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
The model has real relations — leads, prospects, client folders, teams, steps and statuses — with activity history on the record and step changes logged automatically, which is more than a flat book. But customization tops out at five predefined custom fields gated above the Starter edition, and column-level export only works when lead fields carry the predefined labels. We found no public information on deduplication, merge tooling, field validation or field-level permissions. 3 6 7 9