Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 18:23 UTC Log Out / Switch User

Build and operate campaigns, audiences, companies, outreach, contacts, and templates from one control plane.

Active view: Rfqs 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
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.
Active Quotes
20
Active Quote Dollars
$16,394,750
Weighted Pipeline
$12,653,845
2026 Weighted Payout
$5,112,534
Historical MP Quotes
2668
Resolved Win Rate
13.3%

RFQ Pipeline Command Center

Loaded 2,668 persisted RFQ quote(s) from crm_rfq.quote (import run #2 completed 2026-04-08).

Active Source Path crm_rfq.quote
Master Source Path crm_rfq.quote
Active File Rows 2668
Historical Range 2008 - 2026
Deduped Rows 0
Avg Active Close % 69.0%
Active: 20 Won: 162 Lost: 1364 Other: 1122

Velocity model: Machine delivery 384 day(s), Turnkey delivery 384 day(s) based on 4 matched historical won quote(s) with accounting invoice history.

Current model uses quote opened date as the PO proxy and exact customer-name matching against accounting revenue. It is not PO- or job-linked yet.

Persisted RFQs from crm_rfq.quote can be edited from the table actions below.

Velocity Sample Details
Won Quotes Since 2015 65
Quotes With Invoice History 7
Usable Velocity Matches 4
Outlier Matches Rejected 3
Matched Customers 1
Sample Customers Federal Mogul
Quote # Customer Type Opened Quoted Amount First Cash Full Cash
MP-3459 Federal Mogul Machine 2017-03-29 $125,000.00 846 day(s) 846 day(s)
MP-3187 Federal Mogul Machine 2015-09-14 $250,000.00 333 day(s) 333 day(s)
MP-3168 Federal Mogul Machine 2015-08-04 $1,000,000.00 374 day(s) 374 day(s)
MP-3164 Federal Mogul Machine 2015-07-14 $73,900.00 395 day(s) 395 day(s)

RFQ Dollars by Year

Historical quoted dollars from MP RFQ history. Bars represent total quoted amount per year.

RFQ yearly trend chart will render once historical data is available.

Top Paying RFQ Customers (Active)

Customer Quotes Quoted Total Weighted Total Next Expected PO
The Raymond Corporation 3 $6,466,200.00 $5,640,460.00 2026-04-08
URREA 1 $3,125,750.00 $2,188,025.00 2026-05-06
ABB 1 $1,335,200.00 $1,068,160.00 2026-04-08
Leggera Technologies 1 $1,200,000.00 $840,000.00 2026-04-24
PROMEBA 1 $1,041,000.00 $832,800.00 2026-04-14
RKFL 1 $617,000.00 $493,600.00 2026-04-14
GE - WAUKESHA - JEFFREY MICHAEL CARSTEDT 1 $475,000.00 $427,500.00 2026-04-08
COPELAND - JAVIER ARROYO LARA 1 $653,000.00 $391,800.00 2026-05-10
Hart Precision Machining 2 $450,000.00 $225,000.00 2026-05-02
GKN 1 $443,600.00 $221,800.00 2026-05-06
Linamar 1 $307,000.00 $184,200.00 2026-05-10
UNKNOWN 1 $281,000.00 $140,500.00 2026-05-02

Owner Pipeline Mix

Owner Quotes Quoted Total Weighted Total
DEAN JONES 10 $12,173,950.00 $9,647,785.00
WES CIMMARRUSTI 7 $3,160,200.00 $2,290,660.00
ARNOLD JONES 3 $1,060,600.00 $715,400.00

Active MP Quotes

Quote # Customer Manufacturer Distributor Scope Owner Type Status Close % Opened Last Touch Expected PO Total Value Industrial Value Weighted 2026 MP Row Actions

Weighted Payout Forecast

Payout schedule assumptions: Machine = 30% PO + 70% delivery. Turnkey/automation = 30% PO + 20% (eng +30d) + 40% (automation on floor) + 10% (auto run +10d).

Year Gross Payout Weighted Payout
2026 $6,536,225.00 $5,112,533.50
2027 $9,858,525.00 $7,541,311.50

RFQ History

Historical RFQ stats by year from the connected MP sources.

Year # RFQs Total Quoted Average Quote Active Won Lost Win Rate
2026 8 $7,000,850.00 $875,106.25 7 0 1 0.0%
2025 54 $494,643,804,820.00 $9,160,070,459.63 6 6 40 13.0%
2024 10 $8,414,797.00 $841,479.70 1 0 8 0.0%
2023 35 $21,855,500.00 $624,442.86 0 1 29 3.3%
2022 14 $18,749,235.00 $1,339,231.07 0 1 7 12.5%
2021 33 $12,822,691.00 $388,566.39 0 0 0 -
2020 9 $4,049,000.00 $449,888.89 0 0 0 -
2019 69 $35,746,800.00 $518,069.57 0 0 2 0.0%
2018 82 $41,695,145.00 $508,477.38 0 8 67 10.7%
2017 132 $71,155,876.00 $539,059.67 0 14 98 12.5%
2016 156 $70,440,301.00 $451,540.39 0 22 96 18.6%
2015 107 $68,107,360.00 $636,517.38 0 13 91 12.5%
2014 84 $55,436,102.00 $659,953.60 0 11 73 13.1%
2013 108 $67,110,143.33 $621,390.22 0 25 78 24.3%
2012 141 $88,502,480.00 $627,677.16 0 23 97 19.2%
2011 164 $80,447,576.50 $490,534.00 0 9 76 10.6%
2010 217 $74,784,900.00 $344,630.88 0 2 11 15.4%
2009 187 $78,048,146.00 $417,369.76 0 0 83 0.0%
2008 21 $5,651,200.00 $269,104.76 0 0 20 0.0%

Recent RFQ Outcomes

Most recent won/lost quotes from the historical MP log.

Quote # Status Opened Customer Scope Owner Quoted Amount Source Row Actions
MP-4681 lost 2026-02-12 HITACHI ASTEMO AUTOMATION | DEBURRING PROCESS FEAD BRACKET - FORD ARNOLD JONES $0.00 469
MP-4677 lost 2026-01-26 UNKNOWN HOLLOW BARS BAR FEEDER DEAN JONES $0.00 464
MP-4675 lost 2026-01-21 UNKNOWN KN40Hb 5 Axis | ALUMINUM CYCLINDER HEAD DEAN JONES $346,500.00 462
MP-4676 lost 2026-01-21 ADVANCED BLENDING SOLUTIONS AUGERS DAVE MCCAFFREY $0.00 463
MP-4671 lost 2025-12-17 WIRTZ MANUFACTURING COMPANY VTC40A | HEX HEAD STELL TUBES DEAN JONES $295,500.00 458
MP-4672 lost 2025-12-17 NEMAK - MEXICO KIRA DEEP HOLE MACHINE | MOG HOLE ARNOLD JONES $0.00 459
MP-4667 lost 2025-12-01 CIE - MICHIGAN TWIN SPINDLE | CIE NEW CORP DEAN JONES $850,000.00 454
MP-4664 lost 2025-12-01 UNKNOWN DUAL OPPOSE KN40Hb 500 + TURNKEY | SHAFT FORGING ARNOLD JONES $498,873.00 451
MP-4663 lost 2025-11-26 UNKNOWN KPC30A - STOCK / PCV30 | job shop / fanuc robodrill ARNOLD JONES $80,000.00 450
MP-46621 lost 2025-11-20 SPARTAN LIGHT METALS VTC40a MACHINE REBUILDS | TRANS HUB - EXISTING PART JEANENE TREU $960,000.00 448
MP-4662 won 2025-11-20 SPARTAN LIGHT METAL (2) VTC40a | TRANS HUB - EXISTING PART DEAN JONES $315,000.00 447
MP-46622 lost 2025-11-20 SPARTAN LIGHT METALS AUTO DOOR ON MP662 MACHINE SALE | TRANS HUB - EXISTING PART DEAN JONES $32,000.00 449
MP-4661 lost 2025-11-18 UNKNOWN KIRA KM5 DEAN JONES $0.00 446
MP-4660 lost 2025-10-30 UNKNOWN AUTOMATION | BIN PICKING CELL / OFFLOAD CELL DEAN JONES $0.00 445
MP-4659 lost 2025-10-27 UNKNOWN KA450D 2APC | 80 INCH SWING ROTATING ARNOLD JONES $346,000.00 444
MP-4658 lost 2025-10-22 UNKNOWN SWISS LATHE ARNOLD JONES $0.00 443
MP-4654 lost 2025-09-30 MAGNA - MUNCIE TW10 DEAN JONES $509,900.00 440
MP-4655 lost 2025-09-30 UNKNOWN WRENCH - TURNKEY DEAN JONES $271,900.00 441
MP-4653 lost 2025-09-30 UNKNOWN PARI KIT ASSEMBLY DEAN JONES $0.00 439
MP-4651 lost 2025-09-22 BWI DL22 WITH AUTO LOADER / PCV-30S | 12'' BILLITS W/ AUTO LOAD (BOLT ACTION STYLE) TUBE DEAN JONES $216,700,188,845.00 437
MP-4650 lost 2025-09-18 TECMAQ MT30V TWIN 250 / MC30V 2API | UNKNOWN ARNOLD JONES $277,900,217,500.00 436
MP-4649 lost 2025-09-17 SNAVELY KN40Hb 700 | 5 AXIS - ELECTRIC DIFF MODULES A Jones $0.00 435
MP-4648 lost 2025-08-19 OVERTON INDUSTRIES - ZAC OVERTON PARTS FILES ARNOLD JONES $0.00 434
MP-4647 lost 2025-08-13 UNKNOWN COBOT OPPORTUNITY - REPLACEMENT DEAN JONES $0.00 433
MP-4646 lost 2025-08-07 DURR - PETER RISSI BATTERY SKID TABLES DEAN JONES $0.00 432