SleekView Kanban for WP Fusion
SleekView reads WordPress users mapped through WP Fusion to your CRM, groups them by the CRM tag or lifecycle field you pick, and rewrites that tag every time you drag a user card between columns so the change reaches your CRM the way WP Fusion intends.
♾️ Lifetime License available
WP Fusion deserves a tag pipeline view
WP Fusion connects WordPress users to a CRM and stores the link as a contact ID along with a list of applied tags in user meta. Pipelines in tools like FluentCRM, ActiveCampaign, Drip, Mailchimp, ConvertKit, and HubSpot are usually expressed as a sequence of tags, like prospect, qualified, customer, churned. The default WordPress user table tells you none of this at a glance.
SleekView Kanban reads users along with their WP Fusion tag list, groups them by a tag set you mark as the pipeline, and renders a column for each tag in that set. Card fronts show the user name, email, the date the tag was applied, and any other user meta you flag. Common boards include onboarding stages, customer lifecycle, and webinar attendance, but anything you express as a series of WP Fusion tags becomes a board.
Drop a user card from Onboarding step 2 to Onboarding step 3 and SleekView calls the WP Fusion API to remove the old tag and apply the new one. WP Fusion syncs the change to your CRM, fires its standard hooks, and any tag triggered automation runs as it would after a manual tag change. Read-only boards work too for users who should see status but cannot move people.
Workflow
From WP Fusion tags to a kanban pipeline
Connect to your WP Fusion installation
Pick a tag pipeline to group by
Choose what shows on each card
Enable drag-and-drop with writeback
Sample board
Sample onboarding pipeline board
Comparison
Default WP Fusion view vs SleekView Kanban
Default WP Fusion view
- User profile screen shows applied tags but no cross user pipeline view at all
- Changing a user tag means opening the profile, editing the WP Fusion meta box, saving
- No board, no card front, no idea where users sit in your tag based funnel today
- Customer success teams need to leave WP entirely to see lifecycle inside the CRM
- Bulk tag changes are possible but blind, you can not see the pipeline shape first
SleekView Kanban
- Reads WordPress users with their WP Fusion tag list and CRM contact ID
- Groups by a pipeline set of tags you mark, like onboarding or lifecycle
- Drag updates tags through the WP Fusion API so your CRM sequences fire normally
- Card front configurable with any synced user meta field you pick
- Filter by tag, source, or any synced field with one click in the toolbar
Features
What SleekView Kanban gives you for WP Fusion
Tag based pipeline as a board
Express any funnel as a series of WP Fusion tags and SleekView renders it as a kanban. Onboarding, lifecycle, churn risk, webinar engagement, anything you already model as tags becomes a real column based interface for your team.
Tag swap on drag
When you drop a card into a new column, SleekView removes the old pipeline tag and applies the new one through WP Fusion's standard API path. Your CRM sequences see normal tag activity so triggered emails and segment moves work the way they always do.
Customer success at a glance
Customer success leads get one screen for the entire customer lifecycle. They see who is in onboarding, who is healthy, who is at risk, and who has churned. They drag at-risk users into a Save column and the CRM picks up the change to fire a save flow.
Audience
Where WP Fusion teams use the kanban view
Onboarding stand-up
Customer success runs a daily stand-up on the onboarding board. Drag users through the steps as they finish each task, leave notes in user meta, and the CRM stays current without anyone touching the WP Fusion profile screens.
Lifecycle health board
Group by lifecycle tag and the team sees how many users are healthy, at risk, and churned. Card meta shows last login and current plan so save plays can be triggered the moment a healthy user starts looking like a risk.
Webinar attendance board
Tag users with attended, no show, and converted after each webinar. A board grouped by that tag set turns a four step nurture into a kanban any marketer can run, with drag-and-drop to mark conversions as they happen.
The bigger picture
Why a tag based kanban matches how WP Fusion thinks
WP Fusion is built around the idea that the contact record lives in the CRM and the WordPress user is a mirror, kept in sync through tags. Tags drive everything. Sequences, segments, access control, content gating, all of it keys off a tag list.
But the WordPress user interface for managing those tags is the WP Fusion meta box on the profile screen, which is great for one user and terrible for understanding a population. A board view is the natural shape for tag based pipelines. Each column is a tag, each card is a user, and dragging changes the tag the way you would expect.
The CRM never knows the change came from a board rather than from the profile screen, because WP Fusion calls the same API path either way. That preserves the value of the WP Fusion abstraction. You keep all the sequences and segments you already built, and you add a pipeline view that turns the abstract tag list into a visible funnel anyone on the team can read and operate.
Questions
Common questions about SleekView Kanban for WP Fusion
Every CRM. SleekView calls WP Fusion to apply and remove tags, which means it inherits whatever CRM connection WP Fusion already has. ActiveCampaign, FluentCRM, HubSpot, Drip, ConvertKit, Mailchimp, Ontraport, Infusionsoft, Klaviyo, and the rest all work the same way from the board's perspective.
WP Fusion writes the tag change to your CRM the same way it does on a profile edit. Sequences that trigger on tag added or tag removed run as normal. No special handling is needed because the API path is identical. Your CRM sees a normal tag event.
Yes. WP Fusion syncs CRM custom fields to user meta in WordPress, and SleekView can show any user meta field on the card front. Trial day, current plan, last login, lifetime value, and other fields all surface on the card without extra mapping work.
No. The board paginates per column and filters in SQL, so the column count and visible window are the only things loaded up front. Tag filters use indexed user meta queries. SleekView is built to handle six-figure user tables on standard hosting without timing out.
Yes. Per board permissions let you turn off drag-and-drop for selected user roles. Read-only viewers still see all the cards and all the meta, they just cannot move them. This is perfect for managers who want visibility without risk of accidental tag changes.
In the board setup you mark the tags that form the pipeline, in order. SleekView builds one column per tag in that order and only those tags are touched on drag. Other tags on the user are left alone, so the board does not disturb tag based access control or content gating.
Yes. SleekView applies and removes tags via WP Fusion, which runs through its standard API path. Any tag based logic, including conditional tag rules in your CRM and the apply tags filter in WordPress, runs normally as if the change were made from a profile edit.
It always reads live. SleekView is a render layer on top of WordPress user meta, which WP Fusion keeps current with your CRM. There is no separate cache to maintain. The board you see is the same data the WP Fusion meta box shows on the profile screen.
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