Feedback without a face is just noise. The Companies page (you’ll find it at /customers) is where Pilea keeps track of who’s behind your feedback - and how much revenue rides on each voice.

Company statuses

Every company can have one of three statuses, set via the status badge on the company:

Status	Who it covers
Customer	Paying accounts
Lead	Prospects who haven’t converted yet
Churned	Accounts you’ve lost

Companies without a status show Set status until you pick one. You can also set statuses in bulk - useful when you’re cleaning up after an import.

The distinction isn’t cosmetic. A company’s deal size counts toward Revenue Impact (Deals) when its status is Customer, and toward Revenue Impact (Leads) when it’s Lead. Churned and unset companies add nothing to either, so accurate statuses mean accurate scores.

Deal sizes

Deal size is the revenue attached to a company. There are three ways to set it:

Manually on the Companies page, one at a time or in bulk for selected companies.
Synced from HubSpot, if you’ve connected it. Pilea sums the amounts of the deals associated with each company.
Synced from Attio, if you’ve connected it and ticked Revenue. Pilea reads a field like ARR or contract value, a company field you pick, or the sum of each company’s won deals. See Connecting Attio to Pilea.

Deal sizes feed the Revenue Impact signals in priority scoring. When a customer with a large deal size mentions an issue, the backlog items they touch score higher on revenue - which is exactly how “our biggest account is frustrated” should show up in your prioritization.

💡 Tip: Even rough deal sizes beat none. Without them, the Revenue Impact signals sit at zero and your scores lean entirely on volume, breadth, recency, and sentiment.

The customer detail page

Click into any company for the full picture:

Summary - an editable description of the account.
Deal Size - the revenue figure at a glance.
Customer Since - how long they’ve been with you.
Total Requests - how many backlog items trace back to them.
Details - status, source, domain, industry, plan, tags and your custom fields, editable inline.
Linked companies - the CRM and support records (HubSpot, Attio, Intercom, Zendesk) this company is matched to. A company can carry several external IDs, so the same account from two tools stays one profile.
Mentioned in documents - Pilea documents that reference this customer.
Issues they have mentioned - every backlog item this customer has feedback on, viewable as a table, list, or kanban board.
Engagement History - a chronological timeline built from their CRM events, support tickets and feedback, so you can see how the relationship has actually unfolded.

Edits to a company (name, status, fields) propagate down to every mention and excerpt linked to it.

ℹ️ Note: The detail page is a strong pre-meeting ritual. Two minutes with a customer’s timeline and backlog items tells you what they care about before they have to repeat it.

Custom fields

Every team tracks something the CRM doesn’t - segment, region, seat count, contract tier. Define those fields once and they follow the company everywhere.

On the Companies page, open Manage → Custom fields.
Click to add a field. Give it a Label, a Key, and a Type: Text, Number, Select (with a list of options) or Date.
Choose whether it shows as a column on the Companies list.

Once defined, custom fields appear as sortable columns and filters on the Companies list, can be edited inline on a company or in bulk for a selection, and are available through the API and MCP. They also show up in the backlog’s Companies filter row, so you can filter items by customer field and answer “what are our enterprise customers in the Nordics asking for?” in one click. Creating and editing field definitions requires a write role in the organization.

Groups

Groups let you treat several companies as one when registering feedback. Open Manage → Groups, give the group a name, and pick its members. When you add feedback manually or from Slack, selecting the group attaches the feedback to every company in it. You can also filter the Companies list by group.

Merging duplicates

Imports and integrations sometimes create the same company twice. Manage → Scan for duplicates looks for companies with similar names and lets you choose which record to keep in each group. To merge specific companies, select them in the list and click Merge. The merged company keeps the external IDs of both records, so future syncs land in one place.

Segmentation with tags, groups and fields

Use tags, groups and custom fields to slice your customer base - by plan, region, segment, or whatever dimension matters to you. Segmentation isn’t limited to the Companies page either: the backlog’s Companies filter row covers specific companies, customer tags and custom fields, so you can answer questions like “what are enterprise accounts asking for?” without leaving your work queue.

Why this page earns its keep

The Companies page is the bridge between your feedback data and your business data. Statuses tell scoring who’s paying, deal sizes tell it how much, and the detail pages tell you the story behind each account. Keep it current and every priority score in your backlog gets sharper.

Next: How the Pilea priority score works

Customer profiles and deal sizes