SleekView Kanban for Propovoice
SleekView reads Propovoice leads, deals, projects, and invoices, groups them by the stage column you pick, and writes the new stage back to Propovoice every time you drag a card so the freelancer-focused CRM finally has a real pipeline view.
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Propovoice is built for freelancers, this is the pipeline
Propovoice is a client management plugin built for freelancers and small agencies. It stores leads, deals, projects, estimates, and invoices, each with a stage or status field that drives the pipeline. The default admin gives you a list per object with filters at the top. For a one person shop that is fine for searching, but the moment you have more than a handful of active deals at once, you lose the shape of the funnel in a stack of rows.
SleekView Kanban reads any Propovoice table and groups records by the column you pick. For deals it is the deal stage. For leads it is the lead status. For projects it is the project stage. For invoices it is payment state. Card fronts show the client name, the deal title, the value, the due date, and any custom field you added through Propovoice. The board renders inside WordPress and lives on the same data as the standard admin.
Drop a deal card from Quoted to Won and SleekView writes the new stage back to the Propovoice record. The CRM fires its normal hooks, your invoice flow continues, and any email or notification tied to stage transitions still sends. Freelancers get the pipeline they wished Propovoice shipped with, without leaving WordPress and without paying for a separate sales tool.
Workflow
From Propovoice records to a kanban pipeline
Connect to a Propovoice object
Pick the stage column to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample Propovoice deals board
Comparison
Default Propovoice list vs SleekView Kanban
Default Propovoice list
- Default list view, no real visual pipeline across deal or lead stages at all
- Updating stage means opening the deal, picking from a dropdown, saving the record
- No card view, no client surface, no money surface, no due date at a glance
- Project stages and invoice states live on completely separate screens with no link
- Solo founders can not run a quick funnel review without manual filter and counting
SleekView Kanban
- Reads Propovoice leads, deals, projects, estimates, and invoices from native tables
- Groups by deal stage, lead status, project stage, or any picklist field you pick
- Drag updates the source record and triggers Propovoice hooks like the admin would
- Card front configurable with client, value, due date, and any custom field
- Built for freelancers who already use Propovoice and want the pipeline view free
Features
What SleekView Kanban gives you for Propovoice
Deal pipeline for freelancers
Build a board grouped by Propovoice deal stage and your client work funnel becomes a visual interface. New lead, quoted, won, and lost each get their own column so you can see what is hot and what needs follow up this week.
Project status board
Switch to projects and group by project stage. Card meta shows the client name, the project owner if you are a small agency, and the next milestone date. The default Propovoice projects screen never gave you this shape on one screen.
Invoice collections view
Group invoices by payment state and you get a collections board with draft, sent, overdue, and paid columns. Card meta shows client, amount, and due date so chasing overdue invoices stops being a mental act of remembering and becomes a glance.
Audience
How freelancers use a Propovoice kanban
Friday pipeline review
Open the deals board, drag everything forward that closed this week, and clean up the lost column. The funnel shape is visible without exporting, and any deal that should be quoted but is not jumps out of the New lead column for follow up.
Monthly collections
Open the invoices board on the first of the month. Filter to overdue and you see exactly which clients to chase. Drag invoices to paid as cash comes in and Propovoice updates the status automatically so the financial side stays current.
Lead source review
Group leads by source field instead of status and you see at a glance which channels actually fed your funnel this quarter. Sourcing reviews become free because the data is already there, you just changed what the columns are.
The bigger picture
Why a kanban view is the missing layer for Propovoice
Propovoice covers a lot for a freelancer-focused CRM. It tracks leads, deals, projects, estimates, and invoices, all in one plugin, all inside WordPress. What it does not give you is a pipeline view that matches the shape freelancers actually think in.
Most solo founders or small agencies think in stages. New lead, quoted, won, lost. New project, in progress, on hold, complete.
Sent invoice, paid, overdue. Those are kanban columns by nature. The default Propovoice list view turns each of those stages into a filter dropdown, which works but does not communicate the shape of the funnel.
A board does. The columns are the stages, the cards are the records, and the meta line on each card is whatever you most often want to know before you click. Drag a card and Propovoice updates the same way it would if you had used the admin.
The result is a freelancer-friendly pipeline view, built on top of the data you already track in Propovoice, with no second CRM and no monthly subscription added.
Questions
Common questions about SleekView Kanban for Propovoice
Both. The free Propovoice plugin already exposes leads, deals, projects, estimates, and invoices in standard custom tables with status columns. SleekView reads those tables directly. Paid extensions that add fields, workflow features, or extra modules show up as more options to display on the board.
Yes. SleekView writes the new stage value through the same database operations and fires the same action hooks the Propovoice admin uses. Reminder emails, invoice generation triggers on won deals, and any external integration on stage change still run normally.
Yes. Any column on the Propovoice table, including custom fields added through the plugin settings or via complementary plugins, is available as a card field. Currency and date formatting follow your Propovoice locale settings so amounts look the way they do in the admin.
Add the new stage through Propovoice settings the way you usually would. SleekView regenerates the board columns on the next refresh because the column list is derived from the live distinct values in the stage field, not from a hardcoded list inside SleekView.
Yes. Each board is configured independently with its own object source, grouping field, and card layout. You can pin them as quick links so a freelancer can switch between a deals pipeline, a project board, and an invoices collection view in one click.
Yes. SleekView respects the same capability checks Propovoice uses for editing records. Agency members who can only see their own deals in the admin will only see their own deals on the board. Drag-and-drop honors the same per user editing rules as the admin.
No. SleekView paginates per column with SQL level filtering on indexed fields. Even an archive of thousands of historical deals only loads the visible window per column at any time. You can also add a filter to show only deals active in the last 90 days for daily use.
It always reads live. SleekView is a render layer on the same Propovoice tables the admin uses. There is no second database, no sync job, and no drift. Edits made on the board are visible in the admin immediately, and admin edits appear on the board on the next refresh.
Pricing
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