Customers · Accounts

Brasstown Vineyards

BV

Brasstown Vineyards

ActiveCommercial
·Manager: Sam Okafor·Customer since Jan 8, 2025
Primary Contact
Helen Carrow
helen@brasstown-vineyards.com (828) 555-0211
1 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
Brasstown Vineyards — Event PoolIn Progress
Started Mar 22, 2026 · $246,800
Progress68%
Recent Activity
  1. Outbound call· Sam Okafor
    Jun 21, 2026 · 1d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Sam Okafor
    Jun 21, 2026 · 1d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1003-P viewed by client· System
    Jun 21, 2026 · 1d ago
  4. Payment received· System
    Jun 21, 2026 · 1d ago
    $29,616 ACH posted to account.
  5. Note added· Sam Okafor
    Jun 21, 2026 · 1d ago
    Customer 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 $
$0
Open Proposals
$0
Outstanding Balance
$38,000
Credits on File
$0
Latest Documents
    Upcoming