Customers · Accounts

Smoky Trail Resort

ST

Smoky Trail Resort

On HoldCommercial
·Manager: Devon Klein·Customer since Oct 20, 2024
Primary Contact
Priya Mehta
priya@smokytrail.com (828) 555-0118
10 Trailhead Dr, Robbinsville, NC
Lifetime Value
$92,400
Balance Due
$14,200
Open Projects
1
Last Activity
30d ago
Lifetime Revenue
$92,400
A/R Balance
$14,200
Active Projects
1
Health Score
44/100
Attention Needed
  • Account is on hold — review with manager before scheduling new work.
  • Outstanding balance of $14,200 — follow up on collections.
Active Projects
Pre-Construction
Started May 23, 2026 · $46,200
Progress70%
Complete
Started Oct 20, 2024 · $50,820
Progress100%
Recent Activity
  1. Outbound call· Devon Klein
    May 23, 2026 · 30d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Devon Klein
    May 23, 2026 · 30d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1016-P viewed by client· System
    May 23, 2026 · 30d ago
  4. Payment received· System
    May 23, 2026 · 30d ago
    $11,088 ACH posted to account.
  5. Note added· Devon Klein
    May 23, 2026 · 30d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1016
Type
Commercial
Status
On Hold
Manager
Devon Klein
City
Robbinsville, NC
Customer Since
Oct 20, 2024
Last Activity
May 23, 2026
Tags
—
Financial Summary
Lifetime Value$92,400
Active Contract $$50,820
Open Proposals$27,720
Outstanding Balance$14,200
Credits on File$0
Latest Documents
  • · Accepted
    $50,820
  • · Sent
    $27,720
  • · Signed
    $50,820
Upcoming
  • May23
    Design Review
    with Devon Klein
  • May23
    Service Visit
    with Erin Doyle