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 Solo Seller
Contacts, opportunities and companies are linked (contact → opportunity → pipeline → stage), with internal notes, attachments, pinning and searchable, sortable note histories on each record, and appointment notes surfacing on the contact, opportunity and conversation. Custom fields are real — the company export includes them and workflow triggers can track custom-field changes. Deduplication is more configurable than most: primary and secondary matching fields, automatic merging on CSV import and via Messenger, plus a manual merge feature. That is a solid mid-tier data model; the captured pages give no sign of custom objects, field-level validation or bulk merge tooling. 4 5 7 13