Contact & data model
How this is scored
Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.
0 — A flat address book; no relations between people, companies and deals.
3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.
5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.
8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.
10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.
The Data Protection Officer
Companies, contacts and opportunities all exist as objects, with custom fields attachable to each, editable and combinable categories for filtering, and per-prospect actions such as calls and follow-ups tracked through the funnel. We found no public information on deduplication, merge tooling, field validation, or consent fields on the record, so hygiene rests on import templates that flag errors after upload. 1 4 5 3