Midstates CRM

Outreach Command Center

Snapshot 2026-09-17 09:28 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
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