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 RevOps Integrator
Customers, leads and opportunities exist with a team pipeline view and automatic logging of calls, visits, video calls, calendars and emails, which clears the flat-address-book floor. But I found no public information on custom fields, field validation, dedupe or merge tooling, permissioned field access, or anything beyond the standard objects — nothing here shows the data model bending to a business. 1