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 Sales Ops Lead
The lead-centric model with prospects, client folders, automatic activity logging and closing reasons captured with tags is real, but customization tops out at five generic custom fields that are unavailable in the entry plan. We found no public information on deduplication, merge tooling, field validation or required fields, so record hygiene is not enforceable. 3 6 7