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

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

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