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 Sales Ops Lead
The published module list puts companies, offers, orders, invoices, warehouse items, tasks and customer service records around the CRM, so this is more than a flat address book. But we found no public information on custom field types, field validation, required fields, or deduplication and merge tooling — the hygiene a 40-seat database lives or dies on. 1 3 4