SleekView Kanban for WP ERP
SleekView reads the WP ERP CRM contacts, opportunities, and HR records, groups them by the life stage or pipeline column you pick, and writes the new value back to the WP ERP tables so dragging a card actually moves the underlying ERP record.
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WP ERP pipelines you can see and drag
WP ERP stores CRM contacts in its own tables with a life_stage column, opportunities in a related table with a stage, and HR records like employees with their employment status. The plugin gives you list screens for each, with filters down the side. The data is rich, but the default presentation is read heavy. You search, you filter, you click into a record, you edit, you save. Multiply by a real team and the friction adds up.
SleekView Kanban builds a board on the same WP ERP tables. For the CRM contacts module the natural grouping is the life_stage column, mapping to lead, opportunity, customer, and subscriber. For the opportunities table the natural grouping is the opportunity stage. For HR you can group employees by employment status. Cards show contact name, owner, value, and any custom field the ERP exposes.
Drop a contact from Lead to Opportunity and SleekView writes the new life stage back to the WP ERP CRM table. WP ERP fires its standard hooks, so any sequence or note the plugin would have created on that transition still happens. The board does not duplicate WP ERP data, it operates on the same records and refreshes when others on the team edit through the standard screens.
Workflow
From WP ERP tables to a kanban surface
Connect to a WP ERP module
Pick the status column to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample WP ERP CRM contacts board
Comparison
Default WP ERP CRM list vs SleekView Kanban
Default WP ERP list
- List view with filter sidebar, no draggable pipeline shape across stages at all
- Updating life stage means opening the contact, editing the field, saving the record
- Card front does not exist on the default screens, only flat row columns
- Opportunities, contacts, and HR each live on their own screen with no shared board
- Owner workload visible only through manual filter and counting by hand
SleekView Kanban
- Reads WP ERP CRM contacts, opportunities, and HR records from their native tables
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Drag updates
life_stageor any other status column and runs WP ERP hooks - Card front configurable with any field WP ERP exposes including extension fields
- Filter by owner, company, department, or any WP ERP property in the toolbar
- No duplicate copy of your ERP data, the board reads the same tables the admin uses
Features
What SleekView Kanban gives you for WP ERP
CRM contact pipeline
See the entire CRM contact funnel as a board with one column per life stage. Drag contacts from lead to opportunity to customer to subscriber and the WP ERP CRM database updates instantly, with notes and activity entries written the same way the admin would.
Opportunity stage board
Switch to the opportunities table and group by stage. Card meta shows deal value, owner, and close date so the sales lead can run a pipeline review without leaving the board. Drag deals through Discovery, Proposal, Negotiation, and Closed inline.
HR records as a board
WP ERP HR is a kanban candidate too. Group employees by employment status and the board shows active, on leave, probation, and resigned at a glance. Card meta surfaces department, manager, and next review date so HR knows who needs attention.
Audience
How WP ERP teams use the kanban view
Sales funnel review
Drop stuck contacts forward during your Monday pipeline call. The board replaces the default list screen for the duration of the review and lets the team see the funnel shape without anyone scrolling through CSV-style rows.
Opportunity manager
Sales managers pin the opportunity board as their default view. Cards sort by amount so the biggest deals stay visible. Stale deals surface because card meta shows the days since last activity right on the card front.
HR roster overview
HR managers use the employee board to see active, probation, on leave, and resigned columns. Drag an employee to a new state and WP ERP HR captures the change with the right activity entry on the employee profile automatically.
The bigger picture
Why a kanban view fits the WP ERP data model
WP ERP is a relational system built on top of WordPress. Contacts have a life stage. Opportunities have a stage.
Employees have an employment status. Each of those columns is a pipeline driver but none of them is presented as a pipeline in the WP ERP admin. The admin shows lists, with filters, with rich detail per record.
That is good for working on one record but bad for understanding a population. A kanban board changes the unit of attention from the row to the column. The column tells you how many records are in each state, where the bottlenecks are, who is responsible, and what to fix.
The card stays close enough that you can still answer the row level question without clicking. Dragging a card changes the underlying record, so the board is not a parallel system you have to keep in sync. It is the same WP ERP data, presented in the shape it always wanted to be in.
For teams that run sales, customer success, or HR on WP ERP, that shape makes the difference between an ERP feeling like a database and feeling like a tool you actually want to use.
Questions
Common questions about SleekView Kanban for WP ERP
Both. The free WP ERP CRM module already exposes contacts with a life stage column and opportunities with a stage. SleekView reads those tables directly. Paid extensions that add HR features, custom fields, or accounting modules expose more tables, and SleekView discovers them automatically.
Yes. SleekView writes through the same database operations and fires the same action hooks the WP ERP admin uses. Activity entries, notes, audit logs, and any external integration that listens on those hooks continue to behave exactly as they did before.
Yes. Any column on the WP ERP table, including ones added by extensions or by custom field plugins, is selectable as a card field. Pick the ones to display and SleekView formats dates, numbers, and currencies according to your WP ERP locale settings.
Yes. SleekView calls the same capability checks WP ERP uses for editing records. Agents who can only edit their own contacts in the WP ERP admin can only drag their own contacts on the kanban board. Managers and admins keep their broader access. Read-only access is also supported.
Add the new life stage value through WP ERP settings or via the standard filter the plugin exposes. SleekView regenerates the columns on the next board load because the column list is derived from live data in the table rather than from a hardcoded enum inside SleekView.
Yes. Each board is configured independently with its own data source, grouping field, and card layout. You can pin them as menu items so the team can switch between a CRM contacts board, an opportunities board, and an HR employees board with one click.
On the next refresh interval the board fetches current state and the card moves to its new column. SleekView does not lock records, so two users can edit in parallel through the board and through the admin without stepping on each other beyond the usual last write wins.
Yes. SleekView paginates per column and runs filters in SQL with indexed lookups on the WP ERP tables. A column with thousands of records only loads the visible window at any one time, so the board stays responsive on standard managed WordPress hosting.
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