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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

SleekView Kanban for Nimble CRM for WordPress

Nimble CRM for WordPress mirrors contacts, companies, and deals into custom tables. SleekView Kanban groups deals by stage with owner, deal value, probability, and expected close on every draggable card inside WordPress.

♾️ Lifetime License available

SleekView Kanban board for Nimble CRM for WordPress

Nimble deals rendered as the pipeline board they always should be

Nimble CRM for WordPress mirrors your account into custom tables. Deals live in nimble_deals with id, title, stage, amount, currency, probability, owner_id, expected_close_date, company_id, and status on every row. Contacts sit in nimble_contacts, companies in nimble_companies, users in nimble_users. Pipelines themselves live in nimble_pipelines with their stage definitions inline. The default admin shows deals as a flat sortable list.

SleekView Kanban reads those tables and groups nimble_deals by stage so each Nimble deal stage becomes a column. Stages render in the order defined on nimble_pipelines. Card fronts show the deal title, owner from nimble_users, the company name joined from nimble_companies, amount formatted with currency, probability as a percentage chip, and expected_close_date with overdue highlighting when the date is past.

Dragging a deal from Engaged to Demo updates stage on the row and queues the change for the next Nimble API push. status values Won and Lost render their own column colors when grouped by status instead. Column headers sum amount and a separate weighted total multiplies amount by probability so the board surfaces both raw and probability-weighted pipeline values for forecast meetings.

Workflow

From nimble_deals to a pipeline board in four steps

1

Point SleekView at the Nimble tables

Add a SleekView data source for nimble_deals, with joins to nimble_pipelines, nimble_companies, and nimble_users. SleekView detects the schema and proposes stage as the natural kanban grouping column for revenue pipeline tracking.
2

Pick the column that becomes columns

Choose stage for the full pipeline view, or status for an Open, Won, Lost rollup across all pipelines. SleekView reads the stage definitions from nimble_pipelines so the column order matches the Nimble UI exactly.
3

Choose what shows on each card

Drop title onto the headline slot, then add owner_id, amount, company_id, probability, and expected_close_date onto the meta line. Configure column header totals to display amount sum and a separate probability-weighted total.
4

Enable drag and write-back

Turn on drag-and-drop and tell SleekView to update stage on drop. The plugin sync pushes the change to the Nimble API on its next run so Nimble and WordPress agree on deal stage across all reps and pipelines in the account.

Sample board

Sample Nimble CRM deals pipeline

Four deal stages from the new business pipeline, scoped to open deals, with title, owner, amount, company, and probability on every card.
Qualified
26
Wren Foods, content membership
Owner: T. Hale, $19,500 (40%)
Aster Health, knowledge base
Owner: S. Park, $24,800 (35%)
Borealis Tech, customer portal
Owner: R. Cohen, $32,000 (45%)
Engaged
14
Cypress Labs, training site rebuild
Owner: T. Hale, $41,250 (60%)
Halberd Group, dealer onboarding
Owner: S. Park, $36,400 (55%)
Marlow Realty, listing intake flow
Owner: R. Cohen, $22,950 (65%)
Demo
8
Sentinel Security, member portal
Owner: S. Park, $58,500 (75%)
Northgate Press, paywall integration
Owner: R. Cohen, $39,200 (70%)
Lapis Studio, brand subscription
Owner: T. Hale, $28,400 (80%)
Won
10
Cedar Lane Inc, Q3 retainer renewal
Owner: T. Hale, $42,000
Brightline Ops, full site relaunch
Owner: R. Cohen, $76,500
Halcyon Wellness, booking portal
Owner: S. Park, $34,800

Comparison

Default Nimble CRM for WordPress vs SleekView Kanban

Default Nimble CRM for WordPress

  • Synced deals show in a flat admin list ordered by sync time, not by stage
  • No drag-and-drop in WordPress, deals move only inside the Nimble web app
  • Stage order from nimble_pipelines is missing in the default admin layout
  • Cards cannot combine owner, amount, company, and probability on one line
  • Embedding a pipeline board on a leadership dashboard page is not supported

SleekView Kanban

  • Group cards by stage in the order defined on nimble_pipelines
  • Column headers sum amount and show probability-weighted total
  • Card fronts join owner_id, company, probability chip
  • status-based grouping gives Open, Won, Lost rollup view too
  • Drag-and-drop writes stage back, queued for the next Nimble push

Features

What SleekView Kanban gives you for Nimble CRM for WordPress

Weighted totals per column

SleekView sums amount across visible cards and renders a probability-weighted total beside it. Forecast meetings start with both numbers visible, which is what sales managers usually pivot to within the first five minutes of any call.

Owners and companies joined

owner_id joins to nimble_users and company_id joins to nimble_companies so the card front shows real names rather than IDs. Filter by owner to give each rep their personal pipeline kanban URL inside the WordPress admin area itself.

Drag writes back to Nimble

Moving a deal from Engaged to Demo updates stage on the row and queues the change for the next Nimble push. Cards stay in their new column locally so reps move through the board at the speed of the meeting itself.

Audience

Where a Nimble pipeline board inside WordPress fits

Weekly forecast review

Group by stage and filter to this quarter so the forecast review runs against live numbers instead of a static spreadsheet.

Executive dashboard page

Embed a read-only kanban on a leadership dashboard so execs watch pipeline movement during the week rather than the month.

Per-rep daily view

Filter by owner_id and bookmark the result so each rep opens their personal pipeline kanban in a single click each morning.

The bigger picture

Nimble pipelines deserve a real board view

Nimble's pipeline model is solid, with named stages, per-deal probability, and currency-aware amounts. The WordPress mirror copies it well but stops at a flat list. That gap pushes reps and managers back to Nimble every time they want to read pipeline shape, even though the data already sits in custom tables inside WordPress.

SleekView Kanban closes the loop. Group by stage and the team sees the same columns Nimble shows, drag a deal across and the change writes back through the next sync, embed the same board on a leadership dashboard and execs read pipeline live during the week instead of waiting for the monthly close. Weighted totals beside raw totals mean forecast meetings open against numbers everyone trusts.

Per-rep saved views give each seller a personal board URL. Teams running their marketing site on WordPress get the pipeline read where the demand-gen lives, without bouncing to a second tab every time someone asks how the quarter is shaping up across the team.

Questions

Common questions about SleekView Kanban for Nimble CRM for WordPress

Mainly nimble_deals for the row per card, plus nimble_pipelines for stage ordering, nimble_users for owner labels, and nimble_companies for company joins. SleekView only reads tables the plugin already maintains and never calls the Nimble API directly itself for any of these reads.

 

Yes. nimble_pipelines stores stages in their canonical order, and SleekView sorts kanban columns to match. Qualified stays on the left and Won stays on the right just like the Nimble web app shows on the deal pipeline view to every rep on every load.

 

stage is the pipeline-specific position within a deal flow, such as Qualified or Engaged. status is a global Open, Won, or Lost summary. Group by stage for the working board and by status for an executive rollup across pipelines on one screen view.

 

Both totals are available. The raw column header shows the sum of amount across visible cards. A second weighted total multiplies each amount by probability and sums the result. Managers usually run forecast meetings against the weighted column header value.

 

Yes. Apply a SleekView filter on owner_id equal to the current user. Each rep opens the same kanban URL and only sees their pipeline. Managers open the board without the filter and see the full pipeline across the team in one place on a single screen.

 

SleekView formats amount using the per-row currency field and groups the column header totals by currency. If a column mixes currencies, SleekView shows the per-currency breakdown so the team always reads real numbers rather than a meaningless mixed-currency sum.

 

SleekView compares expected_close_date to today and renders overdue cards with a rose date pill. A counter in each column header shows how many deals have slipped past their forecast close so reps and managers can intervene before the next forecast call.

 

Yes. Drop the SleekView shortcode on any WordPress page and the same kanban renders. Combine with a role filter so logged-in execs see the full pipeline view, drag-and-drop is gated by capability so exec views are read-only by default on a public render path.

 

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.

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€79

EUR

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  • 3 websites
  • 1 year of updates
  • 1 year of support

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€149

EUR

per year

  • Unlimited websites
  • 1 year of updates
  • 1 year of support

Lifetime ♾️

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€249

EUR

once

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  • Lifetime updates
  • Lifetime support

...or get the Bundle Deal
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