BV
Brasstown Vineyards
ActiveCommercial·Manager: Sam Okafor·Customer since Jan 8, 2025
Primary Contact
Helen Carrow
helen@brasstown-vineyards.com (828) 555-02111 Vineyard Way, Brasstown, NC
Lifetime Value
$246,800
Balance Due
$38,000
Open Projects
1
Last Activity
1d ago
Lifetime Revenue
$246,800
A/R Balance
$38,000
Active Projects
1
Health Score
65/100
Attention Needed
- Outstanding balance of $38,000 — follow up on collections.
Active Projects
Pre-Construction
Started Jun 21, 2026 · $123,400
Progress40%
Complete
Started Jan 8, 2025 · $135,740
Progress100%
Recent Activity
- Outbound call· Sam OkaforJun 21, 2026 · 1d agoDiscussed timing for next service visit.
- Sent quarterly update· Sam OkaforJun 21, 2026 · 1d agoQuarterly account summary email delivered.
- Proposal AC-1003-P viewed by client· SystemJun 21, 2026 · 1d ago
- Payment received· SystemJun 21, 2026 · 1d ago$29,616 ACH posted to account.
- Note added· Sam OkaforJun 21, 2026 · 1d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1003
- Type
- Commercial
- Status
- Active
- Manager
- Sam Okafor
- City
- Brasstown, NC
- Customer Since
- Jan 8, 2025
- Last Activity
- Jun 21, 2026
- Tags
- —
Financial Summary
Lifetime Value$246,800
Active Contract $$135,740
Open Proposals$74,040
Outstanding Balance$38,000
Credits on File$0
Latest Documents
- · Accepted$135,740
- · Sent$74,040
- · Signed$135,740
Upcoming
- Jun21Design Reviewwith Sam Okafor
- Jun21Service Visitwith Erin Doyle