Midstates CRM

Outreach Command Center

Snapshot 2026-05-13 17:03 UTC Log Out / Switch User

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

Active view: Operating Signed in as midstates Test data visible
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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
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.

Sales Operating Dashboard

Run the month from goals, next actions, pipeline, coverage, and recent activity.

Use this page as the scoreboard. Let chat and tools handle the work. Set goals, log calls and visits, and keep the RFQ pipeline and stale-account coverage in one place.

Built for midstates Owner filter is editable below. Leave it blank for a cross-owner view.

View Controls

Pick the month and optional owner, then refresh the operating view.

Quick Activity Log

Log calls, visits, RFQ follow-ups, and meetings without leaving the operating page.

Advanced linkage

Michigan Call Sprint

Track the April 15, 2026 through May 31, 2026 goal: call every Michigan customer that already has a phone number on file.

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Goal Editor

Update the monthly goals that drive the top-row pacing cards.

Agent Recommendations

These are the next best actions the current logic thinks deserve attention first.

Today

Start here if you want the shortest list of concrete actions to take now.

This Week Route

A geography-friendly view of shops and accounts worth routing into your week.

At Risk

Accounts that look like they are cooling off and probably need attention.

Coverage Summary

RFQ Pipeline

Quote Customer Owner Status Opened Expected PO Quoted Probability Weighted
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Account Coverage

Top Customer Gaps

Account Owner Days Since Touch 10Y Purchases
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Top Prospect Gaps

Account Owner Days Since Touch Priority
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Recent Activity

An append-only operating feed from the new sales activity log plus tasks and sends.