SleekView Kanban for Flexie CRM
SleekView reads Flexie CRM contacts, leads, and deals through the Flexie API, groups them by the pipeline stage you pick, and writes the new stage back to Flexie each time you drag a card so the marketing automation CRM finally has a visible funnel in WP.
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Flexie CRM pipelines mirrored inside WordPress
Flexie CRM is a marketing automation focused CRM with strong workflow features. It tracks contacts, leads, and deals, each with a pipeline stage that drives automations. The Flexie WordPress integration mostly handles form capture and contact sync, not pipeline visualization. So if you want to see your funnel, you usually have to leave WP and open Flexie in another tab.
SleekView Kanban reads Flexie data through the REST API and renders it as a kanban inside WordPress. For deals it groups by pipeline stage. For leads it groups by lead status. For contacts it can group by lifecycle stage or any custom field. Card fronts show the deal name, the contact, the value, the owner, the close date, and any Flexie custom field you flag for display.
Drop a deal from Demo to Proposal and SleekView calls the Flexie API to update the stage. Flexie runs its workflows on the stage transition, fires the assigned automations, and your reporting picks up the new state. Reads are cached briefly to be polite to the API and writes are immediate so the board never feels laggy. The result is a Flexie pipeline view inside the same WP tab the rest of your team works in.
Workflow
From Flexie CRM to a WordPress kanban board
Connect to Flexie via API token
Pick the stage field to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample Flexie CRM deals board
Comparison
Default Flexie WP integration vs SleekView Kanban
Default Flexie integration
- Flexie WP integration is mostly form capture, no real WP-side pipeline view
- Updating stage means switching to the Flexie app in a separate tab to do the move
- No card front inside WP, no deal name, contact, value, or close date visible
- Cross object insights need to leave WordPress entirely and dig in Flexie reports
- Marketing teams in WP and sales in Flexie end up on completely different surfaces
SleekView Kanban
- Reads Flexie contacts, leads, and deals via the Flexie REST API
- Groups by pipeline stage on any pipeline you have configured in Flexie
- Drag updates the stage in Flexie and runs its workflow triggers as normal
- Card front shows value, owner, close date, and any Flexie custom field
- Filter by owner, pipeline, or any property right inside WordPress admin
Features
What SleekView Kanban gives you for Flexie CRM
Pipeline aware boards
Pick one Flexie pipeline per board so the stages stay coherent. Run a deals board for the main sales pipeline, another for renewals, another for partner deals, each scoped to its own pipeline with its own card layout.
Workflow safe drag-and-drop
Cards are not just visual. Drop a deal in Won and Flexie sees a normal stage change through the API. Workflows that trigger on the new stage run as designed, so automated welcome emails and rotation logic still happen on time.
Marketing and sales in one view
Marketing teams who live in WordPress can see the live Flexie pipeline without switching apps. Sales teams who live in Flexie still own the source of truth. Both look at the same data and the kanban becomes a shared meeting surface.
Audience
What teams build with Flexie CRM and SleekView
Pipeline review without context switching
Pin a deals board inside WordPress for the weekly pipeline review. Drag stuck deals through stages, reassign owners by editing the owner field on the card, and the Flexie workflows keep firing as normal.
Partner deals scoped per user
Partner managers see only deals owned by their partner accounts on a per user filtered board. SleekView pushes the filter to the API call so partner data stays private and the board feels personal to each partner manager.
Lead routing kanban
Group leads by status and the SDR team gets a queue board. Drag leads through New, Working, Qualified, and Disqualified inline. Flexie workflows pick up the status change and assign to the right rep automatically.
The bigger picture
Why a Flexie kanban inside WordPress is worth doing
Flexie CRM already has its own pipeline view. The reason a WordPress side kanban still matters is the same reason WordPress sites exist in the first place. They are where the rest of the team lives.
Marketing pages, member content, ecommerce, support articles, and operational dashboards all sit inside WordPress. Asking the sales lead to switch to Flexie for one pipeline review and asking marketing or content folks to come along just to watch is friction nobody likes. A kanban that reads Flexie live and writes stage changes back through the API gives you the pipeline inside the same WordPress tab the team already has open.
Flexie stays the system of record, with its workflows, automations, and reporting intact. The board is just a window for shared review. Because writes go through the API and trigger the same workflows, you do not lose any of the automation Flexie is built for.
You add a visible funnel inside WP for the moments when getting everyone in the same view matters more than which tool is technically authoritative.
Questions
Common questions about SleekView Kanban for Flexie CRM
It needs read access to the objects you want to render and write access to the stage field you want to update. For a deals board that means read and write on deals plus read on contacts. SleekView documents the exact endpoint list and a minimum scope token works without elevated permissions.
Yes. SleekView updates the deal stage via the standard Flexie API path, which fires the same workflow triggers Flexie would fire on any other stage change. Welcome emails, rotation logic, deal assignment, and external webhook notifications all run normally.
Yes. SleekView lists every Flexie field exposed for the object type, including custom fields. Pick the ones to show on the card front. Picklist values keep their Flexie labels and color tags if you configured them inside Flexie.
Reads are cached for a short window so reloads and clicks do not refetch every time. Cards paginate per column so only the visible portion of a column triggers a request. Writes are immediate but throttled per user so a single workflow change cannot exhaust the limit.
Yes. Per board role permissions can disable drag-and-drop for selected WordPress roles. The board still renders fully with all cards and meta, but managers in read-only mode cannot move records. This is great for executive overview screens.
Yes. Owner is just another field. Show it on the card front, filter by it, and you have a per owner pipeline view. Rotation rules in Flexie keep firing because writebacks go through the API path that triggers them, so the board does not bypass any sales ops logic.
Yes. Each board has its own pipeline scope and card layout. Pin a main sales pipeline board, a renewals board, and a partner pipeline board as separate menu items. Filters do not leak between boards so each one stays focused on its own data.
It always reads live. SleekView is a render layer on top of Flexie, not a parallel database. Each board fetch pulls current values from Flexie with a short cache for performance. There is nothing to sync, nothing to drift, and nothing to break when CRM data changes outside the board.
Pricing
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