SleekView Kanban for Agile CRM for WordPress
SleekView reads the Agile CRM contacts and deals the WordPress connector mirrors locally, groups every deal by the Agile CRM milestone field, and lets a sales rep drag a card from New to Qualified to Won and write the change back through the Agile CRM API without leaving the site.
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Agile CRM milestones drive the funnel, not flat lists
Agile CRM for WordPress caches contacts, companies, and deals locally under ag_contacts and ag_deals. Each deal carries a milestone value taken from the Agile CRM pipeline configuration, typically New, Qualified, Proposal, Won, and Lost. The default plugin screen shows the cached rows as a list, which works for cross referencing a contact but never gives a rep the visual pipeline shape that Agile CRM itself exposes on its own dashboard.
SleekView reads the same cached rows along with the linked ag_companies table the connector maintains. The natural status column is milestone on the deal record, with the contact name, the company, the deal value, and the expected close date surfaced as card metadata so a rep can run pipeline review without ever opening a deal record. The board can also be retargeted at contacts where the lead_status drives the lifecycle.
Dragging a card calls the Agile CRM connector endpoint, which talks to Agile CRM over its public REST API. The remote deal updates with the new milestone, the activity feed records the change with the editing user, and any Agile CRM workflow rules that key off the milestone transition run exactly as they would on a manual edit inside Agile CRM. Failed writes snap the card back and the API error renders inline.
Workflow
From Agile CRM connector to live board
Connect to Agile CRM data
ag_deals or its meta companions, and SleekView reads them directly with no extra sync to babysit.
Pick the status column to group by
milestone column as the kanban grouping. SleekView reads the distinct values currently on rows and builds one column per value in the order you arrange them.
Choose what shows on each card
Enable drag-and-drop writeback
milestone on the record. SleekView fires the same agilecrm_deal_synced hook the plugin uses, so emails, webhooks, and reminders stay attached.
Sample board
Sample Agile CRM deals kanban board
Comparison
Default Agile CRM connector vs SleekView Kanban
Default Agile CRM list
- Agile CRM dashboard lives outside WordPress, every check is a separate browser tab
- Connector list shows rows with filters, no pipeline shape across the milestones at all
- Changing milestone means opening Agile CRM, editing the deal, and waiting for sync
- Card fronts do not exist, deal value and close date hide behind every row link
- Weekly pipeline reviews end up exported to a slide deck instead of using the connector
SleekView Kanban
-
Native read of
ag_dealswith Agile CRM milestone detection on every row -
Drag a card to push the new
milestoneto Agile CRM via the connector API - Card front shows deal, contact, company, value, and close date for fast forecast work
- Filter the board by owner, tag, or any custom field the connector already syncs in
- Lives next to the Agile CRM connector admin, no duplicate database and no extra sync
Features
What SleekView Kanban gives you for Agile CRM for WordPress
Pipeline by milestone at a glance
See the count of records in each state the moment the board loads. Agile CRM usually buries this behind list filters, but the kanban surface puts it up front so a manager can spot a pile-up in seconds.
One board per record type
Build a separate kanban per Agile CRM table. Pair a deals board by milestone with a contacts board by status. Each board remembers its own card template and column order.
Drag-and-drop writeback
Cards do not just show pretty data. Drop one in a new column and SleekView writes back to the Agile CRM record, runs the same hooks the admin uses, and the Agile CRM remote updates on the next connector sync.
Audience
What teams build with SleekView and Agile CRM
Weekly pipeline review
Open the deals board, drag stuck rows into the right milestone, and read totals off the column counts. The default connector list never lays the pipeline out this clearly.
Contact lifecycle triage
Group contacts by lead status. New inbounds sit in the New column ready for a rep. Dragging to Qualified writes back through the connector so Agile CRM rules fire normally.
Owner load balancing
Filter by owner and you see exactly how much each rep is carrying. Dragging a card from one owner to another reassigns it on the Agile CRM deal on the next sync.
The bigger picture
Why a kanban view fits Agile CRM in WordPress
Agile CRM is built around stateful deal records that move along a pipeline of milestones. The connector keeps a useful local copy of those records in WordPress, but the admin presents them as a flat list, which works for cross referencing a contact but is the wrong shape for a real sales pipeline. Sales teams think in milestones, not in rows, and a weekly review on a list view turns into clicking each milestone filter in turn and counting rows.
With SleekView Kanban the pipeline becomes the interface. Milestones are columns, deals are cards, and the count on each column shows how the funnel is loaded today. Drag-and-drop writeback uses the connector REST endpoint the plugin already exposes, so a card move on the WordPress board updates the Agile CRM remote and the activity feed records the same change a manual edit would.
The cache is not a separate database that drifts, and the team gets a real pipeline view directly inside WordPress.
Questions
Common questions about SleekView Kanban for Agile CRM for WordPress
Both. SleekView reads Agile CRM for WordPress tables and the milestone column at the database level, so whichever tier you run the board still builds. Paid add-ons that add custom fields or extra status values are picked up automatically because SleekView scans the live schema on render.
SleekView calls the Agile CRM connector update endpoint, which talks to Agile CRM through its public REST API. The plugin fires its normal deal synced hooks, so any local listeners and any Agile CRM automation rules that key off the milestone transition run exactly as they would on a manual edit in Agile CRM.
Yes. Card layouts are per board. A deals board can show deal title, contact, company, value, and close date. A contacts board can show name, lead status, owner, and last activity. Each board remembers its own card template so the team does not reconfigure when switching context.
Yes. SleekView respects every capability check the connector plugin registers. A user who can read but not write deals will see cards but the writeback only fires for users whose role matches the same checks the connector enforces when a manual save is attempted from its admin.
Add the new milestone in Agile CRM the normal way, by editing the pipeline settings on the deal track. The connector syncs the new value into the local cache, and SleekView picks it up on the next board load because columns come from distinct milestone values currently on rows.
No. SleekView paginates cards per column rather than fetching every row at once. The cache table carries an index on the milestone column so counts and a window of cards stay fast even on an Agile CRM tenant with tens of thousands of deals flowing through the connector each year.
Yes. Any cached Agile CRM table with a status like column can render. Contacts grouped by lead status, companies grouped by tier, and tasks grouped by status are common boards once you point SleekView at the right table and pick the column you want the kanban to group on.
It stays in sync because there is no separate database. SleekView reads the cached ag_deals rows the connector reads. Writes call the connector endpoint that talks to Agile CRM REST, so the kanban board and the Agile CRM remote stay aligned on every change without any cron sync drift.
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