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
The contact record itself is honest — timestamped notes, meetings, every email, follow-ups on the timeline, with team access control — but the evidence shows no custom fields, no dedupe or merge tooling, and no evidence of company/deal relations at all. Duplicates accumulate unchecked is exactly the failure mode rubric level 3 describes, and my imports always found them. 1