People & Customers

One tidy home for everyone in your world — customers, leads, vendors — and where your deals stand.

The contacts that matter to your business are usually scattered — some in your phone, some in email, a few in your head. That's how you forget to follow up with the customer who was ready to buy. People & Customers pulls everyone into one place: customers, leads, team, vendors — each with their own page — plus a clear view of where every deal stands.

Miles keeps a simple page for each person, and the Customers view turns those relationships into a pipeline you can actually see: who's a lead, who's got a quote out, who's booked. Nothing important slips because nobody wrote it down.

How it works

1. Add people, or let Miles start. Open People and add someone (name, email, phone, a note) — or just mention them to Miles and he'll begin a page. Each page can also hold billing details (address, tax ID, payment terms) so it's ready for invoicing.
2. Bring in the ones you already have. Import from a list or CSV, or sync your contacts from Google, Square, or your phone line (Twilio) once one of those is connected.
3. Clean up duplicates the easy way. When a synced contact looks like someone you already have, Bizer shows it for review — you decide *same person* (merge), *different person* (keep separate), or dismiss. No messy doubles.
4. See your pipeline in Customers. The Customers view leads with your Bizer Score, then shows your sales funnel (leads → quotes → booked), jobs booked against your goal, quotes still out, and accounts that need a next step.
5. Move accounts through their stages. Each company account sits at a stage — Discovery, Evaluation, Proposal, Negotiation, Expansion — with a brief, its linked deals and contacts, and an activity timeline where you log calls, emails, and meetings.
6. Ask Miles about any of it. A built-in “Ask Miles about your customers” panel reasons over a specific account or your whole book — “who haven't I followed up with?”

What it helps you do

• Never lose a lead — everyone who reaches out gets a home and a next step.
• See your whole pipeline at a glance, from first contact to booked work.
• Keep one clean record per person, with duplicates caught before they pile up.
• Remember every conversation with an activity timeline on each account.

Questions business owners ask

Do I have to connect anything to use this? No. You can add and manage people entirely by hand. Connecting Google, Square, or your phone line just *adds* the option to sync contacts in automatically — it's a convenience, not a requirement.

What's the difference between People and Organizations? People are individuals; Organizations are the companies and vendors you deal with. In the Customers view, those organizations double as your *accounts* — the same record, with sales stages layered on.

Will syncing create a mess of duplicates? That's exactly what the review step prevents. Anything that only *might* be a match waits for you to decide, so your list stays clean.

Is my customer list private? Yes — it's your business's data, for you and your team. It isn't shared or sold.

Does this replace a full CRM? For a solo owner or small team, it covers the essentials — contacts, pipeline, activity, and Miles helping you work it — without the bloat or the price tag. If you outgrow it, your records are yours to export.