Customers · Accounts

Blue Ridge Property Group

BR

Blue Ridge Property Group

ActiveProperty MgmtRepeat
·Manager: Devon Klein·Customer since Oct 16, 2023
Primary Contact
Cory Hensley
cory@brpgmgmt.com (828) 555-0166
200 Main St Ste 4, Blairsville, NC
Lifetime Value
$312,500
Balance Due
$21,800
Open Projects
3
Last Activity
0d ago
Lifetime Revenue
$312,500
A/R Balance
$21,800
Active Projects
3
Health Score
71/100
Attention Needed
  • Outstanding balance of $21,800 — follow up on collections.
Active Projects
Blue Ridge — Resort Pool AIn Progress
Started Jun 8, 2026 · $184,500
Progress22%
Blue Ridge — Resort Pool BPre-Construction
Started Jul 22, 2026 · $168,200
Progress3%
Blue Ridge — Pool House RenoScheduled
Started Jul 2, 2026 · $84,300
Progress12%
Recent Activity
  1. Outbound call· Devon Klein
    Jun 22, 2026 · 0d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Devon Klein
    Jun 22, 2026 · 0d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1006-P viewed by client· System
    Jun 22, 2026 · 0d ago
  4. Payment received· System
    Jun 22, 2026 · 0d ago
    $37,500 ACH posted to account.
  5. Note added· Devon Klein
    Jun 22, 2026 · 0d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1006
Type
Property Mgmt
Status
Active
Manager
Devon Klein
City
Blairsville, NC
Customer Since
Oct 16, 2023
Last Activity
Jun 22, 2026
Tags
Repeat
Financial Summary
Lifetime Value
$312,500
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$21,800
Credits on File
$0
Latest Documents
    Upcoming