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
Contacts, companies, deals, projects with subprojects and bookkeeping documents give me the relations I need to migrate intact, and Plus offers unlimited custom/mandatory/unique fields, field-level permissions and a duplicity checker — that is most of the hygiene I demand. But merge tooling appears nowhere in the evidence and the strong validation is Plus-gated, so bulk hygiene is a maybe rather than a promise. 2