Customers · Accounts

Cherokee Lakes HOA

CL

Cherokee Lakes HOA

ActiveHOA
·Manager: Devon Klein·Customer since May 23, 2024
Primary Contact
Janelle Brooks
board@cherokeelakes.org (828) 555-0125
Cherokee Lakes Clubhouse, Robbinsville, NC
Lifetime Value
$76,300
Balance Due
$0
Open Projects
1
Last Activity
14d ago
Lifetime Revenue
$76,300
A/R Balance
$0
Active Projects
1
Health Score
80/100
Active Projects
Recent Activity
  1. Outbound call· Devon Klein
    Jun 8, 2026 · 14d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Devon Klein
    Jun 8, 2026 · 14d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1012-P viewed by client· System
    Jun 8, 2026 · 14d ago
  4. Payment received· System
    Jun 8, 2026 · 14d ago
    $9,156 ACH posted to account.
  5. Note added· Devon Klein
    Jun 8, 2026 · 14d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1012
Type
HOA
Status
Active
Manager
Devon Klein
City
Robbinsville, NC
Customer Since
May 23, 2024
Last Activity
Jun 8, 2026
Tags
Financial Summary
Lifetime Value
$76,300
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$0
Credits on File
$0
Latest Documents
    Upcoming