs-company segmentation. An HR employees view joins wp_erp_hr_leaves to show open leave requests inline. An accounting view over wp_erp_acct_invoices filters by status and due date with the customer pulled from peoples for AR follow-up.
Each module gets a focused workspace with capability gating per role, so HR sees employees and leave without seeing accounting ledgers, and finance sees invoices and bills without exposed CRM contact details. The default WP ERP UI is competent for one record at a time. SleekView covers the cross-record questions ops teams actually ask.
Workflow
One workspace per module, all from erp_ tables
Map the erp_ tables per module
Pivot custom fields
Cross-module joins where useful
Inline-edit through the data layer
Sample columns
A typical WP ERP CRM contacts view
wp_erp_peoples filtered to contact type, joined with wp_erp_peoples_meta for typed custom fields and the latest activity timestamp.
wp_erp_peoples + wp_erp_hr_employees + wp_erp_acct_invoices
| Contact | Company | Stage | Owner | Last activity | |
|---|---|---|---|---|---|
| Alex Reiter | Studio Co | alex@studio.co | Customer | Dennis | Apr 24 |
| Ria Patel | Design Lab | ria@design.io | Lead | Sara | Apr 23 |
| Tom Bailey | Hello Dev | tom@hello.dev | Customer | Dennis | Apr 22 |
| Mia Brewer | Brew Coop | mia@brew.coop | Lapsed | Sara | Mar 09 |
Comparison
Default WP ERP admin vs SleekView
Default WP ERP admin
- CRM, HR, and accounting each have separate per-module list screens with limited columns
-
Custom fields stored in
wp_erp_peoples_metaaren't surfaced in the contact list - Cross-module joins (employee with open leave, contact with open invoices) need SQL
- Filtering by stage, owner, and last activity together is awkward in the built-in UI
- Bulk-edit owner or stage across many contacts goes one record at a time
SleekView
-
Read
wp_erp_peoples,wp_erp_hr_employees, andwp_erp_acct_invoicesdirectly -
Pivot
wp_erp_peoples_metainto typed columns for custom fields - Join HR leave or accounting invoices into a contact or employee row
- Inline-edit stage, owner, or status across many records in one pass
- Capability-gate views per HR, sales, or finance role
Features
What SleekView gives you for WP ERP
CRM contacts with custom fields
Every contact row shows stage, owner, last activity, and pivoted custom-field columns from wp_erp_peoples_meta. Replaces multiple per-screen drills with one ranked workspace.
HR employees with leave context
Build an employees view joined with wp_erp_hr_leaves so open leave requests sit on the same row as the employee. HR ops stops paging between two screens to plan coverage.
Accounting AR follow-up
Filter wp_erp_acct_invoices by status and due date with the customer name pulled from peoples. AR follow-up becomes a saved view instead of an export-and-pivot job.
Audience
Who uses SleekView for WP ERP
Sales teams
Filter contacts by stage, owner, and last activity in one saved view. Stalled relationships surface immediately and inline-edit owner reassignments take seconds, not screens.
HR ops
Employee view joined with leave requests answers "who's out next week" without opening individual records. Capability gating keeps the view scoped to HR roles only.
Finance teams
AR follow-up filtered by invoice status and due date with contact context inline. Replaces export-to-spreadsheet workflows and keeps follow-up in WP admin.
The bigger picture
Why three-module ERPs need module-scoped views
Bundled ERPs that combine CRM, HR, and accounting in one plugin face a hard UX problem: each module wants its own workspace conventions but shares the same admin shell. WP ERP's dedicated tables solve the data side cleanly; the per-module list screens it ships with are competent for one record at a time but cannot give a sales team a stage-and-owner-filtered ranked workspace, an HR lead an employees-with-open-leave view, or a finance lead an AR-by-due-date view from one place. The cross-record and cross-module questions are exactly where the day-to-day operational work lives.
Reading the erp_ tables directly turns each module into the workspace it deserves. Sales gets contacts with custom-field columns and saved owner-and-stage filters. HR gets employees with leave context inline.
Finance gets invoices and bills filterable by aging bucket. Capability gating keeps each role scoped to its own data, and the underlying tables are already indexed for the queries each view runs. The plugin already collected the data; SleekView just lets each role read it the way they actually need to.
Questions
Common questions about SleekView for WP ERP
No. WP ERP uses dedicated tables (the erp_ family) for each module, so SleekView reads them as standard SQL with the WordPress table prefix. Inline edits go through WP ERP's data layer where an API exists, so module-side hooks like leave-approval workflows continue to fire.
 Both live in wp_erp_peoples with a type column distinguishing contacts from companies. SleekView exposes the type filter as a saved facet, so a contacts view and a companies view share the same underlying table but render different column sets and filters.
 Yes. Custom fields live in wp_erp_peoples_meta as key-value pairs. The agent samples actual keys in use and pivots the ones you care about into typed columns. Date and currency types render natively. Unused keys stay untouched, so cluttered installs do not produce cluttered views.
 Yes. wp_erp_acct_invoices, wp_erp_acct_bills, wp_erp_acct_ledger, and the chart-of-accounts tables are all readable. AR aging, bill due dates, and ledger entries by account become saved views with capability gating that keeps finance data away from non-finance roles.
 Yes. Approval row actions go through WP ERP's HR API where one exists, so notifications and approval-chain hooks fire identically to a manual approval. Capability gating ensures only HR-grade roles see the action.
 Yes. Each view is gated by WP capability, so HR roles see employees and leave without accounting ledgers, and finance sees invoices and bills without exposed CRM contact details. Sales sees contacts and companies. Each role saves its own filtered presets.
 Yes. SleekView paginates and indexes server-side, and the erp_ tables are already indexed on the columns most queries hit. Tens of thousands of contacts plus years of accounting history render filtered views quickly without query timeouts.
 Yes. wp_erp_acct_invoices stores the customer reference back to wp_erp_peoples. SleekView resolves that join so an AR follow-up view shows contact name, email, and owner inline with the invoice. The same join works in reverse for a contact's invoice history.
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