Customers · Accounts

Hiawassee Country Club

HC

Hiawassee Country Club

ActiveCommercial
·Manager: Devon Klein·Customer since Mar 9, 2025
Primary Contact
Rich Caldwell
rich@hcclub.com (828) 555-0171
1 Club Dr, Hiawassee, NC
Lifetime Value
$218,900
Balance Due
$27,500
Open Projects
1
Last Activity
6d ago
Lifetime Revenue
$218,900
A/R Balance
$27,500
Active Projects
1
Health Score
69/100
Attention Needed
  • Outstanding balance of $27,500 — follow up on collections.
Active Projects
Hiawassee CC — Tournament Pool RenoIn Progress
Started Apr 23, 2026 · $218,900
Progress48%
Recent Activity
  1. Outbound call· Devon Klein
    Jun 16, 2026 · 6d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Devon Klein
    Jun 16, 2026 · 6d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1022-P viewed by client· System
    Jun 16, 2026 · 6d ago
  4. Payment received· System
    Jun 16, 2026 · 6d ago
    $26,268 ACH posted to account.
  5. Note added· Devon Klein
    Jun 16, 2026 · 6d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1022
Type
Commercial
Status
Active
Manager
Devon Klein
City
Hiawassee, NC
Customer Since
Mar 9, 2025
Last Activity
Jun 16, 2026
Tags
—
Financial Summary
Lifetime Value
$218,900
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$27,500
Credits on File
$0
Latest Documents
    Upcoming