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

SleekView Kanban for Salesflare for WordPress

SleekView reads the Salesflare accounts and opportunities the WordPress connector caches locally, groups every opportunity by the Salesflare pipeline stage, and lets a sales rep drag a card from Qualified to Proposal to Won and write the change back through the Salesflare REST API in one motion.

♾️ Lifetime License available

SleekView Kanban board for Salesflare for WordPress

Salesflare is itself a kanban tool, mirrored to WordPress

Salesflare for WordPress caches Salesflare accounts and opportunities locally under sf_accounts and sf_opportunities. Each opportunity carries a stage_id that maps to a stage on the Salesflare pipeline, with common labels of Lead, Qualified, Proposal, Negotiation, and Won. The default connector admin shows the rows as a flat list, which loses the kanban shape that Salesflare itself ships as its primary sales view.

SleekView reads the same cached rows and the related contacts table the connector keeps. The natural status column is stage_id on the opportunity, resolved through the cached sf_pipelines table so stage names render correctly. Card meta shows the account, the rep, the opportunity value, and the close date so a sales lead can run pipeline review on the WordPress board without bouncing to Salesflare.

Dragging a card calls the Salesflare connector endpoint, which talks to Salesflare through its REST API. The remote opportunity updates with the new stage, the timeline records the change with the editing user, and any Salesflare workflow that keys off the stage transition runs exactly as it would on a manual edit. Failed writes snap the card back inline with the API error visible.

Workflow

From Salesflare cache to a live kanban

1

Connect to Salesflare data

Point SleekView at the Salesflare table you want to visualize. The plugin stores rows in sf_opportunities or its meta companions, and SleekView reads them directly with no extra sync to babysit.
2

Pick the status column to group by

Choose the stage_id column as the kanban grouping. SleekView reads the distinct values currently on rows and builds one column per value in the order you arrange them.
3

Choose what shows on each card

Pick the fields that make a card useful at a glance. Most Salesflare boards show the account, the rep, the opportunity value, and the close date. Anything on the record is selectable without writing template code.
4

Enable drag-and-drop writeback

Turn on writeback and dragging a card updates stage_id on the record. SleekView fires the same salesflare_opportunity_synced hook the plugin uses, so emails, webhooks, and reminders stay attached.

Sample board

Sample Salesflare opportunities board

A rep sees opportunities grouped by Salesflare stage with value and expected close date on each card so the Friday forecast review fits a single screen.
Lead
33
Northwind compliance refresh
Jamie, $13,400, close Aug 15
Birch Studio analytics work
Priya, $7,800, close Aug 18
Atlas Group cloud migration
Sam, $25,500, close Sep 02
Qualified
17
Glow Roastery loyalty platform
Priya, $11,200, close Jul 24
Ember Apparel retention plan
Jamie, $17,500, close Jul 28
Compass Health booking suite
Sam, $9,400, close Jul 30
Proposal
8
Pixel Ledger onboarding revamp
Sam, $24,700 in proposal
Cedar Print storefront rebuild
Priya, $14,200 in proposal
Junction PR campaign tooling
Jamie, $8,800 in proposal
Won
36
Vega Audio loyalty engine deal
Priya, $18,000 booked Q2
Slate Cycles checkout overhaul
Jamie, $22,500 booked Q2
Brick Bakery delivery rollout
Sam, $10,600 booked Q2

Comparison

Default Salesflare connector vs SleekView Kanban

Default Salesflare list

  • Salesflare app lives outside WordPress, switching adds a context cost every time
  • Connector list shows rows with filters, no pipeline shape across the stages at all
  • Changing stage means opening Salesflare, editing the opportunity, waiting for sync
  • Card fronts do not exist, opportunity value and close date hide behind row links
  • Forecast reviews on the connector list end up exported to a slide deck every week

SleekView Kanban

  • Native read of sf_opportunities with Salesflare stage detection per row
  • Drag a card to push the new stage_id to Salesflare via the REST endpoint
  • Card front shows opportunity, account, owner, value, and close date for the forecast
  • Filter the board by owner, source, or any custom field the connector already syncs
  • Lives next to the Salesflare connector admin, no duplicate database and no offline copy

Features

What SleekView Kanban gives you for Salesflare for WordPress

Pipeline by stage at a glance

See the count of records in each state the moment the board loads. Salesflare usually buries this behind list filters, but the kanban surface puts it up front so a manager can spot a pile-up in seconds.

One board per record type

Build a separate kanban per Salesflare table. Pair an opportunities board by stage with an accounts board by tier. Each board remembers its own card template and column order.

Drag-and-drop writeback

Cards do not just show pretty data. Drop one in a new column and SleekView writes back to the Salesflare record, runs the same hooks the admin uses, and the Salesflare remote updates on the next connector sync.

Audience

What sales teams build with SleekView and Salesflare

Weekly forecast review

Open the opportunities board, drag stuck rows into the right stage, and read totals off the column counts. The default connector list view never lays the forecast out this clearly.

Inbound triage workflow

Group contacts by lifecycle. New inbounds sit ready for a rep to pick up. Dragging to Qualified writes back through the connector so Salesflare workflows fire as usual.

Owner load balancing

Filter by owner and you see exactly how much each rep is carrying. Dragging a card between owners reassigns it on the Salesflare opportunity on the next sync.

The bigger picture

Why a kanban view fits Salesflare in WordPress

Salesflare is itself a kanban CRM, with stages on a board and opportunities as cards moving across it. The WordPress connector brings the data into WordPress so marketing and support staff can cross reference records next to forms and tickets. The trouble is that the connector exposes those records as a flat list, which works for lookup but loses the kanban shape the Salesflare product itself ships natively.

With SleekView Kanban the cached rows become a board again. Stages are columns, opportunities are cards, and the count on each column shows how the pipeline is loaded today. Drag-and-drop writeback uses the connector REST endpoint the plugin already exposes, so a card move on the WordPress board updates the Salesflare remote and the timeline records the same change a manual edit would.

The two surfaces stay aligned and the team gets a real pipeline view in WordPress.

Questions

Common questions about SleekView Kanban for Salesflare for WordPress

Both. SleekView reads Salesflare for WordPress tables and the stage_id column at the database level, so whichever tier you run the board still builds. Paid add-ons that add custom fields or extra status values are picked up automatically because SleekView scans the live schema on render.

 

SleekView calls the Salesflare connector update endpoint, which talks to Salesflare through its REST API. The plugin fires its normal opportunity synced hooks, so any local listeners and any Salesflare workflow automations that key off the stage transition run exactly as they would on a manual edit inside Salesflare.

 

Yes. Card layouts are per board. An opportunities board can show deal title, account, owner, value, and close date. An accounts board can show name, tier, owner, and last activity. Each board remembers its own card template so the team does not reconfigure when switching boards.

 

Yes. SleekView respects every capability check the connector plugin registers. A user who can read but not write opportunities will see cards but the writeback only fires for users whose role matches the same checks the connector enforces when a manual save is attempted from its admin.

 

Add the new stage in Salesflare the normal way, by editing the pipeline settings. The connector syncs the new stage into the local cache, and SleekView picks it up on the next board load because columns come from the distinct stage values currently on rows in the cache.

 

No. SleekView paginates cards per column rather than fetching every row at once. The cache carries an index on the stage column so counts and a window of cards stay fast even on a Salesflare account with tens of thousands of opportunities running through the connector each year.

 

Yes. Any cached Salesflare table with a status like column can render. Accounts grouped by tier, contacts grouped by lifecycle, and tasks grouped by status are common boards once you point SleekView at the right table and pick the column you want the kanban to group on.

 

It stays in sync because there is no separate database. SleekView reads the cached sf_opportunities rows the connector reads. Writes call the connector endpoint that talks to Salesflare REST, so the kanban board and the Salesflare remote stay aligned without extra cron sync.

 

Pricing

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