Midstates CRM

Outreach Command Center

Snapshot 2026-09-17 10:23 UTC Log Out / Switch User

Build and operate campaigns, audiences, companies, outreach, contacts, and templates from one control plane.

Active view: Financials Signed in as midstates Production-only view
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Search Results

Use the search bar above to look up contacts.

Use the search bar above to look up companies.

Campaigns
15
Audiences
4
Companies
828
Contacts
2004
Email Templates
17

Customer Relationship Buckets

See which accounts are warm, cold, or ice cold before you drill into a tab.

Warm paying uses active company-contact interactions on or after 2023-09-18. Warm prospective uses active company-contact interactions on or after 2026-06-19 or quotes opened on or after 2025-09-17.

Bucketed Customer Companies 467 Customer company records covered by the five customer buckets.
Warm Paying Customer 11 Paying customer with an active company contact touched within the last 3 years.
Cold Paying Customer 17 Paying customer with no active contact interaction logged in the last 3 years.
Warm Prospective Customer 5 Prospective customer with active work or live work discussions in motion.
Cold Prospective Customer 433 Prospective customer with active contacts on file, but no contact touch in 3 months and no quote in 12 months.
Ice Cold Customer 1 Customer record exists in CRM, but no active company contacts are on file.
2026 YTD Revenue
$3,290,764
2026 Pace (Projected)
$8,403,298
Pace vs 2025
+23.9%
Avg Daily Revenue
$12,657

Revenue by Year

Source: crm_accounting.sales_line (excluding 2 intercompany/error rows ($5,991) and 2,211 out-of-period source rows ($26,368,694) through 2026-09-17).

Revenue trend chart will render once yearly revenue is available.
Imported revenue 2026 projected pace

Pace projection = realized 2026 YTD revenue + probability-weighted active RFQ payout expected in 2026 ($5,112,533.50). Excluded intercompany/error rows through 2026-09-17: $5,990.58. Excluded out-of-period source rows through 2026-09-17: $26,368,694.10.

Yearly Revenue Breakdown

Click a year to view the full imported purchase entries for that year.

Year Imported Revenue Pace / Notes
2026 $3,290,764.33 YTD imported. Year-end pace: $8,403,297.83 (includes RFQ weighted payout $5,112,533.50) (+23.9% vs 2025)
2025 $6,784,812.57 Finalized historical revenue
2024 $1,917,381.10 Finalized historical revenue
2023 $260,854.51 Finalized historical revenue
2022 $219,222.95 Finalized historical revenue
2021 $497,519.21 Finalized historical revenue
2020 $153,063.26 Finalized historical revenue
2019 $2,715,942.29 Finalized historical revenue
2018 $4,306,680.25 Finalized historical revenue
2017 $4,394,988.90 Finalized historical revenue
2016 $3,442,312.80 Finalized historical revenue
2015 $1,858,199.14 Finalized historical revenue

2021 Purchase Entries

36 imported line item(s), total $497,519.21. Clear year filter

Invoice Date Customer Item Purchased Qty Amount Source
2021-12-20 LYON GEAR AND MACHINE INC -
Item ID: RE-PARTS
 1 $1,350.00 MIG | MIG Items Sold 2020-Present.xlsx #434
2021-12-01 LAKES INDUSTRIAL FOR /
Item ID: LABOR
 16.5 $2,062.50 MIG | MIG Items Sold 2020-Present.xlsx #419
2021-12-01 LAKES INDUSTRIAL Reimb-Travel & Lodging
Item ID: TRAVEL
 12.5 $1,125.00 MIG | MIG Items Sold 2020-Present.xlsx #420
2021-11-16 APOLLO EDM FOR /
Item ID: LABOR
 1.5 $187.50 MIG | MIG Items Sold 2020-Present.xlsx #92
2021-11-16 APOLLO EDM Reimb-Travel & Lodging
Item ID: TRAVEL
 1.25 $112.50 MIG | MIG Items Sold 2020-Present.xlsx #93
2021-11-05 GP MANUFACTURING, INC. REFURBISHED KIRA KN30Vb-2APC 1 $20,560.00 MIG | MIG Items Sold 2020-Present.xlsx #239
2021-11-05 GP MANUFACTURING, INC. -
Item ID: SHIPPING
 1 $1,415.00 MIG | MIG Items Sold 2020-Present.xlsx #241
2021-11-05 GP MANUFACTURING, INC. -
Item ID: CREDIT
 1 $-400.00 MIG | MIG Items Sold 2020-Present.xlsx #240
2021-10-25 ADMIRAL BROACH COMPANY FOR /
Item ID: LABOR
 6 $750.00 MIG | MIG Items Sold 2020-Present.xlsx #29
2021-10-25 ADMIRAL BROACH COMPANY -
Item ID: RE-PARTS
 1 $75.00 MIG | MIG Items Sold 2020-Present.xlsx #30
2021-10-12 STANLEY BLACK & DECKER, INC. -
Item ID: RE-PARTS
 21 $68,195.00 MIG | MIG Items Sold 2020-Present.xlsx #708
2021-10-12 STANLEY BLACK & DECKER, INC. CREDIT CARD PROCESSING FEE 2 $900.00 MIG | MIG Items Sold 2020-Present.xlsx #706
2021-10-12 STANLEY BLACK & DECKER, INC. -
Item ID: SHIPPING
 1 $111.61 MIG | MIG Items Sold 2020-Present.xlsx #709
2021-10-12 STANLEY BLACK & DECKER, INC. -
Item ID: CREDIT
 1 $-3,500.00 MIG | MIG Items Sold 2020-Present.xlsx #707
2021-07-23 HARTWIG- ST. LOUIS KIRA TURNKEY SYSTEM 0.55 $184,140.00 MIG | MIG Items Sold 2020-Present.xlsx #246
2021-07-23 HARTWIG- ST. LOUIS KIRA KN40Hb 700 MM 0.55 $124,300.00 MIG | MIG Items Sold 2020-Present.xlsx #245
2021-07-23 HARTWIG- ST. LOUIS -
Item ID: RE-PARTS
 42 $46,960.00 MIG | MIG Items Sold 2020-Present.xlsx #253
2021-07-23 HARTWIG- ST. LOUIS PROGRAM COINING FOR ANGLE HEAD 1 $7,900.00 MIG | MIG Items Sold 2020-Present.xlsx #249
2021-07-23 HARTWIG- ST. LOUIS -
Item ID: ENGINEERING
 4 $6,695.00 MIG | MIG Items Sold 2020-Present.xlsx #252
2021-07-23 HARTWIG- ST. LOUIS LOGIC CHANGES COOLANT, HARDWARE INSTALL AND DOCUMENTATION 1 $5,705.00 MIG | MIG Items Sold 2020-Present.xlsx #247
2021-07-23 HARTWIG- ST. LOUIS -
Item ID: CONTROLS
 1 $2,000.00 MIG | MIG Items Sold 2020-Present.xlsx #251
2021-07-23 HARTWIG- ST. LOUIS PROGRAMMING HMI, LOGIC AND MACRO 1 $1,100.00 MIG | MIG Items Sold 2020-Present.xlsx #250
2021-07-23 HARTWIG- ST. LOUIS PROBE CAL 1 $550.00 MIG | MIG Items Sold 2020-Present.xlsx #248
2021-07-23 FASTENAL -
Item ID: RE-PARTS
 1 $500.00 MIG | MIG Items Sold 2020-Present.xlsx #184
2021-07-23 HARTWIG- ST. LOUIS -
Item ID: SHIPPING
 2 $47.34 MIG | MIG Items Sold 2020-Present.xlsx #254
2021-07-22 KERKAU MANUFACTURING FOR /
Item ID: LABOR
 12 $1,500.00 MIG | MIG Items Sold 2020-Present.xlsx #385
2021-07-22 KERKAU MANUFACTURING Reimb-Travel & Lodging
Item ID: TRAVEL
 12.5 $1,125.00 MIG | MIG Items Sold 2020-Present.xlsx #386
2021-07-16 CAUDLE MANUFACTURING -
Item ID: RE-PARTS
 2 $1,757.00 MIG | MIG Items Sold 2020-Present.xlsx #98
2021-07-16 CAUDLE MANUFACTURING FOR /
Item ID: LABOR
 16 $1,000.00 MIG | MIG Items Sold 2020-Present.xlsx #97
2021-07-16 CAUDLE MANUFACTURING -
Item ID: SHIPPING
 1 $15.00 MIG | MIG Items Sold 2020-Present.xlsx #99
2021-07-08 GEISLER CO. -
Item ID: RE-PARTS
 10 $1,310.00 MIG | MIG Items Sold 2020-Present.xlsx #195
2021-06-15 Hensley Manufacturing FOR /
Item ID: LABOR
 3.5 $437.50 MIG | MIG Items Sold 2020-Present.xlsx #308
2021-06-15 Hensley Manufacturing Reimb-Travel & Lodging
Item ID: TRAVEL
 3.5 $315.00 MIG | MIG Items Sold 2020-Present.xlsx #309
2021-04-14 THE RAYMOND CORPORATION SERVICE PERFORMED
Item ID: SERVICE
 1 $16,740.00 MIG | MIG Items Sold 2020-Present.xlsx #691
2021-04-14 THE RAYMOND CORPORATION -
Item ID: RE-PARTS
 2 $465.00 MIG | MIG Items Sold 2020-Present.xlsx #690
2021-04-14 THE RAYMOND CORPORATION -
Item ID: SHIPPING
 1 $13.26 MIG | MIG Items Sold 2020-Present.xlsx #692