SleekView Kanban for Copper CRM for WordPress
Copper CRM for WordPress mirrors leads, opportunities, and people into custom tables. SleekView Kanban groups opportunities by pipeline_stage with owner, monetary_value, and close_date on every card, and drag updates write back to Copper.
♾️ Lifetime License available
Copper pipeline data, rendered as the board it always should be
Copper CRM for WordPress mirrors your account into a set of custom tables. Opportunities live in copper_opportunities with id, name, pipeline_id, pipeline_stage_id, assignee_id, monetary_value, close_date, status, and primary_contact_id on every row. Pipelines sit in copper_pipelines, stages in copper_pipeline_stages, users in copper_users, people in copper_people. The default admin lists opportunities by sync time and that is it.
SleekView Kanban reads those same tables and groups copper_opportunities by pipeline_stage_id so each Copper stage becomes a column. Stages keep their original Copper ordering through the order column on copper_pipeline_stages. Card fronts show the opportunity name, the owner from copper_users, monetary_value formatted with currency, the contact joined from copper_people, and close_date with overdue highlighting.
Drag an opportunity from Qualified to Quoted and SleekView updates pipeline_stage_id on the row, then queues the change for the next push to the Copper API. Won and Lost statuses are reflected as their own columns with green and rose color cues. Each column header sums monetary_value so you see weighted pipeline at a glance, exactly the read sales managers want at the top of any planning meeting.
Workflow
From copper_opportunities to a pipeline board in four steps
Point SleekView at the Copper tables
Pick the column that becomes columns
Choose what shows on each card
Enable drag and write-back
Sample board
Sample Copper CRM opportunities pipeline
Comparison
Default Copper CRM for WordPress vs SleekView Kanban
Default Copper CRM for WordPress
- Synced opportunities show in a flat admin list ordered by sync timestamp
- No drag-and-drop in WordPress, stages can only move inside Copper itself
- Stage order from Copper is not reflected in the default admin display
- Card fronts cannot show owner, monetary value, and contact on one line
- Embedding a pipeline board on a leadership dashboard page is unsupported
SleekView Kanban
-
Group cards by
pipeline_stage_idin the order Copper stages render -
Column header sums
monetary_valuefor weighted pipeline at a glance -
Card fronts join
assignee_id, owner, contact, and close date - Won and Lost render as colored columns for clear final state visibility
-
Drag-and-drop writes
pipeline_stage_idback to Copper on push
Features
What SleekView Kanban gives you for Copper CRM for WordPress
Monetary value totals per column
SleekView sums monetary_value across the visible cards in each stage and shows the total in the column header. Forecast meetings start with the right numbers in the room, not after someone exports a CSV and pivots it elsewhere.
Owners and contacts joined
assignee_id joins to copper_users for owner names and primary_contact_id joins to copper_people for contact labels. Filter the board by owner to give each rep their personal pipeline view at a single URL inside WordPress admin.
Drag writes back to Copper
Moving an opportunity from Qualified to Quoted writes the new pipeline_stage_id to copper_opportunities and queues the change for the next Copper push so the CRM source of truth keeps up with what the team is doing in WordPress.
Audience
Where a Copper pipeline board inside WordPress earns its keep
Sales standup
Open the board grouped by stage, filtered to this week's close dates, so the standup runs off live numbers instead of a slide.
Executive forecast view
Embed a read-only board on an exec dashboard page showing weighted pipeline totals per stage refreshed on every load.
Per-rep pipeline
Filter by assignee and bookmark the URL so each rep opens their personal pipeline kanban in a single click each morning.
The bigger picture
A pipeline that lives next to the website it sells
Most teams that connect Copper to WordPress are running content and demand-gen there: blog posts, landing pages, gated assets, signup forms. When the resulting opportunities sync back as a flat list, the link between content and revenue stays implicit. SleekView Kanban makes it explicit.
Group by pipeline_stage_id and the team sees the same stages Copper renders, with monetary value totals in every column header. Drag an opportunity to Quoted and the change writes back to Copper on the next sync, embed the same board on a leadership dashboard and execs see weighted pipeline live, filter by owner and each rep opens their personal kanban from a single URL. Because cards reference the actual Copper rows, changes made inside Copper appear on the board the next time the page loads and nothing drifts.
The result is a pipeline read inside the CMS that drives the demand-gen engine, not a tab-switch every time someone wants to see what is open and what is closing this month.
Questions
Common questions about SleekView Kanban for Copper CRM for WordPress
Mainly copper_opportunities for the row per card, plus copper_pipeline_stages for column names and order, copper_users for owner labels, and copper_people for contact labels. SleekView only reads tables the plugin already maintains and never calls the Copper API directly itself.
Filter on pipeline_id before grouping. Each SleekView saved view scopes the board to one pipeline so stage columns from different pipelines do not get mixed. Build one view per pipeline and link them in the WordPress admin menu for quick switching.
SleekView updates pipeline_stage_id on the row in copper_opportunities and fires the plugin write hook. The next sync push sends the change to the Copper API. The card stays in its new column locally so the rep is not blocked while the API call completes.
Yes. SleekView computes the sum of monetary_value over the visible cards in each column and renders the total in the header. Move a card and the source and destination columns recalculate. Filter the board and totals adjust to only the rows currently in view.
If you group by pipeline_stage_id, Won and Lost are simply the last two stages and render with green and rose color cues. If you also want a global status grouping, switch to status which gives Open, Won, Lost as the three columns across pipelines simultaneously.
Yes. Apply a SleekView filter on assignee_id equal to the current user. Each rep opens the same kanban URL and sees only their pipeline. Sales managers open the board without the filter and see the entire team across all owners on one screen.
SleekView compares close_date to today and renders overdue cards with a rose date pill. The same rule drives an overdue counter in each column header so managers see how many opportunities have slipped past their expected close date by stage.
Yes. primary_contact_id joins to copper_people so the card front shows the contact name and title alongside the opportunity name. Filter by contact or by company tag if you want to scope the board to one account for a deeper review session.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkout