BizCA CRM

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Potential seller from BizCA Assistant - Potential seller from BizCA Assistant

Potential seller / business opportunity -

potential seller

Deal progress

Stagepotential seller
Offer status
Next actionConfirm viewing/showing details and decide whether to create a new lead/deal record.
DueNo due date

People

Seller: Potential seller from BizCA Assistant (Enterprise WeChat / BizCA Assistant source)

Buyer: No buyer linked yet

Quick intake / link people

Notes

2026-05-26 23:00 - wecom callback split
赵健楠 Jay 5/26 18:40:39 Message type: unknown
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This removes the note from this local CRM record.

2026-05-26 23:00 - wecom callback split
Aroma 5/12 12:43:47 Message type: unknown
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This removes the note from this local CRM record.

2026-05-26 23:00 - wecom callback split
面積1200平方尺,租金每月2500,水電煤,網路,電話,每月350,沒有管理費。沒有垃圾費,有停車位 Aroma 5/12 12:46:24 Message type: unknown
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This removes the note from this local CRM record.

2026-05-26 23:00 - wecom callback split
店主除必要開銷,員工薪資淨收入每月$ 8000至10000 Aroma 5/12 12:51:36 Message type: unknown
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This removes the note from this local CRM record.

2026-05-26 23:00 - wecom callback split
店內三個完整工作房,每個房都有雙人沙發,有冰箱寫字台,房間寬敞(9英尺x12英尺)一個獨立沐浴房,獨立馬桶,洗臉台 Aroma 5/12 12:55:57 Message type: unknown
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2026-05-26 23:00 - wecom callback split
一間獨立辦公室,监控房,每個房有監控屏幕,隨時看到外面情況,安全可靠 居加赵叔 6478962276 5/12 19:33:04 Message type: unknown
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2026-05-26 23:00 - wecom callback split
有12個師溥輪換上班,有合作的rmt ,沒有保險公司遺留問題 Aroma 5/13 09:30:59 Message type: unknown
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2026-05-26 23:00 - wecom callback split
鴻 Aroma 5/13 11:45:38 Message type: unknown
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Listing brief

Directly editable listing brief. Changes auto-save when you type or leave a box.

Edit full business profile (auto-save)

Editable business profile. Fields auto-save when you leave a box. These fields are the future CRM / CBO / MLS / offer data source.

Core
Premises / lease
Financials
Operations
Assets / transition
Listing / commission
Confidential schedule

Seller intake summary

Internal view. Submitted seller profile and uploaded files appear here after the client completes the intake link.

OwnerPotential seller from BizCA Assistant
EmailMissing
PhoneMissing
BusinessPotential seller from BizCA Assistant
IndustryPotential seller / business opportunity
LocationMissing
RevenueMissing
SDE / cash flowMissing
ReasonMissing
LeaseMissing

Latest submission

No seller intake submission yet.

Auto work package

Internal listing profile draft

  • Business: Potential seller from BizCA Assistant
  • Owner/seller: Potential seller from BizCA Assistant
  • Location: Missing
  • Industry: Potential seller / business opportunity
  • Revenue: Missing
  • Cash flow/SDE: Missing

Missing info

  • Email
  • Phone
  • Business address
  • Annual revenue
  • Cash flow / SDE
  • Reason for selling
  • Lease / premises terms
  • Owner ID / driver licence
  • Corporation articles
  • Lease
  • Past 3 years financials / tax / sales reports
  • Storefront / interior photos

Watch items

  • Key documents still missing: Owner ID / driver licence, Corporation articles, Lease, Past 3 years financials / tax / sales reports
  • Lease terms still need confirmation before pricing/offer work.

Follow-up draft

Hi Potential,

Thank you for completing the seller information checklist.

We received the information/files currently shown in our internal file. To continue preparing the business profile and listing documents, please help confirm or send the following when convenient:
1. Email
2. Phone
3. Business address
4. Annual revenue
5. Cash flow / SDE
6. Reason for selling
7. Owner ID / driver licence
8. Corporation articles
9. Lease
10. Past 3 years financials / tax / sales reports

Best,
Jay / BizCA

Uploaded files

TypeFileReview statusSensitive
No seller intake uploads yet.

Open full document records

Checklist

Buyer

  • Missing Buyer profile
  • Missing NDA
  • Missing Proof of funds / financing
  • Missing Sent CBO
  • Missing Buyer/seller meeting notes
  • Missing Offer / LOI / APS
  • Missing Due diligence status

Seller

  • Missing Seller profile
  • Missing Financials
  • Missing Lease
  • Missing Equipment list
  • Missing Employee info
  • Missing Listing agreement Form 520
  • Missing Published sale info / teaser / CBO
  • Missing Offer status
  • Missing Closing docs

Shortcuts

Generate CBO

Documents

Offer Builder

Conditions Tracker

Closing Timeline

Open buyer intake form

Record WeCom / coworker update

Timeline

2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
開銷,員工薪資淨收入每月$ 8000至10000 Aroma 5/12 12:51:36
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 23:00
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
開銷,員工薪資淨收入每月$ 8000至10000 Aroma 5/12 12:51:36
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 22:40
Confirm viewing/showing details and decide whether to create a new lead/deal record.
2026-05-26 20:46
Confirm viewing/showing details and decide whether to create a new lead/deal record.