Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 18:32 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

2023 Purchase Entries

28 imported line item(s), total $260,854.51. Clear year filter

Invoice Date Customer Item Purchased Qty Amount Source
2023-10-02 MOTION INDUSTRIES INC. -
Item ID: RE-PARTS
 3 $40,850.00 MIG | MIG Items Sold 2020-Present.xlsx #544
2023-08-02 HOLT PRODUCTS CO., INC. -
Item ID: RE-PARTS
 5 $1,878.00 MIG | MIG Items Sold 2020-Present.xlsx #313
2023-07-25 NEXTEER AUTOMOTIVE LUXEMBOURG -
Item ID: RE-PARTS
 33.2 $61,910.26 MIG | MIG Items Sold 2020-Present.xlsx #587
2023-07-25 NEXTEER AUTOMOTIVE LUXEMBOURG -
Item ID: ENGINEERING
 11 $5,100.00 MIG | MIG Items Sold 2020-Present.xlsx #585
2023-07-25 NEXTEER AUTOMOTIVE LUXEMBOURG -
Item ID: CONTROLS
 20 $2,500.00 MIG | MIG Items Sold 2020-Present.xlsx #584
2023-07-25 NEXTEER AUTOMOTIVE LUXEMBOURG FOR /
Item ID: LABOR
 5 $625.00 MIG | MIG Items Sold 2020-Present.xlsx #586
2023-07-25 NEXTEER AUTOMOTIVE LUXEMBOURG ROUNDING 1 $-0.50 MIG | MIG Items Sold 2020-Present.xlsx #583
2023-06-21 HOWELL MACHINE PRODUCTS, INC. -
Item ID: RE-PARTS
 1 $1,610.00 MIG | MIG Items Sold 2020-Present.xlsx #317
2023-06-16 PRECISION MECHANISMS CORP. -
Item ID: RE-PARTS
 8 $7,805.00 MIG | MIG Items Sold 2020-Present.xlsx #676
2023-05-15 General Aluminum Mfg. CO. -
Item ID: RE-PARTS
 495 $85,106.30 MIG | MIG Items Sold 2020-Present.xlsx #206
2023-05-15 General Aluminum Mfg. CO. FOR /
Item ID: LABOR
 88.75 $20,550.00 MIG | MIG Items Sold 2020-Present.xlsx #202
2023-05-15 General Aluminum Mfg. CO. Reimb-Travel & Lodging
Item ID: TRAVEL
 43.5 $6,552.50 MIG | MIG Items Sold 2020-Present.xlsx #208
2023-05-15 General Aluminum Mfg. CO. -
Item ID: SHIPPING
 5 $3,554.99 MIG | MIG Items Sold 2020-Present.xlsx #207
2023-05-15 General Aluminum Mfg. CO. Reimb-Meals
Item ID: MEALS
 11 $2,244.00 MIG | MIG Items Sold 2020-Present.xlsx #204
2023-05-15 General Aluminum Mfg. CO. -
Item ID: LODGING
 3 $1,507.71 MIG | MIG Items Sold 2020-Present.xlsx #203
2023-05-15 General Aluminum Mfg. CO. AUTO REPAIR CREDIT CARD
Item ID: AUTO
 1 $750.00 MIG | MIG Items Sold 2020-Present.xlsx #200
2023-05-15 General Aluminum Mfg. CO. -
Item ID: MILEAGE
 270 $188.71 MIG | MIG Items Sold 2020-Present.xlsx #205
2023-05-15 General Aluminum Mfg. CO. -
Item ID: CREDIT
 -1 $-370.00 MIG | MIG Items Sold 2020-Present.xlsx #201
2023-05-05 DANA, INCORPORATED -
Item ID: RE-PARTS
 9 $7,777.00 MIG | MIG Items Sold 2020-Present.xlsx #749
2023-05-05 DANA, INCORPORATED FOR /
Item ID: LABOR
 12.5 $1,562.50 MIG | MIG Items Sold 2020-Present.xlsx #748
2023-05-05 DANA, INCORPORATED Reimb-Travel & Lodging
Item ID: TRAVEL
 8.5 $765.00 MIG | MIG Items Sold 2020-Present.xlsx #750
2023-05-05 DANA, INCORPORATED OF:
Item ID: INSTALLATION
 1 $750.00 MIG | MIG Items Sold 2020-Present.xlsx #747
2023-04-28 MPI ENGINEERED TECHNOLOGIES. FOR /
Item ID: LABOR
 32 $4,000.00 MIG | MIG Items Sold 2020-Present.xlsx #548
2023-04-28 MPI ENGINEERED TECHNOLOGIES. -
Item ID: RE-PARTS
 4 $1,880.00 MIG | MIG Items Sold 2020-Present.xlsx #552
2023-04-28 MPI ENGINEERED TECHNOLOGIES. Reimb-Travel & Lodging
Item ID: TRAVEL
 9 $810.00 MIG | MIG Items Sold 2020-Present.xlsx #553
2023-04-28 MPI ENGINEERED TECHNOLOGIES. -
Item ID: LODGING
 3 $360.00 MIG | MIG Items Sold 2020-Present.xlsx #549
2023-04-28 MPI ENGINEERED TECHNOLOGIES. -
Item ID: MILEAGE
 556 $328.04 MIG | MIG Items Sold 2020-Present.xlsx #551
2023-04-28 MPI ENGINEERED TECHNOLOGIES. Reimb-Meals
Item ID: MEALS
 4 $260.00 MIG | MIG Items Sold 2020-Present.xlsx #550