Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 18:34 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
827
Contacts
2003
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 2023-05-14. Warm prospective uses active company-contact interactions on or after 2026-02-12 or quotes opened on or after 2025-05-13.

Bucketed Customer Companies 466 Customer company records covered by the five customer buckets.
Warm Paying Customer 13 Paying customer with an active company contact touched within the last 3 years.
Cold Paying Customer 15 Paying customer with no active contact interaction logged in the last 3 years.
Warm Prospective Customer 56 Prospective customer with active work or live work discussions in motion.
Cold Prospective Customer 381 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
$24,743

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 2026-05-13).

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 2026-05-13: $5,990.58. Excluded out-of-period source rows through 2026-05-13: $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