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
Custom fields run from 50 on Standard to unlimited on Plus with mandatory, unique and field-level permissions, plus a duplicity checker and relations beyond the standard trio (deals convert to projects with subprojects) — real validation and permissioned access. But no merge tooling, field-level history or custom objects is evidenced, so it sits just under the 8 anchor. 2