SleekView Kanban for Jetpack CRM
SleekView reads your Jetpack CRM contacts, quotes, invoices, and transactions, groups them by the status field you pick, and lets you drag cards between columns to update the underlying record without leaving the page.
♾️ Lifetime License available
Jetpack CRM data deserves a real pipeline view
Jetpack CRM stores every contact in zbs_contact and every quote and invoice in their own custom tables, each tagged with a status column. The default admin gives you a long list with filters at the top, which works fine for browsing but hides the shape of your pipeline. You cannot see at a glance how many quotes are sitting in review versus how many invoices are overdue.
SleekView Kanban reads any Jetpack CRM table and groups rows by the column you choose. For contacts that usually means status, for quotes it means the quote state, and for invoices it means paid versus unpaid versus overdue. Card fronts can show contact name, owner, value, and the next action date so you get the most important context without clicking through.
Drag a card from Lead to Customer and SleekView writes the new status straight back to the Jetpack CRM table, fires the matching action hooks, and refreshes the board. Records that change status from inside the CRM also move on the board on the next refresh, so the two views stay in sync even when teammates work from the standard interface.
Workflow
From Jetpack CRM table to drag-and-drop board
Connect to your Jetpack CRM data
Pick the status column to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample Jetpack CRM contacts board
Comparison
Default Jetpack CRM list vs SleekView Kanban
Default Jetpack CRM list
- Long contact list with filters, no visual pipeline shape across statuses at a glance
- Status changes need clicking into a record and saving the edit form every single time
- No card front, every detail hidden behind a name link instead of shown on the row
- Quotes, invoices, and contacts each live on a separate admin screen with no shared board
- Pipeline review meetings end up exporting CSVs to a spreadsheet to get any overview
SleekView Kanban
-
Native read of
zbs_contact, quotes, invoices, and transactions with status detection -
Drag a card to update the Jetpack CRM
statuscolumn and fire the normal hooks - Card front shows contact, owner, value, and the field you care about most
- Filter by owner, tag, or any custom field added through the Jetpack CRM admin
- Works alongside the standard CRM screens, no duplicate database and no separate sync job
Features
What SleekView Kanban gives you for Jetpack CRM
Contact pipeline at a glance
See how many contacts sit in lead, customer, refused, and lost the moment you load the page. Card counts update live as your team moves people through the pipeline, so the overview never gets stale.
Quote and invoice boards
Build a separate board per Jetpack CRM table. A quote board grouped by quote state shows what is pending acceptance, while an invoice board grouped by payment state shows what is paid, unpaid, and overdue.
Drag-and-drop writeback
Cards do not just look pretty. Drop a contact into Customer and SleekView writes the new status to the Jetpack CRM record, runs the same hooks the admin runs, and any other dashboards using that data update next refresh.
Audience
What sales teams build with SleekView and Jetpack CRM
Weekly pipeline review
Open the contacts board, drag stuck deals into the right column, and review owner workloads. The default Jetpack CRM list never gives you this in one screen without exporting first.
Invoice collections board
Group invoices by payment state with overdue at the right. Card meta shows due date and amount so collections staff know which clients to call first without opening each invoice record.
Owner load balancing
Filter the contacts board by owner and you see exactly how many active leads each rep is carrying. Move cards between owners by dragging when the load gets uneven across the team.
The bigger picture
Why a kanban view for Jetpack CRM is worth setting up
Jetpack CRM is built around stateful records. Contacts have a lifecycle status, quotes have a state, invoices are paid or unpaid, transactions either succeed or fail. The data model is built for pipelines, but the default WordPress list screens are not.
You get a sortable list with filters at the top, and the pipeline only takes shape in your head once you start clicking. That works for searching for one person, but it falls apart the moment you want a team-level overview. A pipeline review on a list screen turns into reading numbers off filter counts and squinting at columns, and most teams give up and export to a spreadsheet just to see the shape of the funnel.
With SleekView Kanban the funnel is the interface. You pick the table, you pick the status column, and the board builds itself. Drag a card and the underlying record updates, so the kanban view is not a separate copy of the data you have to keep in sync.
It is the same Jetpack CRM database, presented in a way humans actually use to run a sales process.
Questions
Common questions about SleekView Kanban for Jetpack CRM
Both. The free Jetpack CRM plugin already exposes contacts, quotes, invoices, and transactions in standard tables with a status column. SleekView reads those tables directly. Paid extensions that add custom fields or new statuses are picked up automatically because SleekView scans the live database schema.
SleekView writes the new value to the same column the Jetpack CRM admin would write to. The plugin then fires its normal status change hooks. Any automation you have, like a webhook to an email tool when a contact becomes a customer, still runs the same way it would if you had edited the contact in the admin.
Yes. Card layouts are per board. Your contacts board can show name, owner, last activity, and tags. Your invoice board can show client, amount, due date, and PDF link. Each board remembers its own card template so you do not have to reconfigure when switching views.
Yes. SleekView respects the same capability checks Jetpack CRM uses. A user who can only see their own contacts in the CRM admin will only see their own contacts on the kanban board. Admins see everything. Drag-and-drop writeback honors the same permissions as a manual edit in the CRM.
Add the status to Jetpack CRM the way you normally would, by adding a new value in the plugin settings or via a custom field. SleekView picks it up on the next board load because columns are derived from the distinct values present in the status field, not hard coded.
No. SleekView paginates cards per column rather than loading every row up front. The board fetches counts and a window of cards per column, then loads more on scroll. Status filters and search are pushed to the database so even a six-figure contact table stays responsive on standard hosting.
Any Jetpack CRM table with a status-like column works. The events log can be visualized too, grouped by event type for example. The only requirement is that the field you group on has a finite set of values rather than free text, so the board has actual columns.
It stays in sync because there is no separate database. SleekView is a view on top of the same tables the Jetpack CRM admin uses. Edits made on the kanban board are visible immediately in the admin, and changes made in the admin appear on the board on its next refresh.
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