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 Migrator
Customer contacts with classifications, industries and territories, history entries on the record, and offer creation with order and revenue analyses are the depth the pages actually show. I found no public information on custom field types, required fields, merge or deduplication tooling — and dedupe is the first thing I look for before importing thousands of messy rows, so that silence decides it. 4 5