Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 17:49 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 Test data visible

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
2011
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

2024 Purchase Entries

78 imported line item(s), total $1,917,381.10. Clear year filter

Invoice Date Customer Item Purchased Qty Amount Source
2024-11-11 MORRIS SOUTH EJECT & GUIDE PLATE ASSEMBLE 2 $36,800.00 MIG | MIG Items Sold 2020-Present.xlsx #522
2024-11-11 MORRIS SOUTH SERVICE PERFORMED
Item ID: SERVICE
1 $24,120.00 MIG | MIG Items Sold 2020-Present.xlsx #538
2024-11-11 MORRIS SOUTH HARDWARE & ASSEMBLE 0.8 $23,120.00 MIG | MIG Items Sold 2020-Present.xlsx #524
2024-11-11 MORRIS SOUTH -
Item ID: RE-PARTS
12 $20,600.00 MIG | MIG Items Sold 2020-Present.xlsx #537
2024-11-11 MORRIS SOUTH ROTARY INDEXER PACKAGE 0.8 $17,701.60 MIG | MIG Items Sold 2020-Present.xlsx #530
2024-11-11 MORRIS SOUTH MP3980-SUBPLATES-REV1 1 $9,960.00 MIG | MIG Items Sold 2020-Present.xlsx #527
2024-11-11 MORRIS SOUTH INSTALLATION @ HINO FOR 2 MACHINES 1 $9,900.00 MIG | MIG Items Sold 2020-Present.xlsx #526
2024-11-11 MORRIS SOUTH -
Item ID: FX0108-050.01
1 $6,200.00 MIG | MIG Items Sold 2020-Present.xlsx #533
2024-11-11 MORRIS SOUTH FIXTURE ENGINEERING 0.8 $5,920.00 MIG | MIG Items Sold 2020-Present.xlsx #523
2024-11-11 MORRIS SOUTH INSTALLATION 0.8 $5,280.00 MIG | MIG Items Sold 2020-Present.xlsx #525
2024-11-11 MORRIS SOUTH PROGRAM TEST 0.8 $4,720.00 MIG | MIG Items Sold 2020-Present.xlsx #529
2024-11-11 MORRIS SOUTH ECR14 - PART SUPPORT/LOAD 1 $3,375.00 MIG | MIG Items Sold 2020-Present.xlsx #520
2024-11-11 MORRIS SOUTH Reimb-Travel & Lodging
Item ID: TRAVEL
19 $1,770.00 MIG | MIG Items Sold 2020-Present.xlsx #540
2024-11-11 MORRIS SOUTH TRAVEL & EXPENSES 0.8 $1,440.00 MIG | MIG Items Sold 2020-Present.xlsx #531
2024-11-11 MORRIS SOUTH PROGRAM MODIFICATIONS PER BILL 1 $1,100.00 MIG | MIG Items Sold 2020-Present.xlsx #528
2024-11-11 MORRIS SOUTH FOR /
Item ID: LABOR
8.5 $942.50 MIG | MIG Items Sold 2020-Present.xlsx #534
2024-11-11 MORRIS SOUTH -
Item ID: CONTROLS
3 $375.00 MIG | MIG Items Sold 2020-Present.xlsx #532
2024-11-11 MORRIS SOUTH Reimb-Meals
Item ID: MEALS
2 $110.00 MIG | MIG Items Sold 2020-Present.xlsx #536
2024-11-11 MORRIS SOUTH -
Item ID: LODGING
1 $105.00 MIG | MIG Items Sold 2020-Present.xlsx #535
2024-11-11 MORRIS SOUTH -
Item ID: SHIPPING
1 $55.47 MIG | MIG Items Sold 2020-Present.xlsx #539
2024-10-04 ITT AEROSPACE -
Item ID: RE-PARTS
9 $28,553.00 MIG | MIG Items Sold 2020-Present.xlsx #362
2024-10-02 OSHKOSH MANUFACTURING -
Item ID: RE-PARTS
92 $87,450.40 MIG | MIG Items Sold 2020-Present.xlsx #640
2024-10-02 OSHKOSH MANUFACTURING Reimb-Travel & Lodging
Item ID: TRAVEL
4 $9,100.00 MIG | MIG Items Sold 2020-Present.xlsx #645
2024-10-02 OSHKOSH MANUFACTURING FOR /
Item ID: LABOR
4 $6,000.00 MIG | MIG Items Sold 2020-Present.xlsx #637
2024-10-02 OSHKOSH MANUFACTURING -
Item ID: TRAINING
1 $2,200.00 MIG | MIG Items Sold 2020-Present.xlsx #644
2024-10-02 OSHKOSH MANUFACTURING REPAIRS, MAINTENANCE CREDIT CA
Item ID: REPAIRS & MAINT
2 $1,200.00 MIG | MIG Items Sold 2020-Present.xlsx #641
2024-10-02 OSHKOSH MANUFACTURING SERVICE PERFORMED
Item ID: SERVICE
1 $1,100.00 MIG | MIG Items Sold 2020-Present.xlsx #642
2024-10-02 OSHKOSH MANUFACTURING -
Item ID: LODGING
2 $195.50 MIG | MIG Items Sold 2020-Present.xlsx #638
2024-10-02 OSHKOSH MANUFACTURING Reimb-Meals
Item ID: MEALS
3 $195.00 MIG | MIG Items Sold 2020-Present.xlsx #639
2024-10-02 OSHKOSH MANUFACTURING -
Item ID: SHIPPING
2 $147.85 MIG | MIG Items Sold 2020-Present.xlsx #643
2024-09-20 ELCO ENTERPRISES, INC -
Item ID: RE-PARTS
6 $15,629.00 MIG | MIG Items Sold 2020-Present.xlsx #175
2024-09-04 AMERICAN PRODUCERS SUPPLY -
Item ID: RE-PARTS
5 $250.00 MIG | MIG Items Sold 2020-Present.xlsx #88
2024-06-28 MPT STERLING HEIGHTS -
Item ID: RE-PARTS
713.6 $661,315.88 MIG | MIG Items Sold 2020-Present.xlsx #563
2024-06-28 MPT STERLING HEIGHTS TAPE OVER TAPE LV PROTOTYPE 12 $11,217.00 MIG | MIG Items Sold 2020-Present.xlsx #561
2024-06-28 MPT STERLING HEIGHTS JIG 2-8 FOR TAPE OVER TAPE 7 $11,200.00 MIG | MIG Items Sold 2020-Present.xlsx #558
2024-06-28 MPT STERLING HEIGHTS TAPE OVER CARRIER NESTS (RIGHT & LEFT) 4 $5,600.00 MIG | MIG Items Sold 2020-Present.xlsx #560
2024-06-28 MPT STERLING HEIGHTS NOTCH TAPING NEST 10 $4,250.00 MIG | MIG Items Sold 2020-Present.xlsx #559
2024-06-28 MPT STERLING HEIGHTS JIG 1 FOR TAPE OVER TAPE 1 $4,000.00 MIG | MIG Items Sold 2020-Present.xlsx #557
2024-06-28 MPT STERLING HEIGHTS -
Item ID: ENGINEERING
30 $2,250.00 MIG | MIG Items Sold 2020-Present.xlsx #562
2024-06-28 MPT STERLING HEIGHTS -
Item ID: TR0004
20 $1,790.00 MIG | MIG Items Sold 2020-Present.xlsx #564
2024-06-27 TEKFOR USA AUTOMATIC FRONT DOOR
Item ID: AUTO DOOR
1.2 $14,250.00 MIG | MIG Items Sold 2020-Present.xlsx #732
2024-06-27 TEKFOR USA -
Item ID: MATERIAL
1.2 $8,142.00 MIG | MIG Items Sold 2020-Present.xlsx #737
2024-06-27 TEKFOR USA OF:
Item ID: INSTALLATION
1.2 $7,068.00 MIG | MIG Items Sold 2020-Present.xlsx #736
2024-06-27 TEKFOR USA -
Item ID: CONTROLS
1.2 $5,838.00 MIG | MIG Items Sold 2020-Present.xlsx #733
2024-06-27 TEKFOR USA SERVICE PERFORMED
Item ID: SERVICE
6 $5,790.00 MIG | MIG Items Sold 2020-Present.xlsx #738
2024-06-27 TEKFOR USA -
Item ID: ENGINEERING
5 $625.00 MIG | MIG Items Sold 2020-Present.xlsx #735
2024-06-27 TEKFOR USA -
Item ID: CREDIT
1 $-5,883.00 MIG | MIG Items Sold 2020-Present.xlsx #734
2024-06-12 MEASUREMENT TECHNOLOGIES & SUP -
Item ID: RE-PARTS
16 $4,250.00 MIG | MIG Items Sold 2020-Present.xlsx #442
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS SERVICE PERFORMED
Item ID: SERVICE
39 $154,075.00 MIG | MIG Items Sold 2020-Present.xlsx #459
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS FOR /
Item ID: LABOR
2 $3,400.00 MIG | MIG Items Sold 2020-Present.xlsx #457
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS -
Item ID: EXPENSES
4 $402.22 MIG | MIG Items Sold 2020-Present.xlsx #456
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS -
Item ID: RE-PARTS
1 $250.00 MIG | MIG Items Sold 2020-Present.xlsx #458
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS PAYMENT IS FOR MIC KA14743 1 $22.50 MIG | MIG Items Sold 2020-Present.xlsx #454
2024-05-20 MERIDIAN MAGNESIUM PRODUCTS rounding 1 $-0.01 MIG | MIG Items Sold 2020-Present.xlsx #455
2024-05-03 HEMAQ, S.A. de C.V. KIRA KN40Hb PRODUCTION CENTER WITH FANUC CONTROL - INCLUDES ALL STANDARD FEATURES LISTED ON MP3980 REV2 1 $149,238.76 MIG | MIG Items Sold 2020-Present.xlsx #260
2024-05-03 HEMAQ, S.A. de C.V. CUSTOM WORKHOLDING PER MP3980 REV2 1 $80,910.00 MIG | MIG Items Sold 2020-Present.xlsx #259
2024-05-03 HEMAQ, S.A. de C.V. Part in the fixture with Ring Groove 1 $58,900.00 MIG | MIG Items Sold 2020-Present.xlsx #262
2024-05-03 HEMAQ, S.A. de C.V. TURNKEY EQUIPMENT PER MP3980 REV2 1 $40,410.00 MIG | MIG Items Sold 2020-Present.xlsx #270
2024-05-03 HEMAQ, S.A. de C.V. SYSTEM ENGINEERING PER MP3980 REV2 1 $26,910.00 MIG | MIG Items Sold 2020-Present.xlsx #267
2024-05-03 HEMAQ, S.A. de C.V. TOOLING PER MP3980 REV2 1 $17,910.00 MIG | MIG Items Sold 2020-Present.xlsx #269
2024-05-03 HEMAQ, S.A. de C.V. RENISHAW OMP60 PROB 1 $11,900.00 MIG | MIG Items Sold 2020-Present.xlsx #263
2024-05-03 HEMAQ, S.A. de C.V. RUN OFF ACCEPTANCE & TRAINING PER MP3980 REV2 1 $8,910.00 MIG | MIG Items Sold 2020-Present.xlsx #265
2024-05-03 HEMAQ, S.A. de C.V. SHIPPING PER MP3980 REV2 1 $8,910.00 MIG | MIG Items Sold 2020-Present.xlsx #266
2024-05-03 HEMAQ, S.A. de C.V. RENISHAW TS27R TOOL 1 $5,900.00 MIG | MIG Items Sold 2020-Present.xlsx #264
2024-05-03 HEMAQ, S.A. de C.V. CARRY STYLE CHIP CONVEYOR WITH ALL REQUIRED ELECTRICAL COMPONENTS FOR FUNCTIONALITY AND ALTERATION OF COOLANT TANK 1 $5,150.00 MIG | MIG Items Sold 2020-Present.xlsx #258
2024-05-03 HEMAQ, S.A. de C.V. SYSTEM OPTIONS - TRANSFORMER 1 $3,150.00 MIG | MIG Items Sold 2020-Present.xlsx #268
2024-05-03 HEMAQ, S.A. de C.V. -
Item ID: RE-PARTS
2 $865.00 MIG | MIG Items Sold 2020-Present.xlsx #271
2024-05-03 HEMAQ, S.A. de C.V. OVERPAYMENT 1 $0.33 MIG | MIG Items Sold 2020-Present.xlsx #261
2024-04-11 CONCEPT MACHINE TOOL - WI TURNKEY HARDWARE AND LABOR 1 $117,210.00 MIG | MIG Items Sold 2020-Present.xlsx #111
2024-04-11 CONCEPT MACHINE TOOL - WI KOMATECH KT360D 1 $83,468.00 MIG | MIG Items Sold 2020-Present.xlsx #107
2024-04-11 CONCEPT MACHINE TOOL - WI RIGID 14 WRENCH BODY FIXTURE DETAILS 1 $29,900.00 MIG | MIG Items Sold 2020-Present.xlsx #108
2024-04-11 CONCEPT MACHINE TOOL - WI CONTROLS & AUTOMATION MATERIAL 1 $22,450.00 MIG | MIG Items Sold 2020-Present.xlsx #103
2024-04-11 CONCEPT MACHINE TOOL - WI -
Item ID: MS0439-A
15 $18,394.10 MIG | MIG Items Sold 2020-Present.xlsx #112
2024-04-11 CONCEPT MACHINE TOOL - WI INSTALLATION & RELATED EXPENSES 1 $13,850.00 MIG | MIG Items Sold 2020-Present.xlsx #106
2024-04-11 CONCEPT MACHINE TOOL - WI SHIPPING COST - CONVEYOR & COOLANT TANK 1 $1,133.00 MIG | MIG Items Sold 2020-Present.xlsx #110
2024-04-11 CONCEPT MACHINE TOOL - WI SHIPPING COST - AUTO DOOR 1 $824.00 MIG | MIG Items Sold 2020-Present.xlsx #109
2024-04-11 CONCEPT MACHINE TOOL - WI Credit for Shipping Expense 1 $-4,380.00 MIG | MIG Items Sold 2020-Present.xlsx #104
2024-04-11 CONCEPT MACHINE TOOL - WI CREDIT FOR WAF/RIGID PROJECT 1 $-10,000.00 MIG | MIG Items Sold 2020-Present.xlsx #105