Customers · Accounts

Highland Property Mgmt

HP

Highland Property Mgmt

ActiveProperty MgmtRepeat
·Manager: Sam Okafor·Customer since Dec 29, 2024
Primary Contact
Karen Vogel
karen@highlandpm.com (828) 555-0181
88 Commerce Pl, Murphy, NC
Lifetime Value
$154,600
Balance Due
$9,800
Open Projects
2
Last Activity
2d ago
Lifetime Revenue
$154,600
A/R Balance
$9,800
Active Projects
2
Health Score
76/100
Attention Needed
  • Outstanding balance of $9,800 — follow up on collections.
Active Projects
Highland PM — Building C PoolIn Progress
Started May 13, 2026 · $84,200
Progress62%
Highland PM — Building D PoolScheduled
Started Jun 25, 2026 · $70,400
Progress15%
Recent Activity
  1. Outbound call· Sam Okafor
    Jun 20, 2026 · 2d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Sam Okafor
    Jun 20, 2026 · 2d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1018-P viewed by client· System
    Jun 20, 2026 · 2d ago
  4. Payment received· System
    Jun 20, 2026 · 2d ago
    $18,552 ACH posted to account.
  5. Note added· Sam Okafor
    Jun 20, 2026 · 2d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1018
Type
Property Mgmt
Status
Active
Manager
Sam Okafor
City
Murphy, NC
Customer Since
Dec 29, 2024
Last Activity
Jun 20, 2026
Tags
Repeat
Financial Summary
Lifetime Value
$154,600
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$9,800
Credits on File
$0
Latest Documents
    Upcoming