BizCA CRM
Deals
New Deal
Tasks
People
Matches
Clauses
Offer Versions
Clause Comments
Scheduled
WeCom Intake
Daily Ops
Signal Engine
Intake Drafts
Roadmap
Review
Approvals
Search
Contacts
Potential seller from BizCA Assistant
Edits auto-save when you change a field or leave the page.
Contact
Full name
Phone
Email
Lead source / channel
-- unknown / manual later --
Referral
Manual founder context
Active folder import
Xiaohongshu
Website
BizBuySell
Realtor.ca
Google search
WeChat
Enterprise WeChat
LinkedIn
Past client
Walk-in / direct
Other
Lead source detail
Status
Profile notes
Customer portrait / preferences
{ "source_message_id": "MSG-20260526230027394759-S2", "source": "wecom_callback_split", "sender": "jiannanzhao", "received_at": "2026-05-26T23:00:27", "raw_text": "Aroma 5/22 21:13:48 赵健楠 Jay 5/26 18:40:42", "context_text": "Aroma 5/22 21:13:48 赵健楠 Jay 5/26 18:40:42\nMessage type: unknown", "attachments": [], "needs_human_verification": true, "audit_label": "BizCA Assistant transcribed CRM info" }
Risk / sensitive notes
Potential seller shell auto-created from internal BizCA Assistant note; verify details before relying.
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