SleekView Kanban for WP-CRM System
SleekView reads WP-CRM System contacts, opportunities, projects, and tasks, groups them by the status column you select, and writes drag-and-drop changes straight back to the WordPress posts the plugin uses to store records.
♾️ Lifetime License available
WP-CRM System needs a board, not another list
WP-CRM System stores contacts, organizations, opportunities, projects, and tasks as custom post types in standard WordPress tables. Each one carries a status taxonomy term that drives the pipeline. The default admin gives you the usual post list with a taxonomy filter, which works for finding one record but hides how the funnel is actually shaped today.
SleekView Kanban turns the same data into a board. For contacts you typically group by contact_status, for opportunities you group by the opportunity stage, for projects you group by the project state, and for tasks you group by task status. Card fronts can show contact name, the linked organization, the assigned user, and any custom field you added through the WP-CRM System settings.
Drop a card from Negotiation to Won and SleekView updates the WordPress post and the taxonomy term WP-CRM System uses behind the scenes. The plugin sees the change exactly as if you had edited the record in the admin, so any reminder emails or hook driven actions still run. Boards refresh after drops so two team members working in parallel see the same state.
Workflow
From WP-CRM System posts to a drag-and-drop board
Connect to a WP-CRM System post type
Pick the status taxonomy to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample WP-CRM System opportunities board
Comparison
Default WP-CRM System list vs SleekView Kanban
Default WP-CRM list
- Standard post list with taxonomy filter, no visual pipeline shape across stages
- Changing stage means opening the record, editing the taxonomy, and saving the form
- Card front does not exist, only title and a few columns from the post list table
- Cross post type insights need switching screens between opportunities, projects, tasks
- Owner workload only visible by sorting and counting rows by hand
SleekView Kanban
-
Reads any WP-CRM System post type and groups by its
statustaxonomy - Drag updates the taxonomy term and fires the same WP-CRM hooks the admin fires
- Card front configurable per board with custom fields like deal value or close date
- Filter by assigned user, organization, or any registered taxonomy on the post type
- Works on top of the existing WordPress tables, no duplicate copy of your CRM data
Features
What SleekView Kanban gives you for WP-CRM System
Opportunities pipeline you can drag
Stop opening individual opportunity records to update stage. Drag the card from Qualified to Proposal and SleekView writes the new term to the post, refreshes the count, and surfaces the move in any audit log you have running.
Contact funnel grouped by status
Switch the same plugin to the contacts post type and you get a funnel grouped by contact status. Card meta can show the linked organization and last activity so reps know which prospects to call before the day starts.
Project and task boards
WP-CRM System tracks projects and tasks too. Build a project board grouped by project status and a task board grouped by task status. Each board shows the right card fields for that record type without any duplicate configuration.
Audience
Where SleekView fits in a WP-CRM System workflow
Sales pipeline review
Run a weekly pipeline call straight from the opportunities board. Drag stalled deals out of Proposal into the right stage, reassign owners by editing the assigned user field, and capture next actions inline.
Task triage by owner
Filter the task board by assigned user to see exactly what each rep is responsible for this week. Drag tasks from Open to In progress to Done as they move, and the underlying post status updates instantly.
Project status dashboard
Project managers get a board grouped by project state so kickoff, in progress, on hold, and complete each show a clear count. Card meta makes the next milestone date and client visible without opening the project.
The bigger picture
Why WP-CRM System pipelines belong on a board
WP-CRM System leans on the WordPress post and taxonomy model, which is fine for storage but unforgiving when it comes to pipeline review. The admin list view tells you that nine opportunities are in Proposal and twelve are in Negotiation, but you have to read those numbers off a filter dropdown and you cannot see which deals are big or who owns them without clicking every record. The shape of the funnel exists in the database but never gets surfaced visually.
A kanban board fixes this because the funnel becomes the interface. The columns are the statuses you already use, the cards are the deals you already have, and the meta line on each card is whatever you most often want to know about a deal before you click into it. Drag a card to a new column and SleekView writes the taxonomy change to the post, fires the same hooks the admin would fire, and the data your CRM email reminders depend on stays current.
The board does not replace the post editor, it lives on top of the same data and gives a team-level view the admin was never designed to provide.
Questions
Common questions about SleekView Kanban for WP-CRM System
Yes. Each WP-CRM System post type gets its own board with its own status grouping and its own card layout. You can pin multiple boards as menu items so the team can switch between an opportunities pipeline, a tasks queue, and a projects overview in one click.
SleekView writes the taxonomy change the same way the admin would. WP-CRM System fires its normal hooks on the post and term update. Any reminder emails, integrations, or custom code listening on those hooks runs as if a user had edited the opportunity in the post editor.
Yes. Any post meta key is selectable as a card field. So a deal close date you added through the custom fields extension, or a contact category you maintain as taxonomy, can all appear on the card front. Switch boards and you can show a different set of fields per record type.
Yes. SleekView calls the same WordPress capability checks. A user who can only edit their own contacts in the standard admin will only be able to drag cards belonging to them on the board. Admins keep full access. Filtering by current user is one click.
Add the new term to the WP-CRM System status taxonomy in the standard taxonomy admin. SleekView regenerates the board columns on the next refresh because columns are derived from live taxonomy terms rather than from a hardcoded list inside SleekView.
Yes. The filter bar on the board accepts any taxonomy or post meta as a filter source. Organization and assigned user are the two most common filters for WP-CRM System users, and you can save filtered views as shortcuts so reps land on their own pipeline by default.
Yes. Anything those extensions store as post types or post meta is available to SleekView. A Quotes board grouped by quote status or an Invoices board grouped by paid versus unpaid both work out of the box with no special extension support needed.
It always reads the live tables. There is no second database, no nightly sync, no copy that can drift. SleekView is a render layer on the same posts and taxonomy terms WP-CRM System uses, so the board and the admin can never disagree about what status a record is in.
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