Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 18:33 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

2022 Purchase Entries

23 imported line item(s), total $219,222.95. Clear year filter

Invoice Date Customer Item Purchased Qty Amount Source
2022-12-01 MAGNA POWERTRAIN OF AMERICA FOR /
Item ID: LABOR
 7 $7,700.00 MIG | MIG Items Sold 2020-Present.xlsx #438
2022-07-13 KIRA (USA) COMPANY, LTD. SHARED-KEY: MATERIAL BY MIG 1 $88,900.00 MIG | MIG Items Sold 2020-Present.xlsx #409
2022-07-13 KIRA (USA) COMPANY, LTD. SHARED-KEY: LABOR BY MIG 1 $14,300.00 MIG | MIG Items Sold 2020-Present.xlsx #410
2022-07-13 KIRA (USA) COMPANY, LTD. ENGINEERING: MECHANICAL & CONTROLS 1 $12,000.00 MIG | MIG Items Sold 2020-Present.xlsx #406
2022-07-13 KIRA (USA) COMPANY, LTD. CUSTOMER REQUIREMENT: LABOR MIG 1 $11,200.00 MIG | MIG Items Sold 2020-Present.xlsx #405
2022-07-13 KIRA (USA) COMPANY, LTD. RUN-OFF / TEAR DOWN / RIGGING 1 $6,400.00 MIG | MIG Items Sold 2020-Present.xlsx #407
2022-07-13 KIRA (USA) COMPANY, LTD. FOR /
Item ID: LABOR
 5 $5,500.00 MIG | MIG Items Sold 2020-Present.xlsx #413
2022-07-13 KIRA (USA) COMPANY, LTD. SCOPE CHANGE - ADD WATERPROOF CONNECTIONS ON PVC-30 1 $3,050.00 MIG | MIG Items Sold 2020-Present.xlsx #408
2022-07-13 KIRA (USA) COMPANY, LTD. CUSTOMER REQUIREMENT: ENG./CONTROLS 1 $2,200.00 MIG | MIG Items Sold 2020-Present.xlsx #404
2022-07-13 KIRA (USA) COMPANY, LTD. Reimb-Travel & Lodging
Item ID: TRAVEL
 2 $1,700.00 MIG | MIG Items Sold 2020-Present.xlsx #416
2022-07-13 KIRA (USA) COMPANY, LTD. Reimb-Airfare
Item ID: AIRFARE
 1 $566.00 MIG | MIG Items Sold 2020-Present.xlsx #411
2022-07-13 KIRA (USA) COMPANY, LTD. -
Item ID: LODGING
 6 $499.20 MIG | MIG Items Sold 2020-Present.xlsx #414
2022-07-13 KIRA (USA) COMPANY, LTD. Reimb-Meals
Item ID: MEALS
 7 $462.00 MIG | MIG Items Sold 2020-Present.xlsx #415
2022-07-13 KIRA (USA) COMPANY, LTD. AUTO REPAIR CREDIT CARD
Item ID: AUTO
 1 $455.00 MIG | MIG Items Sold 2020-Present.xlsx #412
2022-06-03 HTC - TOOL CUTTER MANUFACTURIN FOR /
Item ID: LABOR
 191.75 $23,968.75 MIG | MIG Items Sold 2020-Present.xlsx #321
2022-06-03 HTC - TOOL CUTTER MANUFACTURIN Reimb-Travel & Lodging
Item ID: TRAVEL
 72.25 $6,502.50 MIG | MIG Items Sold 2020-Present.xlsx #324
2022-06-03 HTC - TOOL CUTTER MANUFACTURIN -
Item ID: RE-PARTS
 9 $2,215.00 MIG | MIG Items Sold 2020-Present.xlsx #322
2022-06-03 HTC - TOOL CUTTER MANUFACTURIN SERVICE PERFORMED
Item ID: SERVICE
 5 $625.00 MIG | MIG Items Sold 2020-Present.xlsx #323
2022-04-14 AMERICAN AXLE & MFG INC. -
Item ID: RE-PARTS
 11 $23,137.00 MIG | MIG Items Sold 2020-Present.xlsx #9
2022-04-14 AMERICAN AXLE & MFG INC. -
Item ID: SHIPPING
 1 $600.00 MIG | MIG Items Sold 2020-Present.xlsx #10
2022-01-31 CLOSE QUARTERS TACTICAL, LLC. FOR /
Item ID: LABOR
 46.5 $5,812.50 MIG | MIG Items Sold 2020-Present.xlsx #123
2022-01-31 CLOSE QUARTERS TACTICAL, LLC. Reimb-Travel & Lodging
Item ID: TRAVEL
 13.5 $1,215.00 MIG | MIG Items Sold 2020-Present.xlsx #125
2022-01-31 CLOSE QUARTERS TACTICAL, LLC. SERVICE PERFORMED
Item ID: SERVICE
 1 $215.00 MIG | MIG Items Sold 2020-Present.xlsx #124