Contact & data model
How this is scored
Depth and hygiene of the core records: contacts, companies and deals linked to each other, custom fields, activity history on the record, import hygiene and deduplication.
0 — Not a CRM data model; the product is an address book or mailing list with no companies or deals.
3 — Contacts, companies and deals linked to each other, with a few custom fields and notes on the record.
5 — Custom fields on contacts, companies and deals, an activity timeline (emails, calls, meetings, notes) on each record, and duplicate detection or merging of records.
8 — Custom objects or relationships beyond the standard model, field types with validation and required fields, bulk merge and deduplication tooling, and field-level permissions.
10 — A modelable system of record: custom objects with their own relations, pipelines and permissions, field-level change history, data-quality tooling (enrichment, bulk cleanup, rules) documented, and the model exposed completely through the API.
The Skeptic
Contacts, opportunities and pipelines hang together (Contact → Opportunity → Pipeline → Stage), notes with attachments, pinning and search sit on contacts, opportunities and companies, and the deduplication controls are real — a primary/secondary match field, automatic merging of CSV and messenger contacts, and a manual merge. Custom fields are evidenced on contacts and companies but not on deals, and we found no public information on custom objects, field-level permissions or bulk merge tooling. 4 5 7 9 13