CL
Cherokee Lakes HOA
ActiveHOA·Manager: Devon Klein·Customer since May 23, 2024
Primary Contact
Janelle Brooks
board@cherokeelakes.org (828) 555-0125Cherokee 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
Punch List
Started Jun 8, 2026 · $38,150
Progress30%
Complete
Started May 23, 2024 · $41,965
Progress100%
Recent Activity
- Outbound call· Devon KleinJun 8, 2026 · 14d agoDiscussed timing for next service visit.
- Sent quarterly update· Devon KleinJun 8, 2026 · 14d agoQuarterly account summary email delivered.
- Proposal AC-1012-P viewed by client· SystemJun 8, 2026 · 14d ago
- Payment received· SystemJun 8, 2026 · 14d ago$9,156 ACH posted to account.
- Note added· Devon KleinJun 8, 2026 · 14d agoCustomer 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 $$41,965
Open Proposals$22,890
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Accepted$41,965
- · Sent$22,890
- · Signed$41,965
Upcoming
- Jun8Design Reviewwith Devon Klein
- Jun8Service Visitwith Erin Doyle